Q2 2026 13F · SEC CIK 1121404
Sanofi
CorporationFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $534.0M
- Reported positions
- 10
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1.4 yrs
Sanofi is a corporation that reported 10 positions worth $534.0M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Meiragtx Hldgs PLC (MGTX, 30.9%), Inhibrx Biosciences Inc (INBX, 20.5%), Novavax Inc (NVAX, 12.1%).
Sanofi holdings all 10 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| MGTXMeiragtx Hldgs PLC | 30.9% | +0.0% | $164.8M |
| INBXInhibrx Biosciences Inc | 20.5% | +0.0% | $109.7M |
| NVAXNovavax Inc | 12.1% | +0.0% | $64.8M |
| ANABAnaptysbio Inc | 10.4% | +0.0% | $55.5M |
| ODTXOdyssey Therapeutics, Inc. | 7.0% | — | $37.3M |
| AGMBAgomab Therapeutics NV | 6.8% | +0.0% | $36.1M |
| MPLTMaplight Therapeutics Inc | 6.1% | +0.0% | $32.7M |
| TRAXFirst Tracks Biotherapeutics | 3.1% | — | $16.5M |
| IMRXImmuneering Corp | 2.5% | +0.0% | $13.5M |
| QTTBQ32 Bio Inc | 0.6% | +0.0% | $3.1M |
What Sanofi bought and sold in Q2 2026, against Q1 2026.
New positions
- ODTX Odyssey Therapeutics, Inc.7.0% of 13F
- TRAX First Tracks Biotherapeutics3.1% of 13F
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
- ELDN Eledon Pharmaceuticals Incwas 0.7%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +10.8% /yr
- S&P 500 +11.7%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $534.0M | 10 |
| Q1 2026 | $336.0M | 9 |
| Q4 2025 | $310.4M | 8 |
| Q3 2025 | $260.4M | 9 |
| Q2 2025 | $175.7M | 10 |
| Q1 2025 | $165.9M | 9 |
| Q4 2024 | $174.4M | 9 |
Questions about Sanofi's portfolio
What stocks does Sanofi own?
Sanofi's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 10 positions worth $534.0M. The largest are Meiragtx Hldgs PLC (MGTX) at 30.9%, Inhibrx Biosciences Inc (INBX) at 20.5%, Novavax Inc (NVAX) at 12.1%, Anaptysbio Inc (ANAB) at 10.4% and Odyssey Therapeutics, Inc. (ODTX) at 7.0%.
What did Sanofi buy last quarter?
In Q2 2026, Sanofi added a new position in Odyssey Therapeutics, Inc. (ODTX) and a new position in First Tracks Biotherapeutics (TRAX), compared with its Q1 2026 filing.
What did Sanofi sell last quarter?
In Q2 2026, Sanofi sold all of Eledon Pharmaceuticals Inc (ELDN), compared with its Q1 2026 filing.
When is Sanofi's next 13F filing due?
13F filings are due 45 days after each quarter ends. Sanofi's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.