Sanofi
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), Sanofi reported 10 stock positions worth $534.0 million. Its top holding was Meiragtx (MGTX) at 30.9% of the portfolio, followed by Inhibrx Biosciences (INBX, 20.5%) and Novavax (NVAX, 12.1%). Compared with Q1 2026, it opened 2 new positions and sold out of 1. The biggest buy was a new position in Odyssey Therapeutics (ODTX) and the biggest sale an exit from Eledon Pharmaceuticals (ELDN).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001121404
- Portfolio Value
- $534.0M (Q2 2026)
- SEC Filing
- 0001193125-26-318812 ↗ filed Jul 28, 2026
Holdings Value
Holdings 10 stocks · $534.0M
| MGTX Meiragtx Holdings PLC | 30.86% | 12,197,737 | $164.8M | No change |
| INBX Inhibrx Biosciences Inc. | 20.54% | 1,157,926 | $109.7M | No change |
| NVAX Novavax Inc. | 12.14% | 6,880,481 | $64.8M | No change |
| ANAB Anaptysbio Inc. | 10.39% | 821,917 | $55.5M | No change |
| ODTX Odyssey Therapeutics Inc. | 6.98% | 1,991,918 | $37.3M | New |
| AGMB Agomab Therapeutics NV | 6.76% | 2,783,096 | $36.1M | No change |
| MPLT Maplight Therapeutics Inc. | 6.12% | 912,041 | $32.7M | No change |
| TRAX First Tracks Biotherapeutics | 3.10% | 821,917 | $16.5M | New |
| IMRX Immuneering Corp. Class A | 2.53% | 2,708,559 | $13.5M | No change |
| QTTB Q32 Bio Inc. | 0.58% | 244,083 | $3.1M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| ELDN Eledon Pharmaceuticals Inc. | Sold out | 0.00% | −0.75 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $534.0M | MGTX, INBX, NVAX, ANAB, ODTX |
| Q1 2026 | 9 | $336.0M | MGTX, INBX, NVAX, ANAB, AGMB |
| Q4 2025 | 8 | $310.4M | MGTX, INBX, NVAX, ANAB, IMRX |
| Q3 2025 | 9 | $260.4M | MGTX, NVAX, INBX, ANAB, IMRX |
| Q2 2025 | 10 | $175.7M | MGTX, NVAX, ANAB, INBX, OMDA |
| Q1 2025 | 9 | $165.9M | MGTX, NVAX, INBX, ANAB, ELDN |
| Q4 2024 | 9 | $174.4M | MGTX, NVAX, INBX, ANAB, IGMS |