JY
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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 		$5.33M Buy
481,600
+86,300
+22% +$528K ﹤0.01% 4489
2026
Q1 		$3.02M Buy
395,300
+144,300
+57% +$1.1M ﹤0.01% 5248
2025
Q4 		$2.44M Sell
251,000
-1,477,800
-85% -$12.6M ﹤0.01% 5230
2025
Q3 		$7.24M Buy
1,728,800
+1,612,100
+1,381% +$10.3M ﹤0.01% 3502
2025
Q2 		$1.08M Sell
116,700
-36,300
-24% -$317K ﹤0.01% 7212
2025
Q1 		$1.49M Buy
153,000
+112,800
+281% +$1.4M ﹤0.01% 6232
2024
Q4 		$487K Buy
+40,200
New +$488K ﹤0.01% 8729
2024
Q3 		– Sell
-24,400
Closed -$220K – 12856
2024
Q2 		$220K Sell
24,400
-50,000
-67% -$348K ﹤0.01% 10152
2024
Q1 		$608K Buy
74,400
+41,700
+128% +$342K ﹤0.01% 8046
2023
Q4 		$276K Sell
32,700
-285,500
-90% -$3.31M ﹤0.01% 10003
2023
Q3 		$5.44M Buy
318,200
+157,500
+98% +$3.09M ﹤0.01% 3372
2023
Q2 		$3.73M Buy
+160,700
New +$3.14M ﹤0.01% 4010
2021
Q3 		– Sell
-19,500
Closed -$749K – 13418
2021
Q2 		$749K Sell
19,500
-14,600
-43% -$499K ﹤0.01% 8561
2021
Q1 		$1.04M Buy
34,100
+7,300
+27% +$273K ﹤0.01% 7636
2020
Q4 		$1.02M Buy
+26,800
New +$1.12M ﹤0.01% 6679

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.