Sanofi
Net buyer this quarter
$534M
10
+$22.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MGTX | $165M | 30.86% | 12.95% | Not reported | Q4 2024 |
 INBX | $110M | 20.54% | 7.87% | Not reported | Q4 2024 |
 NVAX | $64.8M | 12.14% | 4.17% | Not reported | Q4 2024 |
 ANAB | $55.5M | 10.39% | 2.82% | -33.3% | Q4 2024 |
 ODTX | $37.3M | 6.98% | 4.16% | New | Q2 2026 |
 AGMB | $36.1M | 6.76% | 8.15% | Not reported | Q1 2026 |
 MPLT | $32.7M | 6.12% | 2.01% | Not reported | Q4 2025 |
 TRAX | $16.5M | 3.10% | 2.32% | New | Q2 2026 |
 IMRX | $13.5M | 2.53% | 10.44% | Not reported | Q3 2025 |
 QTTB | $3.11M | 0.58% | 1.03% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| MGTX | $106M | 31.44% | 14.98% | Not reported | Q4 2024 |
| INBX | $77.8M | 23.17% | 7.93% | Not reported | Q4 2024 |
| NVAX | $56M | 16.67% | 4.18% | Not reported | Q4 2024 |
| ANAB | $30.4M | 9.04% | 2.83% | Not reported | Q4 2024 |
| AGMB | $29.2M | 8.69% | 8.15% | New | Q1 2026 |
| MPLT | $18.5M | 5.52% | 2.02% | Not reported | Q4 2025 |
| IMRX | $14.3M | 4.25% | 10.44% | Not reported | Q3 2025 |
 ELDN | $2.51M | 0.75% | 1.07% | Not reported | Q4 2024 |
| QTTB | $1.57M | 0.47% | 1.67% | Not reported | Q4 2024 |
| Q4 2025 | |||||
| MGTX | $97M | 31.24% | 15.04% | Not reported | Q4 2024 |
| INBX | $91.5M | 29.47% | 7.94% | Not reported | Q4 2024 |
| NVAX | $46.2M | 14.90% | 4.23% | Not reported | Q4 2024 |
| ANAB | $39.8M | 12.84% | 2.93% | Not reported | Q4 2024 |
| IMRX | $17.8M | 5.74% | 10.44% | Not reported | Q3 2025 |
| MPLT | $16M | 5.16% | 2.07% | New | Q4 2025 |
| ELDN | $1.23M | 0.40% | 1.08% | Not reported | Q4 2024 |
| QTTB | $810K | 0.26% | 1.90% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| MGTX | $100M | 38.56% | 15.16% | Not reported | Q4 2024 |
| NVAX | $59.7M | 22.91% | 4.23% | Not reported | Q4 2024 |
| INBX | $39M | 14.98% | 7.99% | Not reported | Q4 2024 |
| ANAB | $25.2M | 9.67% | 2.98% | Not reported | Q4 2024 |
| IMRX | $19M | 7.28% | 10.44% | New | Q3 2025 |
 OMDA | $11.6M | 4.46% | 0.91% | Not reported | Q2 2025 |
| LVTX | $2.99M | 1.15% | 7.30% | Not reported | Q4 2024 |
| ELDN | $2.11M | 0.81% | 1.36% | Not reported | Q4 2024 |
| QTTB | $483K | 0.19% | 1.98% | Not reported | Q4 2024 |