Holders — by stockHoldings — by fund
Sanofi
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001121404
$534.0M
disclosed book value
10
positions
30.9%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MeiraGTx Holdings plc | 12.2M | $164.8M | 30.9% |
| 2 | INBXInhibrx Biosciences, Inc. | 1.2M | $109.7M | 20.5% |
| 3 | NVAXNovavax | 6.9M | $64.8M | 12.1% |
| 4 | ANABAnaptysBio | 821,917 | $55.5M | 10.4% |
| 5 | ODTXOdyssey Therapeutics Inc. | 2.0M | $37.3M | 7% |
| 6 | AGMBAgomab Therapeutics NV | 2.8M | $36.1M | 6.8% |
| 7 | MPLTMapLight Therapeutics Inc. | 912,041 | $32.7M | 6.1% |
| 8 | TRAXFirst Tracks Biotherapeutics Inc. | 821,917 | $16.5M | 3.1% |
| 9 | IMRXImmuneering Corp | 2.7M | $13.5M | 2.5% |
| 10 | QTTBQ32 Bio Inc. | 244,083 | $3.1M | 0.6% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.