Sofinnova Investments, Inc. 13F 持仓 · 2026年Q2
Sofinnova Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 19.34 亿美元。前几大持仓：NTRA（21.76%）、VERA（6.20%）、GMAB（5.74%）。本季前 25 大持仓中：新建仓 2 只、增持 8 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | $420.8M | 21.76% | 1.6M | 持平 |
| 2 | VERA | Vera Therapeutics Inc | $119.9M | 6.20% | 2.8M | 持平 |
| 3 | GMAB | Genmab A/S | $111.1M | 5.74% | 4.0M | 增持 |
| 4 | JAZZ | Jazz Pharmaceuticals PLC | $88.0M | 4.55% | 365,341 | 减持 |
| 5 | RAPP | Rapport Therapeutics Inc | $79.4M | 4.10% | 1.9M | 持平 |
| 6 | SPTX | Seaport Therapeutics Inc | $77.4M | 4.00% | 3.6M | 新建仓 |
| 7 | RARE | Ultragenyx Pharmaceutical In | $74.0M | 3.83% | 2.2M | 减持 |
| 8 | AVBP | Arrivent BioPharma Inc | $58.9M | 3.05% | 1.7M | 持平 |
| 9 | BIOA | BioAge Labs Inc | $56.2M | 2.91% | 2.3M | 持平 |
| 10 | BMY | Bristol-Myers Squibb Co | $50.5M | 2.61% | 876,970 | 减持 |
| 11 | SUPN | Supernus Pharmaceuticals | $48.2M | 2.49% | 1.0M | 增持 |
| 12 | RYTM | Rhythm Pharmaceuticals Inc | $45.3M | 2.34% | 408,027 | 减持 |
| 13 | GILD | Gilead Sciences Inc | $43.3M | 2.24% | 343,100 | 新建仓 |
| 14 | UTHR | United Therapeutics Corp Del | $41.4M | 2.14% | 76,489 | 减持 |
| 15 | COGT | Cogent Biosciences Inc | $40.1M | 2.07% | 1.0M | 减持 |
| 16 | AXSM | Axsome Therapeutics Inc. | $39.3M | 2.03% | 160,429 | 减持 |
| 17 | IMTX | Immatics N.V | $37.2M | 1.92% | 3.7M | 增持 |
| 18 | DYN | Dyne Therapeutics Inc | $36.8M | 1.90% | 1.7M | 增持 |
| 19 | IMNM | Immunome Inc | $36.5M | 1.88% | 1.7M | 增持 |
| 20 | IDYA | IDEAYA Biosciences Inc | $34.5M | 1.78% | 925,119 | 减持 |
| 21 | ANAB | Anaptysbio Inc | $33.3M | 1.72% | 493,536 | 增持 |
| 22 | NKTR | Nektar Therapeutics | $32.9M | 1.70% | 471,763 | 减持 |
| 23 | PHVS | Pharvaris N V | $30.5M | 1.58% | 881,299 | 增持 |
| 24 | RCUS | Arcus Biosciences Inc | $29.2M | 1.51% | 945,690 | 增持 |
| 25 | INBX | Inhibrx Biosciences Inc | $28.7M | 1.48% | 303,103 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR