Filed: 11/14/2025ACC: 0001104659-25-111551
📋 What this filing means
SOFINNOVA INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $1.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$1.83B
Total AUM (reported)
41.83M
Total Shares
Allocation by class
COM$1.38B75.6%
SHS$122.57M6.7%
CL A$81.19M4.4%
SHS USD$77.61M4.2%
SPONSORED ADR$63.21M3.5%
ISHARES BIOTECH$46.92M2.6%
S&P BIOTECH$40.08M2.2%
Portfolio Concentration
Top 3$509.17M27.8%
4–10$442.59M24.2%
11–25$554.45M30.3%
Rest$322.62M17.6%
Top 3 weight
27.8%
Top 10 weight
52.0%
Voting Authority Distribution
Total shares with voting rights: 41.83M
Sole
Full voting authority
41.83M
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)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
Natera Inc
SOLEShares1.55M
TypeSH
Market value$249.55M
13.65%
Sole
1.55M
Shared
0.00
None
0.00
Gilead Sciences Inc
SOLEShares1.25M
TypeSH
Market value$139.01M
7.60%
Sole
1.25M
Shared
0.00
None
0.00
United Therapeutics Corp
SOLEShares287.73K
TypeSH
Market value$120.62M
6.60%
Sole
287.73K
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares2.79M
TypeSH
Market value$81.19M
4.44%
Sole
2.79M
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares588.83K
TypeSH
Market value$77.61M
4.24%
Sole
588.83K
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares823.93K
TypeSH
Market value$63.21M
3.46%
Sole
823.93K
Shared
0.00
None
0.00
Rapport Therapeutics Inc
SOLEShares1.95M
TypeSH
Market value$57.84M
3.16%
Sole
1.95M
Shared
0.00
None
0.00
Boston Scientific Corp
SOLEShares569.43K
TypeSH
Market value$55.59M
3.04%
Sole
569.43K
Shared
0.00
None
0.00
Uniqure NV
SOLEShares936.86K
TypeSH
Market value$54.68M
2.99%
Sole
936.86K
Shared
0.00
None
0.00
Dexcom Inc
SOLEShares779.62K
TypeSH
Market value$52.46M
2.87%
Sole
779.62K
Shared
0.00
None
0.00
Intuitive Surgical Inc
SOLEShares110.90K
TypeSH
Market value$49.60M
2.71%
Sole
110.90K
Shared
0.00
None
0.00
Axsome Therapeutics Inc
SOLEShares393.50K
TypeSH
Market value$47.79M
2.61%
Sole
393.50K
Shared
0.00
None
0.00
Roivant Sciences Ltd
SOLEShares3.15M
TypeSH
Market value$47.65M
2.61%
Sole
3.15M
Shared
0.00
None
0.00
iShares TR
SOLEShares325K
TypeSH
Market value$46.92M
2.57%
Sole
325K
Shared
0.00
None
0.00
Vertex Pharmaceuticals Inc
SOLEShares117.88K
TypeSH
Market value$46.16M
2.52%
Sole
117.88K
Shared
0.00
None
0.00
BridgeBio Pharma Inc
SOLEShares831.85K
TypeSH
Market value$43.21M
2.36%
Sole
831.85K
Shared
0.00
None
0.00
SPDR Series Trust
SOLEShares400K
TypeSH
Market value$40.08M
2.19%
Sole
400K
Shared
0.00
None
0.00
Avidity Biosciences Inc
SOLEShares875.92K
TypeSH
Market value$38.16M
2.09%
Sole
875.92K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares150.97K
TypeSH
Market value$34.95M
1.91%
Sole
150.97K
Shared
0.00
None
0.00
Arrivent BioPharma Inc
SOLEShares1.70M
TypeSH
Market value$31.31M
1.71%
Sole
1.70M
Shared
0.00
None
0.00
Cogent Biosciences Inc
SOLEShares2.13M
TypeSH
Market value$30.56M
1.67%
Sole
2.13M
Shared
0.00
None
0.00
Glaukos Corp
SOLEShares312.99K
TypeSH
Market value$25.52M
1.40%
Sole
312.99K
Shared
0.00
None
0.00
IDEAYA Biosciences Inc
SOLEShares922.70K
TypeSH
Market value$25.11M
1.37%
Sole
922.70K
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
SOLEShares246.97K
TypeSH
Market value$24.94M
1.36%
Sole
246.97K
Shared
0.00
None
0.00
Akero Therapeutics Inc
SOLEShares473.63K
TypeSH
Market value$22.49M
1.23%
Sole
473.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Natera IncSOLE | COM | 1.55M | SH | $249.55M 13.65% | 1.55M | 0.00 | 0.00 |
Gilead Sciences IncSOLE | COM | 1.25M | SH | $139.01M 7.60% | 1.25M | 0.00 | 0.00 |
United Therapeutics CorpSOLE | COM | 287.73K | SH | $120.62M 6.60% | 287.73K | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 2.79M | SH | $81.19M 4.44% | 2.79M | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 588.83K | SH | $77.61M 4.24% | 588.83K | 0.00 | 0.00 |
AstraZeneca PLCSOLE | SPONSORED ADR | 823.93K | SH | $63.21M 3.46% | 823.93K | 0.00 | 0.00 |
Rapport Therapeutics IncSOLE | COM | 1.95M | SH | $57.84M 3.16% | 1.95M | 0.00 | 0.00 |
Boston Scientific CorpSOLE | COM | 569.43K | SH | $55.59M 3.04% | 569.43K | 0.00 | 0.00 |
Uniqure NVSOLE | SHS | 936.86K | SH | $54.68M 2.99% | 936.86K | 0.00 | 0.00 |
Dexcom IncSOLE | COM | 779.62K | SH | $52.46M 2.87% | 779.62K | 0.00 | 0.00 |
Intuitive Surgical IncSOLE | COM | 110.90K | SH | $49.60M 2.71% | 110.90K | 0.00 | 0.00 |
Axsome Therapeutics IncSOLE | COM | 393.50K | SH | $47.79M 2.61% | 393.50K | 0.00 | 0.00 |
Roivant Sciences LtdSOLE | SHS | 3.15M | SH | $47.65M 2.61% | 3.15M | 0.00 | 0.00 |
iShares TRSOLE | ISHARES BIOTECH | 325K | SH | $46.92M 2.57% | 325K | 0.00 | 0.00 |
Vertex Pharmaceuticals IncSOLE | COM | 117.88K | SH | $46.16M 2.52% | 117.88K | 0.00 | 0.00 |
BridgeBio Pharma IncSOLE | COM | 831.85K | SH | $43.21M 2.36% | 831.85K | 0.00 | 0.00 |
SPDR Series TrustSOLE | S&P BIOTECH | 400K | SH | $40.08M 2.19% | 400K | 0.00 | 0.00 |
Avidity Biosciences IncSOLE | COM | 875.92K | SH | $38.16M 2.09% | 875.92K | 0.00 | 0.00 |
AbbVie IncSOLE | COM | 150.97K | SH | $34.95M 1.91% | 150.97K | 0.00 | 0.00 |
Arrivent BioPharma IncSOLE | COM | 1.70M | SH | $31.31M 1.71% | 1.70M | 0.00 | 0.00 |
Cogent Biosciences IncSOLE | COM | 2.13M | SH | $30.56M 1.67% | 2.13M | 0.00 | 0.00 |
Glaukos CorpSOLE | COM | 312.99K | SH | $25.52M 1.40% | 312.99K | 0.00 | 0.00 |
IDEAYA Biosciences IncSOLE | COM | 922.70K | SH | $25.11M 1.37% | 922.70K | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncSOLE | COM | 246.97K | SH | $24.94M 1.36% | 246.97K | 0.00 | 0.00 |
Akero Therapeutics IncSOLE | COM | 473.63K | SH | $22.49M 1.23% | 473.63K | 0.00 | 0.00 |
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