Position in RCUS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,938,657
-$6,195,823 QoQ
Shares Held
923,086
-15.8% QoQ
Ownership
0.734%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RCUS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Sofinnova Investments, Inc. holds $1,140,503,369 across 48 Biotechnology names. RCUS ranks #22 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JAZZ |
Jazz Pharmaceuticals plc
|
598,327 | $113,113,719 | |
| 2 | VERA |
Vera Therapeutics, Inc.
|
2,793,987 | $112,402,097 | |
| 3 | COGT |
Cogent Biosciences, Inc.
|
2,113,551 | $81,350,577 | |
| 4 | RARE |
Ultragenyx Pharmaceutical Inc.
|
3,145,888 | $65,906,353 | |
| 5 | RAPP |
Rapport Therapeutics, Inc.
|
1,904,408 | $59,588,926 | |
| 6 | INSM |
INSMED Inc
|
346,075 | $56,590,184 | |
| 7 | BMRN |
Biomarin Pharmaceutical Inc
|
781,982 | $44,174,163 | |
| 8 | CELC |
Celcuity Inc.
|
366,175 | $41,795,214 |
All Filings in RCUS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,938,657 | 923,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,134,480 | 1,096,705 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,622,776 | 1,222,263 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,898,370 | 1,216,016 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,146,541 | 1,037,776 | Shares | Sole | 2025-05-15 | |
| 2022-12-31 | $6,510,291 | 314,811 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,975,985 | 381,345 | Shares | Sole | 2022-11-08 | |
| 2020-12-31 | $4,835,776 | 186,278 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||