Filed: 2/13/2026ACC: 0001104659-26-015127
📋 What this filing means
SOFINNOVA INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $2.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$2.32B
Total AUM (reported)
41.81M
Total Shares
Allocation by class
COM$1.71B73.7%
SHS USD$163.18M7.0%
SPONSORED ADR$150.06M6.5%
CL A$141.49M6.1%
SHS$58.93M2.5%
SPONSORED ADS$27.62M1.2%
COM PAR $.01$27.29M1.2%
Portfolio Concentration
Top 3$668.39M28.8%
4–10$589.15M25.4%
11–25$639.68M27.6%
Rest$422.06M18.2%
Top 3 weight
28.8%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 41.81M
Sole
Full voting authority
41.81M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
NATERA INC
SOLEShares1.55M
TypeSH
Market value$355.15M
15.31%
Sole
1.55M
Shared
0.00
None
0.00
JAZZ PHARMACEUTICALS PLC
SOLEShares959.86K
TypeSH
Market value$163.18M
7.04%
Sole
959.86K
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares1.63M
TypeSH
Market value$150.06M
6.47%
Sole
1.63M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.79M
TypeSH
Market value$141.49M
6.10%
Sole
2.79M
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares1.51M
TypeSH
Market value$81.61M
3.52%
Sole
1.51M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP
SOLEShares157.64K
TypeSH
Market value$76.81M
3.31%
Sole
157.64K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares164.59K
TypeSH
Market value$74.62M
3.22%
Sole
164.59K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares317.78K
TypeSH
Market value$72.61M
3.13%
Sole
317.78K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares126.97K
TypeSH
Market value$71.91M
3.10%
Sole
126.97K
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares1.97M
TypeSH
Market value$70.10M
3.02%
Sole
1.97M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares61.65K
TypeSH
Market value$66.26M
2.86%
Sole
61.65K
Shared
0.00
None
0.00
RAPPORT THERAPEUTICS INC
SOLEShares1.90M
TypeSH
Market value$57.78M
2.49%
Sole
1.90M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
SOLEShares720.45K
TypeSH
Market value$55.11M
2.38%
Sole
720.45K
Shared
0.00
None
0.00
AVIDITY BIOSCIENCES INC
SOLEShares745.12K
TypeSH
Market value$53.75M
2.32%
Sole
745.12K
Shared
0.00
None
0.00
DYNE THERAPEUTICS INC
SOLEShares2.25M
TypeSH
Market value$44.09M
1.90%
Sole
2.25M
Shared
0.00
None
0.00
BIOMARIN PHARMACEUTICAL INC
SOLEShares697.13K
TypeSH
Market value$41.43M
1.79%
Sole
697.13K
Shared
0.00
None
0.00
APOGEE THERAPEUTICS INC
SOLEShares534.85K
TypeSH
Market value$40.37M
1.74%
Sole
534.85K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares180.26K
TypeSH
Market value$39.82M
1.72%
Sole
180.26K
Shared
0.00
None
0.00
PRAXIS PRECISION MEDICINES INC
SOLEShares125.72K
TypeSH
Market value$37.06M
1.60%
Sole
125.72K
Shared
0.00
None
0.00
IMMATICS N.V
SOLEShares3.44M
TypeSH
Market value$36.07M
1.56%
Sole
3.44M
Shared
0.00
None
0.00
INHIBRX BIOSCIENCES INC
SOLEShares454.66K
TypeSH
Market value$35.92M
1.55%
Sole
454.66K
Shared
0.00
None
0.00
IMMUNOME INC
SOLEShares1.62M
TypeSH
Market value$34.76M
1.50%
Sole
1.62M
Shared
0.00
None
0.00
ARRIVENT BIOPHARMA INC
SOLEShares1.70M
TypeSH
Market value$34.14M
1.47%
Sole
1.70M
Shared
0.00
None
0.00
GLAUKOS CORP
SOLEShares288.13K
TypeSH
Market value$32.53M
1.40%
Sole
288.13K
Shared
0.00
None
0.00
IDEAYA BIOSCIENCES INC
SOLEShares885.12K
TypeSH
Market value$30.60M
1.32%
Sole
885.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATERA INCSOLE | COM | 1.55M | SH | $355.15M 15.31% | 1.55M | 0.00 | 0.00 |
JAZZ PHARMACEUTICALS PLCSOLE | SHS USD | 959.86K | SH | $163.18M 7.04% | 959.86K | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 1.63M | SH | $150.06M 6.47% | 1.63M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.79M | SH | $141.49M 6.10% | 2.79M | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 1.51M | SH | $81.61M 3.52% | 1.51M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORPSOLE | COM | 157.64K | SH | $76.81M 3.31% | 157.64K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 164.59K | SH | $74.62M 3.22% | 164.59K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 317.78K | SH | $72.61M 3.13% | 317.78K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM | 126.97K | SH | $71.91M 3.10% | 126.97K | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 1.97M | SH | $70.10M 3.02% | 1.97M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 61.65K | SH | $66.26M 2.86% | 61.65K | 0.00 | 0.00 |
RAPPORT THERAPEUTICS INCSOLE | COM | 1.90M | SH | $57.78M 2.49% | 1.90M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCSOLE | COM | 720.45K | SH | $55.11M 2.38% | 720.45K | 0.00 | 0.00 |
AVIDITY BIOSCIENCES INCSOLE | COM | 745.12K | SH | $53.75M 2.32% | 745.12K | 0.00 | 0.00 |
DYNE THERAPEUTICS INCSOLE | COM | 2.25M | SH | $44.09M 1.90% | 2.25M | 0.00 | 0.00 |
BIOMARIN PHARMACEUTICAL INCSOLE | COM | 697.13K | SH | $41.43M 1.79% | 697.13K | 0.00 | 0.00 |
APOGEE THERAPEUTICS INCSOLE | COM | 534.85K | SH | $40.37M 1.74% | 534.85K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM | 180.26K | SH | $39.82M 1.72% | 180.26K | 0.00 | 0.00 |
PRAXIS PRECISION MEDICINES INCSOLE | COM | 125.72K | SH | $37.06M 1.60% | 125.72K | 0.00 | 0.00 |
IMMATICS N.VSOLE | SHS | 3.44M | SH | $36.07M 1.56% | 3.44M | 0.00 | 0.00 |
INHIBRX BIOSCIENCES INCSOLE | COM | 454.66K | SH | $35.92M 1.55% | 454.66K | 0.00 | 0.00 |
IMMUNOME INCSOLE | COM | 1.62M | SH | $34.76M 1.50% | 1.62M | 0.00 | 0.00 |
ARRIVENT BIOPHARMA INCSOLE | COM | 1.70M | SH | $34.14M 1.47% | 1.70M | 0.00 | 0.00 |
GLAUKOS CORPSOLE | COM | 288.13K | SH | $32.53M 1.40% | 288.13K | 0.00 | 0.00 |
IDEAYA BIOSCIENCES INCSOLE | COM | 885.12K | SH | $30.60M 1.32% | 885.12K | 0.00 | 0.00 |
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