This page tracks Sanofi’s institutional portfolio activity as disclosed in its quarterly Form 13F filings with the SEC. Rather than a one-off news snapshot, think of it as a running ledger — new positions, exits, and size changes get logged here every quarter so you can see how the company’s biotech and pharma stakes shift over time. If you’re used to scanning a hedge fund performance database or a stock tracker built around a single high-profile investor, this works the same way, just applied to Sanofi’s disclosed equity holdings.
A quick note on what a 13F actually shows: it’s a quarterly snapshot of holdings as of the last day of the period, not a record of exact trade dates. So when we describe moves below, we’re describing the change between two snapshots, not a specific transaction day.
Quarter ending 2026-06-30
During the quarter ending 2026-06-30, Sanofi opened three new positions. It started a stake in Agomab Therapeutics NV (AGMB) worth $36,124,586, added a new position in Odyssey Therapeutics Inc. (ODTX) valued at $37,268,786, and initiated a holding in First Tracks Biotherapeutics Inc. (TRAX) worth $16,536,970.
Several existing positions grew. MeiraGTx Holdings plc (MGTX) increased 70%, from $96,972,009 to $164,791,427. Novavax (NVAX) rose 40%, from $46,236,832 to $64,814,131. Inhibrx Biosciences, Inc. (INBX) grew 20%, from $91,476,154 to $109,713,489. MapLight Therapeutics Inc. (MPLT) more than doubled, up 104% from $16,020,000 to $32,687,549. AnaptysBio (ANAB) increased 39%, from $39,846,536 to $55,479,398. The smallest position on the list, Q32 Bio Inc. (QTTB), saw the largest percentage jump, rising 284% from $810,356 to $3,109,617.
On the other side, Sanofi trimmed its stake in Immuneering Corp (IMRX) by 24%, from $17,822,318 down to $13,515,709, and fully exited a position in Eledon that had been worth $1,230,620.
Reading the pattern
This quarter’s filing shows Sanofi adding exposure across a range of small and mid-sized biotech names — from established holdings like Inhibrx and Novavax to brand-new stakes in Agomab, Odyssey, and First Tracks — while paring back only two positions. For related coverage of Sanofi’s activity in adjacent names, see our earlier writeup on Sanofi’s $5.1M purchase of Attovia Therapeutics shares. Check back after the next 13F filing window for the following quarter’s update, which will be added directly below this one.
This page is for informational and tracking purposes only and does not constitute investment advice.
Related ticker coverage
- AGMB — all coverage →
- ODTX — all coverage →
- MGTX — all coverage →
- NVAX — all coverage →
- INBX — all coverage →
- MPLT — all coverage →
- TRAX — all coverage →
- ANAB — all coverage →
- IMRX — all coverage →
- QTTB — all coverage →
Source: SEC Form 13F filings. This page updates every quarter.