Listed

Sofinnova Investments, Inc.

An institutional investment manager in Menlo Park, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1631134.

Share

Share this page

Story card, 1080 × 1920

Holdings: 57 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Natera IncNTRACOM63230710442121.8%1,550,280Unchanged
Vera Therapeutics IncVERACL A92337R1011206.2%2,793,987Unchanged
Genmab A/SGMABSPONSORED ADS3723032061115.7%4,045,215Added+3,292,954
Jazz Pharmaceuticals PLCSHS USDG5087110588.04.6%365,341Reduced−232,986
Rapport Therapeutics IncRAPPCOM75383L10279.44.1%1,904,408Unchanged
Seaport Therapeutics IncSPTXCOM81221K10877.44.0%3,564,871New+3,564,871
Arrivent BioPharma IncAVBPCOM04272N10258.93.0%1,696,752Unchanged
Ultragenyx Pharmaceutical InRARECOM90400D10857.33.0%1,717,505Reduced−1,428,383
BioAge Labs IncBIOACOM09077V10056.22.9%2,293,788Unchanged
Bristol-Myers Squibb CoBMYCOM11012210850.52.6%876,970Reduced−1,111,751
Supernus PharmaceuticalsSUPNCOM86845910848.22.5%1,036,328Added+82,019
Rhythm Pharmaceuticals IncRYTMCOM76243J10545.32.3%408,027Reduced−42,069
Gilead Sciences IncGILDCOM37555810343.32.2%343,100New+343,100
United Therapeutics Corp DelUTHRCOM91307C10241.42.1%76,489Reduced−83,581
Cogent Biosciences IncCOGTCOM19240Q20140.12.1%1,035,148Reduced−1,078,403
Axsome Therapeutics Inc.AXSMCOM05464T10439.32.0%160,429Reduced−52,318
Immatics N.VSHSN4444510937.21.9%3,669,346Added+38,892
Dyne Therapeutics IncDYNCOM26818M10836.81.9%1,658,384Added+24,487
Immunome IncIMNMCOM45257U10836.51.9%1,720,316Added+18,412
IDEAYA Biosciences IncIDYACOM45166A10234.51.8%925,119Reduced−206,667
Anaptysbio IncANABCOM03272410633.31.7%493,536Added+245,283
Nektar TherapeuticsNKTRCOM NEW64026830632.91.7%471,763Reduced−37,783
Pharvaris N VCOMN6960510830.51.6%881,299Added+62,971
Arcus Biosciences IncRCUSCOM03969F10929.21.5%945,690Added+22,604
Inhibrx Biosciences IncINBXCOM45720N10328.71.5%303,103Reduced−102,926
BioMarin Pharmaceutical IncBMRNCOM09061G10120.51.1%358,568Reduced−423,414
Veradermics IncMANECOMMON STOCK92296710418.30.9%148,993Added+75,678
Alcon AGORD SHSH0130112817.20.9%255,824Reduced−474,148
Insmed IncINSMCOM PAR $.0145766930716.90.9%158,398Reduced−187,677
Ultragenyx Pharmaceutical InRARECOM90400D10816.70.9%500,000CallAdded+150,000
Intuitive Surgical IncISRGCOM NEW46120E60215.90.8%40,000CallNew+40,000
Globus Med IncGMEDCL A37957720815.80.8%200,000CallNew+200,000
Edgewise Therapeutics IncEWTXCOM28036F10515.50.8%380,923Reduced−5,575
Exelixis IncEXELCOM30161Q10413.80.7%254,200PutAdded+2,700
Nurix Therapeutics IncNRIXCOM67080M10312.70.7%524,098New+524,098
Design Therapeutics IncDSGNCOM25056L10312.50.6%865,135New+865,135
Definium Therapeutics IncDFTXCOM SHS24477V10512.00.6%255,903Reduced−88,263
First Tracks BiotherapeuticsTRAXORD SHS33718510211.40.6%565,199New+565,199
Abbott LaboratoriesABTCOM00282410011.20.6%122,998New+122,998
Disc Medicine IncIRONCOM25460410110.70.6%146,239Added+67,919
Tenax Therapeutics IncTENXCOM NEW88032L6057.30.4%500,039Added+395,639
Sionna Therapeutics IncSIONCOM8294011086.40.3%144,432New+144,432
Absci CorporationABSICOM00091E1093.90.2%337,400New+337,400
Mirum Pharmaceuticals IncMIRMCOM6047491013.20.2%27,591Unchanged
Jade Biosciences IncJBIOCOM0080642062.40.1%107,391Unchanged
Savara IncSVRACOM8051111012.20.1%364,763Unchanged
Praxis Precision Medicines IPRAXCOM NEW74006W2072.20.1%6,440Reduced−57,240
Septerna IncSEPNCOM81734D1041.6<0.1%47,506Unchanged
Onkure Therapeutics IncOKURCOM CL A68277Q1051.5<0.1%321,692Added+179,992
Sagimet Biosciences IncSGMTCOM SER A7867001041.3<0.1%166,667New+166,667
Wave Life Sciences LtdSHSY953081051.1<0.1%189,253Unchanged
Aktis Oncology IncAKTSCOM01021M1041.0<0.1%32,436New+32,436
Tyra Biosciences IncTYRACOM90240B1061.0<0.1%32,267Reduced−171,748
Bolt Biotherapeutics IncBOLTCOM0977022030.5<0.1%137,721Unchanged
Nextcure IncNXTCCOM65343E2070.4<0.1%222,654Unchanged
ImageneBio IncIMACOM45175G2070.2<0.1%31,884Unchanged
Heartflow IncHTFLCOM42238D1070.1<0.1%5,079New+5,079

Sold out: 30 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Acadia Pharmaceuticals IncACADCOM0042251080.00.0%0Sold out−78,551
AstraZeneca PLCORDG0593M1070.00.0%0Sold out−456,031
AxoGen IncAXGNCOM05463X1060.00.0%0Sold out−210,665
Axsome Therapeutics Inc.AXSMCOM05464T1040.00.0%0PutSold out−200,000
Biogen IncBIIBCOM09062X1030.00.0%0Sold out−229,521
BridgeBio Pharma IncBBIOCOM10806X1020.00.0%0Sold out−409,183
Celcuity IncCELCCOM15102K1000.00.0%0PutSold out−300,000
Celcuity IncCELCCOM15102K1000.00.0%0Sold out−366,175
Compass Therapeutics IncCMPXCOM20454B1040.00.0%0Sold out−2,056,161
Compass Therapeutics IncCMPXCOM20454B1040.00.0%0CallSold out−500,000
Cytokinetics IncCYTKCOM23282W6050.00.0%0Sold out−91,791
Dexcom IncDXCMCOM2521311070.00.0%0Sold out−393,576
Establishment Labs Hldgs IncCOMG312491080.00.0%0Sold out−33,930
Harmony Biosciences Hldgs IncHRMYCOM4131971040.00.0%0Sold out−152,695
Invesco QQQ TRUNIT SER 146090E1030.00.0%0PutSold out−150,000
iShares TRISHARES BIOTECH4642875560.00.0%0PutSold out−475,000
iShares TRRUSSELL 2000 ETF4642876550.00.0%0PutSold out−600,000
Liquidia CorporationLQDACOM53635D2020.00.0%0PutSold out−500,000
Oric Pharmaceuticals IncORICCOM68622P1090.00.0%0Sold out−679,578
Pfizer IncPFECOM7170811030.00.0%0CallSold out−800,000
Replimune Group IncREPLCOM76029N1060.00.0%0CallSold out−1,015,400
Roivant Sciences LtdSHSG762791010.00.0%0Sold out−477,995
Soleno Therapeutics IncCOM8342033090.00.0%0Sold out−14,689
SPDR Series TrustSTATE STREET SPD78464A8700.00.0%0PutSold out−1,050,000
Stryker CorporationSYKCOM8636671010.00.0%0Sold out−44,480
Tango Therapeutics IncTNGXCOM87583X1090.00.0%0Sold out−395,081
United Therapeutics CorpUTHRCOM91307C1020.00.0%0PutSold out−80,300
Vaxcyte IncPCVXCOM92243G1080.00.0%0Sold out−50,600
Xenon Pharmaceuticals IncXENECOM98420N1050.00.0%0Sold out−305,216
Zymeworks IncZYMECOM98985Y1080.00.0%0Sold out−1,610

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096982 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.