Sanofi
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Sanofi reported 10 stock positions worth $175.7 million. Its top holding was Meiragtx (MGTX) at 45.3% of the portfolio, followed by Novavax (NVAX, 24.7%) and Anaptysbio (ANAB, 10.4%). Compared with Q1 2025, it opened 1 new position. The biggest buy was a new position in Omada Health (OMDA).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001121404
- Portfolio Value
- $175.7M (Q2 2025)
- SEC Filing
- 0000950123-25-006717 ↗ filed Jul 29, 2025
Holdings Value
Holdings 10 stocks · $175.7M
| MGTX Meiragtx Holdings PLC | 45.25% | 12,197,737 | $79.5M | No change |
| NVAX Novavax Inc. | 24.66% | 6,880,481 | $43.3M | No change |
| ANAB Anaptysbio Inc. | 10.38% | 821,917 | $18.2M | No change |
| INBX Inhibrx Biosciences Inc. | 9.40% | 1,157,926 | $16.5M | No change |
| OMDA Omada Health Inc. | 5.47% | 524,903 | $9.6M | New |
| LVTX Lava Therapeutics NV | 1.44% | 1,919,455 | $2.5M | No change |
| ELDN Eledon Pharmaceuticals Inc. | 1.26% | 814,980 | $2.2M | No change |
| INZY Inozyme Pharma Inc. | 1.01% | 443,255 | $1.8M | No change |
| IGMS Igm Biosciences Inc. | 0.92% | 1,438,975 | $1.6M | No change |
| QTTB Q32 Bio Inc. | 0.21% | 244,083 | $364K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| OMDA Omada Health Inc. | New | 5.47% | +5.47 |
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 |