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 		$12.2M Sell
1,103,600
-198,000
-15% -$1.21M ﹤0.01% 3074
2026
Q1 		$9.96M Buy
1,301,600
+175,000
+16% +$1.34M ﹤0.01% 3127
2025
Q4 		$11M Sell
1,126,600
-670,400
-37% -$5.7M ﹤0.01% 2932
2025
Q3 		$7.53M Buy
1,797,000
+1,567,700
+684% +$10M ﹤0.01% 3428
2025
Q2 		$2.13M Buy
229,300
+194,600
+561% +$1.7M ﹤0.01% 5657
2025
Q1 		$338K Buy
34,700
+4,300
+14% +$53.2K ﹤0.01% 9791
2024
Q4 		$368K Buy
+30,400
New +$369K ﹤0.01% 9375
2024
Q3 		– Sell
-17,500
Closed -$158K – 12855
2024
Q2 		$158K Buy
17,500
+4,600
+36% +$32.1K ﹤0.01% 10648
2024
Q1 		$105K Sell
12,900
-7,400
-36% -$60.7K ﹤0.01% 11185
2023
Q4 		$171K Sell
20,300
-403,300
-95% -$4.68M ﹤0.01% 10838
2023
Q3 		$7.25M Buy
423,600
+401,900
+1,852% +$7.89M ﹤0.01% 2972
2023
Q2 		$504K Buy
+21,700
New +$424K ﹤0.01% 8297
2023
Q1 		– Sell
-42,300
Closed -$1.15M – 13332
2022
Q4 		$1.15M Buy
42,300
+500
+1% +$10.4K ﹤0.01% 5865
2022
Q3 		$722K Buy
41,800
+17,500
+72% +$334K ﹤0.01% 7490
2022
Q2 		$425K Buy
+24,300
New +$399K ﹤0.01% 8670

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.