Sanofi
13F Reported Value
ⓘ$534.0M
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Sanofi disclosed 10 positions worth $534.0M in its Form 13F-HR for Q2 2026, led by $MGTX (MeiraGTx Holdings plc) at 30.9% of the equity portfolio, followed by $INBX and $NVAX. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $ODTX and a full exit from $ELDN. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Sanofi’s Form 13F-HR filing with the SEC under CIK 1121404.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$164.8M12,197,737 sh - 30.0#2,506
Quality
$109.7M1,157,926 sh - 18.0#2,815
Quality
$64.8M6,880,481 sh - 48.4
Quality
$55.5M821,917 sh - —
Quality
$37.3M1,991,918 sh - —
Quality
$36.1M2,783,096 sh - —
Quality
$32.7M912,041 sh - $16.5M821,917 sh
- —
Quality
$13.5M2,708,559 sh - 36.4
Quality
$3.1M244,083 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 MeiraGTx Holdings plc$MGTX | — | $164.8M | 12,197,737 |
 Inhibrx Biosciences, Inc.$INBX | 30.0#2,506 | $109.7M | 1,157,926 |
 NOVAVAX INC$NVAX | 18.0#2,815 | $64.8M | 6,880,481 |
 ANAPTYSBIO, INC$ANAB | 48.4 | $55.5M | 821,917 |
 Odyssey Therapeutics, Inc.$ODTX | — | $37.3M | 1,991,918 |
 Agomab Therapeutics NV$AGMB | — | $36.1M | 2,783,096 |
 MapLight Therapeutics, Inc.$MPLT | — | $32.7M | 912,041 |
 First Tracks Biotherapeutics, Inc.$TRAX | — | $16.5M | 821,917 |
 Immuneering Corp$IMRX | — | $13.5M | 2,708,559 |
 Q32 Bio Inc.$FIXX | 36.4 | $3.1M | 244,083 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sanofi's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Healthcare
$534.0M
Full Holdings — Sanofi (Q2 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MGTX | MeiraGTx Holdings plc | $164.8M | 30.9% | +0% | — |
| 2 | $INBX | Inhibrx Biosciences, Inc. | $109.7M | 20.5% | +0% | 30 |
| 3 | $NVAX | NOVAVAX INC | $64.8M | 12.1% | +0% | 18 |
| 4 | $ANAB | ANAPTYSBIO, INC | $55.5M | 10.4% | +0% | 48.4 |
| 5 | $ODTX | Odyssey Therapeutics, Inc. | $37.3M | 7.0% | NEW | — |
| 6 | $AGMB | Agomab Therapeutics NV | $36.1M | 6.8% | +0% | — |
| 7 | $MPLT | MapLight Therapeutics, Inc. | $32.7M | 6.1% | +0% | — |
| 8 | $TRAX | First Tracks Biotherapeutics, Inc. | $16.5M | 3.1% | NEW | — |
| 9 | $IMRX | Immuneering Corp | $13.5M | 2.5% | +0% | — |
| 10 | $FIXX | Q32 Bio Inc. | $3.1M | 0.6% | +0% | 36.4 |
New Positions (2)
Exited Positions (1)
$ELDN Eledon Pharmaceuticals, Inc.Browse Top Institutional Investors
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