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Baker Bros. Advisors’s Replimune Group REPL Stock Holding History

Baker Bros. Advisors’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 		$84.5M Hold
11,045,336
– – 0.49% 27
2025
Q4 		$107M Hold
11,045,336
– – 0.63% 24
2025
Q3 		$46.3M Hold
11,045,336
– – 0.33% 30
2025
Q2 		$103M Hold
11,045,336
– – 1% 11
2025
Q1 		$108M Hold
11,045,336
– – 1.19% 12
2024
Q4 		$134M Hold
11,045,336
– – 1.43% 13
2024
Q3 		$121M Buy
11,045,336
+1,000,000
+10% +$10.2M 1.25% 12
2024
Q2 		$90.4M Buy
10,045,336
+500,000
+5% +$3.48M 1.16% 14
2024
Q1 		$78M Hold
9,545,336
– – 0.98% 14
2023
Q4 		$80.5M Buy
9,545,336
+4,967,056
+108% +$57.6M 0.92% 13
2023
Q3 		$78.3M Hold
4,578,280
– – 0.45% 14
2023
Q2 		$106M Hold
4,578,280
– – 0.62% 13
2023
Q1 		$80.9M Hold
4,578,280
– – 0.44% 14
2022
Q4 		$125M Buy
4,578,280
+684,437
+18% +$14.2M 0.75% 12
2022
Q3 		$67.2M Buy
3,893,843
+302,762
+8% +$5.77M 0.44% 21
2022
Q2 		$62.8M Buy
3,591,081
+1,979,378
+123% +$32.5M 0.36% 18
2022
Q1 		$27.4M Buy
1,611,703
+1,018,308
+172% +$19.2M 0.16% 45
2021
Q4 		$16.1M Buy
593,395
+439,883
+287% +$13.2M 0.08% 65
2021
Q3 		$4.55M Hold
153,512
– – 0.02% 98
2021
Q2 		$5.9M Hold
153,512
– – 0.03% 92
2021
Q1 		$4.68M Hold
153,512
– – 0.02% 97
2020
Q4 		$5.86M Sell
153,512
-53,074
-26% -$2.21M 0.02% 90
2020
Q3 		$4.76M Buy
206,586
+201,445
+3,918% +$4.59M 0.02% 81
2020
Q2 		$128K Buy
+5,141
New +$90.9K ﹤0.01% 114

Other funds holding REPL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baker Bros. Advisors's REPL Position: Q1 2026 in Review

Baker Bros. Advisors held its Replimune Group (REPL) position steady in Q1 2026 at 11,045,336 shares worth $84.5M. The position accounts for 0.49% of the portfolio, ranked #27.

Baker Bros. Advisors first reported a position in REPL in Q2 2020 and has held it in 24 quarters since. The position peaked at $134M in Q4 2024. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

  • Baker Bros. Advisors held 11,045,336 shares of Replimune Group worth $84.5M as of Q1 2026.
  • Baker Bros. Advisors left its Replimune Group share count unchanged in Q1 2026.
  • Replimune Group made up 0.49% of Baker Bros. Advisors's portfolio in Q1 2026, its #27 holding.
  • Baker Bros. Advisors first reported a position in Replimune Group in Q2 2020 and has held it in 24 quarters since.
  • Baker Bros. Advisors's Replimune Group position peaked at $134M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.