Disc Medicine, Inc.
US ˙ NasdaqGM ˙ US2546041011

SecurityIRON / Disc Medicine, Inc.
InstitutionSofinnova Investments, Inc.
Latest Disclosed Ownership78,320 shares
Latest Disclosed Value $ 5,007,781
Sofinnova Investments, Inc. reports 29.45% decrease in ownership of IRON / Disc Medicine, Inc.

On May 15, 2026 - Sofinnova Investments, Inc. filed a 13F-HR form disclosing ownership of 78,320 shares of Disc Medicine, Inc. (US:IRON) valued at $5,007,781 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 111,010 shares of Disc Medicine, Inc.. This represents a change in shares of -29.45% during the quarter. The current value of the position is $5,569,335 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F Disc Medicine COM 254604101 78,320 -32,690 -29.45 5,008 -43.20 0.1900
2026-02-13 2025-12-31 13F DISC MEDICINE COM 254604101 111,010 97,457 719.08 8,815 884.92 0.3801
2025-11-14 2025-09-30 13F Disc Medicine COM 254604101 13,553 6,241 85.35 896 131.27 0.0490
2025-08-14 2025-06-30 13F Disc Medicine COM 254604101 7,312 -173 -2.31 387 4.31 0.0237
2025-05-15 2025-03-31 13F Disc Medicine COM 254604101 7,485 -15,267 -67.10 372 -74.27 0.0243
2025-02-14 2024-12-31 13F Disc Medicine COM 254604101 22,752 -18,600 -44.98 1,442 -29.04 0.1051
2024-11-13 2024-09-30 13F Disc Medicine COM 254604101 41,352 12,096 41.35 2,032 54.17 0.1613
2024-08-09 2024-06-30 13F Disc Medicine COM 254604101 29,256 23,083 373.93 1,319 243.23 0.0685
2024-08-14 2024-03-31 13F/A-1 Disc Medicine COM 254604101 6,173 6,173 384 0.0214
2024-05-15 2024-03-31 13F Disc Medicine COM 254604101 6,173 6,173 384 0.0214
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.