Sofinnova Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.63B
Q ending 2026-03-31
Prior quarter
$2.32B
Q ending 2025-12-31
Change
+13.4% QoQ · +71.8% YoY
Positions
74
reported holdings
Largest positions
All 74 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Natera Inc | NTRA | Shares | $310.0M | 1.6M |
| Ishares Tr | IWM | Put | $148.8M | 600K |
| Spdr Series Trust | XBI | Put | $134.1M | 1.1M |
| Bristol-Myers Squibb Co | BMY | Shares | $120.6M | 2.0M |
| Jazz Pharmaceuticals Plc | Shares | $113.1M | 598K | |
| Vera Therapeutics Inc | VERA | Shares | $112.4M | 2.8M |
| United Therapeutics Corp | UTHR | Shares | $94.9M | 160K |
| Astrazeneca Plc | Shares | $89.9M | 456K | |
| Invesco Qqq Tr | QQQ | Put | $86.6M | 150K |
| Cogent Biosciences Inc | COGT | Shares | $81.4M | 2.1M |
| Ishares Tr | IBB | Put | $80.2M | 475K |
| Ultragenyx Pharmaceutical Inc | RARE | Shares | $65.9M | 3.1M |
| Rapport Therapeutics Inc | RAPP | Shares | $59.6M | 1.9M |
| Insmed Inc | INSM | Shares | $56.6M | 346K |
| Alcon Ag | Shares | $55.0M | 730K | |
| Supernus Pharmaceuticals | SUPN | Shares | $49.3M | 954K |
| United Therapeutics Corp | UTHR | Put | $47.6M | 80K |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $44.2M | 782K |
| Biogen Inc | BIIB | Shares | $42.1M | 230K |
| Celcuity Inc | CELC | Shares | $41.8M | 366K |
| Bioage Labs Inc | BIOA | Shares | $40.1M | 2.3M |
| Rhythm Pharmaceuticals Inc | RYTM | Shares | $39.1M | 450K |
| Arrivent Biopharma Inc | AVBP | Shares | $39.1M | 1.7M |
| Ideaya Biosciences Inc | IDYA | Shares | $37.7M | 1.1M |
| Immunome Inc | IMNM | Shares | $37.2M | 1.7M |
| Nektar Therapeutics | NKTR | Shares | $36.7M | 510K |
| Axsome Therapeutics Inc. | AXSM | Shares | $36.0M | 213K |
| Immatics N.V | Shares | $35.7M | 3.6M | |
| Celcuity Inc | CELC | Put | $34.2M | 300K |
| Axsome Therapeutics Inc. | AXSM | Put | $33.8M | 200K |
| Bridgebio Pharma Inc | BBIO | Shares | $30.4M | 409K |
| Dyne Therapeutics Inc | DYN | Shares | $29.6M | 1.6M |
| Inhibrx Biosciences Inc | INBX | Shares | $27.3M | 406K |
| Dexcom Inc | DXCM | Shares | $24.7M | 394K |
| Pharvaris N V | Shares | $23.1M | 818K | |
| Pfizer Inc | PFE | Call | $22.5M | 800K |
| Praxis Precision Medicines Inc | PRAX | Shares | $20.5M | 64K |
| Genmab A/S | GMAB | Shares | $20.2M | 752K |
| Arcus Biosciences Inc | RCUS | Shares | $19.9M | 923K |
| Liquidia Corporation | LQDA | Put | $18.9M | 500K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $17.7M | 305K |
| Stryker Corporation | SYK | Shares | $14.6M | 44K |
| Anaptysbio Inc | ANAB | Shares | $13.8M | 248K |
| Roivant Sciences Ltd | Shares | $13.2M | 478K | |
| Edgewise Therapeutics Inc | EWTX | Shares | $12.2M | 386K |
| Compass Therapeutics Inc | CMPX | Shares | $10.9M | 2.1M |
| Exelixis Inc | EXEL | Put | $10.8M | 252K |
| Oric Pharmaceuticals Inc | ORIC | Shares | $8.6M | 680K |
| Tango Therapeutics Inc | TNGX | Shares | $8.3M | 395K |
| Tyra Biosciences Inc | TYRA | Shares | $7.8M | 204K |
| Replimune Group Inc | REPL | Call | $7.8M | 1.0M |
| Ultragenyx Pharmaceutical Inc | RARE | Call | $7.3M | 350K |
| Axogen Inc | AXGN | Shares | $7.0M | 211K |
| Definium Therapeutics Inc | DFTX | Shares | $6.5M | 344K |
| Cytokinetics Inc | CYTK | Shares | $6.0M | 92K |
| Disc Medicine Inc | IRON | Shares | $5.0M | 78K |
| Veradermics Inc | MANE | Shares | $4.6M | 73K |
| Harmony Biosciences Hldgs Inc | HRMY | Shares | $4.3M | 153K |
| Vaxcyte Inc | PCVX | Shares | $2.9M | 51K |
| Compass Therapeutics Inc | CMPX | Call | $2.6M | 500K |
| Mirum Pharmaceuticals Inc | MIRM | Shares | $2.5M | 28K |
| Nextcure Inc | NXTC | Shares | $2.4M | 223K |
| Savara Inc | SVRA | Shares | $2.0M | 365K |
| Establishment Labs Hldgs Inc | Shares | $1.9M | 34K | |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $1.7M | 79K |
| Tenax Therapeutics Inc | TENX | Shares | $1.7M | 104K |
| Jade Biosciences Inc | JBIO | Shares | $1.5M | 107K |
| Wave Life Sciences Ltd | Shares | $1.4M | 189K | |
| Septerna Inc | SEPN | Shares | $1.1M | 48K |
| Onkure Therapeutics Inc | OKUR | Shares | $587K | 142K |
| Bolt Biotherapeutics Inc | BOLT | Shares | $556K | 138K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $492K | 15K |
| Imagenebio Inc | IMA | Shares | $159K | 32K |
| Zymeworks Inc | ZYME | Shares | $40K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.