Sanofi

Sector-focusedContrarianQuality / disciplined sizing

Total reported value

$336.0M

Reporting period: 2026-03-31 · Number of holdings: 9

Sanofi disclosed 9 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $336.0M and a quarterly turnover rate of 24.4%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 80.4
Portfolio Stability: 24.39
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 18
Sizing Uniformity: 90.46

Recent moves

Trim INBX
0.0%　-$13.6M
Trim ANAB
0.0%　-$9.5M
Add NVAX
0.0%　$9.8M
Trim IMRX
0.0%　-$3.5M
Add MPLT
0.0%　$2.5M
Add ELDN
0.0%　$1.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MGTX	MeiraGTx Holdings plc	Stock-Other	31.44%	+0.20%	—
2	INBX	Inhibrx Biosciences INC	Stock-Other	23.17%	-6.30%	—
3	NVAX	Novavax INC	Stock-Healthcare	16.67%	+1.77%	—
4	ANAB	Anaptysbio INC	Stock-Other	9.04%	-3.80%	—
5	AGMB	Agomab Therapeutics NV	Stock-Other	8.69%	+8.69%	NEW
6	MPLT	Maplight Therapeutics INC	Stock-Other	5.52%	+0.36%	—
7	IMRX	Immuneering CORP - Class A	Stock-Other	4.25%	-1.49%	—
8	ELDN	Eledon Pharmaceuticals INC	Stock-Other	0.75%	+0.35%	—
9	QTTB	Q32 Bio INC	Stock-Other	0.47%	+0.21%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	9	$336.0M	24	1MGTX 2INBX 3NVAX Top holdings2026-03-31 1.MGTX 2.INBX 3.NVAX 4.ANAB 5.AGMB 6.MPLT 7.IMRX 8.ELDN 9.QTTB
2025-12-31	8	$310.4M	41	1MGTX 2INBX 3NVAX Top holdings2025-12-31 1.MGTX 2.INBX 3.NVAX 4.ANAB 5.IMRX 6.MPLT 7.ELDN 8.QTTB
2025-09-30	9	$260.4M	46	1MGTX 2NVAX 3INBX Top holdings2025-09-30 1.MGTX 2.NVAX 3.INBX 4.ANAB 5.IMRX 6.OMDA 7.N51517 8.ELDN 9.QTTB
2025-06-30	10	$175.7M	0	1MGTX 2NVAX 3ANAB Top holdings2025-06-30 1.MGTX 2.NVAX 3.ANAB 4.INBX 5.OMDA 6.N51517 7.ELDN 8.45790W 9.1K0 10.QTTB
2025-03-31	9	$165.9M	0	1MGTX 2NVAX 3INBX Top holdings2025-03-31 1.MGTX 2.NVAX 3.INBX 4.ANAB 5.ELDN 6.N51517 7.1K0 8.45790W 9.QTTB
2024-12-31	9	$174.4M	0	1MGTX 2NVAX 3INBX Top holdings2024-12-31 1.MGTX 2.NVAX 3.INBX 4.ANAB 5.1K0 6.ELDN 7.N51517 8.45790W 9.QTTB

Holding changes this quarter

Sanofi's most significant position changes for 2026-03-31: New buy: Agomab Therapeutics NV (AGMB).

Position changes disclosed by Sanofi for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVAX	Novavax INC	+1.8%	—	Unchanged
2	MPLT	Maplight Therapeutics INC	+0.4%	—	Unchanged
3	ELDN	Eledon Pharmaceuticals INC	+0.4%	—	Unchanged
4	QTTB	Q32 Bio INC	+0.2%	—	Unchanged
5	MGTX	MeiraGTx Holdings plc	+0.2%	—	Unchanged
6	IMRX	Immuneering CORP - Class A	-1.5%	—	Unchanged
7	ANAB	Anaptysbio INC	-3.8%	—	Unchanged
8	INBX	Inhibrx Biosciences INC	-6.3%	—	Unchanged
9	AGMB	Agomab Therapeutics NV	—	NEW	New buy

FAQ

What is Sanofi and what type of investor is it?

Sanofi is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $336.0M, spread across 9 disclosed positions.

What are Sanofi's largest equity positions?

Based on the latest 13F filing, Sanofi's top holdings by market value are: 1. MeiraGTx Holdings plc (MGTX) — $105.6M (31.4%) 2. Inhibrx Biosciences INC (INBX) — $77.8M (23.2%) 3. Novavax INC (NVAX) — $56.0M (16.7%) 4. Anaptysbio INC (ANAB) — $30.4M (9.0%) 5. Agomab Therapeutics NV (AGMB) — $29.2M (8.7%)

What changes did Sanofi make in its most recent portfolio filing?

In the latest quarter, Sanofi was primarily adding exposure — initiating 1 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Agomab Therapeutics NV (AGMB)

What sectors does Sanofi focus on?

Sanofi is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%