Sofinnova Investments, Inc.

CIK Number: 0001631134

1.53B
Market Value
57
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 NTRA Natera, Inc.
168.22
+2.48% 1.55M 0.00% 245.41M 9.35 17.88%
2 VERA Vera Therapeuti...
23.29
-0.09% 2.79M 0.00% 118.16M 13.59 8.61%
3 GILD Gilead Sciences...
107.67
+1.65% 774.23K +100.00% 71.52M 92.37 5.21%
4 ABBV AbbVie Inc.
186.97
+0.85% 359.39K +100.00% 63.86M 177.7 4.65%
5 JAZZ Jazz Pharmaceut...
107.51
+0.36% 504.19K +167.39% 62.09M 118.76 4.52%
6 SRPT Sarepta Therape...
17.23
-1.29% 428.77K +100.00% 52.13M 121.59 3.80%
7 AVBP ArriVent BioPha...
22.77
-0.13% 1.7M 0.00% 45.2M 18.31 3.29%
8 AZN AstraZeneca PLC
70.07
+0.56% 651.34K -19.53% 42.68M 73.24 3.11%
9 SYK Stryker Corpora...
390.56
-0.43% 116K +100.00% 41.77M 360.05 3.04%
10 AXSM Axsome Therapeu...
102.69
-0.97% 491.73K +29.56% 41.6M 83.09 3.03%
11 REPL Replimune Group...
9.46
+0.16% 3.15M +6.44K% 38.14M 12.09 2.78%
12 INCY Incyte Corporat...
70.81
+4.83% 524.27K -26.59% 36.21M 66.1 2.64%
13 RAPP Rapport Therape...
11.84
+0.94% 2M 0.00% 35.4M 25.33 2.58%
14 SLNO Soleno Therapeu...
84.03
-2.05% 757.25K +29.15% 34.04M 43.08 2.48%
15 BSX Boston Scientif...
104.64
+0.34% 346.57K +155.17% 30.96M 79.51 2.25%
16 IDYA IDEAYA Bioscien...
22.29
+1.27% 1.07M -38.89% 27.48M 29.69 2.00%
17 ALNY Alnylam Pharmac...
318.07
-1.2% 110.16K +100.00% 25.92M 235.31 1.89%
18 ALKS Alkermes plc
28.82
-0.29% 894.27K +100.00% 25.72M 28.76 1.87%
19 DYN Dyne Therapeuti...
10.08
-3.26% 1.07M +38.78% 25.24M 20.49 1.84%
20 DXCM DexCom, Inc.
85.11
+0.51% 290.21K +100.00% 22.57M 77.77 1.64%
21 RYTM Rhythm Pharmace...
61.42
-1.4% 397.43K +43.64% 22.25M 53.48 1.62%
22 GMED Globus Medical,...
58.80
+1.06% 244.7K +100.00% 20.24M 82.71 1.47%
23 ISRG Intuitive Surgi...
534.45
+2.46% 37.9K +100.00% 19.78M 521.96 1.44%
24 INSM Insmed Incorpor...
101.73
-2.98% 256.28K -10.49% 17.69M 67.7 1.29%
25 YMAB Y-mAbs Therapeu...
4.78
-2.65% 2.19M 0.00% 17.18M 26.26 1.25%
26 SVRA Savara Inc.
2.23
+1.83% 5.47M -3.38% 16.8M 4.61 1.22%
27 JANX Janux Therapeut...
23.50
+1.12% 253.26K +53.71% 13.56M 48.26 0.99%
28 BIOA BioAge Labs, In...
4.36
+1.87% 2.3M 0.00% 13.35M 20.8 0.97%
29 INZY Inozyme Pharma,...
4.00
+0.13% 4.28M 0.00% 11.86M 14.88 0.86%
30 LLY Eli Lilly and C...
795.71
+0.43% 14.36K +100.00% 11.09M 772 0.81%
31 EWTX Edgewise Therap...
13.07
-8.76% 402.77K +4.68% 10.75M 19.71 0.78%
32 PHVS Pharvaris N.V.
17.66
+0.57% 560.72K -6.59% 10.75M 27 0.78%
33 SNDX Syndax Pharmace...
9.29
+4.44% 658.63K -16.31% 8.71M 22.14 0.63%
34 INBX Inhibrx Bioscie...
14.70
-1.41% 527.19K -1.66% 8.12M 14 0.59%
35 IMNM Immunome, Inc.
8.79
+1.32% 746.82K +10.35% 7.93M 20.01 0.58%
36 COGT Cogent Bioscien...
7.33
+3.75% 823.16K -63.66% 6.42M 7.17 0.47%
37 ACHV Achieve Life Sc...
3.49
-8.16% 1.31M -13.71% 4.6M 4.59 0.34%
38 ERAS Erasca, Inc.
1.25
-9.78% 1.8M -2.54% 4.51M 2.46 0.33%
39 ESTA Establishment L...
40.92
+9.12% 95.31K -47.48% 4.39M 44.97 0.32%
40 AVTR Avantor, Inc.
13.77
+1.36% 200K +100.00% 4.21M 21.07 0.31%
41 EW Edwards Lifesci...
77.19
+0.28% 40K -80.29% 2.96M 90.25 0.22%
42 EXAS Exact Sciences ...
51.84
-0.15% 52.04K +38.27% 2.92M 66.47 0.21%
43 IMTX Immatics N.V.
5.59
+2.38% 343.21K -11.11% 2.44M 8.72 0.18%
44 DHR Danaher Corpora...
201.71
+0.35% 10K +100.00% 2.3M 229.55 0.17%
45 ANAB AnaptysBio, Inc...
23.39
+0.62% 132.93K +100.00% 1.76M 13.24 0.13%
46 KROS Keros Therapeut...
13.51
-1.03% 95.38K +100.00% 1.51M 15.83 0.11%
47 BOLT Bolt Biotherape...
5.75
+2.50% 2.75M 0.00% 1.47M 32.91 0.11%
48 IRON Disc Medicine, ...
54.19
+0.50% 22.75K -44.98% 1.44M 45.42 0.11%
49 BDX Becton, Dickins...
169.88
-0.6% 4.95K -67.41% 1.12M 241.1 0.08%
50 VIR Vir Biotechnolo...
5.31
+2.31% 114.13K -11.69% 837.72K 7.49 0.06%
51 ICUI ICU Medical, In...
130.75
-1% 5K +100.00% 775.85K 155.17 0.06%
52 ELVN Enliven Therape...
21.53
+0.14% 34.02K +100.00% 765.56K 22.5 0.06%
53 IKNA Ikena Oncology,...
1.33
-0.37% 382.62K 0.00% 627.49K 2.65 0.05%
54 TVTX Travere Therape...
15.13
+1.20% 32.62K +100.00% 568.17K 17.42 0.04%
55 GPCR Structure Thera...
21.10
-3.17% 20.89K -46.14% 566.59K 45.34 0.04%
56 LUNG Pulmonx Corpora...
2.59
-1.52% 61.33K -1.58% 416.4K 6.31 0.03%
57 RNA Avidity Bioscie...
29.90
0.00% 13.79K -54.75% 400.98K 42.66 0.03%