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Dmitry Balyasny’s Replimune Group REPL Stock Holding History

Dmitry Balyasny’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 		$452K Buy
40,853
+10,035
+33% +$61.4K ﹤0.01% 2565
2026
Q1 		$236K Buy
30,818
+5,499
+22% +$42K ﹤0.01% 2644
2025
Q4 		$246K Sell
25,319
-2,602,781
-99% -$22.1M ﹤0.01% 2815
2025
Q3 		$11M Buy
2,628,100
+2,195,448
+507% +$14M 0.01% 1002
2025
Q2 		$4.02M Buy
432,652
+99,415
+30% +$867K 0.01% 1389
2025
Q1 		$3.25M Buy
+333,237
New +$4.12M 0.01% 1464

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
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

Dmitry Balyasny's REPL Position: Q2 2026 in Review

Dmitry Balyasny increased its Replimune Group (REPL) stake by 33% in Q2 2026, buying an estimated $61.4K and bringing the position to 40,853 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Dmitry Balyasny first reported a position in REPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $11M in Q3 2025. 198 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Dmitry Balyasny held 40,853 shares of Replimune Group worth $452K as of Q2 2026.
  • Dmitry Balyasny bought 10,035 Replimune Group shares in Q2 2026, an estimated $61.4K.
  • Replimune Group made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2565 holding.
  • Dmitry Balyasny first reported a position in Replimune Group in Q1 2025 and has held it in 6 quarters since.
  • Dmitry Balyasny's Replimune Group position peaked at $11M in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

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