Sanofi
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Sanofi reported 9 stock positions worth $336.0 million. Its top holding was Meiragtx (MGTX) at 31.4% of the portfolio, followed by Inhibrx Biosciences (INBX, 23.2%) and Novavax (NVAX, 16.7%). Compared with Q4 2025, it opened 1 new position. The biggest buy was a new position in Agomab Therapeutics (AGMB).
- Most Recent 13F
- Q2 2026
- Location
- Paris, I0
- CIK
- 0001121404
- Portfolio Value
- $336.0M (Q1 2026)
- SEC Filing
- 0001193125-26-210525 ↗ filed May 7, 2026
Holdings Value
Holdings 9 stocks · $336.0M
| MGTX Meiragtx Holdings PLC | 31.44% | 12,197,737 | $105.6M | No change |
| INBX Inhibrx Biosciences Inc. | 23.17% | 1,157,926 | $77.8M | No change |
| NVAX Novavax Inc. | 16.67% | 6,880,481 | $56.0M | No change |
| ANAB Anaptysbio Inc. | 9.04% | 821,917 | $30.4M | No change |
| AGMB Agomab Therapeutics NV | 8.69% | 2,783,096 | $29.2M | New |
| MPLT Maplight Therapeutics Inc. | 5.52% | 912,041 | $18.5M | No change |
| IMRX Immuneering Corp. Class A | 4.25% | 2,708,559 | $14.3M | No change |
| ELDN Eledon Pharmaceuticals Inc. | 0.75% | 814,980 | $2.5M | No change |
| QTTB Q32 Bio Inc. | 0.47% | 244,083 | $1.6M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| AGMB Agomab Therapeutics NV | New | 8.69% | +8.69 |
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 |