Sanofi
- SEC CIK
- 0001121404
- Latest filing
- Jul 28, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 28, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 10
- +1 vs. Q1 2026
- Portfolio value
- $534.0M
- +$198.1M (+59.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QTTBQ32 Bio Inc. | COM | 244,083 | $3.11M | 0.6% | 00.0% | Unchanged | History |
| IMRXImmuneering Corp | CLASS A COM | 2,708,559 | $13.5M | 2.5% | 00.0% | Unchanged | History |
| TRAXFirst Tracks Biotherapeutics, Inc. | ORD SHS | 821,917 | $16.5M | 3.1% | +821,917 | New | History |
| MPLTMapLight Therapeutics, Inc. | COM | 912,041 | $32.7M | 6.1% | 00.0% | Unchanged | History |
| AGMBAgomAb Therapeutics NV | SPONSORED ADS | 2,783,096 | $36.1M | 6.8% | 00.0% | Unchanged | History |
| ODTXOdyssey Therapeutics, Inc. | COMMON STOCK | 1,991,918 | $37.3M | 7.0% | +1,991,918 | New | History |
| ANABAnaptysbio, Inc | COM | 821,917 | $55.5M | 10.4% | 00.0% | Unchanged | History |
| NVAXNovavax Inc | COM NEW | 6,880,481 | $64.8M | 12.1% | 00.0% | Unchanged | History |
| INBXInhibrx Biosciences, Inc. | COM | 1,157,926 | $109.7M | 20.5% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 12,197,737 | $164.8M | 30.9% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.