Position in AXSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,268,206
+$3,309,709 QoQ
Shares Held
160,429
-24.6% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#56
of 503 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXSM Over Time
Shares Held
Position Value (USD)
Derivatives in AXSM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$33,804,000
PutShares
200,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Sofinnova Investments, Inc. holds $1,182,454,857 across 43 Biotechnology names. AXSM ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VERA |
Vera Therapeutics, Inc.
|
2,793,987 | $119,889,982 | |
| 2 | GMAB |
Genmab A/S
|
4,045,215 | $111,122,056 | |
| 3 | JAZZ |
Jazz Pharmaceuticals plc
|
365,341 | $88,036,220 | |
| 4 | RAPP |
Rapport Therapeutics, Inc.
|
1,904,408 | $79,356,681 | |
| 5 | SPTX |
Seaport Therapeutics, Inc.
|
3,564,871 | $77,428,998 | |
| 6 | AVBP |
ArriVent BioPharma, Inc.
|
1,696,752 | $58,945,164 | |
| 7 | RARE |
Ultragenyx Pharmaceutical Inc.
|
1,717,505 | $57,347,491 | |
| 8 | RYTM |
Rhythm Pharmaceuticals, Inc.
|
408,027 | $45,303,237 |
All Filings in AXSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,268,206 | 160,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,958,497 | 212,747 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $33,804,000 | 200,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $2,240,262 | 12,266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $47,790,453 | 393,499 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,771,947 | 93,610 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,447,221 | 175,317 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,604,936 | 491,726 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $8,461,000 | 100,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $34,108,091 | 379,527 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $13,480,500 | 150,000 | Put | Sole | 2024-11-13 | |
| 2024-06-30 | $24,970,939 | 310,198 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $5,616,919 | 80,368 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,880,330 | 179,242 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,456,865 | 120,896 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $3,778,000 | 100,000 | Put | Sole | 2022-02-14 | |
| 2020-06-30 | $7,156,548 | 86,978 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,304,178 | 73,163 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||