Sofinnova Investments, Inc.

CIK

1631134

City

Menlo Park

State / Country

CA

Stock

UTHR — UNITED THERAPEUTICS Corp

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 UTHR

Compact Export CSV

Shares Held

Position Value (USD)

18 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,918,308	160,070	+99.3%	Shares	Sole	2026-05-15
2026-03-31	$47,616,294	80,300	-49.1%	Put	Sole	2026-05-15
2025-12-31	$76,810,577	157,641	+62.3%	Shares	Sole	2026-02-13
2025-09-30	$40,705,291	97,100	-49.1%	Put	Sole	2025-11-14
2025-09-30	$79,912,325	190,626	+60.8%	Shares	Sole	2025-11-14
2025-06-30	$34,054,710	118,513	+32.9%	Shares	Sole	2025-08-14
2022-12-31	$24,807,574	89,207	-39.5%	Shares	Sole	2023-02-14
2022-09-30	$30,896,950	147,564	+38.7%	Shares	Sole	2022-11-08
2022-06-30	$25,067,147	106,379	-46.6%	Shares	Sole	2022-08-15
2022-03-31	$35,735,422	199,183	+53.5%	Shares	Sole	2022-05-16
2021-12-31	$28,037,244	129,754	-41.6%	Shares	Sole	2022-02-14
2021-09-30	$40,994,110	222,094	+2.8%	Shares	Sole	2021-11-15
2021-06-30	$38,767,809	216,085	+0.5%	Shares	Sole	2021-08-16
2021-03-31	$35,972,082	215,054	-38.2%	Shares	Sole	2021-05-14
2020-12-31	$52,807,892	347,901	+8.4%	Shares	Sole	2021-02-16
2020-09-30	$32,416,859	320,959	+5.4%	Shares	Sole	2020-11-13
2020-06-30	$36,852,002	304,562	+30.4%	Shares	Sole	2020-08-13
2020-03-31	$22,148,398	233,559	—	Shares	Sole	2020-05-13
No 13F history on record for this holder in this stock.