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Sofinnova Investment, Inc.
James Healy · Venture Capital · Venture
Sofinnova Investments is a leading clinical-stage biopharmaceutical investment firm based in Menlo Park and San Diego. With roots dating back to 1974, the firm manages approximately $3.7 billion in assets and focuses on funding transformative healthcare companies that address significant unmet medical needs. Originally part of the global Sofinnova organization, the U.S. entity became a separate management company in 1997, focusing on life sciences. The firm is known for its deep scientific and medical expertise, partnering with entrepreneurs to navigate the complexities of drug development, regulatory approval, and commercialization. By concentrating on high-quality science and potential first-in-class or best-in-class treatments, Sofinnova seeks to create value for both patients and investors, maintaining a therapeutic-agnostic approach while emphasizing breakthrough biopharmaceutical innovations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +75.2% |
| YTD return | +15.1% |
| Sharpe ratio | 4.35 |
| Win rate | 56% |
| AUM | $1.8B |
| Inception | Oct 1, 2025 |
| Updated | Aug 20, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://sofinnova.com |
Current Holdings
Updated on Aug 20, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NTRA | Natera Inc | 27.3% | +80.0% |
| JAZZ | Jazz Pharmaceuticals PLC | 8.6% | +54.8% |
| BMY | Bristol-Myers Squibb Company | 7.2% | +9.0% |
| VERA | Vera Therapeutics Inc | 5.0% | -1.1% |
| COGT | Cogent Biosciences Inc | 5.0% | +67.1% |
| RAPP | Rapport Therapeutics, Inc. Common Stock | 4.9% | +61.2% |
| UTHR | United Therapeutics Corporation | 4.8% | +9.2% |
| RARE | Ultragenyx | 4.5% | +6.1% |
| AZN | AstraZeneca PLC | 4.1% | -11.6% |
| AVBP | ArriVent BioPharma, Inc. Common Stock | 2.9% | +16.0% |
| ALC | Alcon AG | 2.9% | +7.2% |
| RYTM | Rhythm Pharmaceuticals Inc | 2.9% | +20.8% |
| BMRN | Biomarin Pharmaceutical Inc | 2.8% | +25.6% |
| BIIB | Biogen Inc | 2.6% | +10.1% |
| AXSM | Axsome Therapeutics Inc | 2.5% | -11.6% |
| SUPN | Supernus Pharmaceuticals Inc | 2.5% | -1.3% |
| INSM | Insmed Inc | 2.5% | -4.4% |
| IMNM | Immunome Inc | 2.4% | +26.2% |
| DYN | Dyne Therapeutics Inc | 2.3% | +9.5% |
| IDYA | Ideaya Biosciences Inc | 2.3% | +24.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 10, 2026 | SELL | IDYA | 2.4% → 2.3% |
| Aug 10, 2026 | SELL | AZN | 4.7% → 4.1% |
| Aug 10, 2026 | BUY | BMY | 7.8% → 7.2% |
| Aug 10, 2026 | SELL | DYN | 2.4% → 2.3% |
| Aug 10, 2026 | SELL | RARE | 4.7% → 4.5% |
Investment Style Analysis
Sofinnova Investment, Inc. is widely recognized for employing a Venture strategy. As of Aug 20, 2026, the firm oversees approximately $1.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Biotechnology and Diagnostics & Research sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 10, Sofinnova Investment, Inc. made a significant move by reducing the position in IDYA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Sofinnova Investments follows a science-driven philosophy centered on identifying and supporting biopharmaceutical companies with the potential to transform patient care. The firm primarily targets clinical-stage opportunities where it can leverage its extensive medical and operational expertise to mitigate development risk. Their strategy involves rigorous due diligence on genetics, biology, and pharmacology to identify assets with a high likelihood of clinical success. By providing milestone-based capital and active board-level engagement, Sofinnova works closely with management teams to guide companies from inception through key catalysts such as FDA approval or IPO. The firm’s long-term perspective and commitment to scientific excellence aim to turn innovative research into life-saving therapies while delivering strong financial returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sofinnova Investment, Inc..
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Frequently asked questions
How is the simulated portfolio for Sofinnova Investment, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sofinnova Investment, Inc.'s largest holding?
As of the latest filing, Sofinnova Investment, Inc.'s top position is Natera Inc (NTRA), representing 27.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sofinnova Investment, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +75.2% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 4.35, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Sofinnova Investment, Inc. primarily invest in?
Sofinnova Investment, Inc. has a strong preference for the Biotechnology sector, which makes up 48.6% of their disclosed assets. The portfolio also has exposure to Diagnostics & Research, indicating a specific thematic focus.
Is Sofinnova Investment, Inc.'s portfolio concentrated or diversified?
Sofinnova Investment, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 43.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sofinnova Investment, Inc. performed in 2026?
Our AI-simulated model portfolio for Sofinnova Investment, Inc. tracks a Year-to-Date (YTD) return of +15.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does James Healy manage Sofinnova Investment, Inc. directly?
Yes, James Healy serves as the key portfolio manager for Sofinnova Investment, Inc., overseeing the investment strategy and final capital allocation decisions.