2026 Q1 Portfolio Activity
In 2026 Q1, Sanofi maintained a portfolio of 9 distinct positions. The most significant new addition was Agomab Therapeutics NV, now representing 8.69% of the total fund value.
Position History
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Sanofi
AUM $336M
Total Positions
9
Quarter
2026 Q1
Top Holding
MGTX (31.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-9 of 9
Sanofi Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MGTX
MeiraGTx Holdin...
|
Healthcare | 31.44% | 31.24% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
12,197,737 | $105,632,402 |
$6.09
+57.5%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
INBX
Inhibrx Bioscie...
|
Healthcare | 23.17% | 29.47% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,157,926 | $77,847,365 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NVAX
Novavax
|
Healthcare | 16.67% | 14.90% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
6,880,481 | $56,007,115 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ANAB
AnaptysBio
|
Healthcare | 9.04% | 12.84% |
#4
Prev: #4
|
5.1 |
—
|
no change | no change |
P
S
|
821,917 | $30,384,545 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
N/A
Agomab Therapeu...
|
|
Unknown | 8.69% | — |
#5
Prev: #—
|
7.5 |
—
|
2,783,096 | — |
NEW
|
2,783,096 | $29,194,677 | — | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
MPLT
MapLight Therap...
|
Healthcare | 5.52% | 5.16% |
#6
Prev: #6
|
3.2 |
—
|
no change | no change |
P
S
|
912,041 | $18,541,794 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IMRX
Immuneering Cor...
|
Healthcare | 4.25% | 5.74% |
#7
2
Prev: #5
|
2.7 |
—
|
no change | no change |
P
S
|
2,708,559 | $14,274,106 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ELDN
Eledon
|
Healthcare | 0.75% | 0.40% |
#8
1
Prev: #7
|
1.3 |
—
|
no change | no change |
P
S
|
814,980 | $2,510,138 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QTTB
Q32 Bio Inc.
|
Healthcare | 0.47% | 0.26% |
#9
1
Prev: #8
|
1.2 |
—
|
no change | no change |
P
S
|
244,083 | $1,567,013 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-9 of 9 holdings