Sanofi — 13F Holdings & Portfolio
CIK 1121404 · latest 13F-HR filed 2026-05-07
Sanofi manages $336.0M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MGTX (31.44%), INBX (23.17%), NVAX (16.67%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 5, and trimmed 3.
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.
$336.0M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-05-07
+1 / −0 / ↑5 / ↓3
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Novavax$9.8M +21.1%
- MeiraGTx Holdings plc$8.7M +8.9%
- MapLight Therapeutics Inc.$2.5M +15.7%
- Eledon$1.3M +104.0%
- Q32 Bio Inc.$756.7K +93.4%
Top Trims
- Inhibrx Biosciences, Inc.-$13.6M -14.9%
- AnaptysBio-$9.5M -23.7%
- Immuneering Corp-$3.5M -19.9%
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 | $105.6M | 31.44% | 12,197,737 | SH |
| 2 | Inhibrx Biosciences, Inc. | INBX | 45720N103 | $77.8M | 23.17% | 1,157,926 | SH |
| 3 | Novavax | NVAX | 670002401 | $56.0M | 16.67% | 6,880,481 | SH |
| 4 | AnaptysBio | ANAB | 032724106 | $30.4M | 9.04% | 821,917 | SH |
| 5 | Agomab Therapeutics NV | AGMB | 00860C102 | $29.2M | 8.69% | 2,783,096 | SH |
| 6 | MapLight Therapeutics Inc. | MPLT | 56565P103 | $18.5M | 5.52% | 912,041 | SH |
| 7 | Immuneering Corp | IMRX | 45254E107 | $14.3M | 4.25% | 2,708,559 | SH |
| 8 | Eledon | ELDN | 28617K101 | $2.5M | 0.75% | 814,980 | SH |
| 9 | Q32 Bio Inc. | QTTB | 746964105 | $1.6M | 0.47% | 244,083 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $336.0M | 9 | 0001193125-26-210525 |
| 2025-12-31 | 2026-02-11 | $310.4M | 8 | 0001193125-26-045633 |