Sofinnova Investments, Inc. Q4 2023 Filing
Filed February 13, 2024
Portfolio Value
$1.8B
Holdings
60
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KRTXKaruna Therapeutics Inc | 1,381,149 | $437.1T | 24461166.87% | |
| 2 | —RayzeBio Inc | 2,419,528 | $150.4T | 8417065.78% | |
| 3 | NTRANatera Inc | 1,550,280 | $97.1T | 5433893.14% | |
| 4 | ASNDAscendis Pharma A/S | 754,032 | $95.0T | 5314190.86% | |
| 5 | MRKMerck & Co Inc | 857,971 | $93.5T | 5233930.91% | |
| 6 | AVTEAerovate Therapeutics Inc | 3,758,686 | $85.1T | 4759592.82% | |
| 7 | AZNAstraZeneca PLC | 850,577 | $57.3T | 3205534.36% | |
| 8 | VERAVera Therapeutics Inc | 3,467,156 | $53.3T | 2983863.26% | |
| 9 | IDYAIDEAYA Biosciences Inc | 1,458,881 | $51.9T | 2904524.29% | |
| 10 | IMGNEURImmunoGen Inc | 1,546,902 | $45.9T | 2566472.98% | |
| 11 | ISRGIntuitive Surgical Inc | 126,959 | $42.8T | 2396659.18% | |
| 12 | LLYEli Lilly & Co | 64,525 | $37.6T | 2104680.47% | |
| 13 | CYTKCytokinetics Inc | 414,207 | $34.6T | 1935089.65% | |
| 14 | TCE2Celldex Therapeutics Inc | 844,008 | $33.5T | 1873046.12% | |
| 15 | CBAYUSDCymaBay Therapeutics Inc | 1,411,769 | $33.3T | 1865918.79% | |
| 16 | IMTXImmatics NV | 2,969,039 | $31.3T | 1749417.55% | |
| 17 | SNYSanofi | 598,978 | $29.8T | 1666780.97% | |
| 18 | INBXUSDInhibrx Inc | 772,957 | $29.4T | 1643569.72% | |
| 19 | KVUEKenvue Inc | 1,206,939 | $26.0T | 1454047.38% | |
| 20 | KURAKura Oncology Inc | 1,667,321 | $24.0T | 1341613.15% | |
| 21 | SNDXSyndax Pharmaceuticals Inc | 1,075,786 | $23.2T | 1300857.87% | |
| 22 | MRNS*Marinus Pharmaceuticals Inc | 1,872,699 | $20.4T | 1139060.31% | Call |
| 23 | SYKStryker Corporation | 62,788 | $18.8T | 1052118.51% | |
| 24 | INCYIncyte Corp | 296,569 | $18.6T | 1041994.55% | |
| 25 | GONGeron Corp | 8,814,497 | $18.6T | 1040708.73% | |
| 26 | INZYInozyme Pharma Inc | 4,280,308 | $18.2T | 1020313.94% | |
| 27 | ELANElanco Animal Health Inc | 1,193,885 | $17.8T | 995400.78% | |
| 28 | ARGXargenx SE | 44,721 | $17.0T | 951996.75% | |
| 29 | YMABUSDY-mAbs Therapeutics Inc | 2,194,278 | $15.0T | 837385.09% | |
| 30 | PHVSPharvaris N V | 510,441 | $14.3T | 801175.42% | |
| 31 | AGENEURAgenus Inc | 17,256,234 | $14.3T | 799416.49% | Call |
| 32 | DYNDyne Therapeutics Inc | 1,013,505 | $13.5T | 754269.86% | |
| 33 | YB4PSavara Inc | 2,382,835 | $11.2T | 626673.09% | |
| 34 | MIRMMirum Pharmaceuticals Inc | 352,397 | $10.4T | 582100.19% | |
| 35 | CABACabaletta Bio Inc | 429,395 | $9.7T | 545421.26% | |
| 36 | IMVTImmunovant Inc | 222,553 | $9.4T | 524655.36% | |
| 37 | BSXBoston Scientific Corp | 131,000 | $7.6T | 423763.42% | |
| 38 | GPCRStructure Therapeutics Inc | 174,838 | $7.1T | 398767.00% | |
| 39 | MLTXMoonLake Immunotherapeutics | 113,757 | $6.9T | 384407.94% | |
| 40 | PODDInsulet Corp | 19,000 | $4.1T | 230686.67% | |
| 41 | IRWDIronwood Pharmaceuticals Inc | 331,099 | $3.8T | 211949.87% | |
| 42 | BOLT1EURBolt Biotherapeutics Inc | 2,754,437 | $3.1T | 172623.53% | |
| 43 | NXTCNextcure Inc | 2,671,856 | $3.0T | 170438.27% | |
| 44 | DC4Dexcom Inc | 20,000 | $2.5T | 138872.41% | |
| 45 | COOCooper Cos Inc | 4,000 | $1.5T | 84704.45% | |
| 46 | 3M4Masimo Corp | 12,800 | $1.5T | 83950.61% | |
| 47 | —Nucana PLC | 4,684,120 | $1.4T | 77531.02% | |
| 48 | —Fusion Pharmaceuticals Inc | 125,299 | $1.2T | 67378.30% | |
| 49 | IMTXImmatics NV | 318,372 | $929.6B | 52019.58% | |
| 50 | —Nucana PLC | 2,400,000 | $709.9B | 39724.52% | |
| 51 | PDSBPDS Biotechnology Corp | 142,635 | $708.9B | 39667.22% | |
| 52 | PENPenumbra Inc | 2,000 | $503.1B | 28150.51% | |
| 53 | GRTXGalera Therapeutics Inc | 3,083,712 | $448.4B | 25089.25% | |
| 54 | —Ikena Oncology Inc | 115,712 | $228.0B | 12755.41% | |
| 55 | FULCFulcrum Therapeutics Inc | 28,600 | $193.1B | 10802.37% | |
| 56 | PEPGPepGen Inc | 23,038 | $156.7B | 8766.01% | |
| 57 | ESTAEstablishment Labs Hldgs Inc | 3,052 | $79.0B | 4421.45% | |
| 58 | SPRBSpruce Biosciences Inc | 22,767 | $66.7B | 3732.68% | |
| 59 | SLNOSoleno Therapeutics Inc | 1,200 | $48.3B | 2702.69% | |
| 60 | VIRVir Biotechnology Inc | 4,495 | $45.2B | 2530.35% |