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Aaron Cowen’s Replimune Group REPL Stock Holding History

Aaron Cowen’s Portfolio REPL Stock Details REPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.6M Buy
4,389,836
+168,000
+4% +$1.03M 0.89% 34
2026
Q1 		$32.3M Buy
4,221,836
+4,185,798
+11,615% +$32M 0.82% 40
2025
Q4 		$350K Buy
+36,038
New +$306K 0.01% 91

Other funds holding REPL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
RCI
Ridgeback Capital Investments Miami Beach, Florida $80.9M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FIS
FCPM III Services Naarden, Netherlands $750M AUM 127.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Aaron Cowen's REPL Position: Q2 2026 in Review

Aaron Cowen increased its Replimune Group (REPL) stake by 4% in Q2 2026, buying an estimated $1.03M and bringing the position to 4,389,836 shares worth $48.6M. The position accounts for 0.89% of the portfolio, ranked #34.

Aaron Cowen first reported a position in REPL in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Aaron Cowen held 4,389,836 shares of Replimune Group worth $48.6M as of Q2 2026.
  • Aaron Cowen bought 168,000 Replimune Group shares in Q2 2026, an estimated $1.03M.
  • Replimune Group made up 0.89% of Aaron Cowen's portfolio in Q2 2026, its #34 holding.
  • Aaron Cowen first reported a position in Replimune Group in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

Based on Suvretta Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.