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Sofinnova Investments INC

Portfolio Manager
Sofinnova Investments INC
Performance
-2.57% (2026 Q1)
AUM (13F)
$2.63B
# of Holdings
61
Performance Rank
Allocation (Top 20)
76.67%

Sofinnova Investments INC Holdings Map

Top 50 Sofinnova Investments INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NTRA
Natera Inc
15.53%1.55M$310.0M
+0.00%(+0)
2025-Q1: 1.55M shares2025-Q2: 1.55M shares2025-Q3: 1.55M shares2025-Q4: 1.55M shares2026-Q1: 1.55M shares
$9.21(+2932.81%)
2026-03-31
BMY
Bristol-Myers Squibb Co
6.04%1.99M$120.6M
+31.44%(+475.73K)
2025-Q1: 371.5K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.51M shares2026-Q1: 1.99M shares
$53.11(+9.45%)
2026-03-31
JAZZ
Jazz Pharmaceuticals PLC
5.67%598.3K$113.1M
-37.67%(-361.53K)
2025-Q1: 510.1K shares2025-Q2: 694.1K shares2025-Q3: 588.8K shares2025-Q4: 959.9K shares2026-Q1: 598.3K shares
$128.49(+89.48%)
2026-03-31
VERA
Vera Therapeutics Inc
5.63%2.79M$112.4M
+0.00%(+0)
2025-Q1: 2.79M shares2025-Q2: 2.79M shares2025-Q3: 2.79M shares2025-Q4: 2.79M shares2026-Q1: 2.79M shares
$14.20(+190.24%)
2026-03-31
UTHR
United Therapeutics Corp
4.76%160.1K$94.9M
+1.54%(+2.43K)
2025-Q1: 0 shares2025-Q2: 118.5K shares2025-Q3: 190.6K shares2025-Q4: 157.6K shares2026-Q1: 160.1K shares
$321.75(+72.77%)
2026-03-31
AZN
AstraZeneca PLC
4.51%456.0K$89.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 456.0K shares
$155.46(+25.53%)
2026-03-31
COGT
Cogent Biosciences Inc
4.08%2.11M$81.4M
+7.09%(+139.93K)
2025-Q1: 2.18M shares2025-Q2: 2.36M shares2025-Q3: 2.13M shares2025-Q4: 1.97M shares2026-Q1: 2.11M shares
$8.75(+342.39%)
2026-03-31
RARE
Ultragenyx Pharmaceutical Inc
3.3%3.15M$65.9M
+3676.58%(+3.06M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 83.3K shares2026-Q1: 3.15M shares
$22.10(+51.48%)
2026-03-31
RAPP
Rapport Therapeutics Inc
2.99%1.90M$59.6M
+0.00%(+0)
2025-Q1: 2.00M shares2025-Q2: 2.00M shares2025-Q3: 1.95M shares2025-Q4: 1.90M shares2026-Q1: 1.90M shares
$23.23(+67.76%)
2026-03-31
INSM
Insmed Inc
2.84%346.1K$56.6M
+120.71%(+189.27K)
2025-Q1: 304.3K shares2025-Q2: 313.9K shares2025-Q3: 104.3K shares2025-Q4: 156.8K shares2026-Q1: 346.1K shares
$133.33(-16.30%)
2026-03-31

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