Managers / Q4 2024 · view latest →
Sanofi
CIK 0001121404 · 46 AVENUE DE LA GRANDE ARMEE, PARIS, I0, 75017 · 33153774400
Summary
Sanofi reported $174M in U.S.-listed holdings across 9 positions for Q4 2024.
The portfolio is heavily concentrated: Meiragtx alone accounts for 42.6% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 55.6% · $97M
- Other · 44.4% · $77M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| MeiraGTx Holdings plc | NEW | +12.20M | 12.20M | +$74M | $74M |
| NVV1Novavax | NEW | +6.88M | 6.88M | +$55M | $55M |
| INBXInhibrx Biosciences, Inc. | NEW | +1.16M | 1.16M | +$18M | $18M |
| ANABAnaptysBio | NEW | +821.9K | 821.9K | +$11M | $11M |
| 1K0IGM Biosciences | NEW | +1.44M | 1.44M | +$9M | $9M |
| ELDNEledon | NEW | +815.0K | 815.0K | +$3M | $3M |
| LAVA Therapeutics N.V. | NEW | +1.92M | 1.92M | +$2M | $2M |
| Inozyme, Inc | NEW | +443.3K | 443.3K | +$1M | $1M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2024
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | MeiraGTx Holdings plc | COM | 42.60% | $74M | 12.20M |
| 2 | NVV1Novavaxhistory → | COM NEW | 31.73% | $55M | 6.88M |
| 3 | INBXInhibrx Biosciences, Inc.history → | COM | 10.23% | $18M | 1.16M |
| 4 | ANABAnaptysBiohistory → | COM | 6.24% | $11M | 821.9K |
| 5 | 1K0IGM Bioscienceshistory → | COM | 5.04% | $9M | 1.44M |
| 6 | ELDNEledonhistory → | COM | 1.93% | $3M | 815.0K |
| 7 | LAVA Therapeutics N.V. | SHS | 1.05% | $2M | 1.92M |
| 8 | Inozyme, Inc | COM | 0.70% | $1M | 443.3K |
| 9 | QTTBQ32 Bio Inc. | COM | 0.48% | $839,646 | 244.1K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $336M | 9 | May 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $310M | 8 | Feb 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $260M | 9 | Nov 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $176M | 10 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $166M | 9 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $174M | 9 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.