Managers / Q1 2025 · view latest →
Sanofi
CIK 0001121404 · 46 AVENUE DE LA GRANDE ARMEE, PARIS, I0, 75017 · 33153774400
Summary
Sanofi reported $166M in U.S.-listed holdings across 9 positions for Q1 2025.
The portfolio is heavily concentrated: Meiragtx alone accounts for 49.8% of reported value.
The book was largely unchanged from Q4 2024.
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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
- Other · 51.5% · $86M
- Common Stock · 48.5% · $80M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2024 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NVV1Novavax | HELD | +0 | 6.88M | −$11M | $44M |
| MeiraGTx Holdings plc | HELD | +0 | 12.20M | +$8M | $83M |
| 1K0IGM Biosciences | HELD | +0 | 1.44M | −$7M | $2M |
| ANABAnaptysBio | HELD | +0 | 821.9K | +$4M | $15M |
| INBXInhibrx Biosciences, Inc. | HELD | +0 | 1.16M | −$2M | $16M |
| Inozyme, Inc | HELD | +0 | 443.3K | −$824,454 | $403,362 |
| LAVA Therapeutics N.V. | HELD | +0 | 1.92M | +$612,306 | $2M |
| ELDNEledon | HELD | +0 | 815.0K | −$594,936 | $3M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | MeiraGTx Holdings plc | COM | 49.84% | $83M | 12.20M |
| 2 | NVV1Novavaxhistory → | COM NEW | 26.58% | $44M | 6.88M |
| 3 | INBXInhibrx Biosciences, Inc.history → | COM | 9.76% | $16M | 1.16M |
| 4 | ANABAnaptysBiohistory → | COM | 9.21% | $15M | 821.9K |
| 5 | ELDNEledonhistory → | COM | 1.66% | $3M | 815.0K |
| 6 | LAVA Therapeutics N.V. | SHS | 1.47% | $2M | 1.92M |
| 7 | 1K0IGM Biosciences | COM | 1.00% | $2M | 1.44M |
| 8 | Inozyme, Inc | COM | 0.24% | $403,362 | 443.3K |
| 9 | QTTBQ32 Bio Inc. | COM | 0.24% | $402,737 | 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 ↗.