Sofinnova Investments, Inc.
Annual return '25
-1.6%
SPY '25
+17.7%
Alpha
-19.3ptsvs SPY
Invested
$2.6B
Holdings
69
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NTRA
Natera Inc
Q1 2026: Exited (was 1.55M shares)
11.8%
02
$IWM
iShares TR
Q1 2026: New position (5.4k shares)
5.7%
03
$UTHR
United Therapeutics Corp
Q1 2026: Exited (was 157.6k shares)
5.4%
04
$XBI
SPDR Series Trust
Q4 2025: Exited (was 400.0k shares)
5.1%
05
$BMY
Bristol-Myers Squibb Co
Q1 2026: Sold 97.7% (1.51M → 35.2k shares)
4.6%
06
$JAZZ
Jazz Pharmaceuticals PLC
Q1 2026: Exited (was 959.9k shares)
4.3%
07
$VERA
Vera Therapeutics Inc
Q1 2026: Exited (was 2.79M shares)
4.3%
08
$AZN
AstraZeneca PLC
Q1 2026: Exited (was 1.63M shares)
3.4%
09
$NDQ
Invesco QQQ TR
Q1 2026: New position (41.0k shares)
3.3%
10
$COGT
Cogent Biosciences Inc
Q1 2026: Exited (was 1.97M shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:45 UTC.