Sanofi
•CIK: 1121404•Filing: Q4 2025
**Sanofi** manages $310M across a concentrated portfolio of 8 positions. The fund exhibits significant conviction in biotechnology and pharmaceutical names, with its largest allocations to BEN ($97.0M) and INBX ($91.5M). These top two holdings represent over 68% of the total AUM, indicating a high-conviction, sector-specific investment thesis. The remaining positions include substantial stakes in NVV1 ($46.2M) and ANAB ($39.8M).
Total AUM
$310.4M
QoQ Performance
+19.2%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
Meir
INBX
NVV1
ANAB
IMRX
MPLT
MeiraGTx31.2%
INBX29.5%
NVV114.9%
ANAB12.8%
IMRX5.7%
MPLT5.2%
ELDN0.4%
QTTB0.3%
📈 Biggest Buys
MPLT
MapLight Therapeutics Inc.
NEW
5.2% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
LAVA Therapeutics N.V.
SOLD
$3.0M
Changes from Q3 2025
NEW1 new position
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024