Sanofi
- SEC CIK
- 0001121404
- Latest filing
- Jul 28, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 4, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 9
- −1 vs. Q2 2025
- Portfolio value
- $260.4M
- +$84.6M (+48.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MGTXMeiraGTx Holdings plc | COM | 12,197,737 | $100.4M | 38.6% | 00.0% | Unchanged | History |
| NVAXNovavax Inc | COM NEW | 6,880,481 | $59.7M | 22.9% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,157,926 | $39.0M | 15.0% | 00.0% | Unchanged | History |
| ANABAnaptysbio, Inc | COM | 821,917 | $25.2M | 9.7% | 00.0% | Unchanged | History |
| IMRXImmuneering Corp | CLASS A COM | 2,708,559 | $19.0M | 7.3% | +2,708,559 | New | History |
| OMDAOmada Health, Inc. | COM | 524,903 | $11.6M | 4.5% | 00.0% | Unchanged | History |
| LVTXLAVA Therapeutics NV | SHS | 1,919,455 | $2.99M | 1.2% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 814,980 | $2.11M | 0.8% | 00.0% | Unchanged | History |
| QTTBQ32 Bio Inc. | COM | 244,083 | $483.3K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.