Sofinnova Investments, Inc.
CIK: 0001631134SEC EDGAR →
Portfolio Value
$2.3B
Holdings
60
As of
Q4 2025
New Positions
10
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NATERA INC | 1,550,280 | $355.2M | 15.31% |
| 2 | JAZZ PHARMACEUTICALS PLC | 959,860 | $163.2M | 7.04% |
| 3 | ASTRAZENECA PLC | 1,632,334 | $150.1M | 6.47% |
| 4 | VERA THERAPEUTICS INC | 2,793,987 | $141.5M | 6.10% |
| 5 | BRISTOL-MYERS SQUIBB CO | 1,512,994 | $81.6M | 3.52% |
| 6 | UNITED THERAPEUTICS CORP | 157,641 | $76.8M | 3.31% |
| 7 | VERTEX PHARMACEUTICALS INC | 164,594 | $74.6M | 3.22% |
| 8 | ABBVIE INC | 317,783 | $72.6M | 3.13% |
| 9 | INTUITIVE SURGICAL INC | 126,968 | $71.9M | 3.10% |
| 10 | COGENT BIOSCIENCES INC | 1,973,625 | $70.1M | 3.02% |
Quarterly Changes
New Positions (13)
Closed Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 54 | $2.1B | 92.4% |
| Unknown | 6 | $176.9M | 7.6% |