Sofinnova Investments
Sofinnova Investments reported 53 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NTRA (22.5%), VERA (6.4%) and GMAB (5.9%). Compared with Q1 2026, the fund opened new positions in SPTX, GILD and NRIX, added to GMAB, SUPN and IMTX, trimmed JAZZ, RARE and BMY and sold out of AZN, BIIB and CELC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NTRA Natera Inc | $421M | 22.5% | 1.6M | No change | 8 of 8 | |
| 2 |  VERA Vera Therapeutics Inc | $120M | 6.4% | 2.8M | No change | 8 of 8 | |
| 3 |  GMAB Genmab A/s | $111M | 5.9% | 4M | +3.3M (+438%) | 2 of 8 | |
| 4 |  JAZZ Jazz Pharmaceuticals PLC | $88M | 4.7% | 365K | −233K (−39%) | 8 of 8 | |
| 5 |  RAPP Rapport Therapeutics Inc | $79.4M | 4.2% | 1.9M | No change | 8 of 8 | |
| 6 |  SPTX Seaport Therapeutics Inc | $77.4M | 4.1% | 3.6M | New position | 1 of 8 | |
| 7 |  AVBP Arrivent Biopharma Inc | $58.9M | 3.1% | 1.7M | No change | 8 of 8 | |
| 8 |  RARE Ultragenyx Pharmaceutical in | $57.3M | 3.1% | 1.7M | −1.4M (−45%) | 3 of 8 | |
| 9 |  BIOA Bioage Labs Inc | $56.2M | 3.0% | 2.3M | No change | 8 of 8 | |
| 10 |  BMY Bristol Myers Squibb Co | $50.5M | 2.7% | 877K | −1.1M (−56%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 AZN Astrazeneca PLC Ord | $89.9M | 456K |
 BIIB Biogen Inc | $42.1M | 230K |
 CELC Celcuity Inc | $41.8M | 366K |
 BBIO Bridgebio Pharma Inc | $30.4M | 409K |
 DXCM Dexcom Inc | $24.7M | 394K |
🔒 Free account: see all 19.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sofinnova Investments 13F FAQ
What does Sofinnova Investments own?
Sofinnova Investments reported 53 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are NTRA (22.5%), VERA (6.4%) and GMAB (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sofinnova Investments buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 12 added to, 17 trimmed and 19 sold out. New positions include SPTX, GILD and NRIX. It sold all of AZN, BIIB and CELC.
When will Sofinnova Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sofinnova Investments's portfolio worth?
The Q2 2026 filing reports $1.9B in US stocks ($1.9B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.