Sofinnova Investments, Inc. — 13F holdings

Sofinnova Investments, Inc. reported 57 holdings worth $1.93B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. NTRA NATERA INC — $421M (21.8%)
2. VERA VERA THERAPEUTICS INC — $120M (6.2%)
3. GMAB GENMAB A/S — $111M (5.7%)
4. JAZZ JAZZ PHARMACEUTICALS PLC — $88.0M (4.6%)
5. RAPP RAPPORT THERAPEUTICS INC — $79.4M (4.1%)
6. SPTX SEAPORT THERAPEUTICS INC — $77.4M (4.0%)
7. RARE ULTRAGENYX PHARMACEUTICAL IN — $74.0M (3.8%)
8. AVBP ARRIVENT BIOPHARMA INC — $58.9M (3.0%)
9. BIOA BIOAGE LABS INC — $56.2M (2.9%)
10. BMY BRISTOL-MYERS SQUIBB CO — $50.5M (2.6%)