Sanofi
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Sanofi reported 8 stock positions worth $310.4 million. Its top holding was Meiragtx (MGTX) at 31.2% of the portfolio, followed by Inhibrx Biosciences (INBX, 29.5%) and Novavax (NVAX, 14.9%). Compared with Q3 2025, it opened 1 new position and sold out of 2. The biggest buy was a new position in Maplight Therapeutics (MPLT) and the biggest sale an exit from Omada Health (OMDA).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001121404
- Portfolio Value
- $310.4M (Q4 2025)
- SEC Filing
- 0001193125-26-045633 ↗ filed Feb 11, 2026
Holdings Value
Holdings 8 stocks · $310.4M
| MGTX Meiragtx Holdings PLC | 31.24% | 12,197,737 | $97.0M | No change |
| INBX Inhibrx Biosciences Inc. | 29.47% | 1,157,926 | $91.5M | No change |
| NVAX Novavax Inc. | 14.90% | 6,880,481 | $46.2M | No change |
| ANAB Anaptysbio Inc. | 12.84% | 821,917 | $39.8M | No change |
| IMRX Immuneering Corp. Class A | 5.74% | 2,708,559 | $17.8M | No change |
| MPLT Maplight Therapeutics Inc. | 5.16% | 912,041 | $16.0M | New |
| ELDN Eledon Pharmaceuticals Inc. | 0.40% | 814,980 | $1.2M | No change |
| QTTB Q32 Bio Inc. | 0.26% | 244,083 | $810K | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| MPLT Maplight Therapeutics Inc. | New | 5.16% | +5.16 |
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 |