SI
Sofinnova Investments Portfolio holdings
AUM
$1.63B
1-Year Est. Return
33.42%
1 Year Est. Return
+33.42%
AUM
$1.47B
AUM Growth
+$144M
(+11%)
Holding
73
Top Buys
| 1 | +$70M | |
| 2 | +$49.3M | |
| 3 | +$46.3M | |
| 4 |
Eli Lilly
LLY
|
+$34.5M |
| 5 |
United Therapeutics
UTHR
|
+$34.1M |
Top Sells
| 1 | +$111M | |
| 2 | +$50.6M | |
| 3 | +$47.6M | |
| 4 |
BPMC
Blueprint Medicines
BPMC
|
+$23.1M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$22.7M |
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Natera
NTRA
$32.7B
| $262M | 16.02% |
1,550,280
|
|
||
2
Gilead Sciences
GILD
$150B
| $116M | 7.12% |
1,050,308
+631,408
|
|
||
|
3
Eli Lilly
LLY
$952B
| $75.6M | 4.63% |
97,018
+44,218
|
|
||
4
Jazz Pharmaceuticals
JAZZ
$9.79B
| $73.7M | 4.51% |
694,096
+184,046
|
|
||
5
Vera Therapeutics
VERA
$3.46B
| $65.8M | 4.03% |
2,793,987
|
|
||
6
AbbVie
ABBV
$389B
| $49.3M | 3.02% |
+265,850
|
|
||
7
Boston Scientific
BSX
$145B
| $46.3M | 2.83% |
+431,200
|
|
||
8
DexCom
DXCM
$26.3B
| $45.7M | 2.8% |
523,694
+127,719
|
|
||
9
IDEAYA Biosciences
IDYA
$3.28B
| $45.1M | 2.76% |
2,147,795
-474,397
|
|
||
10
BridgeBio Pharma
BBIO
$14.9B
| $42.9M | 2.62% |
993,093
+258,866
|
|
||
11
Intuitive Surgical
ISRG
$208B
| $38.4M | 2.35% |
70,642
+58,658
|
|
||
12
Rhythm Pharmaceuticals
RYTM
$6.74B
| $37M | 2.26% |
586,010
+139,171
|
|
||
13
ArriVent BioPharma
AVBP
$847M
| $36.9M | 2.26% |
1,696,752
|
|
||
14
Roivant Sciences
ROIV
$15.3B
| $34.8M | 2.13% |
3,088,814
+1,809,304
|
|
||
15
Soleno Therapeutics
SLNO
$2.31B
| $34.8M | 2.13% |
415,219
-69,252
|
|
||
|
16
United Therapeutics
UTHR
$20.8B
| $34.1M | 2.08% |
+118,513
|
|
||
17
Insmed
INSM
$37.5B
| $31.6M | 1.93% |
313,923
+9,669
|
|
||
|
AKRO
18
DELISTED
Akero Therapeutics
AKRO
| $29.3M | 1.79% |
548,788
+38,768
|
|
||
19
Supernus Pharmaceuticals
SUPN
$2.93B
| $25.2M | 1.54% |
799,253
+278,575
|
|
||
20
AnaptysBio
ANAB
$1.24B
| $22.9M | 1.4% |
1,032,362
-127,671
|
|
||
|
RAPP
21
Rapport Therapeutics
RAPP
$1.38B
| $22.7M | 1.39% |
1,995,594
|
|
||
22
uniQure
QURE
$1.58B
| $21.7M | 1.33% |
1,558,356
+1,012,585
|
|
||
|
MRUS
23
DELISTED
Merus
MRUS
| $21.3M | 1.3% |
+404,562
|
|
||
24
AstraZeneca
AZN
$293B
| $20.5M | 1.26% |
+293,661
|
|
||
25
PTC Therapeutics
PTCT
$6.22B
| $18.4M | 1.12% |
375,939
-203,400
|
|