Sanofi holds a concentrated book of 10 stocks worth $534.0M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Odyssey Therapeutics Inc.. Their largest long position is Meiragtx Holdings PLC at 31% of the equity book. Cloning the disclosed picks since 2025 would be +133% (+79.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1121404/holdings"
Use Arkolith to show Sanofi's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 31.7 points over this window.
Growth of $10,000 cloning Sanofi's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sanofi
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 10 / 10 | $179.6M |
| FMR LLC | 10 / 10 | $145.8M |
| UBS Group AG | 10 / 10 | $55.7M |
| BlackRock, Inc. | 9 / 10 | $352.1M |
| VANGUARD GROUP INC | 9 / 10 | $279.0M |
| STATE STREET CORP | 9 / 10 | $190.6M |
| GEODE CAPITAL MANAGEMENT, LLC | 9 / 10 | $107.3M |
| GOLDMAN SACHS GROUP INC | 9 / 10 | $88.5M |
Ranked by how many of Sanofi's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | MeiraGTx Holdings plc COM | $164.8M | 12.20M | 30.9% | —Held | |
| 2 | Inhibrx Biosciences, Inc. COM | $109.7M | 1.16M | 20.5% | —Held | |
| 3 | Novavax COM NEW | $64.8M | 6.88M | 12.1% | —Held | |
| 4 | AnaptysBio COM | $55.5M | 821.9K | 10.4% | —Held | |
| 5 | Odyssey Therapeutics Inc. COMMON STOCK | $37.3M | 1.99M | 7.0% | ▲New New position | |
| 6 | Agomab Therapeutics NV SPONSORED ADS | $36.1M | 2.78M | 6.8% | —Held | |
| 7 | MapLight Therapeutics Inc. COM | $32.7M | 912.0K | 6.1% | —Held | |
| 8 | First Tracks Biotherapeutics Inc. ORD SHS | $16.5M | 821.9K | 3.1% | ▲New New position | |
| 9 | Immuneering Corp CLASS A COM | $13.5M | 2.71M | 2.5% | —Held | |
| 10 | Q32 Bio Inc. COM | $3.1M | 244.1K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 10 | $534.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 9 | $336.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 8 | $310.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 9 | $260.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 10 | $175.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 9 | $165.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 9 | $174.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.