account_balance
Investment manager · 13F filer · SEC CIK 1631134
Sofinnova Investments, Inc.
Reported value$1.87Bas of Jun 30, 2026
Positions53 11 new, 19 sold out
Top 10 weight59.8%NTRA alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NTRANatera Inc
22.5%
VERAVera Therapeutics Inc
6.4%
GMABGenmab A/S
5.9%Added +438%
JAZZJazz Pharmaceuticals PLC
4.7%Trimmed −39%
RAPPRapport Therapeutics Inc
4.2%
SPTXSeaport Therapeutics Inc
4.1%New
AVBPArrivent BioPharma Inc
3.1%
RAREUltragenyx Pharmaceutical In
3.1%Trimmed −45%
BIOABioAge Labs Inc
3.0%
BMYBristol-Myers Squibb Co
2.7%Trimmed −56%
SUPNSupernus Pharmaceuticals
2.6%Added +9%
RYTM2.4%NTRANatera Inc
22.5%
VERA6.4%GMAB5.9%JAZZJazz Pharmaceuticals PLC
4.7%Trimmed −39%
RAPP4.2%SPTX4.1%AVBP3.1%RARE3.1%BIOA3.0%BMY2.7%SUPN2.6%RYTMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NTRA Natera Inc 22.5% HeldVERA Vera Therapeutics Inc 6.4% HeldGMAB Genmab A/S 5.9% Added +438%JAZZ Jazz Pharmaceuticals PLC 4.7% Trimmed −39%RAPP Rapport Therapeutics Inc 4.2% HeldSPTX Seaport Therapeutics Inc 4.1% NewAVBP Arrivent BioPharma Inc 3.1% HeldRARE Ultragenyx Pharmaceutical In 3.1% Trimmed −45%BIOA BioAge Labs Inc 3.0% HeldBMY Bristol-Myers Squibb Co 2.7% Trimmed −56%SUPN Supernus Pharmaceuticals 2.6% Added +9%RYTM Rhythm Pharmaceuticals Inc 2.4% Trimmed −9%
What changed