Sofinnova Investments, Inc.

Est. AUM

$2.63B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Natera Inc	COM	$310.0M	1550280	11.80%	SOLE
2	iShares TRPUT	RUSSELL 2000 ETF	$148.8M	600000	5.66%	SOLE
3	SPDR Series TrustPUT	STATE STREET SPD	$134.1M	1050000	5.10%	SOLE
4	Bristol-Myers Squibb Co	COM	$120.6M	1988721	4.59%	SOLE
5	Jazz Pharmaceuticals PLC	SHS USD	$113.1M	598327	4.31%	SOLE
6	Vera Therapeutics Inc	CL A	$112.4M	2793987	4.28%	SOLE
7	United Therapeutics Corp	COM	$94.9M	160070	3.61%	SOLE
8	AstraZeneca PLC	ORD	$89.9M	456031	3.42%	SOLE
9	Invesco QQQ TRPUT	UNIT SER 1	$86.6M	150000	3.30%	SOLE
10	Cogent Biosciences Inc	COM	$81.4M	2113551	3.10%	SOLE
11	iShares TRPUT	ISHARES BIOTECH	$80.2M	475000	3.05%	SOLE
12	Ultragenyx Pharmaceutical Inc	COM	$65.9M	3145888	2.51%	SOLE
13	Rapport Therapeutics Inc	COM	$59.6M	1904408	2.27%	SOLE
14	Insmed Inc	COM PAR $.01	$56.6M	346075	2.15%	SOLE
15	Alcon AG	ORD SHS	$55.0M	729972	2.09%	SOLE
16	Supernus Pharmaceuticals	COM	$49.3M	954309	1.88%	SOLE
17	United Therapeutics CorpPUT	COM	$47.6M	80300	1.81%	SOLE
18	BioMarin Pharmaceutical Inc	COM	$44.2M	781982	1.68%	SOLE
19	Biogen Inc	COM	$42.1M	229521	1.60%	SOLE
20	Celcuity Inc	COM	$41.8M	366175	1.59%	SOLE
21	BioAge Labs Inc	COM	$40.1M	2293788	1.53%	SOLE
22	Rhythm Pharmaceuticals Inc	COM	$39.1M	450096	1.49%	SOLE
23	Arrivent BioPharma Inc	COM	$39.1M	1696752	1.49%	SOLE
24	IDEAYA Biosciences Inc	COM	$37.7M	1131786	1.44%	SOLE
25	Immunome Inc	COM	$37.2M	1701904	1.42%	SOLE
26	Nektar Therapeutics	COM	$36.7M	509546	1.40%	SOLE
27	Axsome Therapeutics Inc.	COM	$36.0M	212747	1.37%	SOLE
28	Immatics N.V	SHS	$35.7M	3630454	1.36%	SOLE
29	Celcuity IncPUT	COM	$34.2M	300000	1.30%	SOLE
30	Axsome Therapeutics Inc.PUT	COM	$33.8M	200000	1.29%	SOLE
31	BridgeBio Pharma Inc	COM	$30.4M	409183	1.16%	SOLE
32	Dyne Therapeutics Inc	COM	$29.6M	1633897	1.13%	SOLE
33	Inhibrx Biosciences Inc	COM	$27.3M	406029	1.04%	SOLE
34	Dexcom Inc	COM	$24.7M	393576	0.94%	SOLE
35	Pharvaris N V	COM	$23.1M	818328	0.88%	SOLE
36	Pfizer IncCALL	COM	$22.5M	800000	0.86%	SOLE
37	Praxis Precision Medicines Inc	COM	$20.5M	63680	0.78%	SOLE
38	Genmab A/S	SPONSORED ADS	$20.2M	752261	0.77%	SOLE
39	Arcus Biosciences Inc	COM	$19.9M	923086	0.76%	SOLE
40	Liquidia CorporationPUT	COM	$18.9M	500000	0.72%	SOLE
41	Xenon Pharmaceuticals Inc	COM	$17.7M	305216	0.68%	SOLE
42	Stryker Corporation	COM	$14.6M	44480	0.56%	SOLE
43	AnaptysBio Inc	COM	$13.8M	248253	0.52%	SOLE
44	Roivant Sciences Ltd	SHS	$13.2M	477995	0.50%	SOLE
45	Edgewise Therapeutics Inc	COM	$12.2M	386498	0.46%	SOLE
46	Compass Therapeutics Inc	COM	$10.9M	2056161	0.41%	SOLE
47	Exelixis IncPUT	COM	$10.8M	251500	0.41%	SOLE
48	Oric Pharmaceuticals Inc	COM	$8.6M	679578	0.33%	SOLE
49	Tango Therapeutics Inc	COM	$8.3M	395081	0.31%	SOLE
50	Tyra Biosciences Inc	COM	$7.8M	204015	0.30%	SOLE

1–50 of 74

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.