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Sofinnova Investments, Inc.
investisseur institutionnel · portefeuille $1.93 Md · 57 positions · rapport au 30.06.2026
Positions en actions rapport pour 30.06.2026, déposé le 14.08.2026; modification — par rapport à 31.03.2026 · 72
| Société | Actions | Valeur | % du portefeuille | Variation sur le trimestre |
|---|---|---|---|---|
| Natera, Inc. US:NTRA | 1 550 280 | $421 M | 22.48% | — |
| Vera Therapeutics Inc US:VERA | 2 793 987 | $120 M | 6.40% | — |
| Genmab A/S US:GMAB | 4 045 215 | $111 M | 5.94% | +3 292 954 |
| Jazz Pharmaceuticals PLC CUSIP G50871105 | 365 341 | $88.0 M | 4.70% | −232 986 |
| Rapport Therapeutics, Inc. US:RAPP | 1 904 408 | $79.4 M | 4.24% | — |
| Seaport Therapeutics, Inc. US:SPTX | 3 564 871 | $77.4 M | 4.14% | nouvelle |
| ArriVent BioPharma, Inc. US:AVBP | 1 696 752 | $58.9 M | 3.15% | — |
| Ultragenyx US:RARE | 1 717 505 | $57.3 M | 3.06% | −1 428 383 |
| BioAge Labs, Inc US:BIOA | 2 293 788 | $56.2 M | 3.00% | — |
| Bristol-Myers Squibb Company US:BMY | 876 970 | $50.5 M | 2.70% | −1 111 751 |
| Supernus Pharmaceuticals Inc US:SUPN | 1 036 328 | $48.2 M | 2.57% | +82 019 |
| Rhythm Pharmaceuticals Inc US:RYTM | 408 027 | $45.3 M | 2.42% | −42 069 |
| Gilead Sciences Inc US:GILD | 343 100 | $43.3 M | 2.32% | nouvelle |
| UNITED THERAPEUTICS Corp US:UTHR | 76 489 | $41.4 M | 2.21% | −83 581 |
| Cogent Biosciences Inc US:COGT | 1 035 148 | $40.1 M | 2.14% | −1 078 403 |
| Axsome Therapeutics Inc US:AXSM | 160 429 | $39.3 M | 2.10% | −52 318 |
| Immatics N.V CUSIP N44445109 | 3 669 346 | $37.2 M | 1.99% | +38 892 |
| Dyne Therapeutics Inc US:DYN | 1 658 384 | $36.8 M | 1.97% | +24 487 |
| Immunome Inc US:IMNM | 1 720 316 | $36.5 M | 1.95% | +18 412 |
| Ideaya Biosciences Inc US:IDYA | 925 119 | $34.5 M | 1.84% | −206 667 |
| AnaptysBio Inc US:ANAB | 493 536 | $33.3 M | 1.78% | +245 283 |
| NEKTAR THERAPEUTICS US:NKTR | 471 763 | $32.9 M | 1.76% | −37 783 |
| Pharvaris N V CUSIP N69605108 | 881 299 | $30.5 M | 1.63% | +62 971 |
| Arcus Biosciences Inc US:RCUS | 945 690 | $29.2 M | 1.56% | +22 604 |
| Inhibrx Biosciences, Inc. US:INBX | 303 103 | $28.7 M | 1.53% | −102 926 |
| Biomarin Pharmaceutical Inc US:BMRN | 358 568 | $20.5 M | 1.10% | −423 414 |
| Veradermics, Incorporated US:MANE | 148 993 | $18.3 M | 0.98% | +75 678 |
| Alcon AG CUSIP H01301128 | 255 824 | $17.2 M | 0.92% | −474 148 |
| Insmed Inc US:INSM | 158 398 | $16.9 M | 0.90% | −187 677 |
| Edgewise Therapeutics Inc US:EWTX | 380 923 | $15.5 M | 0.83% | −5 575 |
| Nurix Therapeutics Inc US:NRIX | 524 098 | $12.7 M | 0.68% | nouvelle |
| Design Therapeutics Inc US:DSGN | 865 135 | $12.5 M | 0.67% | nouvelle |
| Definium Therapeutics, Inc. US:DFTX | 255 903 | $12.0 M | 0.64% | −88 263 |
| First Tracks Biotherapeutics US:TRAX | 565 199 | $11.4 M | 0.61% | nouvelle |
| ABBOTT LABORATORIES US:ABT | 122 998 | $11.2 M | 0.60% | nouvelle |
| Disc Medicine Inc. US:IRON | 146 239 | $10.7 M | 0.57% | +67 919 |
| Tenax Therapeutics Inc US:TENX | 500 039 | $7.28 M | 0.39% | +395 639 |
| Sionna Therapeutics, Inc. US:SION | 144 432 | $6.35 M | 0.34% | nouvelle |
| Absci Corp US:ABSI | 337 400 | $3.91 M | 0.21% | nouvelle |
| Mirum Pharmaceuticals Inc US:MIRM | 27 591 | $3.23 M | 0.17% | — |
| Jade Biosciences, Inc. US:JBIO | 107 391 | $2.39 M | 0.13% | — |
| Savara Inc US:SVRA | 364 763 | $2.25 M | 0.12% | — |
| Praxis Precision Medicines I… US:PRAX | 6 440 | $2.16 M | 0.12% | −57 240 |
| Septerna, Inc. US:SEPN | 47 506 | $1.59 M | 0.08% | — |
| OnKure Therapeutics, Inc. US:OKUR | 321 692 | $1.47 M | 0.08% | +179 992 |
| Sagimet Biosciences Inc. Ser… US:SGMT | 166 667 | $1.29 M | 0.07% | nouvelle |
| Wave Life Sciences Ltd CUSIP Y95308105 | 189 253 | $1.10 M | 0.06% | — |
| Aktis Oncology, Inc. US:AKTS | 32 436 | $1.05 M | 0.06% | nouvelle |
| Tyra Biosciences Inc US:TYRA | 32 267 | $1.03 M | 0.06% | −171 748 |
| Bolt Biotherapeutics US:BOLT | 137 721 | $530 k | 0.03% | — |
| NextCure, Inc. US:NXTC | 222 654 | $356 k | 0.02% | — |
| ImageneBio, Inc. US:IMA | 31 884 | $188 k | 0.01% | — |
| Heartflow, Inc. US:HTFL | 5 079 | $149 k | 0.01% | nouvelle |
| BridgeBio Pharma Inc US:BBIO | 0 (était 409 183) | — | — | vendue |
| Celcuity LLC US:CELC | 0 (était 366 175) | — | — | vendue |
| Compass Therapeutics, Inc. US:CMPX | 0 (était 2 056 161) | — | — | vendue |
| Cytokinetics Inc US:CYTK | 0 (était 91 791) | — | — | vendue |
| DexCom Inc US:DXCM | 0 (était 393 576) | — | — | vendue |
| Harmony Biosciences Holdings US:HRMY | 0 (était 152 695) | — | — | vendue |
| Oric Pharmaceuticals, Inc. US:ORIC | 0 (était 679 578) | — | — | vendue |
| Soleno Therapeutics Inc CUSIP 834203309 | 0 (était 14 689) | — | — | vendue |
| STRYKER CORP US:SYK | 0 (était 44 480) | — | — | vendue |
| Tango Therapeutics, Inc. US:TNGX | 0 (était 395 081) | — | — | vendue |
| Vaxcyte Inc US:PCVX | 0 (était 50 600) | — | — | vendue |
| Xenon Pharmaceuticals Inc US:XENE | 0 (était 305 216) | — | — | vendue |
| Zymeworks Inc. US:ZYME | 0 (était 1 610) | — | — | vendue |
| Acadia Pharmaceuticals Inc. US:ACAD | 0 (était 78 551) | — | — | vendue |
| AstraZeneca PLC CUSIP G0593M107 | 0 (était 456 031) | — | — | vendue |
| Axogen Inc US:AXGN | 0 (était 210 665) | — | — | vendue |
| Establishment Labs Hldgs Inc CUSIP G31249108 | 0 (était 33 930) | — | — | vendue |
| Biogen Inc US:BIIB | 0 (était 229 521) | — | — | vendue |
| Roivant Sciences Ltd CUSIP G76279101 | 0 (était 477 995) | — | — | vendue |
Dans les entreprises de notre base de données 8
| Société | Participation | Actions | Date du rapport |
|---|---|---|---|
| Bolt Biotherapeutics | 7.15% | 137 721 | 2026-06-30 |
| Seaport Therapeutics, Inc. | 6.66% | 3 564 871 | 2026-06-30 |
| BioAge Labs, Inc | 5% | 2 293 788 | 2026-06-30 |
| Rapport Therapeutics, Inc. | 3.97% | 1 904 408 | 2026-06-30 |
| Vera Therapeutics Inc | 3.86% | 2 793 987 | 2026-06-30 |
| ArriVent BioPharma, Inc. | 3.44% | 1 696 752 | 2026-06-30 |
| Immatics NV | 2.68% | 3 669 346 | 2026-06-30 |
| Genmab A/S | 0.65% | 4 045 215 | 2026-06-30 |
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