2026 Q3 Portfolio Activity
In 2026 Q3, Sanofi maintained a portfolio of 16 distinct positions. The most significant new addition was Korsana Biosciences, now representing 10.13% of the total fund value.
Position History
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Sanofi
AUM $630M
Total Positions
16
Quarter
2026 Q3
Top Holding
MGTX (21.3%)
Top 10 Concentration
92.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-16 of 16
Sanofi Full Holdings List — 2026 Q3
| 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 | 21.30% | 30.86% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
12,197,737 | $134,175,107 |
$6.09
+47.8%
|
2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
INBX
Inhibrx Bioscie...
|
Healthcare | 18.40% | 20.54% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,157,926 | $115,885,234 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
NVAX
Novavax
|
Healthcare | 11.81% | 12.14% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
6,880,481 | $74,378,000 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
KRSA
Korsana Bioscie...
|
Healthcare | 10.13% | — |
#4
Prev: #—
|
8.0 |
—
|
1,994,011 | — |
NEW
|
1,994,011 | $63,808,352 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ODTX
Odyssey Therape...
|
Healthcare | 7.02% | 6.98% |
#5
Prev: #5
|
3.8 |
—
|
-1,718 | -0.1% |
P
S
|
1,990,200 | $44,222,244 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ANAB
AnaptysBio
|
Healthcare | 6.56% | 10.39% |
#6
2
Prev: #4
|
3.6 |
—
|
no change | no change |
P
S
|
821,917 | $41,309,548 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
AGMB
Agomab Therapeu...
|
Healthcare | 4.90% | 6.76% |
#7
1
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
2,783,096 | $30,892,366 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
TRAX
First Tracks Bi...
|
Healthcare | 4.62% | 3.10% |
#8
Prev: #8
|
2.8 |
—
|
no change | no change |
P
S
|
821,917 | $29,128,738 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
ETRA
Electra Therape...
|
Healthcare | 4.40% | — |
#9
Prev: #—
|
5.3 |
—
|
2,461,948 | — |
NEW
|
2,461,948 | $27,696,915 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
N/A
Attovia Therape...
|
|
Unknown | 2.95% | — |
#10
Prev: #—
|
4.7 |
—
|
1,082,855 | — |
NEW
|
1,082,855 | $18,560,135 | — | 13F Filing | 2026-09-30 | 2026-11-05 | ||
|
LTGO
Latigo Biothera...
|
Healthcare | 1.78% | — |
#11
Prev: #—
|
4.2 |
—
|
672,778 | — |
NEW
|
672,778 | $11,235,393 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
IMRX
Immuneering Cor...
|
Healthcare | 1.76% | 2.53% |
#12
3
Prev: #9
|
1.7 |
—
|
no change | no change |
P
S
|
2,708,559 | $11,091,549 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
MPLT
MapLight Therap...
|
Healthcare | 1.48% | 6.12% |
#13
6
Prev: #7
|
1.6 |
—
|
no change | no change |
P
S
|
912,041 | $9,293,698 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SCTX
Scribe Therapeu...
|
Healthcare | 1.46% | — |
#14
Prev: #—
|
4.1 |
—
|
500,000 | — |
NEW
|
500,000 | $9,202,500 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
SABS
SAB BIOTHERAPEU...
|
Healthcare | 1.11% | — |
#15
Prev: #—
|
3.9 |
—
|
2,198,500 | — |
NEW
|
2,198,500 | $6,969,245 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-11-05 | |||
|
QTTB
Q32 Bio Inc.
|
Healthcare | 0.32% | 0.58% |
#16
6
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
244,083 | $2,018,566 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-11-05 |
Showing 1-16 of 16 holdings