Commodore Capital’s Replimune Group REPL Stock Holding History

Commodore Capital’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	–	Sell	-1,425,000	Closed	-$13.9M	–	42
2025 Q4	$13.9M	Buy	+1,425,000	New	+$12.1M	0.92%	27

Other funds holding REPL

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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 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 New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commodore Capital's REPL Position: Q1 2026 in Review

Commodore Capital sold out of Replimune Group (REPL) in Q1 2026, closing a stake of 1,425,000 shares — an estimated $13.9M sold.

Commodore Capital first reported a position in REPL in Q4 2025 and held it in 1 quarter. The position peaked at $13.9M in Q4 2025. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

Commodore Capital reported no remaining Replimune Group position as of Q1 2026 after selling out during the quarter.
Commodore Capital sold 1,425,000 Replimune Group shares in Q1 2026, an estimated $13.9M.
Commodore Capital first reported a position in Replimune Group in Q4 2025 and held it in 1 quarter.
Commodore Capital's Replimune Group position peaked at $13.9M in Q4 2025.
180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

Based on Commodore Capital's 13F filing for Q1 2026, filed 15 May 2026.