JY
REPL icon

Jeff Yass’s Replimune Group REPL Stock Holding History

Jeff Yass’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 		$2.81M Sell
253,450
-370,529
-59% -$2.27M ﹤0.01% 5770
2026
Q1 		$4.77M Buy
623,979
+17,135
+3% +$131K ﹤0.01% 4320
2025
Q4 		$5.9M Buy
+606,844
New +$5.16M ﹤0.01% 3769
2025
Q3 		– Sell
-87,781
Closed -$561K – 13658
2025
Q2 		$815K Sell
87,781
-68,122
-44% -$594K ﹤0.01% 7969
2025
Q1 		$1.52M Buy
155,903
+110,807
+246% +$1.37M ﹤0.01% 6178
2024
Q4 		$546K Buy
45,096
+1,716
+4% +$20.9K ﹤0.01% 8453
2024
Q3 		$475K Sell
43,380
-140,643
-76% -$1.43M ﹤0.01% 8577
2024
Q2 		$1.66M Buy
184,023
+87,509
+91% +$610K ﹤0.01% 5467
2024
Q1 		$789K Buy
96,514
+78,434
+434% +$643K ﹤0.01% 7441
2023
Q4 		$152K Sell
18,080
-53,629
-75% -$622K ﹤0.01% 10963
2023
Q3 		$1.23M Sell
71,709
-60,319
-46% -$1.18M ﹤0.01% 6175
2023
Q2 		$3.07M Buy
132,028
+46,010
+53% +$899K ﹤0.01% 4331
2023
Q1 		$1.52M Buy
86,018
+65,475
+319% +$1.56M ﹤0.01% 5768
2022
Q4 		$559K Sell
20,543
-21,560
-51% -$448K ﹤0.01% 7567
2022
Q3 		$727K Buy
+42,103
New +$803K ﹤0.01% 7466
2022
Q2 		– Sell
-49,072
Closed -$806K – 13769
2022
Q1 		$833K Sell
49,072
-12,902
-21% -$243K ﹤0.01% 7612
2021
Q4 		$1.68M Buy
61,974
+20,707
+50% +$619K ﹤0.01% 5929
2021
Q3 		$1.22M Sell
41,267
-20,297
-33% -$659K ﹤0.01% 7029
2021
Q2 		$2.37M Buy
61,564
+12,521
+26% +$428K ﹤0.01% 5546
2021
Q1 		$1.5M Buy
49,043
+24,676
+101% +$924K ﹤0.01% 6648
2020
Q4 		$930K Buy
+24,367
New +$1.02M ﹤0.01% 6882

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

Jeff Yass's REPL Position: Q2 2026 in Review

Jeff Yass reduced its Replimune Group (REPL) stake by 59% in Q2 2026, selling an estimated $2.27M and leaving 253,450 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #5770.

Jeff Yass first reported a position in REPL in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.9M in Q4 2025. 199 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Jeff Yass held 253,450 shares of Replimune Group worth $2.81M as of Q2 2026.
  • Jeff Yass sold 370,529 Replimune Group shares in Q2 2026, an estimated $2.27M.
  • Replimune Group made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #5770 holding.
  • Jeff Yass first reported a position in Replimune Group in Q4 2020 and has held it in 21 quarters since.
  • Jeff Yass's Replimune Group position peaked at $5.9M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.