Sofinnova Investments, Inc. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$2.3T
Holdings
60
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 1,550,280 | $355.2B | 15.31% | |
| 2 | JAZZJAZZ PHARMACEUTICALS PLC | 959,860 | $163.2B | 7.04% | |
| 3 | AZNASTRAZENECA PLC | 1,632,334 | $150.1B | 6.47% | |
| 4 | VERAVERA THERAPEUTICS INC | 2,793,987 | $141.5B | 6.10% | |
| 5 | BMYBRISTOL-MYERS SQUIBB CO | 1,512,994 | $81.6B | 3.52% | |
| 6 | UTHUNITED THERAPEUTICS CORP | 157,641 | $76.8B | 3.31% | |
| 7 | VRTXVERTEX PHARMACEUTICALS INC | 164,594 | $74.6B | 3.22% | |
| 8 | ABBVABBVIE INC | 317,783 | $72.6B | 3.13% | |
| 9 | ISRGINTUITIVE SURGICAL INC | 126,968 | $71.9B | 3.10% | |
| 10 | COGTCOGENT BIOSCIENCES INC | 1,973,625 | $70.1B | 3.02% | |
| 11 | LLYELI LILLY & CO | 61,652 | $66.3B | 2.86% | |
| 12 | RAPPRAPPORT THERAPEUTICS INC | 1,904,408 | $57.8B | 2.49% | |
| 13 | BBIOBRIDGEBIO PHARMA INC | 720,448 | $55.1B | 2.38% | |
| 14 | RNAAVIDITY BIOSCIENCES INC | 745,116 | $53.7B | 2.32% | |
| 15 | DYNDYNE THERAPEUTICS INC | 2,254,161 | $44.1B | 1.90% | |
| 16 | BMRNBIOMARIN PHARMACEUTICAL INC | 697,133 | $41.4B | 1.79% | |
| 17 | APGEAPOGEE THERAPEUTICS INC | 534,845 | $40.4B | 1.74% | |
| 18 | CDTXCIDARA THERAPEUTICS INC | 180,265 | $39.8B | 1.72% | |
| 19 | PRAXPRAXIS PRECISION MEDICINES INC | 125,722 | $37.1B | 1.60% | |
| 20 | IMTXIMMATICS N.V | 3,435,542 | $36.1B | 1.56% | |
| 21 | INBXINHIBRX BIOSCIENCES INC | 454,657 | $35.9B | 1.55% | |
| 22 | IMNMIMMUNOME INC | 1,618,477 | $34.8B | 1.50% | |
| 23 | AVBPARRIVENT BIOPHARMA INC | 1,696,752 | $34.1B | 1.47% | |
| 24 | GKOSGLAUKOS CORP | 288,128 | $32.5B | 1.40% | |
| 25 | IDYAIDEAYA BIOSCIENCES INC | 885,121 | $30.6B | 1.32% | |
| 26 | BIOABIOAGE LABS INC | 2,293,788 | $30.3B | 1.31% | |
| 27 | CELCCELCUITY INC | 299,417 | $29.9B | 1.29% | |
| 28 | RYTMRHYTHM PHARMACEUTICALS INC | 271,394 | $29.1B | 1.25% | |
| 29 | CNTACENTESSA PHARMACEUTICALS PLC | 1,104,274 | $27.6B | 1.19% | |
| 30 | SUPNSUPERNUS PHARMACEUTICALS INC | 553,095 | $27.5B | 1.19% | |
| 31 | IM8NINSMED INC | 156,801 | $27.3B | 1.18% | |
| 32 | ALCALCON AG | 332,520 | $26.2B | 1.13% | |
| 33 | RCUSARCUS BIOSCIENCES INC | 1,096,705 | $26.1B | 1.13% | |
| 34 | DC4DEXCOM INC | 378,219 | $25.1B | 1.08% | |
| 35 | PHVSPHARVARIS N V | 745,169 | $20.7B | 0.89% | |
| 36 | NKTRNEKTAR THERAPEUTICS | 438,630 | $18.5B | 0.80% | |
| 37 | CMPXCOMPASS THERAPEUTICS INC | 3,365,446 | $18.1B | 0.78% | |
| 38 | ROIVROIVANT SCIENCES LTD | 734,582 | $15.9B | 0.69% | |
| 39 | ANABANAPTYSBIO INC | 287,690 | $13.9B | 0.60% | |
| 40 | GEHCGE HEALTHCARE TECHNOLOGIES I | 160,876 | $13.2B | 0.57% | |
| 41 | EWTXEDGEWISE THERAPEUTICS INC | 437,819 | $10.9B | 0.47% | |
| 42 | EXASEXACT SCIENCES CORP | 101,443 | $10.3B | 0.44% | |
| 43 | IRONDISC MEDICINE INC | 111,010 | $8.8B | 0.38% | |
| 44 | AMLXAMYLYX PHARMACEUTICALS INC | 527,099 | $6.4B | 0.27% | |
| 45 | 3M4MASIMO CORP | 46,201 | $6.0B | 0.26% | |
| 46 | QUREUNIQURE NV | 176,513 | $4.2B | 0.18% | |
| 47 | NXTCNEXTCURE INC | 222,654 | $3.2B | 0.14% | |
| 48 | WVEWAVE LIFE SCIENCES LTD | 158,182 | $2.7B | 0.12% | |
| 49 | XENEXENON PHARMACEUTICALS INC | 59,900 | $2.7B | 0.12% | |
| 50 | EVMNEVOMMUNE INC | 153,320 | $2.6B | 0.11% | |
| 51 | AXSMAXSOME THERAPEUTICS INC | 12,266 | $2.2B | 0.10% | |
| 52 | ESTAESTABLISHMENT LABS HLDGS INC | 28,366 | $2.1B | 0.09% | |
| 53 | RAREULTRAGENYX PHARMACEUTICAL INC | 83,300 | $1.9B | 0.08% | |
| 54 | YB4PSAVARA INC | 304,770 | $1.8B | 0.08% | |
| 55 | MIRMMIRUM PHARMACEUTICALS INC | 23,100 | $1.8B | 0.08% | |
| 56 | ACADACADIA PHARMACEUTICALS INC | 65,567 | $1.8B | 0.08% | |
| 57 | JBIOJADE BIOSCIENCES INC | 107,391 | $1.7B | 0.07% | |
| 58 | BOLTBOLT BIOTHERAPEUTICS INC | 137,721 | $753.0M | 0.03% | |
| 59 | SLNOSOLENO THERAPEUTICS INC | 12,414 | $574.0M | 0.02% | |
| 60 | IMAIMAGENEBIO INC | 31,884 | $220.0M | 0.01% |