Q2 2026 13F · SEC CIK 1631134

Sofinnova Investments, Inc.

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 53
Top holdings a year, 3 yrs: +32.3%
Assets under management: $5.4B

Sofinnova Investments, Inc. is a hedge fund that reported 53 positions worth $1.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Natera Inc (NTRA, 22.5%), Vera Therapeutics Inc Class A (VERA, 6.4%), Genmab A/s (GMAB, 5.9%). A portfolio copying its top holdings returned 32.3% a year over the last 3 years, against 20.4% for the S&P 500.

Sofinnova Investments, Inc. holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sofinnova Investments, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NTRANatera Inc	22.5%	15.5%	1,550,280	+0.0%	$420.8M
VERAVera Therapeutics Inc Class A	6.4%	5.6%	2,793,987	+0.0%	$119.9M
GMABGenmab A/s	5.9%	1.0%	4,045,215	+437.7%	$111.1M
JAZZJazz Pharmaceuticals PLC	4.7%	5.7%	365,341	-38.9%	$88.0M
RAPPRapport Therapeutics Inc	4.2%	3.0%	1,904,408	+0.0%	$79.4M
SPTXSeaport Thereapeutics, Inc.	4.1%	—	3,564,871	—	$77.4M
AVBPArrivent Biopharma Inc	3.1%	2.0%	1,696,752	+0.0%	$58.9M
RAREUltragenyx Pharmaceutical in	3.1%	3.3%	1,717,505	-45.4%	$57.3M
BIOABioage Labs Inc	3.0%	2.0%	2,293,788	+0.0%	$56.2M
BMYBristol-Myers Squibb Co	2.7%	6.0%	876,970	-55.9%	$50.5M
SUPNSupernus Pharmaceuticals	2.6%	2.5%	1,036,328	+8.6%	$48.2M
RYTMRhythm Pharmaceuticals Inc	2.4%	2.0%	408,027	-9.3%	$45.3M
GILDGilead Sciences Inc	2.3%	—	343,100	—	$43.3M
UTHRUnited Therapeutics Corp Del	2.2%	4.8%	76,489	-52.2%	$41.4M
COGTCogent Biosciences Inc	2.1%	4.1%	1,035,148	-51.0%	$40.1M
AXSMAxsome Therapeutics, Inc.	2.1%	1.8%	160,429	-24.6%	$39.3M
IMTXImmatics NV	2.0%	1.8%	3,669,346	+1.1%	$37.2M
DYNDyne Therapeutics Inc	2.0%	1.5%	1,658,384	+1.5%	$36.8M
IMNMImmunome Inc	1.9%	1.9%	1,720,316	+1.1%	$36.5M
IDYAIdeaya Biosciences Inc	1.8%	1.9%	925,119	-18.3%	$34.5M
ANABAnaptysbio Inc	1.8%	0.7%	493,536	+98.8%	$33.3M
NKTRNektar Therapeutics	1.8%	1.8%	471,763	-7.4%	$32.9M
PHVSPharvaris N V	1.6%	1.2%	881,299	+7.7%	$30.5M
RCUSArcus Biosciences Inc.	1.6%	1.0%	945,690	+2.4%	$29.2M
INBXInhibrx Biosciences Inc	1.5%	1.4%	303,103	-25.3%	$28.7M
BMRNBiomarin Pharmaceutical Inc	1.1%	2.2%	358,568	-54.1%	$20.5M
MANEVeradermics Inc	1.0%	0.2%	148,993	+103.2%	$18.3M
ALCAlcon Inc	0.9%	2.8%	255,824	-65.0%	$17.2M
INSMInsmed Inc	0.9%	2.8%	158,398	-54.2%	$16.9M
EWTXEdgewise Therapeutics Inc	0.8%	0.6%	380,923	-1.4%	$15.5M
NRIXNurix Therapeutics Inc	0.7%	—	524,098	—	$12.7M
DSGNDesign Therapeutics, Inc.	0.7%	—	865,135	—	$12.5M
24477V105Definium Therapeutics Inc	0.6%	0.3%	255,903	-25.6%	$12.0M
TRAXFirst Tracks Biotherapeutics	0.6%	—	565,199	—	$11.4M
ABTAbbott Laboratories	0.6%	—	122,998	—	$11.2M
IRONDisc Medicine Inc	0.6%	0.3%	146,239	+86.7%	$10.7M
TENXTenax Therapeutics Inc	0.4%	—	500,039	—	$7.3M
829401108Sionna Therapeutics Inc	0.3%	—	144,432	—	$6.4M
ABSIAbsci Corporation	0.2%	—	337,400	—	$3.9M
MIRMMirum Pharmaceuticals Inc	0.2%	0.1%	27,591	+0.0%	$3.2M
008064206Jade Biosciences Inc	0.1%	—	107,391	—	$2.4M
SVRASavara Inc	0.1%	0.1%	364,763	+0.0%	$2.2M
PRAXPraxis Precision Medicines I	0.1%	1.0%	6,440	-89.9%	$2.2M
SEPNSepterna Inc	0.1%	—	47,506	—	$1.6M
OKUROnkure Therapeutics Inc	0.1%	—	321,692	—	$1.5M
SGMTSagimet Biosciences Inc	0.1%	—	166,667	—	$1.3M
WVEWave Life Sciences Ltd	0.1%	—	189,253	—	$1.1M
AKTSAktis Oncology Inc	0.1%	—	32,436	—	$1.0M
TYRATyra Biosciences Inc	0.1%	0.4%	32,267	-84.2%	$1.0M
BOLTBolt Biotherapeutics Inc	0.0%	—	137,721	—	$530K

What Sofinnova Investments, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GMAB Genmab A/s+437.7% shares
MANE Veradermics Inc+103.2% shares
ANAB Anaptysbio Inc+98.8% shares
IRON Disc Medicine Inc+86.7% shares
SUPN Supernus Pharmaceuticals+8.6% shares
PHVS Pharvaris N V+7.7% shares

Reduced

PRAX Praxis Precision Medicines I-89.9% shares
TYRA Tyra Biosciences Inc-84.2% shares
ALC Alcon Inc-65.0% shares
BMY Bristol-Myers Squibb Co-55.9% shares
INSM Insmed Inc-54.2% shares
BMRN Biomarin Pharmaceutical Inc-54.1% shares
UTHR United Therapeutics Corp Del-52.2% shares
COGT Cogent Biosciences Inc-51.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +59.0% /yr; S&P 500 +20.1%
3 years: +32.3% /yr; S&P 500 +20.4%
5 years: +17.4% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.9B	53
Q1 2026	$2.0B	61
Q4 2025	$2.3B	60
Q3 2025	$1.6B	55
Q2 2025	$1.5B	55
Q1 2025	$1.3B	59
Q4 2024	$1.4B	60
Q3 2024	$1.2B	57
Q2 2024	$1.6B	72
Q1 2024	$1.7B	67
Q3 2023	$1.4B	52
Q2 2023	$1.5B	48

Questions about Sofinnova Investments, Inc.'s portfolio

What stocks does Sofinnova Investments, Inc. own?

Sofinnova Investments, Inc.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 53 positions worth $1.9B. The largest are Natera Inc (NTRA) at 22.5%, Vera Therapeutics Inc Class A (VERA) at 6.4%, Genmab A/s (GMAB) at 5.9%, Jazz Pharmaceuticals PLC (JAZZ) at 4.7% and Rapport Therapeutics Inc (RAPP) at 4.2%.

What did Sofinnova Investments, Inc. buy last quarter?

In Q2 2026, Sofinnova Investments, Inc. added Genmab A/s (GMAB) (+437.7% shares), Veradermics Inc (MANE) (+103.2% shares) and Anaptysbio Inc (ANAB) (+98.8% shares), compared with its Q1 2026 filing.

What did Sofinnova Investments, Inc. sell last quarter?

In Q2 2026, Sofinnova Investments, Inc. cut from its top 50 Astrazeneca PLC (AZN), cut from its top 50 Biogen Inc (BIIB), cut from its top 50 Celcuity Inc (CELC), cut from its top 50 Bridgebio Pharma Inc (BBIO), cut from its top 50 Dexcom Inc (DXCM), Praxis Precision Medicines I (PRAX) (-89.9% shares), Tyra Biosciences Inc (TYRA) (-84.2% shares) and Alcon Inc (ALC) (-65.0% shares), compared with its Q1 2026 filing.

How has Sofinnova Investments, Inc.'s portfolio performed?

A portfolio copying Sofinnova Investments, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +32.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +59.0% against +20.1%. Over 5 years: +17.4% a year against +11.2%.

When is Sofinnova Investments, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sofinnova Investments, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Sofinnova Investments, Inc. manage?

Sofinnova Investments, Inc. reported $5.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.