Q4 2024 · 13F-HR
Sofinnova Investments, Inc.holdings as filed
Filed 2025-02-14 · accession 0001104659-25-013863
$1.37B
Reported value
61
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 632307104 | NTRA | Natera Inc | $245.4M | 17.9% | 1,550,280 | Common | SOLE |
| 92337R101 | VERA | Vera Therapeutics Inc | $118.2M | 8.61% | 2,793,987 | Common | SOLE |
| 375558103 | GILD | Gilead Sciences Inc | $71.5M | 5.21% | 774,227 | Common | SOLE |
| 00287Y109 | ABBV | AbbVie Inc | $63.9M | 4.65% | 359,393 | Common | SOLE |
| G50871105 | JAZZ | Jazz Pharmaceuticals PLC | $62.1M | 4.52% | 504,193 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $52.1M | 3.80% | 428,771 | Common | SOLE |
| 04272N102 | AVBP | Arrivent BioPharma Inc | $45.2M | 3.29% | 1,696,752 | Common | SOLE |
| 046353108 | AZNN | AstraZeneca PLC | $42.7M | 3.11% | 651,344 | Common | SOLE |
| 863667101 | SYK | Stryker Corporation | $41.8M | 3.04% | 116,005 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $41.6M | 3.03% | 491,726 | Common | SOLE |
| 76029N106 | REPL | Replimune Group Inc | $38.1M | 2.78% | 3,149,522 | Common | SOLE |
| 45337C102 | INCY | Incyte Corp | $36.2M | 2.64% | 524,267 | Common | SOLE |
| 75383L102 | RAPP | Rapport Therapeutics Inc | $35.4M | 2.58% | 1,995,594 | Common | SOLE |
| 834203309 | SLNO | Soleno Therapeutics Inc | $34.0M | 2.48% | 757,248 | Common | SOLE |
| 101137107 | BSX | Boston Scientific Corp | $31.0M | 2.25% | 346,571 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA Biosciences Inc | $27.5M | 2.00% | 1,069,090 | Common | SOLE |
| 02043Q107 | ALNY | Alnylam Pharmaceuticals Inc | $25.9M | 1.89% | 110,157 | Common | SOLE |
| G01767105 | ALKS | Alkermes Plc | $25.7M | 1.87% | 894,266 | Common | SOLE |
| 26818M108 | DYN | Dyne Therapeutics Inc | $25.2M | 1.84% | 1,071,498 | Common | SOLE |
| 252131107 | DXCM | Dexcom Inc | $22.6M | 1.64% | 290,210 | Common | SOLE |
| 76243J105 | RYTM | Rhythm Pharmaceuticals Inc | $22.2M | 1.62% | 397,428 | Common | SOLE |
| 379577208 | GMED | Globus Med Inc | $20.2M | 1.47% | 244,700 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc | $19.8M | 1.44% | 37,896 | Common | SOLE |
| 457669307 | INSM | Insmed Inc | $17.7M | 1.29% | 256,281 | Common | SOLE |
| 984241109 | YMABUSD | Y-mAbs Therapeutics Inc | $17.2M | 1.25% | 2,194,278 | Common | SOLE |
| 805111101 | SVRA | Savara Inc | $16.8M | 1.22% | 5,471,299 | Common | SOLE |
| 47103J105 | JANX | Janux Therapeutics Inc | $13.6M | 0.99% | 253,262 | Common | SOLE |
| 09077V100 | BIOA | BioAge Labs Inc | $13.3M | 0.97% | 2,304,901 | Common | SOLE |
| 45790W108 | — | Inozyme Pharma Inc | $11.9M | 0.86% | 4,280,308 | Common | SOLE |
| 532457108 | LLY | Eli Lilly & Co | $11.1M | 0.81% | 14,364 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $10.8M | 0.78% | 402,773 | Common | SOLE |
| N69605108 | PHVS | Pharvaris N V | $10.7M | 0.78% | 560,723 | Common | SOLE |
| 008064107 | — | Aerovate Therapeutics Inc | $10.0M | 0.73% | 3,758,686 | Common | SOLE |
| 45332Y109 | NARIUSD | Inari Med Inc | $9.2M | 0.67% | 180,456 | Common | SOLE |
| 87164F105 | SNDX | Syndax Pharmaceuticals Inc | $8.7M | 0.63% | 658,627 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $8.5M | 0.62% | 100,000 | CALL | SOLE |
| 45720N103 | INBX | Inhibrx Biosciences Inc | $8.1M | 0.59% | 527,190 | Common | SOLE |
| 45257U108 | IMNM | Immunome Inc | $7.9M | 0.58% | 746,824 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $6.4M | 0.47% | 823,160 | Common | SOLE |
| 004468500 | ACHV | Achieve Life Sciences Inc | $4.6M | 0.33% | 1,306,482 | Common | SOLE |
| 29479A108 | ERAS | Erasca Inc | $4.5M | 0.33% | 1,795,880 | Common | SOLE |
| G31249108 | ESTA | Establishment Labs Hldgs Inc | $4.4M | 0.32% | 95,305 | Common | SOLE |
| 05352A100 | AVTR | Avantor Inc | $4.2M | 0.31% | 200,000 | Common | SOLE |
| 28176E108 | EW | Edwards Lifesciences Corp | $3.0M | 0.22% | 40,000 | Common | SOLE |
| 30063P105 | EXK | Exact Sciences Corp | $2.9M | 0.21% | 52,042 | Common | SOLE |
| N44445109 | IMTX | Immatics N.V | $2.4M | 0.18% | 343,206 | Common | SOLE |
| 235851102 | DHR | Danaher Corporation | $2.3M | 0.17% | 10,000 | Common | SOLE |
| 65343E108 | NXTCEUR | Nextcure Inc | $2.1M | 0.15% | 2,671,856 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $1.8M | 0.13% | 132,927 | Common | SOLE |
| 492327101 | KROS | Keros Therapeutics Inc | $1.5M | 0.11% | 95,375 | Common | SOLE |
| 097702104 | BOLT1EUR | Bolt Biotherapeutics Inc | $1.5M | 0.11% | 2,754,437 | Common | SOLE |
| 254604101 | IRON | Disc Medicine Inc | $1.4M | 0.11% | 22,752 | Common | SOLE |
| 075887109 | BDX | Becton Dickinson & Co | $1.1M | 0.08% | 4,951 | Common | SOLE |
| 92764N102 | VIR | Vir Biotechnology Inc | $837,722 | 0.06% | 114,131 | Common | SOLE |
| 44930G107 | ICUI | ICU Med Inc | $775,850 | 0.06% | 5,000 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $765,563 | 0.06% | 34,025 | Common | SOLE |
| 45175G108 | — | Ikena Oncology Inc | $627,490 | 0.05% | 382,616 | Common | SOLE |
| 89422G107 | TVTX | Travere Therapeutics Inc | $568,171 | 0.04% | 32,616 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $566,591 | 0.04% | 20,892 | Common | SOLE |
| 745848101 | LUNG | Pulmonx Corp | $416,404 | 0.03% | 61,326 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $400,984 | 0.03% | 13,789 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.