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Sofinnova Investments, Inc. Top Holdings and 13F Report (2025)

About Sofinnova Investments, Inc.

Investment Activity

  • Sofinnova Investments, Inc. has $1.37 billion in total holdings as of December 31, 2024.
  • Sofinnova Investments, Inc. owns shares of 60 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
  • Approximately 35.85% of the portfolio was purchased this quarter.
  • About 22.69% of the portfolio was sold this quarter.
  • This quarter, Sofinnova Investments, Inc. has purchased 58 new stocks and bought additional shares in 11 stocks.
  • Sofinnova Investments, Inc. sold shares of 21 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Natera
$245,409,324
Vera Therapeutics
$118,157,710
Gilead Sciences
$71,515,348
AbbVie
$63,864,136

Largest New Holdings this Quarter

Gilead Sciences
$71,515,348 Holding
AbbVie
$63,864,136 Holding
Sarepta Therapeutics
$52,134,266 Holding
Stryker
$41,767,600 Holding
Alnylam Pharmaceuticals
$25,921,044 Holding

Largest Purchases this Quarter

Gilead Sciences
774,227 shares (about $71.52M)
AbbVie
359,393 shares (about $63.86M)
Sarepta Therapeutics
428,771 shares (about $52.13M)
Stryker
116,005 shares (about $41.77M)
Jazz Pharmaceuticals
315,631 shares (about $38.87M)

Largest Sales this Quarter

IDEAYA Biosciences
680,365 shares (about $17.49M)
Incyte
189,909 shares (about $13.12M)
Edwards Lifesciences
162,898 shares (about $12.06M)
Cogent Biosciences
1,442,070 shares (about $11.25M)
AstraZeneca
158,062 shares (about $10.36M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSofinnova Investments, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Natera, Inc. stock logo
NTRA
Natera
$245,409,3240.0%1,550,28017.9%Medical
Vera Therapeutics, Inc. stock logo
VERA
Vera Therapeutics
$118,157,7100.0%2,793,9878.6%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$71,515,348$71,515,348 New Holding774,2275.2%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$63,864,136$63,864,136 New Holding359,3934.7%Medical
Jazz Pharmaceuticals plc stock logo
JAZZ
Jazz Pharmaceuticals
$62,091,368$38,869,958 167.4%504,1934.5%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$52,134,266$52,134,266 New Holding428,7713.8%Medical
Axsome Therapeutics, Inc. stock logo
AXSM
Axsome Therapeutics
$50,065,937$5,262,657 11.7%591,7263.6%Medical
Arrivent BioPharma Inc
$45,201,4730.0%1,696,7523.3%COM
AstraZeneca PLC stock logo
AZN
AstraZeneca
$42,676,059$10,356,222 -19.5%651,3443.1%Medical
Stryker Co. stock logo
SYK
Stryker
$41,767,600$41,767,600 New Holding116,0053.0%Medical
Replimune Group, Inc. stock logo
REPL
Replimune Group
$38,140,711$37,557,760 6,442.7%3,149,5222.8%Medical
Incyte Co. stock logo
INCY
Incyte
$36,211,122$13,117,015 -26.6%524,2672.6%Medical
Rapport Therapeutics Inc
$35,401,8380.0%1,995,5942.6%COM
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$34,038,298$5,802,865 -14.6%757,2482.5%Medical
Boston Scientific Co. stock logo
BSX
Boston Scientific
$30,955,722$18,824,369 155.2%346,5712.3%Medical
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$27,475,613$17,485,381 -38.9%1,069,0902.0%Medical
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$25,921,044$25,921,044 New Holding110,1571.9%Medical
Alkermes plc stock logo
ALKS
Alkermes
$25,719,090$25,719,090 New Holding894,2661.9%Medical
Dyne Therapeutics Inc
$25,244,493$7,054,524 38.8%1,071,4981.8%COM
DexCom, Inc. stock logo
DXCM
DexCom
$22,569,632$22,569,632 New Holding290,2101.6%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$22,248,019$6,759,585 43.6%397,4281.6%Medical
Globus Medical, Inc. stock logo
GMED
Globus Medical
$20,239,137$20,239,137 New Holding244,7001.5%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$19,780,196$19,780,196 New Holding37,8961.4%Medical
Insmed Incorporated stock logo
INSM
Insmed
$17,693,640$2,072,995 -10.5%256,2811.3%Medical
Y-mAbs Therapeutics, Inc. stock logo
YMAB
Y-mAbs Therapeutics
$17,181,1970.0%2,194,2781.3%Medical
Savara Inc stock logo
SVRA
Savara
$16,796,888$587,141 -3.4%5,471,2991.2%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$13,559,647$4,737,862 53.7%253,2621.0%Medical
BioAge Labs Inc
$13,345,3770.0%2,304,9011.0%COM
Inozyme Pharma, Inc. stock logo
INZY
Inozyme Pharma
$11,856,4530.0%4,280,3080.9%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,089,008$11,089,008 New Holding14,3640.8%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$10,754,039$480,760 4.7%402,7730.8%Medical
Pharvaris stock logo
PHVS
Pharvaris
$10,749,060$758,729 -6.6%560,7230.8%Medical
Aerovate Therapeutics, Inc. stock logo
AVTE
Aerovate Therapeutics
$9,960,5180.0%3,758,6860.7%Medical
Inari Medical, Inc. stock logo
NARI
Inari Medical
$9,212,279$4,601,086 99.8%180,4560.7%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$8,707,049$1,697,078 -16.3%658,6270.6%Medical
Inhibrx Biosciences Inc
$8,118,726$136,721 -1.7%527,1900.6%COM
Immunome, Inc. stock logo
IMNM
Immunome
$7,931,271$744,016 10.4%746,8240.6%Medical
Cogent Biosciences, Inc. stock logo
COGT
Cogent Biosciences
$6,420,648$11,248,146 -63.7%823,1600.5%Medical
Achieve Life Sciences, Inc. stock logo
ACHV
Achieve Life Sciences
$4,598,817$730,576 -13.7%1,306,4820.3%Medical
Erasca, Inc. stock logo
ERAS
Erasca
$4,507,659$117,438 -2.5%1,795,8800.3%Medical
Establishment Labs Holdings Inc. stock logo
ESTA
Establishment Labs
$4,390,701$3,969,898 -47.5%95,3050.3%Medical
Avantor, Inc. stock logo
AVTR
Avantor
$4,214,000$4,214,000 New Holding200,0000.3%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$2,961,200$12,059,339 -80.3%40,0000.2%Medical
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$2,924,240$809,417 38.3%52,0420.2%Medical
Immatics stock logo
IMTX
Immatics
$2,440,195$304,976 -11.1%343,2060.2%Medical
Danaher Co. stock logo
DHR
Danaher
$2,295,500$2,295,500 New Holding10,0000.2%Medical
NextCure, Inc. stock logo
NXTC
NextCure
$2,060,0010.0%2,671,8560.2%Medical
AnaptysBio, Inc. stock logo
ANAB
AnaptysBio
$1,759,953$1,759,953 New Holding132,9270.1%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$1,509,786$1,509,786 New Holding95,3750.1%Medical
Bolt Biotherapeutics, Inc. stock logo
BOLT
Bolt Biotherapeutics
$1,473,6240.0%2,754,4370.1%Medical
Disc Medicine, Inc. stock logo
IRON
Disc Medicine
$1,442,477$1,179,240 -45.0%22,7520.1%Medical
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,123,233$2,323,148 -67.4%4,9510.1%Medical
Vir Biotechnology, Inc. stock logo
VIR
Vir Biotechnology
$837,722$110,944 -11.7%114,1310.1%Medical
ICU Medical, Inc. stock logo
ICUI
ICU Medical
$775,850$775,850 New Holding5,0000.1%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$765,563$765,563 New Holding34,0250.1%Medical
Ikena Oncology, Inc. stock logo
IKNA
Ikena Oncology
$627,4900.0%382,6160.0%Medical
Travere Therapeutics, Inc. stock logo
TVTX
Travere Therapeutics
$568,171$568,171 New Holding32,6160.0%Medical
Structure Therapeutics Inc. stock logo
GPCR
Structure Therapeutics
$566,591$485,448 -46.1%20,8920.0%Medical
Pulmonx Co. stock logo
LUNG
Pulmonx
$416,404$6,702 -1.6%61,3260.0%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$400,984$485,141 -54.7%13,7890.0%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$86,483,994 -100.0%00.0%Medical
Elanco Animal Health Incorporated stock logo
ELAN
Elanco Animal Health
$0$51,689,468 -100.0%00.0%Medical
Novartis AG stock logo
NVS
Novartis
$0$23,004,000 -100.0%00.0%Medical
Guardant Health, Inc. stock logo
GH
Guardant Health
$0$9,328,436 -100.0%00.0%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$0$9,218,340 -100.0%00.0%Medical
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$0$8,388,683 -100.0%00.0%Medical
Marinus Pharmaceuticals, Inc. stock logo
MRNS
Marinus Pharmaceuticals
$0$7,719,672 -100.0%00.0%Medical
Cabaletta Bio, Inc. stock logo
CABA
Cabaletta Bio
$0$7,239,928 -100.0%00.0%Medical
Kura Oncology, Inc. stock logo
KURA
Kura Oncology
$0$5,801,113 -100.0%00.0%Medical
Phibro Animal Health Co. stock logo
PAHC
Phibro Animal Health
$0$5,363,904 -100.0%00.0%Medical
Illumina, Inc. stock logo
ILMN
Illumina
$0$5,296,081 -100.0%00.0%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$3,569,149 -100.0%00.0%Medical
Perspective Therapeutics Inc
$0$1,610,437 -100.0%00.0%COM
Astria Therapeutics, Inc. stock logo
ATXS
Astria Therapeutics
$0$942,896 -100.0%00.0%Medical
Immatics stock logo
IMTXW
Immatics
$0$852,271 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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