Sanofi — 13F Holdings & Portfolio
CIK 1121404 · latest 13F-HR filed 2026-07-28
Sanofi manages $534.0M in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MGTX (30.86%), INBX (20.54%), NVAX (12.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 1, added to 7, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PARIS, I0 75017
$534.0M
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-07-28
+2 / −1 / ↑7 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MeiraGTx Holdings plc$59.2M +56.0%
- Inhibrx Biosciences, Inc.$31.9M +40.9%
- AnaptysBio$25.1M +82.6%
- MapLight Therapeutics Inc.$14.1M +76.3%
- Novavax$8.8M +15.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | MeiraGTx Holdings plc | MGTX | G59665102 | $164.8M | 30.86% | 12,197,737 | SH |
| 2 | Inhibrx Biosciences, Inc. | INBX | 45720N103 | $109.7M | 20.54% | 1,157,926 | SH |
| 3 | Novavax | NVAX | 670002401 | $64.8M | 12.14% | 6,880,481 | SH |
| 4 | AnaptysBio | ANAB | 032724106 | $55.5M | 10.39% | 821,917 | SH |
| 5 | Odyssey Therapeutics Inc. | ODTX | 67613T104 | $37.3M | 6.98% | 1,991,918 | SH |
| 6 | Agomab Therapeutics NV | AGMB | 00860C102 | $36.1M | 6.76% | 2,783,096 | SH |
| 7 | MapLight Therapeutics Inc. | MPLT | 56565P103 | $32.7M | 6.12% | 912,041 | SH |
| 8 | First Tracks Biotherapeutics Inc. | TRAX | 337185102 | $16.5M | 3.10% | 821,917 | SH |
| 9 | Immuneering Corp | IMRX | 45254E107 | $13.5M | 2.53% | 2,708,559 | SH |
| 10 | Q32 Bio Inc. | QTTB | 746964105 | $3.1M | 0.58% | 244,083 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $534.0M | 10 | 0001193125-26-318812 |
| 2026-03-31 | 2026-05-07 | $336.0M | 9 | 0001193125-26-210525 |
| 2025-12-31 | 2026-02-11 | $310.4M | 8 | 0001193125-26-045633 |