Sanofi 13F Portfolio

CIK 1121404 Filing since Q4 2024 Q2 2026 filed Jul 28, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jul 28, 2026.

Portfolio Snapshot

10 positions · Q2 2026

Sanofi reported 10 positions worth $534.04M for the quarter ended Jun 30, 2026, up 59.0% on the prior quarter. It opened 2 new positions, added to 0, trimmed 0 and exited 1. Its largest holding is MeiraGTx Holdings plc at 30.9% of the portfolio.

Portfolio Value
$534.04M
+59.0% QoQ · +211.5% YoY
Positions
10
2 new · 1 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
MGTX 30.9%
MeiraGTx Holdings plc
Net Buying
+$51.30M
$53.81M bought · $2.51M sold
Turnover
0.6%
of the portfolio traded
Top Sector
Healthcare
100% of value
Track Record
7
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

1 sectors
100%
Healthcare
Healthcare100%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

HealthcareOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
ODTX Odyssey Therapeutics, Inc. +1.99M – $37.27M 6.98%
TRAX First Tracks Biotherapeutics, Inc. +821.9K – $16.54M 3.1%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
ELDN Eledon Pharmaceuticals, Inc. -815.0K -100.0% $2.51M Exited

New Positions

Q2 2026
Holding Shares Trade Value Weight
ODTX Odyssey Therapeutics, Inc. +1.99M $37.27M 6.98%
TRAX First Tracks Biotherapeutics, Inc. +821.9K $16.54M 3.1%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
ELDN Eledon Pharmaceuticals, Inc. -815.0K $2.51M 0.747%
Holdings · Q2 2026

10 Positions

As ofJun 30, 2026
Value$534.04M
Top 10100%
Avg position$53.40M
# Activity
Showing all 10 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Sanofi.

About Sanofi’s 13F Portfolio

What are Sanofi’s largest holdings?

As of its Q2 2026 13F filing, Sanofi’s five largest positions were MeiraGTx Holdings plc (MGTX) at 30.9%, Inhibrx Biosciences, Inc. (INBX) at 20.5%, Novavax Inc (NVAX) at 12.1%, Anaptysbio, Inc (ANAB) at 10.4%, Odyssey Therapeutics, Inc. (ODTX) at 7.0% of the reported portfolio.

How much is Sanofi’s portfolio worth?

Sanofi reported a 13F portfolio worth $534.04M across 10 positions for Q2 2026. That is up 59.0% from the previous quarter.

What did Sanofi buy in Q2 2026?

Its largest purchases by value were Odyssey Therapeutics, Inc. ($37.27M), First Tracks Biotherapeutics, Inc. ($16.54M). It opened 2 new positions.

What did Sanofi sell in Q2 2026?

Its largest sales by value were Eledon Pharmaceuticals, Inc. ($2.51M). It exited 1 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Sanofi files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.