StockDriftsStockDriftsTop 50 Sofinnova Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NTRA | Natera Inc | 22.48% | 1.55M | $420.8M | +0.00%(+0) | $9.21(+3265.17%) | 2026-06-30 | |
| VERA | Vera Therapeutics Inc | 6.4% | 2.79M | $119.9M | +0.00%(+0) | $14.20(+122.82%) | 2026-06-30 | |
| GMAB | Genmab A/S | 5.94% | 4.05M | $111.1M | +437.74%(+3.29M) | $27.05(+18.07%) | 2026-06-30 | |
| JAZZ | Jazz Pharmaceuticals PLC | 4.7% | 365.3K | $88.0M | -38.94%(-232.99K) | $128.49(+91.28%) | 2026-06-30 | |
| RAPP | Rapport Therapeutics Inc | 4.24% | 1.90M | $79.4M | +0.00%(+0) | $23.23(+104.14%) | 2026-06-30 | |
| AVBP | Arrivent BioPharma Inc | 3.15% | 1.70M | $58.9M | +0.00%(+0) | $17.86(+65.23%) | 2026-06-30 | |
| RARE | Ultragenyx Pharmaceutical In | 3.06% | 1.72M | $57.3M | -45.40%(-1.43M) | $22.10(+19.25%) | 2026-06-30 | |
| BIOA | BioAge Labs Inc | 3% | 2.29M | $56.2M | +0.00%(+0) | $20.80(-49.33%) | 2026-06-30 | |
| BMY | Bristol-Myers Squibb Co | 2.7% | 877.0K | $50.5M | -55.90%(-1.11M) | $53.11(+21.69%) | 2026-06-30 | |
| SUPN | Supernus Pharmaceuticals | 2.57% | 1.04M | $48.2M | +8.59%(+82.02K) | $43.91(+9.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.12% | +130.64% | +12.71% | +81.86% |
| Top 20 Holdings Unweighted | +31.76% | +128.73% | +19.41% | +142.75% |
Sofinnova Investments INC reports $1.93B in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are NTRA (22.5%), VERA (6.4%) and GMAB (5.9%). The top 20 holdings account for 78.96% of reported assets. Its disclosed equity book has returned +130.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sofinnova Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631134). View Sofinnova Investments INC’s 13F filings on SEC