Sanofi

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Sanofi reported 9 stock positions worth $165.9 million. Its top holding was Meiragtx (MGTX) at 49.8% of the portfolio, followed by Novavax (NVAX, 26.6%) and Inhibrx Biosciences (INBX, 9.8%). Its holdings were unchanged from Q4 2024.

Most Recent 13F
Q2 2026
Location
Paris, I0
CIK
0001121404
Portfolio Value
$165.9M (Q1 2025)
SEC Filing
0000950123-25-004066 ↗ filed May 6, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q4 2024: $174.4M Q4 2024 Q1 2025: $165.9M $165.9M Q1 2025 Q2 2025: $175.7M Q2 2025 Q3 2025: $260.4M Q3 2025 Q4 2025: $310.4M Q4 2025 Q1 2026: $336.0M Q1 2026 Q2 2026: $534.0M Q2 2026

Holdings 9 stocks · $165.9M

MGTX Meiragtx Holdings PLC 49.84% 12,197,737 $82.7M No change
NVAX Novavax Inc. 26.58% 6,880,481 $44.1M No change
INBX Inhibrx Biosciences Inc. 9.76% 1,157,926 $16.2M No change
ANAB Anaptysbio Inc. 9.21% 821,917 $15.3M No change
ELDN Eledon Pharmaceuticals Inc. 1.66% 814,980 $2.8M No change
LVTX Lava Therapeutics NV 1.47% 1,919,455 $2.4M No change
IGMS Igm Biosciences Inc. 1.00% 1,438,975 $1.7M No change
INZY Inozyme Pharma Inc. 0.24% 443,255 $403K No change
QTTB Q32 Bio Inc. 0.24% 244,083 $403K No change

Portfolio Sells Q4 2024 → Q1 2025

None this quarter.

Portfolio Buys Q4 2024 → Q1 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$534.0MMGTX, INBX, NVAX, ANAB, ODTX
Q1 2026 9$336.0MMGTX, INBX, NVAX, ANAB, AGMB
Q4 2025 8$310.4MMGTX, INBX, NVAX, ANAB, IMRX
Q3 2025 9$260.4MMGTX, NVAX, INBX, ANAB, IMRX
Q2 2025 10$175.7MMGTX, NVAX, ANAB, INBX, OMDA
Q1 2025 9$165.9MMGTX, NVAX, INBX, ANAB, ELDN
Q4 2024 9$174.4MMGTX, NVAX, INBX, ANAB, IGMS