Sofinnova Investments, Inc. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.7T
Holdings
46
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRTXKaruna Therapeutics Inc | 2,073,124 | $407.4B | 24.17% | |
| 2 | NTRANatera Inc | 3,100,560 | $124.5B | 7.39% | |
| 3 | AVTEAerovate Therapeutics Inc | 3,758,686 | $110.1B | 6.54% | |
| 4 | ASNDAscendis Pharma A/S | 880,800 | $107.6B | 6.38% | |
| 5 | SNYSanofi SA | 1,965,475 | $95.2B | 5.65% | |
| 6 | —Cincor Pharma Inc | 6,073,949 | $74.6B | 4.43% | |
| 7 | MRKMerck & Co Inc | 603,356 | $66.9B | 3.97% | |
| 8 | VERAVera Therapeutics Inc | 3,181,442 | $61.6B | 3.65% | |
| 9 | HZNPHorizon Therapeutics PLC | 413,173 | $47.0B | 2.79% | |
| 10 | VRTXVertex Pharmaceuticals Inc | 156,989 | $45.3B | 2.69% | |
| 11 | AZNAstraZeneca PLC | 613,673 | $41.6B | 2.47% | |
| 12 | BMRNBiomarin Pharmaceutical Inc | 394,643 | $40.8B | 2.42% | |
| 13 | RETAEURReata Pharmaceuticals Inc | 992,029 | $37.7B | 2.24% | |
| 14 | ALNYAlnylam Pharmaceuticals Inc | 156,448 | $37.2B | 2.21% | Call |
| 15 | SRPTSarepta Therapeutics Inc | 247,955 | $32.1B | 1.91% | |
| 16 | CTIC1USDCTI Biopharma Corp | 5,016,527 | $30.1B | 1.79% | Call |
| 17 | CYTKCytokinetics Inc | 608,930 | $27.9B | 1.66% | Call |
| 18 | INBXUSDInhibrx Inc | 1,110,183 | $27.4B | 1.62% | |
| 19 | UTHUnited Therapeutics Corp | 89,207 | $24.8B | 1.47% | |
| 20 | 290AChinook Therapeutics Inc | 806,459 | $21.1B | 1.25% | |
| 21 | ZNTLZentalis Pharmaceuticals Inc | 1,004,045 | $20.2B | 1.20% | |
| 22 | —Prometheus Biosciences Inc | 176,545 | $19.4B | 1.15% | |
| 23 | SNDXSyndax Pharmaceuticals Inc | 703,074 | $17.9B | 1.06% | |
| 24 | AFWAlign Technology Inc | 83,100 | $17.5B | 1.04% | |
| 25 | IMTXImmatics NV | 2,000,776 | $17.4B | 1.03% | |
| 26 | DC4Dexcom Inc | 140,678 | $15.9B | 0.95% | |
| 27 | OPHTEURIveric Bio Inc | 638,398 | $13.7B | 0.81% | |
| 28 | TVTXTravere Therapeutics Inc | 578,268 | $12.2B | 0.72% | |
| 29 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $10.7B | 0.64% | |
| 30 | AGENEURAgenus Inc | 4,161,057 | $10.0B | 0.59% | Call |
| 31 | GONGeron Corp | 3,828,689 | $9.3B | 0.55% | Call |
| 32 | IDYAIDEAYA Biosciences Inc | 474,530 | $8.6B | 0.51% | |
| 33 | IMGNEURImmunoGen Inc | 1,686,154 | $8.4B | 0.50% | |
| 34 | KURAKura Oncology Inc | 593,561 | $7.4B | 0.44% | |
| 35 | RCUSArcus Biosciences Inc | 314,811 | $6.5B | 0.39% | |
| 36 | FULCFulcrum Therapeutics Inc | 631,411 | $4.6B | 0.27% | |
| 37 | GRTXGalera Therapeutics Inc | 3,083,712 | $4.6B | 0.27% | |
| 38 | INZYInozyme Pharma Inc | 3,655,308 | $3.8B | 0.23% | |
| 39 | NXTCNextcure Inc | 2,671,856 | $3.8B | 0.22% | |
| 40 | —Nucana PLC | 5,599,999 | $3.7B | 0.22% | |
| 41 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $3.6B | 0.21% | |
| 42 | PDSBPDS Biotechnology Corp | 142,635 | $1.9B | 0.11% | |
| 43 | —Nucana PLC | 2,400,000 | $1.6B | 0.09% | |
| 44 | —ObsEva SA | 4,749,623 | $688.7M | 0.04% | |
| 45 | —Synlogic Inc | 574,972 | $437.0M | 0.03% | |
| 46 | —Fusion Pharmaceuticals Inc | 117,099 | $368.9M | 0.02% |