Sofinnova Investments, Inc. Portfolio Holdings

Sofinnova Investments, Inc.

  • $1.47 Billion
  • Q2 2025

Sofinnova Investments, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.47 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Natera, Inc. with a value of $262M, Gilead Sciences, Inc. with a value of $116M, Eli Lilly & CO with a value of $75.6M, Jazz Pharmaceuticals PLC with a value of $73.7M, and Vera Therapeutics, Inc. with a value of $65.8M.

Examining the 13F form we can see an increase of $114M in the current position value, from $1.36B to 1.47B.

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 $1.47 Billion
Healthcare: $1.37 Billion
ETFs: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.7B
$262 Million 17.78% of portfolio
1,550,280
Q4 2023 Reduced 50.0%
$141B
$116 Million 7.91% of portfolio
1,050,308
Q2 2025 Added 150.73%
$722B
$75.6 Million 5.13% of portfolio
97,018
Q2 2025 Added 83.75%
$8.12B
$73.7 Million 5.0% of portfolio
694,096
Q2 2025 Added 36.08%
$656M
$65.8 Million 4.47% of portfolio
2,793,987
Q4 2023 Added 24.09%
$390B
$49.3 Million 3.35% of portfolio
265,850
Q2 2025 New
$141B
$46.3 Million 3.14% of portfolio
431,200
Q2 2025 New
$29.2B
$45.7 Million 3.1% of portfolio
523,694
Q2 2025 Added 32.25%
$1.18B
$45.1 Million 3.06% of portfolio
2,147,795
Q2 2025 Reduced 18.09%
$7.63B
$42.9 Million 2.91% of portfolio
993,093
Q2 2025 Added 35.26%
$153B
$38.4 Million 2.61% of portfolio
70,642
Q2 2025 Added 489.47%
$5.32B
$37 Million 2.51% of portfolio
586,010
Q2 2025 Added 31.15%
$9.83B
$34.8 Million 2.36% of portfolio
3,088,814
Q2 2025 Added 141.41%
$18.4B
$34.1 Million 2.31% of portfolio
118,513
Q2 2025 New
$19.4B
$31.6 Million 2.14% of portfolio
313,923
Q2 2025 Added 3.18%
$1.99B
$29.3 Million 1.99% of portfolio
548,788
Q2 2025 Added 7.6%
$693M
$21.7 Million 1.47% of portfolio
1,558,356
Q2 2025 Added 185.53%
$3.12B
$21.3 Million 1.44% of portfolio
404,562
Q2 2025 New
$241B
$20.5 Million 1.39% of portfolio
293,661
Q2 2025 New
$4.22B
$18.4 Million 1.25% of portfolio
375,939
Q2 2025 Reduced 35.11%
$161M
$17.1 Million 1.16% of portfolio
4,280,308
Q4 2023 Added 17.1%
$816M
$16.9 Million 1.15% of portfolio
2,355,505
Q2 2025 Added 7.95%
$280M
$16.8 Million 1.14% of portfolio
1,806,529
Q2 2025 Reduced 27.15%
$2.1B
$16.6 Million 1.13% of portfolio
584,801
Q2 2025 Added 53.92%
$896M
$14.3 Million 0.97% of portfolio
1,524,440
Q2 2025 Reduced 33.0%
$434M
$12.1 Million 0.82% of portfolio
2,240,528
Q2 2025 Added 44.15%
$9.45B
$11.1 Million 0.75% of portfolio
208,300
Q2 2025 New
$789M
$10.3 Million 0.7% of portfolio
585,532
Q2 2025 Reduced 1.33%
$376M
$9.9 Million 0.67% of portfolio
2,194,278
Q4 2019 Added 4.28%
$836M
$9.9 Million 0.67% of portfolio
1,216,016
Q2 2025 Added 17.18%
$5.01B
$9.77 Million 0.66% of portfolio
93,610
Q2 2025 Reduced 46.61%
$865M
$9.4 Million 0.64% of portfolio
716,873
Q2 2025 Added 109.48%
$114M
$7.24 Million 0.49% of portfolio
778,476
Q2 2025 Reduced 1.29%
$666M
$5.85 Million 0.4% of portfolio
614,865
Q2 2025 Reduced 14.23%
$414M
$5.6 Million 0.38% of portfolio
2,457,352
Q2 2025 Reduced 55.17%
$894M
$1.2 Million 0.08% of portfolio
28,120
Q2 2025 Reduced 1.94%
$160M
$1.23 Million 0.08% of portfolio
2,671,856
Q1 2021 New
$1.68B
$936,000 0.06% of portfolio
26,440
Q2 2025 Reduced 77.23%
$600M
$766,000 0.05% of portfolio
117,903
Q2 2025 New
$50M
$512,000 0.03% of portfolio
382,616
Q4 2023 Reduced 5.0%
Jade Biosciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Apogee Therapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Rapport Therapeutics Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.26%
Anaptys Bio Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 11.01%
Bolt Biotherapeutics Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Bio Age Labs Inc
-
$0 0.0% of portfolio
-
Q3 2024 New
Arrivent Bio Pharma Inc
-
$0 0.0% of portfolio
-
Q1 2024 New
Praxis Precision Medicines Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 90.03%
Inhibrx Biosciences Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.54%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $1.47 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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