Sanofi portfolio
Operating companyPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 5, 2026 · data updated on Nov 6, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sanofi reported a $630M portfolio of 16 positions to the SEC as of the end of Q3 2026. Its largest positions are MGTX, INBX, NVAX. During the quarter it opened SAB Biotherapeutics.
Sections with a free account
What changed this quarter
1 position with a change (1 new); also, 5 entered through an IPO. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Newly listedKorsana Biosciences10.1% of the portfolio
- Newly listedElectra Therapeutics4.4% of the portfolio
- Newly listedAttovia Therapeutics2.9% of the portfolio
- Newly listedLatigo Biotherapeutics1.8% of the portfolio
- Newly listedScribe Therapeutics1.5% of the portfolio
It started trading this quarter: it appears in a 13F for the first time. The filing does not say whether the manager already held it before the listing, so it is not counted as a purchase.
- SAB Biotherapeutics+1.1 ppof portfolioNew— → 1.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- MeiraGTx HoldingsMGTX21.3%
- Inhibrx BiosciencesINBX18.4%
- NovavaxNVAX11.8%
- Korsana Biosciences10.1%
- Odyssey TherapeuticsODTX7.0%
- AnaptysbioANAB6.6%
- AgomAb TherapeuticsAGMB4.9%
- First Tracks BiotherapeuticsTRAX4.6%
- Electra Therapeutics4.4%
- Attovia Therapeutics2.9%
- Latigo Biotherapeutics1.8%
- ImmuneeringIMRX1.8%
- MapLight TherapeuticsMPLT1.5%
- Scribe Therapeutics1.5%
- SAB BiotherapeuticsSABS1.1%
Portfolio by sector
- ● Health Care 79%
- ● No sector 21%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it is an operating company with strategic stakes, not an investment portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- St. James InvestmentInvestment firm · $630M
- Lynrock LakeInvestment firm · $629M
- Dudley & ShanleyInvestment firm · $629M
- Kahn Brothers GroupInvestment firm · $633M
- Third Avenue ManagementInvestment firm · $625M
- Avidity Partners ManagementInvestment firm · $624M