Institutional Fund
Sofinnova Investments, Inc.
Menlo Park, CACIK 16311345 filings on record
Portfolio Value
$2.00B
Q1 2026
Holdings
61
Reported positions
New Buys
17
Opened this quarter
QoQ Change
-13.9%
from $2.32B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Natera Inc15.5%
- Bristol-Myers Squibb Co6.0%
- Jazz Pharmaceuticals PLC5.7%
- Vera Therapeutics Inc5.6%
- United Therapeutics Corp Del4.8%
- Astrazeneca PLC4.5%
- Other57.9%
Portfolio Holdings
61 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Natera Inc | 1.55M | $310.04M | 15.5% | 0 | Held |
| 2 | Bristol-Myers Squibb Co | 1.99M | $120.62M | 6.0% | +475.7K | Added |
| 3 | Jazz Pharmaceuticals PLC | 598.3K | $113.11M | 5.7% | −361.5K | Reduced |
| 4 | Vera Therapeutics Inc | 2.79M | $112.40M | 5.6% | 0 | Held |
| 5 | United Therapeutics Corp Del | 160.1K | $94.92M | 4.8% | +2.4K | Added |
| 6 | Astrazeneca PLC | 456.0K | $89.94M | 4.5% | +456.0K | New |
| 7 | Cogent Biosciences Inc | 2.11M | $81.35M | 4.1% | +139.9K | Added |
| 8 | Ultragenyx Pharmaceutical In | 3.15M | $65.91M | 3.3% | +3.06M | Added |
| 9 | Rapport Therapeutics Inc | 1.90M | $59.59M | 3.0% | 0 | Held |
| 10 | Insmed Inc | 346.1K | $56.59M | 2.8% | +189.3K | Added |
51 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio