Q1 2025 · 13F-HR
Sofinnova Investments, Inc.holdings as filed
Filed 2025-05-15 · accession 0001104659-25-049266
$1.53B
Reported value
64
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 632307104 | NTRA | Natera Inc | $219.2M | 14.3% | 1,550,280 | Common | SOLE |
| 863667101 | SYK | Stryker Corporation | $111.1M | 7.26% | 298,567 | Common | SOLE |
| 46090E103 | QQQ | Invesco QQQ TR | $82.1M | 5.36% | 175,000 | PUT | SOLE |
| 464287655 | IWM | iShares TR | $69.8M | 4.56% | 350,000 | PUT | SOLE |
| 92337R101 | VERA | Vera Therapeutics Inc | $67.1M | 4.38% | 2,793,987 | Common | SOLE |
| G50871105 | JAZZ | Jazz Pharmaceuticals PLC | $63.3M | 4.14% | 510,050 | Common | SOLE |
| G5960L103 | MDT | Medtronic PLC | $50.6M | 3.30% | 562,992 | Common | SOLE |
| 02043Q107 | ALNY | Alnylam Pharmaceuticals Inc | $47.6M | 3.11% | 176,181 | Common | SOLE |
| 375558103 | GILD | Gilead Sciences Inc | $46.9M | 3.07% | 418,900 | Common | SOLE |
| 532457108 | LLY | Eli Lilly & Co | $43.6M | 2.85% | 52,800 | Common | SOLE |
| 45166A102 | IDYA | IDEAYA Biosciences Inc | $43.0M | 2.81% | 2,622,192 | Common | SOLE |
| 834203309 | SLNO | Soleno Therapeutics Inc | $37.8M | 2.47% | 529,300 | PUT | SOLE |
| 834203309 | SLNO | Soleno Therapeutics Inc | $34.6M | 2.26% | 484,471 | Common | SOLE |
| 04272N102 | AVBP | Arrivent BioPharma Inc | $31.4M | 2.05% | 1,696,752 | Common | SOLE |
| 69366J200 | PTCT | PTC Therapeutics Inc | $29.5M | 1.93% | 579,339 | Common | SOLE |
| 87164F105 | SNDX | Syndax Pharmaceuticals Inc | $28.0M | 1.83% | 2,275,223 | Common | SOLE |
| 252131107 | DXCM | Dexcom Inc | $27.0M | 1.77% | 395,975 | Common | SOLE |
| 10806X102 | BBIO | BridgeBio Pharma Inc | $25.4M | 1.66% | 734,227 | Common | SOLE |
| 76029N106 | REPL | Replimune Group Inc | $24.2M | 1.58% | 2,479,939 | Common | SOLE |
| 76243J105 | RYTM | Rhythm Pharmaceuticals | $23.7M | 1.55% | 446,839 | Common | SOLE |
| 457669307 | INSM | Insmed Inc | $23.2M | 1.52% | 304,254 | Common | SOLE |
| 09627Y109 | 2655787D | Blueprint Medicines Corp | $23.1M | 1.51% | 261,039 | Common | SOLE |
| 110122108 | BMY | Bristol-Myers Squibb Co | $22.7M | 1.48% | 371,497 | Common | SOLE |
| 45337C102 | INCY | Incyte Corp | $21.7M | 1.41% | 357,800 | Common | SOLE |
| 032724106 | ANAB | AnaptysBio Inc | $21.6M | 1.41% | 1,160,033 | Common | SOLE |
| 803607100 | SRPT | Sarepta Therapeutics Inc | $20.9M | 1.37% | 327,618 | Common | SOLE |
| 00973Y108 | AKRO | Akero Therapeutics Inc | $20.6M | 1.35% | 510,020 | Common | SOLE |
| 05464T104 | AXSM | Axsome Therapeutics Inc | $20.4M | 1.34% | 175,317 | Common | SOLE |
| 75383L102 | RAPP | Rapport Therapeutics Inc | $20.0M | 1.31% | 1,995,594 | Common | SOLE |
| 868459108 | SUPN | Supernus Pharmaceuticals Inc | $17.1M | 1.11% | 520,678 | Common | SOLE |
| 805111101 | SVRA | Savara Inc | $15.2M | 0.99% | 5,481,666 | Common | SOLE |
| 19240Q201 | COGT | Cogent Biosciences Inc | $13.1M | 0.85% | 2,182,121 | Common | SOLE |
| G76279101 | ROIV | Roivant Sciences Ltd | $12.9M | 0.84% | 1,279,510 | Common | SOLE |
| 235851102 | DHR | Danaher Corporation | $12.0M | 0.78% | 58,606 | Common | SOLE |
| 70975L107 | PEN | Penumbra Inc | $11.5M | 0.75% | 42,936 | Common | SOLE |
| 05370A108 | RNAGBP | Avidity Biosciences Inc | $11.2M | 0.73% | 379,931 | Common | SOLE |
| 45720N103 | INBX | Inhibrx Biosciences Inc | $9.8M | 0.64% | 697,916 | Common | SOLE |
| 984241109 | YMABUSD | Y-mAbs Therapeutics Inc | $9.7M | 0.63% | 2,194,278 | Common | SOLE |
| 008064107 | — | Aerovate Therapeutics Inc | $9.4M | 0.62% | 3,758,686 | Common | SOLE |
| N69605108 | PHVS | Pharvaris N V | $9.3M | 0.61% | 593,403 | Common | SOLE |
| 09077V100 | BIOA | BioAge Labs Inc | $8.7M | 0.57% | 2,304,901 | Common | SOLE |
| 004225108 | ACAD | ACADIA Pharmaceuticals Inc | $8.3M | 0.54% | 500,000 | CALL | SOLE |
| 03969F109 | RCUS | Arcus Biosciences Inc | $8.1M | 0.53% | 1,037,776 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $7.5M | 0.49% | 342,218 | Common | SOLE |
| 26818M108 | DYN | Dyne Therapeutics Inc | $7.5M | 0.49% | 716,896 | Common | SOLE |
| 28036F105 | EWTX | Edgewise Therapeutics Inc | $7.0M | 0.46% | 320,400 | PUT | SOLE |
| N44445109 | IMTX | Immatics N.V | $7.0M | 0.46% | 1,554,304 | Common | SOLE |
| 74006W207 | PRAX | Praxis Precision Medicines I | $6.0M | 0.39% | 157,640 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc | $5.9M | 0.39% | 11,984 | Common | SOLE |
| N90064101 | QURE | Uniqure NV | $5.8M | 0.38% | 545,771 | Common | SOLE |
| 45257U108 | IMNM | Immunome Inc | $5.3M | 0.35% | 788,666 | Common | SOLE |
| 50127T109 | KURA | Kura Oncology Inc | $5.2M | 0.34% | 791,667 | Common | SOLE |
| 45790W108 | — | Inozyme Pharma Inc | $3.9M | 0.25% | 4,280,308 | Common | SOLE |
| 80706P103 | SRRK | Scholar Rock Hldg Corp | $3.7M | 0.24% | 116,117 | Common | SOLE |
| 29479A108 | ERAS | Erasca Inc | $2.6M | 0.17% | 1,877,085 | Common | SOLE |
| 65343E108 | NXTCEUR | Nextcure Inc | $1.3M | 0.08% | 2,671,856 | Common | SOLE |
| G31249108 | ESTA | Establishment Labs Hldgs Inc | $1.2M | 0.08% | 28,675 | Common | SOLE |
| 097702104 | BOLT1EUR | Bolt Biotherapeutics Inc | $1.1M | 0.07% | 2,754,437 | Common | SOLE |
| 59267L107 | — | Metsera Inc | $1.0M | 0.07% | 36,800 | Common | SOLE |
| 29337E102 | ELVN | Enliven Therapeutics Inc | $660,205 | 0.04% | 33,547 | Common | SOLE |
| 86366E106 | GPCR | Structure Therapeutics Inc | $605,019 | 0.04% | 34,952 | Common | SOLE |
| 92764N102 | VIR | Vir Biotechnology Inc | $537,905 | 0.04% | 83,010 | Common | SOLE |
| 45175G108 | — | Ikena Oncology Inc | $489,748 | 0.03% | 382,616 | Common | SOLE |
| 254604101 | IRON | Disc Medicine Inc | $371,555 | 0.02% | 7,485 | 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.