StockDriftsStockDriftsTop 8 Sanofi Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGTX | MeiraGTx Holdings plc | 30.86% | 12.20M | $164.8M | +0.00%(+0) | $5.13(+150.29%) | 2026-06-30 | |
| INBX | Inhibrx Biosciences, Inc. | 20.54% | 1.16M | $109.7M | +0.00%(+0) | $15.53(+487.51%) | 2026-06-30 | |
| NVAX | Novavax | 12.14% | 6.88M | $64.8M | +0.00%(+0) | $10.34(-23.61%) | 2026-06-30 | |
| ANAB | AnaptysBio | 10.39% | 821.9K | $55.5M | -33.33%(-410.96K) | $15.58(+267.68%) | 2026-06-30 | |
| AGMB | Agomab Therapeutics NV | 6.76% | 2.78M | $36.1M | +0.00%(+0) | $10.49(+41.28%) | 2026-06-30 | |
| MPLT | MapLight Therapeutics Inc. | 6.12% | 912.0K | $32.7M | +0.00%(+0) | $17.56(-33.45%) | 2026-06-30 | |
| IMRX | Immuneering Corp | 2.53% | 2.71M | $13.5M | +0.00%(+0) | $5.18(-7.90%) | 2026-06-30 | |
| QTTB | Q32 Bio Inc. | 0.58% | 244.1K | $3.1M | +0.00%(+0) | $24.03(-36.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +133.02% |
| Top 20 Holdings Unweighted | — | — | — | — | +227.56% |
Sanofi reports $534.04M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are MGTX (30.9%), INBX (20.5%) and NVAX (12.1%). The top 20 holdings account for 89.92% of reported assets. Its disclosed equity book has returned +133.02% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sanofi’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1121404). View Sanofi’s 13F filings on SEC