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REPL in the 13F filings

Replimune Group Inc · CUSIP 76029N106

Sector · Pharmaceuticals and biotechnologyTheme · Biological productsTheme · Healthcare: biopharma and medtech· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
15 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed
16,818,929
combined, among listed positions
Reported value
$129m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 7 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,173,342.

Managers listing REPL in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
T. Rowe Price Associates Inc8,121,433$62munder 0.1%Trimmed-140,86315 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,336,528$18munder 0.1%Trimmed-238,51415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,045,490$16munder 0.1%Trimmed-936,09015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP623,979$4.8munder 0.1%Added+17,13515 May 2026 (the filing on sec.gov)
Jane Street Group LLC428,145$3.3munder 0.1%Trimmed-156,18512 May 2026 (the filing on sec.gov)
Citadel Advisors LLC398,729$3.0munder 0.1%Added+240,37015 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC381,453$2.9munder 0.1%Trimmed-23,60014 May 2026 (the filing on sec.gov)
Woodline Partners LP380,988$2.9munder 0.1%Trimmed-190,00015 May 2026 (the filing on sec.gov)
Two Sigma Investments LP344,751$2.6munder 0.1%Trimmed-99,32315 May 2026 (the filing on sec.gov)
Moore Capital Management LP311,124$2.4munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC300,833$2.3munder 0.1%Trimmed-533,72915 May 2026 (the filing on sec.gov)
AQR Capital Management LLC255,495$2.0munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP197,578$1.5munder 0.1%Trimmed-11,09115 May 2026 (the filing on sec.gov)
Invesco Ltd190,925$1.5munder 0.1%Trimmed-422,09012 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC170,040$1.3munder 0.1%Added+113,31713 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP130,995$1.0munder 0.1%Trimmed-22,65513 May 2026 (the filing on sec.gov)
AllianceBernstein LP62,140$604kunder 0.1%Held015 May 2026 (the filing on sec.gov)
Walleye Capital LLC71,592$548kunder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP35,893$275kunder 0.1%Trimmed-17,06815 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC30,818$236kunder 0.1%Added+5,49915 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q1 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

01234202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
REPL by quarter
QuarterHoldersReported valueBuyersSellers
Q3 20201$23mn.a.n.a.
Q4 20202$32mn.a.n.a.
Q1 20211$19mn.a.n.a.
Q1 20221$15mn.a.n.a.
Q4 20222$150mn.a.n.a.
Q1 20231$5.5mn.a.n.a.
Q2 20233$168mn.a.n.a.
Q3 20233$47mn.a.n.a.
Q4 20231$2.5m01
Q1 20241$2.4m00
Q2 20243$13m20
Q3 20244$16m21
Q4 20243$20m30
Q1 20254$40m22
Q2 20252$13m11
Q1 20261$2.4m717
Q2 20262$12m1312

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

REPL and GILD →REPL and AMGN →REPL and ARGX →Choose a stock to compare with REPL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own REPL, latest filings →Back to the 13F Explorer →