Sofinnova Investments, Inc. Portfolio Holdings

Sofinnova Investments, Inc.

  • $1.63 Billion
  • Q3 2025

Sofinnova Investments, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.63 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Natera, Inc. with a value of $250M, Gilead Sciences, Inc. with a value of $139M, Vera Therapeutics, Inc. with a value of $80.9M, United Therapeutics Corp with a value of $79.9M, and Jazz Pharmaceuticals PLC with a value of $77.6M.

Examining the 13F form we can see an increase of $160M in the current position value, from $1.47B to 1.63B.

Sofinnova Investments, Inc. is based out at Menlo Park, CA

Below you can find more details about Sofinnova Investments, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.63 Billion
Healthcare: $1.55 Billion
ETFs: $87 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.8B
$250 Million 15.28% of portfolio
1,550,280
Q4 2023 Reduced 50.0%
$156B
$139 Million 8.51% of portfolio
1,252,312
Q3 2025 Added 19.23%
$766M
$80.9 Million 4.95% of portfolio
2,793,987
Q4 2023 Added 24.09%
$21.2B
$79.9 Million 4.89% of portfolio
190,626
Q3 2025 Added 60.85%
$8.84B
$77.6 Million 4.75% of portfolio
588,828
Q3 2025 Reduced 15.17%
$277B
$63.2 Million 3.87% of portfolio
823,933
Q3 2025 Added 180.57%
$147B
$55.6 Million 3.4% of portfolio
569,427
Q3 2025 Added 32.06%
$22.4B
$52.5 Million 3.21% of portfolio
779,616
Q3 2025 Added 48.87%
$193B
$49.6 Million 3.04% of portfolio
110,896
Q3 2025 Added 56.98%
$5.99B
$47.8 Million 2.93% of portfolio
393,499
Q3 2025 Added 320.36%
$14.3B
$47.6 Million 2.92% of portfolio
3,149,270
Q3 2025 Added 1.96%
$111B
$46.2 Million 2.83% of portfolio
117,875
Q3 2025 New
$9.84B
$43.2 Million 2.65% of portfolio
831,847
Q3 2025 Reduced 16.24%
$3.69B
$38.2 Million 2.34% of portfolio
875,925
Q3 2025 Added 49.78%
$414B
$35 Million 2.14% of portfolio
150,966
Q3 2025 Reduced 43.21%
$2.21B
$30.6 Million 1.87% of portfolio
2,127,941
Q3 2025 Reduced 9.66%
$1.54B
$25.1 Million 1.54% of portfolio
922,695
Q3 2025 Reduced 57.04%
$5.54B
$24.9 Million 1.53% of portfolio
246,966
Q3 2025 Reduced 57.86%
$2.52B
$22.5 Million 1.38% of portfolio
473,625
Q3 2025 Reduced 13.7%
$11.9B
$20 Million 1.22% of portfolio
365,000
Q3 2025 Added 75.23%
$778M
$19 Million 1.16% of portfolio
2,227,837
Q3 2025 Reduced 0.57%
$795M
$18.5 Million 1.13% of portfolio
739,876
Q3 2025 Added 26.36%
$2.41B
$18 Million 1.1% of portfolio
377,066
Q3 2025 Reduced 52.82%
$1.45B
$16.6 Million 1.02% of portfolio
1,222,263
Q3 2025 Added 0.51%
$4.4B
$15.7 Million 0.96% of portfolio
166,729
Q3 2025 Reduced 58.79%
$26.2B
$15 Million 0.92% of portfolio
104,339
Q3 2025 Reduced 66.76%
$975M
$12.5 Million 0.76% of portfolio
985,828
Q3 2025 Added 60.33%
$1.38B
$12.5 Million 0.76% of portfolio
253,375
Q3 2025 New
$5.39B
$11.5 Million 0.7% of portfolio
186,932
Q3 2025 Reduced 50.28%
$495M
$8.55 Million 0.52% of portfolio
2,427,724
Q3 2025 Reduced 1.21%
$1.44B
$8.44 Million 0.52% of portfolio
520,240
Q3 2025 Reduced 27.43%
$1.4B
$7.99 Million 0.49% of portfolio
136,862
Q3 2025 Reduced 91.22%
$494M
$7.61 Million 0.47% of portfolio
2,028,886
Q3 2025 New
$208M
$5.05 Million 0.31% of portfolio
436,051
Q3 2025 Reduced 43.99%
$600M
$1.23 Million 0.08% of portfolio
170,943
Q3 2025 Added 44.99%
$1.95B
$1.17 Million 0.07% of portfolio
31,410
Q3 2025 Added 18.8%
$1.55B
$442,000 0.03% of portfolio
10,787
Q3 2025 Reduced 61.64%
$3.89B
$571,000 0.03% of portfolio
26,800
Q3 2025 New
Inhibrx Biosciences Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 37.9%
Imagene Bio Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Jade Biosciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Praxis Precision Medicines Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 999.66%
Anaptys Bio Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 75.37%
Nextcure Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Rapport Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 2.41%
Bio Age Labs Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.48%
Arrivent Bio Pharma Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 642.21%
Cidara Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 78.41%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $1.63 Billion
  • Prior Value $1.47 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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