§ 13F · FUND PROFILE
Sofinnova Investments, Inc..
AUM · $1.9B (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$213M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | 1.55M | $421M | 21.8% | ±0% |
| 2 | VERA | Vera Therapeutics Inc | 2.79M | $120M | 6.2% | ±0% |
| 3 | GMAB | Genmab A/S | 4.05M | $111M | 5.7% | +438% |
| 4 | JAZZ | Jazz Pharmaceuticals PLC | 365K | $88M | 4.6% | −39% |
| 5 | RAPP | Rapport Therapeutics Inc | 1.90M | $79M | 4.1% | ±0% |
| 6 | SPTX | Seaport Therapeutics Inc | 3.56M | $77M | 4.0% | NEW |
| 7 | AVBP | Arrivent BioPharma Inc | 1.70M | $59M | 3.0% | ±0% |
| 8 | RARE | Ultragenyx Pharmaceutical In | 1.72M | $57M | 3.0% | −37% |
| 9 | BIOA | BioAge Labs Inc | 2.29M | $56M | 2.9% | ±0% |
| 10 | BMY | Bristol-Myers Squibb Co | 877K | $51M | 2.6% | −56% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SOFINNOVA SIGNAL
AC read
Sofinnova Investments, Inc. is a Other fund managing $1.9 billion in assets. The fund runs a portfolio of 57 positions.
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