Sanofi

CIK: 0001121404SEC EDGAR →

Portfolio Value

$310.4M

Holdings

8

As of

Q4 2025

New Positions

8

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MeiraGTx Holdings plc

12,197,737$97.0M
31.24%
2

Inhibrx Biosciences, Inc.

1,157,926$91.5M
29.47%
3

Novavax

6,880,481$46.2M
14.89%
4

AnaptysBio

821,917$39.8M
12.84%
5

Immuneering Corp

2,708,559$17.8M
5.74%
6

MapLight Therapeutics Inc.

912,041$16.0M
5.16%
7

Eledon

814,980$1.2M
0.40%
8

Q32 Bio Inc.

244,083$810K
0.26%

Quarterly Changes

Top Buys

MGTXNEW
$97.0M
INBXNEW
$91.5M
NVV1NEW
$46.2M
ANABNEW
$39.8M
IMRXNEW
$17.8M

Top Sells

No sells this quarter

New Positions (8)

$97.0M · 12.2M shares
$91.5M · 1.2M shares
$46.2M · 6.9M shares
$39.8M · 822K shares
$17.8M · 2.7M shares
$16.0M · 912K shares
$1.2M · 815K shares
$810K · 244K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare7$264.2M85.1%
Unknown1$46.2M14.9%