13F-HR filed by Sofinnova Investments, Inc.
Sofinnova Investments, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 63 holding rows worth $1,635,018,721.
- Accession
- 0001104659-25-078481
- Filer
- CIK 1631134
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 63 entries on the cover page, a total value of $1,635,018,721 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,635,018,721 with VALUE read as dollars as filed, 13F file number 028-18774. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NATERA INC COM | 632307104 | Stock | 1,550,280 | $261,904,303 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 1,050,308 | $116,447,648 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 97,018 | $75,628,442 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 694,096 | $73,657,468 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 2,793,987 | $65,826,334 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 250,000 | $53,947,500 | dollars as filed | put |
| AbbVie,Inc. | 00287Y109 | COM | 265,850 | $49,347,077 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 375,000 | $47,441,250 | dollars as filed | put |
| Boston Scientific Corporation | 101137107 | COM | 431,200 | $46,315,192 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 523,694 | $45,713,249 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 2,147,795 | $45,146,651 | dollars as filed | |
| BRIDGEBIO PHARMA INC | 10806X102 | COM | 993,093 | $42,881,756 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 70,642 | $38,387,569 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 586,010 | $37,029,972 | dollars as filed | |
| ARRIVENT BIOPHARMA INC | 04272N102 | COM | 1,696,752 | $36,938,291 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 3,088,814 | $34,810,934 | dollars as filed | |
| SOLENO THERAPEUTICS INC | 834203309 | COM | 415,219 | $34,787,048 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 118,513 | $34,054,711 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 313,923 | $31,593,211 | dollars as filed | |
| AKERO THERAPEUTICS INC | 00973Y108 | COM | 548,788 | $29,283,328 | dollars as filed | |
| SUPERNUS PHARMACEUTICALS | 868459108 | COM | 799,253 | $25,192,455 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 1,032,362 | $22,918,436 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 1,995,594 | $22,689,904 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 1,558,356 | $21,723,483 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 404,562 | $21,279,961 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 293,661 | $20,521,031 | dollars as filed | |
| PTC THERAPEUTICS INC | 69366J200 | COM | 375,939 | $18,360,861 | dollars as filed | |
| INOZYME PHARMA INC | 45790W108 | COM | 4,280,308 | $17,121,232 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 2,355,505 | $16,912,526 | dollars as filed | |
| REPLIMUNE GROUP INC | 76029N106 | COMMON STOCK | 1,806,529 | $16,782,654 | dollars as filed | |
| AVIDITY BIOSCIENCES INC COM | 05370A108 | Stock | 584,801 | $16,608,348 | dollars as filed | |
| SUMMIT THERAPEUTICS INC | 86627T108 | COM | 700,000 | $14,896,000 | dollars as filed | call |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 1,524,440 | $14,276,381 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 225,000 | $14,217,750 | dollars as filed | put |
| REPLIMUNE GROUP INC | 76029N106 | COMMON STOCK | 1,500,000 | $13,935,000 | dollars as filed | put |
| CIDARA THERAPEUTICS INC | 171757206 | COM NEW | 251,031 | $12,227,720 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 2,240,528 | $12,054,041 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 1,000,000 | $11,270,000 | dollars as filed | call |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 208,300 | $11,069,062 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 585,532 | $10,305,363 | dollars as filed | |
| INHIBRX BIOSCIENCES INC | 45720N103 | COM | 708,678 | $10,112,835 | dollars as filed | |
| ARCUS BIOSCIENCES INC | 03969F109 | COM | 1,216,016 | $9,898,370 | dollars as filed | |
| Y-mAbs Therapeutics Inc | 984241109 | Common Stock | 2,194,278 | $9,896,194 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 93,610 | $9,771,948 | dollars as filed | |
| BIOAGE LABS INC COM | 09077V100 | Stock | 2,304,901 | $9,519,241 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 716,873 | $9,398,205 | dollars as filed | |
| IMMUNOME INC | 45257U108 | COM | 778,476 | $7,239,827 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 614,865 | $5,853,515 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 2,457,352 | $5,602,763 | dollars as filed | |
| CIDARA THERAPEUTICS INC | 171757206 | COM NEW | 100,000 | $4,871,000 | dollars as filed | call |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 660,000 | $4,738,800 | dollars as filed | call |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 76,180 | $3,308,497 | dollars as filed | |
| NEXTCURE INC | 65343E108 | COM | 2,671,856 | $1,229,054 | dollars as filed | |
| ESTABLISHMENT LABS HOLDINGS | G31249108 | COMMON STOCK | 28,120 | $1,201,005 | dollars as filed | |
| JADE BIOSCIENCES INC | 008064206 | COM NEW | 107,391 | $1,072,836 | dollars as filed | |
| METSERA INC | 59267L107 | COM | 36,191 | $1,029,634 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 26,440 | $936,505 | dollars as filed | |
| BOLT BIOTHERAPEUTICS INC | 097702203 | COM NEW | 137,721 | $794,650 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 117,903 | $766,370 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 34,353 | $712,481 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 15,717 | $660,900 | dollars as filed | |
| IKENA ONCOLOGY INC | 45175G108 | COM | 382,616 | $512,705 | dollars as filed | |
| DISC MEDICINE INC COM | 254604101 | Stock | 7,312 | $387,244 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-25-078481 | this filing | 2025-08-14 | acceptance time not in the bulk data set |