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Boxer Capital Management’s Replimune Group REPL Stock Holding History

Boxer 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
Q2 		$44.1M Buy
3,983,000
+2,808,000
+239% +$17.2M 3.32% 8
2026
Q1 		$8.99M Buy
1,175,000
+425,000
+57% +$3.25M 1.18% 23
2025
Q4 		$7.29M Sell
750,000
-300,000
-29% -$2.55M 1.6% 19
2025
Q3 		$4.4M Sell
1,050,000
-1,161,341
-53% -$7.42M 1.4% 19
2025
Q2 		$20.5M Buy
2,211,341
+415,000
+23% +$3.62M 10.34% 3
2025
Q1 		$17.5M Hold
1,796,341
– – 5.27% 7
2024
Q4 		$21.8M Buy
+1,796,341
New +$21.8M 1.85% 14

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
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 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

Boxer Capital Management's REPL Position: Q2 2026 in Review

Boxer Capital Management increased its Replimune Group (REPL) stake by 239% in Q2 2026, buying an estimated $17.2M and bringing the position to 3,983,000 shares worth $44.1M. The position accounts for 3.32% of the portfolio, ranked #8.

Boxer Capital Management first reported a position in REPL in Q4 2024 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Boxer Capital Management held 3,983,000 shares of Replimune Group worth $44.1M as of Q2 2026.
  • Boxer Capital Management bought 2,808,000 Replimune Group shares in Q2 2026, an estimated $17.2M.
  • Replimune Group made up 3.32% of Boxer Capital Management's portfolio in Q2 2026, its #8 holding.
  • Boxer Capital Management first reported a position in Replimune Group in Q4 2024 and has held it in 7 quarters since.
  • 199 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

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