Sanofi
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Sanofi reported 9 stock positions worth $260.4 million. Its top holding was Meiragtx (MGTX) at 38.6% of the portfolio, followed by Novavax (NVAX, 22.9%) and Inhibrx Biosciences (INBX, 15.0%). Compared with Q2 2025, it opened 1 new position and sold out of 2. The biggest buy was a new position in Immuneering Class A (IMRX) and the biggest sale an exit from Inozyme Pharma (INZY).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001121404
- Portfolio Value
- $260.4M (Q3 2025)
- SEC Filing
- 0001193125-25-263831 ↗ filed Nov 4, 2025
Holdings Value
Holdings 9 stocks · $260.4M
| MGTX Meiragtx Holdings PLC | 38.56% | 12,197,737 | $100.4M | No change |
| NVAX Novavax Inc. | 22.91% | 6,880,481 | $59.7M | No change |
| INBX Inhibrx Biosciences Inc. | 14.98% | 1,157,926 | $39.0M | No change |
| ANAB Anaptysbio Inc. | 9.67% | 821,917 | $25.2M | No change |
| IMRX Immuneering Corp. Class A | 7.28% | 2,708,559 | $19.0M | New |
| OMDA Omada Health Inc. | 4.46% | 524,903 | $11.6M | No change |
| LVTX Lava Therapeutics NV | 1.15% | 1,919,455 | $3.0M | No change |
| ELDN Eledon Pharmaceuticals Inc. | 0.81% | 814,980 | $2.1M | No change |
| QTTB Q32 Bio Inc. | 0.19% | 244,083 | $483K | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| IMRX Immuneering Corp. Class A | New | 7.28% | +7.28 |
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 |