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SI
Sofinnova Investments Portfolio holdings
AUM
$2B
1-Year Est. Return
127.65%
This Fund
S&P 500
1 Year Est. Return
+127.65%
AUM
$2B
AUM Growth
-$323M
(-14%)
Holding
84
Top Buys
| 1 | +$69M | |
| 2 | +$42.3M | |
| 3 | +$34.6M | |
| 4 |
Alcon
ALC
|
+$31.7M |
| 5 |
Insmed
INSM
|
+$29.1M |
Top Sells
| 1 | +$191M | |
| 2 | +$74.6M | |
| 3 | +$72.6M | |
| 4 |
Intuitive Surgical
ISRG
|
+$71.9M |
| 5 |
Eli Lilly
LLY
|
+$66.3M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Inhibrx
INBX
$1.31B
| $27.3M | 1.37% |
406,029
-48,628
|
|
||
27
DexCom
DXCM
$28.9B
| $24.7M | 1.24% |
393,576
+15,357
|
|
||
28
Pharvaris
PHVS
$2.2B
| $23.1M | 1.16% |
818,328
+73,159
|
|
||
29
Praxis Precision Medicines
PRAX
$6.71B
| $20.5M | 1.03% |
63,680
-62,042
|
|
||
30
Genmab
GMAB
$15B
| $20.2M | 1.01% |
+752,261
|
|
||
31
Arcus Biosciences
RCUS
$2.78B
| $19.9M | 1% |
923,086
-173,619
|
|
||
32
Xenon Pharmaceuticals
XENE
$4.96B
| $17.7M | 0.89% |
305,216
+245,316
|
|
||
33
Stryker
SYK
$118B
| $14.6M | 0.73% |
+44,480
|
|
||
34
AnaptysBio
ANAB
$1.52B
| $13.8M | 0.69% |
248,253
-39,437
|
|
||
35
Roivant Sciences
ROIV
$20.4B
| $13.2M | 0.66% |
477,995
-256,587
|
|
||
36
Edgewise Therapeutics
EWTX
$3.54B
| $12.2M | 0.61% |
386,498
-51,321
|
|
||
37
Compass Therapeutics
CMPX
$346M
| $10.9M | 0.55% |
2,056,161
-1,309,285
|
|
||
38
Oric Pharmaceuticals
ORIC
$781M
| $8.61M | 0.43% |
+679,578
|
|
||
39
Tango Therapeutics
TNGX
$4.15B
| $8.27M | 0.41% |
+395,081
|
|
||
40
Tyra Biosciences
TYRA
$1.51B
| $7.81M | 0.39% |
+204,015
|
|
||
41
Axogen
AXGN
$2.2B
| $6.98M | 0.35% |
+210,665
|
|
||
|
DFTX
42
Definium Therapeutics
DFTX
$2.53B
| $6.5M | 0.33% |
+344,166
|
|
||
43
Cytokinetics
CYTK
$9.11B
| $6.05M | 0.3% |
+91,791
|
|
||
44
Disc Medicine
IRON
$2.57B
| $5.01M | 0.25% |
78,320
-32,690
|
|
||
|
MANE
45
Veradermics Inc
MANE
$3.88B
| $4.63M | 0.23% |
+73,315
|
|
||
46
Harmony Biosciences
HRMY
$2.05B
| $4.28M | 0.21% |
+152,695
|
|
||
47
Vaxcyte
PCVX
$6.56B
| $2.94M | 0.15% |
+50,600
|
|
||
48
Mirum Pharmaceuticals
MIRM
$5.73B
| $2.55M | 0.13% |
27,591
+4,491
|
|
||
49
NextCure
NXTC
$8.05M
| $2.38M | 0.12% |
222,654
|
|
||
50
Savara
SVRA
$1.04B
| $1.99M | 0.1% |
364,763
+59,993
|
|