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Sanofi 13F Portfolio

Portfolio Manager
Sanofi
Performance
+43.90% (2026 Q2)
AUM (13F)
$534.04M
# of Holdings
10
Performance Rank
N/A
Allocation (Top 20)
89.92%
Latest filing
Q2 2026

Sanofi Holdings Map

Top 8 Sanofi Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MGTX
MeiraGTx Holdings plc
30.86%12.20M$164.8M
+0.00%(+0)
2025-Q2: 12.20M shares2025-Q3: 12.20M shares2025-Q4: 12.20M shares2026-Q1: 12.20M shares2026-Q2: 12.20M shares
$5.13(+150.29%)
2026-06-30
INBX
Inhibrx Biosciences, Inc.
20.54%1.16M$109.7M
+0.00%(+0)
2025-Q2: 1.16M shares2025-Q3: 1.16M shares2025-Q4: 1.16M shares2026-Q1: 1.16M shares2026-Q2: 1.16M shares
$15.53(+487.51%)
2026-06-30
NVAX
Novavax
12.14%6.88M$64.8M
+0.00%(+0)
2025-Q2: 6.88M shares2025-Q3: 6.88M shares2025-Q4: 6.88M shares2026-Q1: 6.88M shares2026-Q2: 6.88M shares
$10.34(-23.61%)
2026-06-30
ANAB
AnaptysBio
10.39%821.9K$55.5M
-33.33%(-410.96K)
2025-Q2: 1.23M shares2025-Q3: 1.23M shares2025-Q4: 1.23M shares2026-Q1: 1.23M shares2026-Q2: 821.9K shares
$15.58(+267.68%)
2026-06-30
AGMB
Agomab Therapeutics NV
6.76%2.78M$36.1M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.78M shares2026-Q2: 2.78M shares
$10.49(+41.28%)
2026-06-30
MPLT
MapLight Therapeutics Inc.
6.12%912.0K$32.7M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 912.0K shares2026-Q1: 912.0K shares2026-Q2: 912.0K shares
$17.56(-33.45%)
2026-06-30
IMRX
Immuneering Corp
2.53%2.71M$13.5M
+0.00%(+0)
2025-Q2: 0 shares2025-Q3: 2.71M shares2025-Q4: 2.71M shares2026-Q1: 2.71M shares2026-Q2: 2.71M shares
$5.18(-7.90%)
2026-06-30
QTTB
Q32 Bio Inc.
0.58%244.1K$3.1M
+0.00%(+0)
2025-Q2: 244.1K shares2025-Q3: 244.1K shares2025-Q4: 244.1K shares2026-Q1: 244.1K shares2026-Q2: 244.1K shares
$24.03(-36.50%)
2026-06-30

About Sanofiโ€™s portfolio

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 concentration

Portfolio concentration
MGTX โ€” 34.3% ($164.79M)INBX โ€” 22.8% ($109.71M)NVAX โ€” 13.5% ($64.81M)ANAB โ€” 11.6% ($55.48M)AGMB โ€” 7.5% ($36.12M)MPLT โ€” 6.8% ($32.69M)IMRX โ€” 2.8% ($13.52M)QTTB โ€” 0.6% ($3.11M)
100%in top 8
  • MGTX34.3%
  • INBX22.8%
  • NVAX13.5%
  • ANAB11.6%
  • AGMB7.5%
  • MPLT6.8%
  • IMRX2.8%
  • QTTB0.6%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Trimmed
1
ANABAnaptysBio-33.3%

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Source filings

Holdings on this page are parsed from Sanofiโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1121404). View Sanofiโ€™s 13F filings on SEC

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