Sofinnova Investments, Inc.
CIK 1631134
13F filing for Q2 2026・No. 1,680
- Holdings
- US$1.93B
- Quarter change
- −US$696.89M
- Entries
- 57
- Net bought (estimate)
- −US$407.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 19
- Cut 17
- Added 12
- Corporate actions 0
- Unchanged 13
Largest holdings
53 stocks worth US$1.87B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NTRANatera IncCOM | Unchanged | 1,550,280 | US$420.82M | 22.48% |
| Vera Therapeutics IncCL A | Unchanged | 2,793,987 | US$119.89M | 6.40% |
| Genmab A/SSPONSORED ADS | Added | 4,045,215 | US$111.12M | 5.94% |
| JAZZJazz Pharmaceuticals PLCSHS USD | Cut | 365,341 | US$88.04M | 4.70% |
| Rapport Therapeutics IncCOM | Unchanged | 1,904,408 | US$79.36M | 4.24% |
| Seaport Therapeutics IncCOM | New | 3,564,871 | US$77.43M | 4.14% |
| AVBPArrivent BioPharma IncCOM | Unchanged | 1,696,752 | US$58.95M | 3.15% |
| RAREUltragenyx Pharmaceutical InCOM | Cut | 1,717,505 | US$57.35M | 3.06% |
| BioAge Labs IncCOM | Unchanged | 2,293,788 | US$56.22M | 3.00% |
| BMYBristol-Myers Squibb CoCOM | Cut | 876,970 | US$50.53M | 2.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.