1y return+135.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $233 against $127 in the S&P 500.2
SanofiS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MeiraGTx Holdings plcCUSIP G59665102 | $164.8M | 30.9% | |
| INBXInhibrx Biosciences, Inc. | $109.7M | 20.5% | |
| NVAXNovavax | $64.8M | 12.1% | |
| ANABAnaptysBio | $55.5M | 10.4% | |
| ODTXOdyssey Therapeutics Inc. | $37.3M | 7.0% | New |
| AGMBAgomab Therapeutics NV | $36.1M | 6.8% | |
| MPLTMapLight Therapeutics Inc. | $32.7M | 6.1% | |
| TRAXFirst Tracks Biotherapeutics Inc. | $16.5M | 3.1% | New |
| IMRXImmuneering Corp | $13.5M | 2.5% | |
| QTTBQ32 Bio Inc. | $3.1M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| INBXInhibrx Biosciences, Inc. | December 31, 2024 | +515.3% | $109.7M |
| ANABAnaptysBio | December 31, 2024 | +409.8% | $55.5M |
| QTTBQ32 Bio Inc. | December 31, 2024 | +270.3% | $3.1M |
| MeiraGTx Holdings plcCUSIP G59665102 | December 31, 2024 | +121.8% | $164.8M |
| MPLTMapLight Therapeutics Inc. | December 31, 2025 | +104.0% | $32.7M |
| AGMBAgomab Therapeutics NV | March 31, 2026 | +23.7% | $36.1M |
| NVAXNovavax | December 31, 2024 | +17.2% | $64.8M |
| IMRXImmuneering Corp | September 30, 2025 | −28.7% | $13.5M |
Sold off last quarter
- ELDNEledon was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +37.7% | +14.8% |
| March 31, 2026 | +3.7% | −4.6% |
| December 31, 2025 | +17.6% | +2.4% |
| September 30, 2025 | +40.1% | +7.8% |
| June 30, 2025 | −0.7% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sanofi Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1121404&type=13F-HR&dateb=&owner=include&count=40CIK 1121404
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1121404/000119312526318812/Filed July 28, 2026 · accession 0001193125-26-318812