Sofinnova Investments, Inc. Q3 2024 Filing
Filed November 13, 2024
Portfolio Value
$1.3T
Holdings
58
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANatera Inc | 1,550,280 | $196.8B | 15.62% | |
| 2 | VERAVera Therapeutics Inc | 2,793,987 | $123.5B | 9.80% | |
| 3 | NVONovo-Nordisk A S | 726,329 | $86.5B | 6.86% | |
| 4 | AZNAstraZeneca PLC | 809,406 | $63.1B | 5.00% | |
| 5 | IDYAIDEAYA Biosciences Inc | 1,749,455 | $55.4B | 4.40% | |
| 6 | ELANElanco Animal Health Inc | 3,518,684 | $51.7B | 4.10% | |
| 7 | BIOABioAge Labs Inc | 2,304,901 | $47.9B | 3.80% | |
| 8 | AXSMAxsome Therapeutics Inc | 529,527 | $47.6B | 3.78% | Put |
| 9 | INCYIncyte Corp | 714,176 | $47.2B | 3.75% | |
| 10 | SLNOSoleno Therapeutics Inc | 886,344 | $44.8B | 3.55% | Put |
| 11 | RAPPRapport Therapeutics Inc | 1,995,594 | $40.9B | 3.24% | |
| 12 | AVBPArrivent BioPharma Inc | 1,696,752 | $39.9B | 3.16% | |
| 13 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $28.9B | 2.29% | |
| 14 | DYNDyne Therapeutics Inc | 772,070 | $27.7B | 2.20% | |
| 15 | COGTCogent Biosciences Inc | 2,265,230 | $24.5B | 1.94% | |
| 16 | YB4PSavara Inc | 5,662,550 | $24.0B | 1.91% | |
| 17 | NVSNNovartis AG | 200,000 | $23.0B | 1.83% | Put |
| 18 | INZYInozyme Pharma Inc | 4,280,308 | $22.4B | 1.78% | |
| 19 | JAZZJazz Pharmaceuticals PLC | 188,562 | $21.0B | 1.67% | |
| 20 | IM8NInsmed Inc | 286,307 | $20.9B | 1.66% | |
| 21 | SNDXSyndax Pharmaceuticals Inc | 786,999 | $15.1B | 1.20% | |
| 22 | RYTMRhythm Pharmaceuticals | 276,678 | $14.5B | 1.15% | |
| 23 | EWEdwards Lifesciences Corp | 202,898 | $13.4B | 1.06% | |
| 24 | BSXBoston Scientific Corp | 135,819 | $11.4B | 0.90% | |
| 25 | PHVSPharvaris N V | 600,302 | $11.1B | 0.88% | |
| 26 | EWTXEdgewise Therapeutics Inc | 384,767 | $10.3B | 0.82% | |
| 27 | IMNMImmunome Inc | 676,766 | $9.9B | 0.79% | |
| 28 | GHGuardant Health Inc | 406,645 | $9.3B | 0.74% | |
| 29 | RVMDRevolution Medicines Inc | 203,271 | $9.2B | 0.73% | |
| 30 | INBXInhibrx Biosciences Inc | 536,068 | $8.4B | 0.67% | |
| 31 | TGTXTG Therapeutics Inc | 358,644 | $8.4B | 0.67% | |
| 32 | AVTEAerovate Therapeutics Inc | 3,758,686 | $7.9B | 0.62% | |
| 33 | ESTAEstablishment Labs Hldgs Inc | 181,476 | $7.9B | 0.62% | |
| 34 | MRNS*Marinus Pharmaceuticals Inc | 4,386,177 | $7.7B | 0.61% | |
| 35 | JANXJanux Therapeutics Inc | 164,770 | $7.5B | 0.59% | |
| 36 | CABACabaletta Bio Inc | 1,533,883 | $7.2B | 0.57% | |
| 37 | SP4PAchieve Life Sciences Inc | 1,514,032 | $7.2B | 0.57% | |
| 38 | KURAKura Oncology Inc | 296,884 | $5.8B | 0.46% | |
| 39 | PAHCPhibro Animal Health Corp | 238,184 | $5.4B | 0.43% | |
| 40 | ILMNIllumina Inc | 40,611 | $5.3B | 0.42% | |
| 41 | ERASErasca Inc | 1,842,668 | $5.0B | 0.40% | |
| 42 | IMTXImmatics N.V | 386,100 | $4.4B | 0.35% | |
| 43 | NARIUSDInari Med Inc | 90,327 | $3.7B | 0.30% | |
| 44 | BDXBecton Dickinson & Co | 15,191 | $3.7B | 0.29% | |
| 45 | NXTCNextcure Inc | 2,671,856 | $3.7B | 0.29% | |
| 46 | TMOThermo Fisher Scientific Inc | 5,770 | $3.6B | 0.28% | |
| 47 | EXASExact Sciences Corp | 37,637 | $2.6B | 0.20% | |
| 48 | IRONDisc Medicine Inc | 41,352 | $2.0B | 0.16% | |
| 49 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $1.8B | 0.14% | |
| 50 | GPCRStructure Therapeutics Inc | 38,792 | $1.7B | 0.14% | |
| 51 | CATXPerspective Therapeutics Inc | 120,632 | $1.6B | 0.13% | |
| 52 | RNAAvidity Biosciences Inc | 30,472 | $1.4B | 0.11% | |
| 53 | VIRVir Biotechnology Inc | 129,246 | $968.1M | 0.08% | |
| 54 | CATBUSDAstria Therapeutics Inc | 85,640 | $942.9M | 0.07% | |
| 55 | IMTXImmatics N.V | 366,568 | $852.3M | 0.07% | |
| 56 | —Ikena Oncology Inc | 382,616 | $661.9M | 0.05% | |
| 57 | REPLReplimune Group Inc | 48,138 | $527.6M | 0.04% | |
| 58 | LUNGPulmonx Corp | 62,313 | $516.6M | 0.04% |