# Sofinnova Investments, Inc.: Form 13F holdings

An institutional investment manager in Menlo Park, CA. SEC CIK 1631134.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.93bn
- Positions: 57 (57 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1631134/000110465926096982/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Natera Inc (NTRA)](/companies/ntra.md) | COM | $420.8m | 21.8% | 1,550,280 |  | Unchanged |
| [Vera Therapeutics Inc (VERA)](/companies/vera.md) | CL A | $119.9m | 6.2% | 2,793,987 |  | Unchanged |
| [Genmab A/S (GMAB)](/companies/gmab.md) | SPONSORED ADS | $111.1m | 5.7% | 4,045,215 |  | Added +3,292,954 |
| Jazz Pharmaceuticals PLC | SHS USD | $88.0m | 4.6% | 365,341 |  | Reduced −232,986 |
| [Rapport Therapeutics Inc (RAPP)](/companies/rapp.md) | COM | $79.4m | 4.1% | 1,904,408 |  | Unchanged |
| [Seaport Therapeutics Inc (SPTX)](/companies/sptx.md) | COM | $77.4m | 4.0% | 3,564,871 |  | New +3,564,871 |
| [Arrivent BioPharma Inc (AVBP)](/companies/avbp.md) | COM | $58.9m | 3.0% | 1,696,752 |  | Unchanged |
| [Ultragenyx Pharmaceutical In (RARE)](/companies/rare.md) | COM | $57.3m | 3.0% | 1,717,505 |  | Reduced −1,428,383 |
| [BioAge Labs Inc (BIOA)](/companies/bioa.md) | COM | $56.2m | 2.9% | 2,293,788 |  | Unchanged |
| [Bristol-Myers Squibb Co (BMY)](/companies/bmy.md) | COM | $50.5m | 2.6% | 876,970 |  | Reduced −1,111,751 |
| [Supernus Pharmaceuticals (SUPN)](/companies/supn.md) | COM | $48.2m | 2.5% | 1,036,328 |  | Added +82,019 |
| [Rhythm Pharmaceuticals Inc (RYTM)](/companies/rytm.md) | COM | $45.3m | 2.3% | 408,027 |  | Reduced −42,069 |
| [Gilead Sciences Inc (GILD)](/companies/gild.md) | COM | $43.3m | 2.2% | 343,100 |  | New +343,100 |
| [United Therapeutics Corp Del (UTHR)](/companies/uthr.md) | COM | $41.4m | 2.1% | 76,489 |  | Reduced −83,581 |
| [Cogent Biosciences Inc (COGT)](/companies/cogt.md) | COM | $40.1m | 2.1% | 1,035,148 |  | Reduced −1,078,403 |
| [Axsome Therapeutics Inc. (AXSM)](/companies/axsm.md) | COM | $39.3m | 2.0% | 160,429 |  | Reduced −52,318 |
| Immatics N.V | SHS | $37.2m | 1.9% | 3,669,346 |  | Added +38,892 |
| [Dyne Therapeutics Inc (DYN)](/companies/dyn.md) | COM | $36.8m | 1.9% | 1,658,384 |  | Added +24,487 |
| [Immunome Inc (IMNM)](/companies/imnm.md) | COM | $36.5m | 1.9% | 1,720,316 |  | Added +18,412 |
| [IDEAYA Biosciences Inc (IDYA)](/companies/idya.md) | COM | $34.5m | 1.8% | 925,119 |  | Reduced −206,667 |
| [Anaptysbio Inc (ANAB)](/companies/anab.md) | COM | $33.3m | 1.7% | 493,536 |  | Added +245,283 |
| [Nektar Therapeutics (NKTR)](/companies/nktr.md) | COM NEW | $32.9m | 1.7% | 471,763 |  | Reduced −37,783 |
| Pharvaris N V | COM | $30.5m | 1.6% | 881,299 |  | Added +62,971 |
| [Arcus Biosciences Inc (RCUS)](/companies/rcus.md) | COM | $29.2m | 1.5% | 945,690 |  | Added +22,604 |
| [Inhibrx Biosciences Inc (INBX)](/companies/inbx.md) | COM | $28.7m | 1.5% | 303,103 |  | Reduced −102,926 |
| [BioMarin Pharmaceutical Inc (BMRN)](/companies/bmrn.md) | COM | $20.5m | 1.1% | 358,568 |  | Reduced −423,414 |
| [Veradermics Inc (MANE)](/companies/mane.md) | COMMON STOCK | $18.3m | 0.9% | 148,993 |  | Added +75,678 |
| Alcon AG | ORD SHS | $17.2m | 0.9% | 255,824 |  | Reduced −474,148 |
| [Insmed Inc (INSM)](/companies/insm.md) | COM PAR $.01 | $16.9m | 0.9% | 158,398 |  | Reduced −187,677 |
| [Ultragenyx Pharmaceutical In (RARE)](/companies/rare.md) | COM | $16.7m | 0.9% | 500,000 | Call | Added +150,000 |
| [Intuitive Surgical Inc (ISRG)](/companies/isrg.md) | COM NEW | $15.9m | 0.8% | 40,000 | Call | New +40,000 |
| [Globus Med Inc (GMED)](/companies/gmed.md) | CL A | $15.8m | 0.8% | 200,000 | Call | New +200,000 |
| [Edgewise Therapeutics Inc (EWTX)](/companies/ewtx.md) | COM | $15.5m | 0.8% | 380,923 |  | Reduced −5,575 |
| [Exelixis Inc (EXEL)](/companies/exel.md) | COM | $13.8m | 0.7% | 254,200 | Put | Added +2,700 |
| [Nurix Therapeutics Inc (NRIX)](/companies/nrix.md) | COM | $12.7m | 0.7% | 524,098 |  | New +524,098 |
| [Design Therapeutics Inc (DSGN)](/companies/dsgn.md) | COM | $12.5m | 0.6% | 865,135 |  | New +865,135 |
| [Definium Therapeutics Inc (DFTX)](/companies/dftx.md) | COM SHS | $12.0m | 0.6% | 255,903 |  | Reduced −88,263 |
| [First Tracks Biotherapeutics (TRAX)](/companies/trax.md) | ORD SHS | $11.4m | 0.6% | 565,199 |  | New +565,199 |
| [Abbott Laboratories (ABT)](/companies/abt.md) | COM | $11.2m | 0.6% | 122,998 |  | New +122,998 |
| [Disc Medicine Inc (IRON)](/companies/iron.md) | COM | $10.7m | 0.6% | 146,239 |  | Added +67,919 |
| [Tenax Therapeutics Inc (TENX)](/companies/tenx.md) | COM NEW | $7.3m | 0.4% | 500,039 |  | Added +395,639 |
| [Sionna Therapeutics Inc (SION)](/companies/sion.md) | COM | $6.4m | 0.3% | 144,432 |  | New +144,432 |
| [Absci Corporation (ABSI)](/companies/absi.md) | COM | $3.9m | 0.2% | 337,400 |  | New +337,400 |
| [Mirum Pharmaceuticals Inc (MIRM)](/companies/mirm.md) | COM | $3.2m | 0.2% | 27,591 |  | Unchanged |
| [Jade Biosciences Inc (JBIO)](/companies/jbio.md) | COM | $2.4m | 0.1% | 107,391 |  | Unchanged |
| [Savara Inc (SVRA)](/companies/svra.md) | COM | $2.2m | 0.1% | 364,763 |  | Unchanged |
| [Praxis Precision Medicines I (PRAX)](/companies/prax.md) | COM NEW | $2.2m | 0.1% | 6,440 |  | Reduced −57,240 |
| [Septerna Inc (SEPN)](/companies/sepn.md) | COM | $1.6m | <0.1% | 47,506 |  | Unchanged |
| [Onkure Therapeutics Inc (OKUR)](/companies/okur.md) | COM CL A | $1.5m | <0.1% | 321,692 |  | Added +179,992 |
| [Sagimet Biosciences Inc (SGMT)](/companies/sgmt.md) | COM SER A | $1.3m | <0.1% | 166,667 |  | New +166,667 |
| Wave Life Sciences Ltd | SHS | $1.1m | <0.1% | 189,253 |  | Unchanged |
| [Aktis Oncology Inc (AKTS)](/companies/akts.md) | COM | $1.0m | <0.1% | 32,436 |  | New +32,436 |
| [Tyra Biosciences Inc (TYRA)](/companies/tyra.md) | COM | $1.0m | <0.1% | 32,267 |  | Reduced −171,748 |
| [Bolt Biotherapeutics Inc (BOLT)](/companies/bolt.md) | COM | $530.2k | <0.1% | 137,721 |  | Unchanged |
| [Nextcure Inc (NXTC)](/companies/nxtc.md) | COM | $356.2k | <0.1% | 222,654 |  | Unchanged |
| [ImageneBio Inc (IMA)](/companies/ima.md) | COM | $188.1k | <0.1% | 31,884 |  | Unchanged |
| [Heartflow Inc (HTFL)](/companies/htfl.md) | COM | $149.0k | <0.1% | 5,079 |  | New +5,079 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Acadia Pharmaceuticals Inc (ACAD)](/companies/acad.md) | COM | $0 | 0.0% | 0 |  | Sold out −78,551 |
| AstraZeneca PLC | ORD | $0 | 0.0% | 0 |  | Sold out −456,031 |
| [AxoGen Inc (AXGN)](/companies/axgn.md) | COM | $0 | 0.0% | 0 |  | Sold out −210,665 |
| [Axsome Therapeutics Inc. (AXSM)](/companies/axsm.md) | COM | $0 | 0.0% | 0 | Put | Sold out −200,000 |
| [Biogen Inc (BIIB)](/companies/biib.md) | COM | $0 | 0.0% | 0 |  | Sold out −229,521 |
| [BridgeBio Pharma Inc (BBIO)](/companies/bbio.md) | COM | $0 | 0.0% | 0 |  | Sold out −409,183 |
| [Celcuity Inc (CELC)](/companies/celc.md) | COM | $0 | 0.0% | 0 | Put | Sold out −300,000 |
| [Celcuity Inc (CELC)](/companies/celc.md) | COM | $0 | 0.0% | 0 |  | Sold out −366,175 |
| [Compass Therapeutics Inc (CMPX)](/companies/cmpx.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,056,161 |
| [Compass Therapeutics Inc (CMPX)](/companies/cmpx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −500,000 |
| [Cytokinetics Inc (CYTK)](/companies/cytk.md) | COM | $0 | 0.0% | 0 |  | Sold out −91,791 |
| [Dexcom Inc (DXCM)](/companies/dxcm.md) | COM | $0 | 0.0% | 0 |  | Sold out −393,576 |
| Establishment Labs Hldgs Inc | COM | $0 | 0.0% | 0 |  | Sold out −33,930 |
| [Harmony Biosciences Hldgs Inc (HRMY)](/companies/hrmy.md) | COM | $0 | 0.0% | 0 |  | Sold out −152,695 |
| Invesco QQQ TR | UNIT SER 1 | $0 | 0.0% | 0 | Put | Sold out −150,000 |
| iShares TR | ISHARES BIOTECH | $0 | 0.0% | 0 | Put | Sold out −475,000 |
| iShares TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 | Put | Sold out −600,000 |
| [Liquidia Corporation (LQDA)](/companies/lqda.md) | COM | $0 | 0.0% | 0 | Put | Sold out −500,000 |
| [Oric Pharmaceuticals Inc (ORIC)](/companies/oric.md) | COM | $0 | 0.0% | 0 |  | Sold out −679,578 |
| [Pfizer Inc (PFE)](/companies/pfe.md) | COM | $0 | 0.0% | 0 | Call | Sold out −800,000 |
| [Replimune Group Inc (REPL)](/companies/repl.md) | COM | $0 | 0.0% | 0 | Call | Sold out −1,015,400 |
| Roivant Sciences Ltd | SHS | $0 | 0.0% | 0 |  | Sold out −477,995 |
| Soleno Therapeutics Inc | COM | $0 | 0.0% | 0 |  | Sold out −14,689 |
| SPDR Series Trust | STATE STREET SPD | $0 | 0.0% | 0 | Put | Sold out −1,050,000 |
| [Stryker Corporation (SYK)](/companies/syk.md) | COM | $0 | 0.0% | 0 |  | Sold out −44,480 |
| [Tango Therapeutics Inc (TNGX)](/companies/tngx.md) | COM | $0 | 0.0% | 0 |  | Sold out −395,081 |
| [United Therapeutics Corp (UTHR)](/companies/uthr.md) | COM | $0 | 0.0% | 0 | Put | Sold out −80,300 |
| [Vaxcyte Inc (PCVX)](/companies/pcvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −50,600 |
| [Xenon Pharmaceuticals Inc (XENE)](/companies/xene.md) | COM | $0 | 0.0% | 0 |  | Sold out −305,216 |
| [Zymeworks Inc (ZYME)](/companies/zyme.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,610 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096982. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.