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ADAR1 Capital Management’s Replimune Group REPL Stock Holding History

ADAR1 Capital Management’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
Q1 		$12.1M Buy
1,582,987
+341,665
+28% +$2.61M 0.71% 37
2025
Q4 		$12.1M Buy
1,241,322
+262,428
+27% +$2.23M 0.89% 29
2025
Q3 		$4.1M Buy
978,894
+968,494
+9,312% +$6.19M 0.39% 54
2025
Q2 		$96.6K Buy
+10,400
New +$90.7K 0.01% 178

Other funds holding REPL

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ADAR1 Capital Management's REPL Position: Q1 2026 in Review

ADAR1 Capital Management increased its Replimune Group (REPL) stake by 28% in Q1 2026, buying an estimated $2.61M and bringing the position to 1,582,987 shares worth $12.1M. The position accounts for 0.71% of the portfolio, ranked #37.

ADAR1 Capital Management first reported a position in REPL in Q2 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

  • ADAR1 Capital Management held 1,582,987 shares of Replimune Group worth $12.1M as of Q1 2026.
  • ADAR1 Capital Management bought 341,665 Replimune Group shares in Q1 2026, an estimated $2.61M.
  • Replimune Group made up 0.71% of ADAR1 Capital Management's portfolio in Q1 2026, its #37 holding.
  • ADAR1 Capital Management first reported a position in Replimune Group in Q2 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

Based on ADAR1 Capital Management's 13F filing for Q1 2026, filed 18 May 2026.