Filed: 8/14/2026ACC: 0001104659-26-096982
📋 What this filing means
SOFINNOVA INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $1.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$1.93B
Total AUM (reported)
42.39M
Total Shares
Allocation by class
COM$1.42B73.6%
CL A$135.69M7.0%
SPONSORED ADS$111.12M5.7%
SHS USD$88.04M4.6%
COM NEW$58.27M3.0%
SHS$38.27M2.0%
ORD SHS$28.54M1.5%
Portfolio Concentration
Top 3$651.84M33.7%
4–10$484.56M25.1%
11–25$557.16M28.8%
Rest$240.71M12.4%
Top 3 weight
33.7%
Top 10 weight
58.8%
Voting Authority Distribution
Total shares with voting rights: 42.39M
Sole
Full voting authority
42.39M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
Natera Inc
SOLEShares1.55M
TypeSH
Market value$420.82M
21.76%
Sole
1.55M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares2.79M
TypeSH
Market value$119.89M
6.20%
Sole
2.79M
Shared
0.00
None
0.00
Genmab A/S
SOLEShares4.05M
TypeSH
Market value$111.12M
5.74%
Sole
4.05M
Shared
0.00
None
0.00
Jazz Pharmaceuticals PLC
SOLEShares365.34K
TypeSH
Market value$88.04M
4.55%
Sole
365.34K
Shared
0.00
None
0.00
Rapport Therapeutics Inc
SOLEShares1.90M
TypeSH
Market value$79.36M
4.10%
Sole
1.90M
Shared
0.00
None
0.00
Seaport Therapeutics Inc
SOLEShares3.56M
TypeSH
Market value$77.43M
4.00%
Sole
3.56M
Shared
0.00
None
0.00
Ultragenyx Pharmaceutical In
SOLEShares2.22M
TypeSH
Market value$74.04M
3.83%
Sole
2.22M
Shared
0.00
None
0.00
Arrivent BioPharma Inc
SOLEShares1.70M
TypeSH
Market value$58.95M
3.05%
Sole
1.70M
Shared
0.00
None
0.00
BioAge Labs Inc
SOLEShares2.29M
TypeSH
Market value$56.22M
2.91%
Sole
2.29M
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares876.97K
TypeSH
Market value$50.53M
2.61%
Sole
876.97K
Shared
0.00
None
0.00
Supernus Pharmaceuticals
SOLEShares1.04M
TypeSH
Market value$48.20M
2.49%
Sole
1.04M
Shared
0.00
None
0.00
Rhythm Pharmaceuticals Inc
SOLEShares408.03K
TypeSH
Market value$45.30M
2.34%
Sole
408.03K
Shared
0.00
None
0.00
Gilead Sciences Inc
SOLEShares343.10K
TypeSH
Market value$43.35M
2.24%
Sole
343.10K
Shared
0.00
None
0.00
United Therapeutics Corp Del
SOLEShares76.49K
TypeSH
Market value$41.44M
2.14%
Sole
76.49K
Shared
0.00
None
0.00
Cogent Biosciences Inc
SOLEShares1.04M
TypeSH
Market value$40.06M
2.07%
Sole
1.04M
Shared
0.00
None
0.00
Axsome Therapeutics Inc.
SOLEShares160.43K
TypeSH
Market value$39.27M
2.03%
Sole
160.43K
Shared
0.00
None
0.00
Immatics N.V
SOLEShares3.67M
TypeSH
Market value$37.17M
1.92%
Sole
3.67M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares1.66M
TypeSH
Market value$36.83M
1.90%
Sole
1.66M
Shared
0.00
None
0.00
Immunome Inc
SOLEShares1.72M
TypeSH
Market value$36.45M
1.88%
Sole
1.72M
Shared
0.00
None
0.00
IDEAYA Biosciences Inc
SOLEShares925.12K
TypeSH
Market value$34.48M
1.78%
Sole
925.12K
Shared
0.00
None
0.00
Anaptysbio Inc
SOLEShares493.54K
TypeSH
Market value$33.31M
1.72%
Sole
493.54K
Shared
0.00
None
0.00
Nektar Therapeutics
SOLEShares471.76K
TypeSH
Market value$32.93M
1.70%
Sole
471.76K
Shared
0.00
None
0.00
Pharvaris N V
SOLEShares881.30K
TypeSH
Market value$30.48M
1.58%
Sole
881.30K
Shared
0.00
None
0.00
Arcus Biosciences Inc
SOLEShares945.69K
TypeSH
Market value$29.16M
1.51%
Sole
945.69K
Shared
0.00
None
0.00
Inhibrx Biosciences Inc
SOLEShares303.10K
TypeSH
Market value$28.72M
1.48%
Sole
303.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Natera IncSOLE | COM | 1.55M | SH | $420.82M 21.76% | 1.55M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 2.79M | SH | $119.89M 6.20% | 2.79M | 0.00 | 0.00 |
Genmab A/SSOLE | SPONSORED ADS | 4.05M | SH | $111.12M 5.74% | 4.05M | 0.00 | 0.00 |
Jazz Pharmaceuticals PLCSOLE | SHS USD | 365.34K | SH | $88.04M 4.55% | 365.34K | 0.00 | 0.00 |
Rapport Therapeutics IncSOLE | COM | 1.90M | SH | $79.36M 4.10% | 1.90M | 0.00 | 0.00 |
Seaport Therapeutics IncSOLE | COM | 3.56M | SH | $77.43M 4.00% | 3.56M | 0.00 | 0.00 |
Ultragenyx Pharmaceutical InSOLE | COM | 2.22M | SH | $74.04M 3.83% | 2.22M | 0.00 | 0.00 |
Arrivent BioPharma IncSOLE | COM | 1.70M | SH | $58.95M 3.05% | 1.70M | 0.00 | 0.00 |
BioAge Labs IncSOLE | COM | 2.29M | SH | $56.22M 2.91% | 2.29M | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 876.97K | SH | $50.53M 2.61% | 876.97K | 0.00 | 0.00 |
Supernus PharmaceuticalsSOLE | COM | 1.04M | SH | $48.20M 2.49% | 1.04M | 0.00 | 0.00 |
Rhythm Pharmaceuticals IncSOLE | COM | 408.03K | SH | $45.30M 2.34% | 408.03K | 0.00 | 0.00 |
Gilead Sciences IncSOLE | COM | 343.10K | SH | $43.35M 2.24% | 343.10K | 0.00 | 0.00 |
United Therapeutics Corp DelSOLE | COM | 76.49K | SH | $41.44M 2.14% | 76.49K | 0.00 | 0.00 |
Cogent Biosciences IncSOLE | COM | 1.04M | SH | $40.06M 2.07% | 1.04M | 0.00 | 0.00 |
Axsome Therapeutics Inc.SOLE | COM | 160.43K | SH | $39.27M 2.03% | 160.43K | 0.00 | 0.00 |
Immatics N.VSOLE | SHS | 3.67M | SH | $37.17M 1.92% | 3.67M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 1.66M | SH | $36.83M 1.90% | 1.66M | 0.00 | 0.00 |
Immunome IncSOLE | COM | 1.72M | SH | $36.45M 1.88% | 1.72M | 0.00 | 0.00 |
IDEAYA Biosciences IncSOLE | COM | 925.12K | SH | $34.48M 1.78% | 925.12K | 0.00 | 0.00 |
Anaptysbio IncSOLE | COM | 493.54K | SH | $33.31M 1.72% | 493.54K | 0.00 | 0.00 |
Nektar TherapeuticsSOLE | COM NEW | 471.76K | SH | $32.93M 1.70% | 471.76K | 0.00 | 0.00 |
Pharvaris N VSOLE | COM | 881.30K | SH | $30.48M 1.58% | 881.30K | 0.00 | 0.00 |
Arcus Biosciences IncSOLE | COM | 945.69K | SH | $29.16M 1.51% | 945.69K | 0.00 | 0.00 |
Inhibrx Biosciences IncSOLE | COM | 303.10K | SH | $28.72M 1.48% | 303.10K | 0.00 | 0.00 |
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