PCM
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Polymer Capital Management’s Replimune Group REPL Stock Holding History

Polymer Capital Management’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 		– Sell
-11,764
Closed -$90K – 917
2026
Q1 		$90K Buy
+11,764
New +$89.9K 0.01% 770

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

Polymer Capital Management's REPL Position: Q2 2026 in Review

Polymer Capital Management sold out of Replimune Group (REPL) in Q2 2026, closing a stake of 11,764 shares — an estimated $90K sold.

Polymer Capital Management first reported a position in REPL in Q1 2026 and held it in 1 quarter. The position peaked at $90K in Q1 2026. 199 funds tracked by Wall St. Rank hold REPL as of Q2 2026.

  • Polymer Capital Management reported no remaining Replimune Group position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 11,764 Replimune Group shares in Q2 2026, an estimated $90K.
  • Polymer Capital Management first reported a position in Replimune Group in Q1 2026 and held it in 1 quarter.
  • Polymer Capital Management's Replimune Group position peaked at $90K in Q1 2026.
  • 199 funds tracked by Wall St. Rank held Replimune Group as of Q2 2026.

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