Sanofi
- SEC CIK
- 0001121404
- Latest filing
- Jul 28, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 11, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 8
- −1 vs. Q3 2025
- Portfolio value
- $310.4M
- +$50.1M (+19.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MGTXMeiraGTx Holdings plc | COM | 12,197,737 | $97.0M | 31.2% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,157,926 | $91.5M | 29.5% | 00.0% | Unchanged | History |
| NVAXNovavax Inc | COM NEW | 6,880,481 | $46.2M | 14.9% | 00.0% | Unchanged | History |
| ANABAnaptysbio, Inc | COM | 821,917 | $39.8M | 12.8% | 00.0% | Unchanged | History |
| IMRXImmuneering Corp | CLASS A COM | 2,708,559 | $17.8M | 5.7% | 00.0% | Unchanged | History |
| MPLTMapLight Therapeutics, Inc. | COM | 912,041 | $16.0M | 5.2% | +912,041 | New | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 814,980 | $1.23M | 0.4% | 00.0% | Unchanged | History |
| QTTBQ32 Bio Inc. | COM | 244,083 | $810.4K | 0.3% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.