Sofinnova Investments, Inc.
CIK: 1631134
Last 13F
Aug 14, 2026
Next 13F
Nov 16, 2026 · in 6 days
Options Notional
$62.24M
Holdings (53)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- NTRA
Natera Inc
$420.82M
1.55M sh22.48%+0.0% - VERA
Vera Therapeutics Inc
$119.89M
2.79M sh6.40%+0.0% - GMAB
Genmab A/S
$111.12M
4.05M sh5.94%+437.7% - JAZZ
Jazz Pharmaceuticals PLC
$88.04M
365,341 sh4.70%-38.9% - RAPP
Rapport Therapeutics Inc
$79.36M
1.90M sh4.24%+0.0% - SPTX
Seaport Therapeutics Inc
$77.43M
3.56M sh4.14%New - AVBP
Arrivent BioPharma Inc
$58.95M
1.70M sh3.15%+0.0% - RARE
Ultragenyx Pharmaceutical In
$57.35M
1.72M sh3.06%-45.4% - BIOA
BioAge Labs Inc
$56.22M
2.29M sh3.00%+0.0% - BMY
Bristol-Myers Squibb Co
$50.53M
876,970 sh2.70%-55.9% - SUPN
Supernus Pharmaceuticals
$48.2M
1.04M sh2.57%+8.6% - RYTM
Rhythm Pharmaceuticals Inc
$45.3M
408,027 sh2.42%-9.3% - GILD
Gilead Sciences Inc
$43.35M
343,100 sh2.32%New - UTHR
United Therapeutics Corp Del
$41.44M
76,489 sh2.21%-52.2% - COGT
Cogent Biosciences Inc
$40.06M
1.04M sh2.14%-51.0% - AXSM
Axsome Therapeutics Inc.
$39.27M
160,429 sh2.10%-24.6% - IMTX
Immatics N.V
$37.17M
3.67M sh1.99%+1.1% - DYN
Dyne Therapeutics Inc
$36.83M
1.66M sh1.97%+1.5% - IMNM
Immunome Inc
$36.45M
1.72M sh1.95%+1.1% - IDYA
IDEAYA Biosciences Inc
$34.48M
925,119 sh1.84%-18.3% - ANAB
Anaptysbio Inc
$33.31M
493,536 sh1.78%+32.5% - NKTR
Nektar Therapeutics
$32.93M
471,763 sh1.76%-7.4% - PHVS
Pharvaris N V
$30.48M
881,299 sh1.63%+7.7% - RCUS
Arcus Biosciences Inc
$29.16M
945,690 sh1.56%+2.5% - INBX
Inhibrx Biosciences Inc
$28.72M
303,103 sh1.53%-25.4% - BMRN
BioMarin Pharmaceutical Inc
$20.52M
358,568 sh1.10%-54.1% - MANE
Veradermics Inc
$18.32M
148,993 sh0.98%+103.2% - ALC
Alcon AG
$17.17M
255,824 sh0.92%-65.0% - INSM
Insmed Inc
$16.89M
158,398 sh0.90%-54.2% - EWTX
Edgewise Therapeutics Inc
$15.48M
380,923 sh0.83%-1.4% - NRIX
Nurix Therapeutics Inc
$12.71M
524,098 sh0.68%New - DSGN
Design Therapeutics Inc
$12.52M
865,135 sh0.67%New - DFTX
Definium Therapeutics Inc
$12.04M
255,903 sh0.64%-25.6% - TRAX
First Tracks Biotherapeutics
$11.37M
565,199 sh0.61%New - ABT
Abbott Laboratories
$11.16M
122,998 sh0.60%New - IRON
Disc Medicine Inc
$10.7M
146,239 sh0.57%+86.7% - TENX
Tenax Therapeutics Inc
$7.28M
500,039 sh0.39%+379.0% - SION
Sionna Therapeutics Inc
$6.35M
144,432 sh0.34%New - ABSI
Absci Corporation
$3.91M
337,400 sh0.21%New - MIRM
Mirum Pharmaceuticals Inc
$3.23M
27,591 sh0.17%+0.0% - JBIO
Jade Biosciences Inc
$2.39M
107,391 sh0.13%+0.0% - SVRA
Savara Inc
$2.25M
364,763 sh0.12%+0.0% - PRAX
Praxis Precision Medicines I
$2.16M
6,440 sh0.12%-89.9% - SEPN
Septerna Inc
$1.59M
47,506 sh0.08%+0.0% - OKUR
Onkure Therapeutics Inc
$1.47M
321,692 sh0.08%+127.0% - SGMT
Sagimet Biosciences Inc
$1.29M
166,667 sh0.07%New - WVE
Wave Life Sciences Ltd
$1.1M
189,253 sh0.06%+0.0% - AKTS
Aktis Oncology Inc
$1.05M
32,436 sh0.06%New - TYRA
Tyra Biosciences Inc
$1.03M
32,267 sh0.06%-84.2% - BOLT
Bolt Biotherapeutics Inc
$530K
137,721 sh0.03%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NTRA Natera Inc | 1.55M | $420.82M | +0.0% | 22.48% | Q2 2026 |
 VERA Vera Therapeutics Inc | 2.79M | $119.89M | +0.0% | 6.40% | Q2 2026 |
 GMAB Genmab A/S | 4.05M | $111.12M | +437.7% | 5.94% | Q2 2026 |
 JAZZ Jazz Pharmaceuticals PLC | 365,341 | $88.04M | -38.9% | 4.70% | Q2 2026 |
 RAPP Rapport Therapeutics Inc | 1.90M | $79.36M | +0.0% | 4.24% | Q2 2026 |
 SPTX Seaport Therapeutics Inc | 3.56M | $77.43M | New | 4.14% | Q2 2026 |
 AVBP Arrivent BioPharma Inc | 1.70M | $58.95M | +0.0% | 3.15% | Q2 2026 |
 RARE Ultragenyx Pharmaceutical In | 1.72M | $57.35M | -45.4% | 3.06% | Q2 2026 |
 BIOA BioAge Labs Inc | 2.29M | $56.22M | +0.0% | 3.00% | Q2 2026 |
 BMY Bristol-Myers Squibb Co | 876,970 | $50.53M | -55.9% | 2.70% | Q2 2026 |
 SUPN Supernus Pharmaceuticals | 1.04M | $48.2M | +8.6% | 2.57% | Q2 2026 |
 RYTM Rhythm Pharmaceuticals Inc | 408,027 | $45.3M | -9.3% | 2.42% | Q2 2026 |
 GILD Gilead Sciences Inc | 343,100 | $43.35M | New | 2.32% | Q2 2026 |
 UTHR United Therapeutics Corp Del | 76,489 | $41.44M | -52.2% | 2.21% | Q2 2026 |
 COGT Cogent Biosciences Inc | 1.04M | $40.06M | -51.0% | 2.14% | Q2 2026 |
 AXSM Axsome Therapeutics Inc. | 160,429 | $39.27M | -24.6% | 2.10% | Q2 2026 |
 IMTX Immatics N.V | 3.67M | $37.17M | +1.1% | 1.99% | Q2 2026 |
 DYN Dyne Therapeutics Inc | 1.66M | $36.83M | +1.5% | 1.97% | Q2 2026 |
 IMNM Immunome Inc | 1.72M | $36.45M | +1.1% | 1.95% | Q2 2026 |
 IDYA IDEAYA Biosciences Inc | 925,119 | $34.48M | -18.3% | 1.84% | Q2 2026 |
 ANAB Anaptysbio Inc | 493,536 | $33.31M | +32.5% | 1.78% | Q2 2026 |
 NKTR Nektar Therapeutics | 471,763 | $32.93M | -7.4% | 1.76% | Q2 2026 |
 PHVS Pharvaris N V | 881,299 | $30.48M | +7.7% | 1.63% | Q2 2026 |
 RCUS Arcus Biosciences Inc | 945,690 | $29.16M | +2.5% | 1.56% | Q2 2026 |
 INBX Inhibrx Biosciences Inc | 303,103 | $28.72M | -25.4% | 1.53% | Q2 2026 |
 BMRN BioMarin Pharmaceutical Inc | 358,568 | $20.52M | -54.1% | 1.10% | Q2 2026 |
 MANE Veradermics Inc | 148,993 | $18.32M | +103.2% | 0.98% | Q2 2026 |
 ALC Alcon AG | 255,824 | $17.17M | -65.0% | 0.92% | Q2 2026 |
 INSM Insmed Inc | 158,398 | $16.89M | -54.2% | 0.90% | Q2 2026 |
 EWTX Edgewise Therapeutics Inc | 380,923 | $15.48M | -1.4% | 0.83% | Q2 2026 |
 NRIX Nurix Therapeutics Inc | 524,098 | $12.71M | New | 0.68% | Q2 2026 |
 DSGN Design Therapeutics Inc | 865,135 | $12.52M | New | 0.67% | Q2 2026 |
 DFTX Definium Therapeutics Inc | 255,903 | $12.04M | -25.6% | 0.64% | Q2 2026 |
 TRAX First Tracks Biotherapeutics | 565,199 | $11.37M | New | 0.61% | Q2 2026 |
 ABT Abbott Laboratories | 122,998 | $11.16M | New | 0.60% | Q2 2026 |
 IRON Disc Medicine Inc | 146,239 | $10.7M | +86.7% | 0.57% | Q2 2026 |
 TENX Tenax Therapeutics Inc | 500,039 | $7.28M | +379.0% | 0.39% | Q2 2026 |
 SION Sionna Therapeutics Inc | 144,432 | $6.35M | New | 0.34% | Q2 2026 |
 ABSI Absci Corporation | 337,400 | $3.91M | New | 0.21% | Q2 2026 |
 MIRM Mirum Pharmaceuticals Inc | 27,591 | $3.23M | +0.0% | 0.17% | Q2 2026 |
 JBIO Jade Biosciences Inc | 107,391 | $2.39M | +0.0% | 0.13% | Q2 2026 |
 SVRA Savara Inc | 364,763 | $2.25M | +0.0% | 0.12% | Q2 2026 |
 PRAX Praxis Precision Medicines I | 6,440 | $2.16M | -89.9% | 0.12% | Q2 2026 |
 SEPN Septerna Inc | 47,506 | $1.59M | +0.0% | 0.08% | Q2 2026 |
 OKUR Onkure Therapeutics Inc | 321,692 | $1.47M | +127.0% | 0.08% | Q2 2026 |
 SGMT Sagimet Biosciences Inc | 166,667 | $1.29M | New | 0.07% | Q2 2026 |
 WVE Wave Life Sciences Ltd | 189,253 | $1.1M | +0.0% | 0.06% | Q2 2026 |
 AKTS Aktis Oncology Inc | 32,436 | $1.05M | New | 0.06% | Q2 2026 |
 TYRA Tyra Biosciences Inc | 32,267 | $1.03M | -84.2% | 0.06% | Q2 2026 |
 BOLT Bolt Biotherapeutics Inc | 137,721 | $530K | +0.0% | 0.03% | Q2 2026 |
1-50 of 53 holdings
Derivatives (4)
PUT + CALL positions. Value is notional exposure of the underlying, not capital deployed.
- RARECall
Ultragenyx Pharmaceutical In
$16.7M
500,000 sh26.83%+42.9% - ISRGCall
Intuitive Surgical Inc
$15.91M
40,000 sh25.56%New - GMEDCall
Globus Med Inc
$15.8M
200,000 sh25.39%New - EXELPut
Exelixis Inc
$13.83M
254,200 sh22.22%+1.1%
| Security | Type | Shares | Notional | Change | % of Book | Period |
|---|---|---|---|---|---|---|
RARE Ultragenyx Pharmaceutical In | Call | 500,000 | $16.7M | +42.9% | 26.83% | Q2 2026 |
 ISRG Intuitive Surgical Inc | Call | 40,000 | $15.91M | New | 25.56% | Q2 2026 |
 GMED Globus Med Inc | Call | 200,000 | $15.8M | New | 25.39% | Q2 2026 |
 EXEL Exelixis Inc | Put | 254,200 | $13.83M | +1.1% | 22.22% | Q2 2026 |
1-4 of 4 derivatives
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Sofinnova Investments, Inc.
Sofinnova Investments, Inc. is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1631134). Signal8 holds 20 13F filings from it. Its SEC filings list California as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 53 securities, not counting options, down from 61 in Q1 2026.
Its five largest reported positions, in order, are Natera Inc (NTRA), Vera Therapeutics Inc (VERA), Genmab A/S (GMAB), Jazz Pharmaceuticals PLC (JAZZ) and Rapport Therapeutics Inc (RAPP). The next five are Seaport Therapeutics Inc (SPTX), Arrivent BioPharma Inc (AVBP), Ultragenyx Pharmaceutical In (RARE), BioAge Labs Inc (BIOA) and Bristol-Myers Squibb Co (BMY).
Recent 13F filings by Sofinnova Investments, Inc.
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 53 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 61 securities.
- Q4 2025: 13F-HR filed Feb 13, 2026, listing 60 securities.
- Q3 2025: 13F-HR filed Nov 13, 2025, listing 55 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 55 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 59 securities.