Filed: 8/14/2025ACC: 0001104659-25-078481
📋 What this filing means
SOFINNOVA INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $1.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.64B
Total AUM (reported)
57.22M
Total Shares
Allocation by class
COM$1.26B77.1%
SHS$80.62M4.9%
SHS USD$73.66M4.5%
CL A$65.83M4.0%
RUSSELL 2000 ETF$53.95M3.3%
ISHARES BIOTECH$47.44M2.9%
COM PAR $.01$31.59M1.9%
Portfolio Concentration
Top 3$453.98M27.8%
4–10$387.78M23.7%
11–25$508.11M31.1%
Rest$285.15M17.4%
Top 3 weight
27.8%
Top 10 weight
51.5%
Voting Authority Distribution
Total shares with voting rights: 57.22M
Sole
Full voting authority
57.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:
Natera Inc
SOLEShares1.55M
TypeSH
Market value$261.90M
16.02%
Sole
1.55M
Shared
0.00
None
0.00
Gilead Sciences Inc
SOLEShares1.05M
TypeSH
Market value$116.45M
7.12%
Sole
1.05M
Shared
0.00
None
0.00
Eli Lilly and Co
SOLEShares97.02K
TypeSH
Market value$75.63M
4.63%
Sole
97.02K
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares694.10K
TypeSH
Market value$73.66M
4.50%
Sole
694.10K
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares2.79M
TypeSH
Market value$65.83M
4.03%
Sole
2.79M
Shared
0.00
None
0.00
iShares TR
SOLEShares250K
TypeSH
Market value$53.95M
3.30%
Sole
250K
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
SOLEShares811.01K
TypeSH
Market value$51.25M
3.13%
Sole
811.01K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares265.85K
TypeSH
Market value$49.35M
3.02%
Sole
265.85K
Shared
0.00
None
0.00
iShares TR
SOLEShares375K
TypeSH
Market value$47.44M
2.90%
Sole
375K
Shared
0.00
None
0.00
Boston Scientific Corp
SOLEShares431.20K
TypeSH
Market value$46.32M
2.83%
Sole
431.20K
Shared
0.00
None
0.00
Roivant Sciences Ltd
SOLEShares4.09M
TypeSH
Market value$46.08M
2.82%
Sole
4.09M
Shared
0.00
None
0.00
Dexcom Inc
SOLEShares523.69K
TypeSH
Market value$45.71M
2.80%
Sole
523.69K
Shared
0.00
None
0.00
IDEAYA Biosciences Inc
SOLEShares2.15M
TypeSH
Market value$45.15M
2.76%
Sole
2.15M
Shared
0.00
None
0.00
BridgeBio Pharma Inc
SOLEShares993.09K
TypeSH
Market value$42.88M
2.62%
Sole
993.09K
Shared
0.00
None
0.00
Intuitive Surgical Inc
SOLEShares70.64K
TypeSH
Market value$38.39M
2.35%
Sole
70.64K
Shared
0.00
None
0.00
Arrivent BioPharma Inc
SOLEShares1.70M
TypeSH
Market value$36.94M
2.26%
Sole
1.70M
Shared
0.00
None
0.00
Soleno Therapeutics Inc
SOLEShares415.22K
TypeSH
Market value$34.79M
2.13%
Sole
415.22K
Shared
0.00
None
0.00
United Therapeutics Corp
SOLEShares118.51K
TypeSH
Market value$34.05M
2.08%
Sole
118.51K
Shared
0.00
None
0.00
Insmed Inc
SOLEShares313.92K
TypeSH
Market value$31.59M
1.93%
Sole
313.92K
Shared
0.00
None
0.00
Replimune Group Inc
SOLEShares3.31M
TypeSH
Market value$30.72M
1.88%
Sole
3.31M
Shared
0.00
None
0.00
Akero Therapeutics Inc
SOLEShares548.79K
TypeSH
Market value$29.28M
1.79%
Sole
548.79K
Shared
0.00
None
0.00
Supernus Pharmaceuticals Inc
SOLEShares799.25K
TypeSH
Market value$25.19M
1.54%
Sole
799.25K
Shared
0.00
None
0.00
AnaptysBio Inc
SOLEShares1.03M
TypeSH
Market value$22.92M
1.40%
Sole
1.03M
Shared
0.00
None
0.00
Rapport Therapeutics Inc
SOLEShares2M
TypeSH
Market value$22.69M
1.39%
Sole
2M
Shared
0.00
None
0.00
Uniqure NV
SOLEShares1.56M
TypeSH
Market value$21.72M
1.33%
Sole
1.56M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Natera IncSOLE | COM | 1.55M | SH | $261.90M 16.02% | 1.55M | 0.00 | 0.00 |
Gilead Sciences IncSOLE | COM | 1.05M | SH | $116.45M 7.12% | 1.05M | 0.00 | 0.00 |
Eli Lilly and CoSOLE | COM | 97.02K | SH | $75.63M 4.63% | 97.02K | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 694.10K | SH | $73.66M 4.50% | 694.10K | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 2.79M | SH | $65.83M 4.03% | 2.79M | 0.00 | 0.00 |
iShares TRSOLE | RUSSELL 2000 ETF | 250K | SH | $53.95M 3.30% | 250K | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncSOLE | COM | 811.01K | SH | $51.25M 3.13% | 811.01K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 265.85K | SH | $49.35M 3.02% | 265.85K | 0.00 | 0.00 |
iShares TRSOLE | ISHARES BIOTECH | 375K | SH | $47.44M 2.90% | 375K | 0.00 | 0.00 |
Boston Scientific CorpSOLE | COM | 431.20K | SH | $46.32M 2.83% | 431.20K | 0.00 | 0.00 |
Roivant Sciences LtdSOLE | SHS | 4.09M | SH | $46.08M 2.82% | 4.09M | 0.00 | 0.00 |
Dexcom IncSOLE | COM | 523.69K | SH | $45.71M 2.80% | 523.69K | 0.00 | 0.00 |
IDEAYA Biosciences IncSOLE | COM | 2.15M | SH | $45.15M 2.76% | 2.15M | 0.00 | 0.00 |
BridgeBio Pharma IncSOLE | COM | 993.09K | SH | $42.88M 2.62% | 993.09K | 0.00 | 0.00 |
Intuitive Surgical IncSOLE | COM | 70.64K | SH | $38.39M 2.35% | 70.64K | 0.00 | 0.00 |
Arrivent BioPharma IncSOLE | COM | 1.70M | SH | $36.94M 2.26% | 1.70M | 0.00 | 0.00 |
Soleno Therapeutics IncSOLE | COM | 415.22K | SH | $34.79M 2.13% | 415.22K | 0.00 | 0.00 |
United Therapeutics CorpSOLE | COM | 118.51K | SH | $34.05M 2.08% | 118.51K | 0.00 | 0.00 |
Insmed IncSOLE | COM PAR $.01 | 313.92K | SH | $31.59M 1.93% | 313.92K | 0.00 | 0.00 |
Replimune Group IncSOLE | COM | 3.31M | SH | $30.72M 1.88% | 3.31M | 0.00 | 0.00 |
Akero Therapeutics IncSOLE | COM | 548.79K | SH | $29.28M 1.79% | 548.79K | 0.00 | 0.00 |
Supernus Pharmaceuticals IncSOLE | COM | 799.25K | SH | $25.19M 1.54% | 799.25K | 0.00 | 0.00 |
AnaptysBio IncSOLE | COM | 1.03M | SH | $22.92M 1.40% | 1.03M | 0.00 | 0.00 |
Rapport Therapeutics IncSOLE | COM | 2M | SH | $22.69M 1.39% | 2M | 0.00 | 0.00 |
Uniqure NVSOLE | SHS | 1.56M | SH | $21.72M 1.33% | 1.56M | 0.00 | 0.00 |
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