Sofinnova Investments, Inc.

Menlo Park, CA · CIK 1631134 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySOFINNOVA INVESTMENTS, INC. (US)

Kindhedge funds, venture
Others nearbyMenlo Park, CA, Atherton, CA, Boston, MA, New York, NY, Montréal
FamilySofinnova Investments, Inc. · 2 related pages

As an employer

US visa salary filings

Filings FY20241
Median salary offered$150,000
Middle half$150,000 – $150,000
Job titles1

Job title	Filings	Median	Range
Financial AnalystMenlo Park, CA	1	$150,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Sofinnova Investments, Inc..

$1.9bn reported value -6.2% vs Q1 2026

53positions

59.8%in top 10

11 new 12 added 17 reduced 19 sold out vs Q1 2026

Options: 3 call positions ($48.4m notional), 1 put positions ($13.8m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NATERA INC COM NTRA	NTRA	1,550,280	$420.8m22.48%	22.48%	Unchanged
2	VERA THERAPEUTICS INC CL A VERA	VERA	2,793,987	$119.9m6.40%	6.40%	Unchanged
3	GENMAB A/S SPONSORED ADS GMAB	GMAB	4,045,215	$111.1m5.94%	5.94%	Added +3.3m	+3,292,954 437.7%
4	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	365,341	$88.0m4.70%	4.70%	Reduced -233.0k	-232,986 -38.9%
5	RAPPORT THERAPEUTICS INC COM RAPP	RAPP	1,904,408	$79.4m4.24%	4.24%	Unchanged
6	SEAPORT THERAPEUTICS INC COMMON STOCK SPTX	SPTX	3,564,871	$77.4m4.14%	4.14%	New
7	ARRIVENT BIOPHARMA INC COM AVBP	AVBP	1,696,752	$58.9m3.15%	3.15%	Unchanged
8	ULTRAGENYX PHARMACEUTICAL IN COM RARE	RARE	1,717,505	$57.3m3.06%	3.06%	Reduced -1.4m	-1,428,383 -45.4%
9	BIOAGE LABS INC COM BIOA	BIOA	2,293,788	$56.2m3.00%	3.00%	Unchanged
10	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	876,970	$50.5m2.70%	2.70%	Reduced -1.1m	-1,111,751 -55.9%
11	SUPERNUS PHARMACEUTICALS INC COM SUPN	SUPN	1,036,328	$48.2m2.57%	2.57%	Added +82.0k	+82,019 8.6%
12	RHYTHM PHARMACEUTICALS INC COM RYTM	RYTM	408,027	$45.3m2.42%	2.42%	Reduced -42.1k	-42,069 -9.3%
13	GILEAD SCIENCES INC COM GILD	GILD	343,100	$43.3m2.32%	2.32%	New
14	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	76,489	$41.4m2.21%	2.21%	Reduced -83.6k	-83,581 -52.2%
15	COGENT BIOSCIENCES INC COM COGT	COGT	1,035,148	$40.1m2.14%	2.14%	Reduced -1.1m	-1,078,403 -51.0%
16	AXSOME THERAPEUTICS INC COM AXSM	AXSM	160,429	$39.3m2.10%	2.10%	Reduced -52.3k	-52,318 -24.6%
17	IMMATICS N.V SHS IMTX	IMTX	3,669,346	$37.2m1.99%	1.99%	Added +38.9k	+38,892 1.1%
18	DYNE THERAPEUTICS INC COM DYN	DYN	1,658,384	$36.8m1.97%	1.97%	Added +24.5k	+24,487 1.5%
19	IMMUNOME INC COM IMNM	IMNM	1,720,316	$36.5m1.95%	1.95%	Added +18.4k	+18,412 1.1%
20	IDEAYA BIOSCIENCES INC COM IDYA	IDYA	925,119	$34.5m1.84%	1.84%	Reduced -206.7k	-206,667 -18.3%
21	ANAPTYSBIO INC COM ANAB	ANAB	493,536	$33.3m1.78%	1.78%	Added +245.3k	+245,283 98.8%
22	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	471,763	$32.9m1.76%	1.76%	Reduced -37.8k	-37,783 -7.4%
23	PHARVARIS N V COM PHVS	PHVS	881,299	$30.5m1.63%	1.63%	Added +63.0k	+62,971 7.7%
24	ARCUS BIOSCIENCES INC COM RCUS	RCUS	945,690	$29.2m1.56%	1.56%	Added +22.6k	+22,604 2.5%
25	INHIBRX BIOSCIENCES INC COM INBX	INBX	303,103	$28.7m1.53%	1.53%	Reduced -102.9k	-102,926 -25.4%
26	BIOMARIN PHARMACEUTICAL INC COM BMRN	BMRN	358,568	$20.5m1.10%	1.10%	Reduced -423.4k	-423,414 -54.1%
27	VERADERMICS INC COMMON STOCK MANE	MANE	148,993	$18.3m0.98%	0.98%	Added +75.7k	+75,678 103.2%
28	ALCON AG ORD SHS ALC	ALC	255,824	$17.2m0.92%	0.92%	Reduced -474.1k	-474,148 -65.0%
29	INSMED INC COM PAR $.01 INSM	INSM	158,398	$16.9m0.90%	0.90%	Reduced -187.7k	-187,677 -54.2%
30	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	380,923	$15.5m0.83%	0.83%	Reduced -5.6k	-5,575 -1.4%
31	NURIX THERAPEUTICS INC COM NRIX	NRIX	524,098	$12.7m0.68%	0.68%	New
32	DESIGN THERAPEUTICS INC COM DSGN	DSGN	865,135	$12.5m0.67%	0.67%	New
33	DEFINIUM THERAPEUTICS INC COM SHS DFTX	DFTX	255,903	$12.0m0.64%	0.64%	Reduced -88.3k	-88,263 -25.6%
34	FIRST TRACKS BIOTHERAPEUTICS ORD SHS TRAX	TRAX	565,199	$11.4m0.61%	0.61%	New
35	ABBOTT LABS COM ABT	ABT	122,998	$11.2m0.60%	0.60%	New
36	DISC MEDICINE INC COM IRON	IRON	146,239	$10.7m0.57%	0.57%	Added +67.9k	+67,919 86.7%
37	TENAX THERAPEUTICS INC COM NEW TENX	TENX	500,039	$7.3m0.39%	0.39%	Added +395.6k	+395,639 379.0%
38	SIONNA THERAPEUTICS INC COM SION	SION	144,432	$6.4m0.34%	0.34%	New
39	ABSCI CORPORATION COM ABSI	ABSI	337,400	$3.9m0.21%	0.21%	New
40	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	27,591	$3.2m0.17%	0.17%	Unchanged
41	JADE BIOSCIENCES INC COM NEW JBIO	JBIO	107,391	$2.4m0.13%	0.13%	Unchanged
42	SAVARA INC COM SVRA	SVRA	364,763	$2.2m0.12%	0.12%	Unchanged
43	PRAXIS PRECISION MEDICINES I COM NEW PRAX	PRAX	6,440	$2.2m0.12%	0.12%	Reduced -57.2k	-57,240 -89.9%
44	SEPTERNA INC COM SEPN	SEPN	47,506	$1.6m0.08%	0.08%	Unchanged
45	ONKURE THERAPEUTICS INC COM CL A OKUR	OKUR	321,692	$1.5m0.08%	0.08%	Added +180.0k	+179,992 127.0%
46	SAGIMET BIOSCIENCES INC COM SER A SGMT	SGMT	166,667	$1.3m0.07%	0.07%	New
47	WAVE LIFE SCIENCES LTD SHS 96663EUR	96663EUR	189,253	$1.1m0.06%	0.06%	Unchanged
48	AKTIS ONCOLOGY INC COM AKTS	AKTS	32,436	$1.0m0.06%	0.06%	New
49	TYRA BIOSCIENCES INC COM TYRA	TYRA	32,267	$1.0m0.06%	0.06%	Reduced -171.7k	-171,748 -84.2%
50	BOLT BIOTHERAPEUTICS INC COM NEW BOLT	BOLT	137,721	$530.2k0.03%	0.03%	Unchanged
51	NEXTCURE INC COM NEW NXTC	NXTC	222,654	$356.2k0.02%	0.02%	Unchanged
52	IMAGENEBIO INC COM IMA	IMA	31,884	$188.1k0.01%	0.01%	Unchanged
53	HEARTFLOW INC COM HTFL	HTFL	5,079	$149.0k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ASTRAZENECA PLC AZN	AZN	456,031	$89.9m456.0k shares
BIOGEN INC BIIB	BIIB	229,521	$42.1m229.5k shares
CELCUITY INC CELC	CELC	366,175	$41.8m366.2k shares
BRIDGEBIO PHARMA INC BBIO	BBIO	409,183	$30.4m409.2k shares
DEXCOM INC DXCM	DXCM	393,576	$24.7m393.6k shares
XENON PHARMACEUTICALS INC XENE	XENE	305,216	$17.7m305.2k shares
STRYKER CORPORATION SYK	SYK	44,480	$14.6m44.5k shares
ROIVANT SCIENCES LTD ROIV	ROIV	477,995	$13.2m478.0k shares
COMPASS THERAPEUTICS INC CMPX	CMPX	2,056,161	$10.9m2.1m shares
ORIC PHARMACEUTICALS INC ORIC	ORIC	679,578	$8.6m679.6k shares
TANGO THERAPEUTICS INC TNGX	TNGX	395,081	$8.3m395.1k shares
AXOGEN INC AXGN	AXGN	210,665	$7.0m210.7k shares
CYTOKINETICS INC CYTK	CYTK	91,791	$6.0m91.8k shares
HARMONY BIOSCIENCES HLDGS IN HRMY	HRMY	152,695	$4.3m152.7k shares
VAXCYTE INC PCVX	PCVX	50,600	$2.9m50.6k shares
ESTABLISHMENT LABS HLDGS INC ESTA	ESTA	33,930	$1.9m33.9k shares
ACADIA PHARMACEUTICALS INC ACAD	ACAD	78,551	$1.7m78.6k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	14,689	$491.8k14.7k shares
ZYMEWORKS INC ZYME	ZYME	1,610	$40.3k1.6k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
ULTRAGENYX PHARMACEUTICAL IN RARE · Call	RARE	Call	500,000	$16.7m500.0k shares	Added
INTUITIVE SURGICAL INC ISRG · Call	ISRG	Call	40,000	$15.9m40.0k shares	New
GLOBUS MED INC GMED · Call	GMED	Call	200,000	$15.8m200.0k shares	New
EXELIXIS INC EXEL · Put	EXEL	Put	254,200	$13.8m254.2k shares	Added