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Sanofi
institutionalUpdated 44 days agoManaged by Sanofi • Latest filing Q2 2026
Portfolio value
$534M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
110.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $174.4M |
| Q1 2025 | $165.9M |
| Q2 2025 | $175.7M |
| Q3 2025 | $260.4M |
| Q4 2025 | $310.4M |
| Q1 2026 | $336M |
| Q2 2026 | $534M |
Top holdings
10 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MGTX MeiraGTx Holdings plc | $164.8M | 12.20M | 30.86% | Unchanged |
| 2 | I INBX Inhibrx Biosciences, Inc. | $109.7M | 1.16M | 20.54% | Unchanged |
| 3 | N NVAX Novavax | $64.8M | 6.88M | 12.14% | Unchanged |
| 4 | ? N/A AnaptysBio | $55.5M | 821.9K | 10.39% | Unchanged |
| 5 | ? N/A Odyssey Therapeutics Inc. | $37.3M | 1.99M | 6.98% | — |
| 6 | A AGMB Agomab Therapeutics NV | $36.1M | 2.78M | 6.76% | Unchanged |
| 7 | ? N/A MapLight Therapeutics Inc. | $32.7M | 912.0K | 6.12% | Unchanged |
| 8 | ? N/A First Tracks Biotherapeutics Inc. | $16.5M | 821.9K | 3.10% | — |
| 9 | I IMRX Immuneering Corp | $13.5M | 2.71M | 2.53% | Unchanged |
| 10 | Q QTTB Q32 Bio Inc. | $3.1M | 244.1K | 0.58% | Unchanged |