Sanofi
Paris, I0
$534m in 10 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 12.1% of the portfolio this quarter.
Value
$534m
Stocks
10
Top 10 share
100.0%
Turnover
12.1%
What changed this quarter
New
Bought for the first time this quarter.
- Odyssey TherapeuticsODTX7.0% of the fund
- First Tracks BiotherapeuticsTRAX3.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
Holdings
- Odyssey TherapeuticsODTX
- Share
- 7.0%
- Value
- $37m
- Shares
- 1,991,918
New
- First Tracks BiotherapeuticsTRAX
- Share
- 3.1%
- Value
- $17m
- Shares
- 821,917
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MeiraGTx HoldingsMGTX | 30.9% | $165m | 12,197,737 | Held |
| Inhibrx BiosciencesINBX | 20.5% | $110m | 1,157,926 | Held |
| NovavaxNVAX | 12.1% | $65m | 6,880,481 | Held |
| AnaptysbioANAB | 10.4% | $55m | 821,917 | Held |
| Odyssey TherapeuticsODTX | 7.0% | $37m | 1,991,918 | New |
| AgomAb Therapeutics NVAGMB | 6.8% | $36m | 2,783,096 | Held |
| MapLight TherapeuticsMPLT | 6.1% | $33m | 912,041 | Held |
| First Tracks BiotherapeuticsTRAX | 3.1% | $17m | 821,917 | New |
| ImmuneeringIMRX | 2.5% | $14m | 2,708,559 | Held |
| Q32 BioQTTB | 0.6% | $3m | 244,083 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 203.9% since 30 June 2025.
Where the money is
Health care100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.