Sofinnova Investments, Inc.
Top Portfolio Positions
65 positions ·
$2,267,477,542 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NTRA |
Natera, Inc.
Healthcare
|
1,550,280 | $310,040,497 | 13.67% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
240,370 | $142,534,602 | 6.29% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
1,988,721 | $120,615,928 | 5.32% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
598,327 | $113,113,719 | 4.99% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
2,793,987 | $112,402,097 | 4.96% | |
| AZN |
Astrazeneca PLC
Healthcare
|
456,031 | $89,938,433 | 3.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
150,000 | $86,577,000 | 3.82% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
2,113,551 | $81,350,577 | 3.59% | |
| CELC |
Celcuity Inc.
Healthcare
|
666,175 | $76,037,214 | 3.35% | |
| RARE |
Ultragenyx Pharmaceutical Inc.
Healthcare
|
3,495,888 | $73,238,853 | 3.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in COGT
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,350,577 | 2,113,551 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70,103,160 | 1,973,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,557,232 | 2,127,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,912,525 | 2,355,505 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $4,738,800 | 660,000 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $13,070,904 | 2,182,121 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,420,648 | 823,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,464,484 | 2,265,230 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,378,800 | 2,773,286 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $16,133,181 | 2,400,771 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||