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Redmile Group’s Replimune Group REPL Stock Holding History

Redmile Group’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
Q1 		– Sell
-1,099,756
Closed -$10.7M – 37
2025
Q4 		$10.7M Buy
1,099,756
+563,938
+105% +$4.79M 0.79% 20
2025
Q3 		$2.25M Sell
535,818
-4,128,973
-89% -$26.4M 0.22% 37
2025
Q2 		$43.3M Sell
4,664,791
-233,736
-5% -$2.04M 4.61% 6
2025
Q1 		$47.8M Sell
4,898,527
-7,000
-0.1% -$86.6K 4.51% 6
2024
Q4 		$59.4M Buy
4,905,527
+124,344
+3% +$1.51M 4.14% 6
2024
Q3 		$52.4M Sell
4,781,183
-780,913
-14% -$7.93M 3.09% 8
2024
Q2 		$50.1M Buy
5,562,096
+1,832,113
+49% +$12.8M 3.03% 8
2024
Q1 		$30.5M Sell
3,729,983
-135,275
-3% -$1.11M 1.12% 32
2023
Q4 		$32.6M Sell
3,865,258
-298,664
-7% -$3.46M 1.17% 27
2023
Q3 		$71.2M Sell
4,163,922
-256,611
-6% -$5.04M 3.39% 6
2023
Q2 		$103M Buy
4,420,533
+608,545
+16% +$11.9M 3.94% 4
2023
Q1 		$67.3M Sell
3,811,988
-1,019,721
-21% -$24.2M 2.92% 10
2022
Q4 		$131M Buy
4,831,709
+1,186,400
+33% +$24.7M 5.38% 4
2022
Q3 		$63M Hold
3,645,309
– – 2.44% 11
2022
Q2 		$63.7M Sell
3,645,309
-46,003
-1% -$756K 2.43% 10
2022
Q1 		$62.7M Sell
3,691,312
-175,200
-5% -$3.31M 1.96% 16
2021
Q4 		$105M Sell
3,866,512
-211,600
-5% -$6.33M 2.38% 11
2021
Q3 		$121M Sell
4,078,112
-113,400
-3% -$3.68M 2.11% 15
2021
Q2 		$161M Buy
4,191,512
+73,300
+2% +$2.51M 2.38% 9
2021
Q1 		$126M Buy
4,118,212
+124,813
+3% +$4.67M 1.77% 17
2020
Q4 		$152M Buy
3,993,399
+662,400
+20% +$27.6M 1.84% 15
2020
Q3 		$76.7M Buy
3,330,999
+226,806
+7% +$5.17M 1.41% 24
2020
Q2 		$77.1M Buy
3,104,193
+123,700
+4% +$2.19M 1.42% 21
2020
Q1 		$29.7M Buy
2,980,493
+214,086
+8% +$3.19M 0.83% 39
2019
Q4 		$39.7M Buy
2,766,407
+552,990
+25% +$7.97M 0.95% 31
2019
Q3 		$30.8M Buy
2,213,417
+16,414
+0.7% +$201K 1.03% 29
2019
Q2 		$32.2M Sell
2,197,003
-15,453
-0.7% -$223K 0.91% 34
2019
Q1 		$33.7M Buy
2,212,456
+23,499
+1% +$293K 0.99% 34
2018
Q4 		$21.9M Sell
2,188,957
-4,000
-0.2% -$54.1K 0.88% 38
2018
Q3 		$35.3M Buy
+2,192,957
New +$38.4M 1.09% 33

Other funds holding REPL

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FIS
FCPM III Services Naarden, Netherlands $722M AUM 73.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Redmile Group's REPL Position: Q1 2026 in Review

Redmile Group sold out of Replimune Group (REPL) in Q1 2026, closing a stake of 1,099,756 shares — an estimated $10.7M sold.

Redmile Group first reported a position in REPL in Q3 2018 and held it in 30 quarters. The position peaked at $161M in Q2 2021. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

  • Redmile Group reported no remaining Replimune Group position as of Q1 2026 after selling out during the quarter.
  • Redmile Group sold 1,099,756 Replimune Group shares in Q1 2026, an estimated $10.7M.
  • Redmile Group first reported a position in Replimune Group in Q3 2018 and held it in 30 quarters.
  • Redmile Group's Replimune Group position peaked at $161M in Q2 2021.
  • 180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

Based on Redmile Group's 13F filing for Q1 2026, filed 15 May 2026.