Sofinnova Investments, Inc.

CIK 0001631134 · Q1 2026

13F Equity AUM

$2.6B

+13.4% QoQ

Positions

+9 QoQ

AUM Rank

#1,536

Top 12%

Skill Alpha (FF)

+16.3%/yr^ns

No Clear Edge

Rank #140 · Top 2%

vs S&P +6.7%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 32.5%Top 10: 50.9%Top 20: 73.9%

NTRA11.8%

IWM5.7%

UTH5.4%

XBI5.1%

BMY4.6%

JAZZ4.3%

VERA4.3%

AZN3.4%

NDQ3.3%

COGT3.1%

Others (59)49.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare82.7%

Financial Services17.1%

Other0.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 69Median: 0.77%Avg: 1.45%

0–0.5%

27(4.2%)

0.5–1%

12(8.5%)

1–3%

19(33.4%)

3–5%

7(26.0%)

5%+

4(27.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 66Unique: 3vs 20 funds

0.9%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BlackRock, Inc.

1.6%

FMR LLC

2.1%

BANK OF AMERICA CORP /DE/

1.3%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD CAPITAL MANAGEMENT LLC

1.7%

STATE STREET CORP

1.7%

JPMORGAN CHASE & CO

1.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New25Increased24Decreased11Exited16

New Positions

IWM5.7%

+600K

XBI5.1%

+1.1M

AZN3.4%

+456K

NDQ3.3%

+150K

IBB3.0%

+475K

BIIB1.6%

+230K

PFE0.8%

+800K

GMAB0.8%

+752K

LQDA0.7%

+500K

SYK0.6%

+44K

Increased

RARE2.8%

+3.4M(+4097%)

BMY4.6%

+476K(+31%)

SUPN1.9%

+401K(+73%)

AXSM2.6%

+400K(+3265%)

ALC2.1%

+397K(+120%)

CELC2.9%

+367K(+122%)

IDYA1.4%

+247K(+28%)

XENE0.7%

+245K(+410%)

IMTX1.4%

+195K(+6%)

IM8N2.1%

+189K(+121%)

Decreased

CMPX0.5%

-809,285(-24%)

DYN1.1%

-620,264(-28%)

JAZZ4.3%

-361,533(-38%)

BBIO1.1%

-311,265(-43%)

ROIV0.5%

-256,587(-35%)

RCUS0.8%

-173,619(-16%)

PRAX0.8%

-62,042(-49%)

EWTX0.5%

-51,321(-12%)

INBX1.0%

-48,628(-11%)

ANAB0.5%

-39,437(-14%)

Exited

-1,632,334

-164,594

-317,783

-126,968

-61,652

-745,116

-534,845

-180,265

-288,128

-1,104,274

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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