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Suvretta Capital Management’s Replimune Group REPL Stock Holding History

Suvretta 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
Q1 		$32.3M Buy
4,221,836
+4,185,798
+11,615% +$32M 0.82% 40
2025
Q4 		$350K Buy
+36,038
New +$306K 0.01% 91

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Suvretta Capital Management's REPL Position: Q1 2026 in Review

Suvretta Capital Management increased its Replimune Group (REPL) stake by 11,615% in Q1 2026, buying an estimated $32M and bringing the position to 4,221,836 shares worth $32.3M. The position accounts for 0.82% of the portfolio, ranked #40.

Suvretta Capital Management first reported a position in REPL in Q4 2025 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

  • Suvretta Capital Management held 4,221,836 shares of Replimune Group worth $32.3M as of Q1 2026.
  • Suvretta Capital Management bought 4,185,798 Replimune Group shares in Q1 2026, an estimated $32M.
  • Replimune Group made up 0.82% of Suvretta Capital Management's portfolio in Q1 2026, its #40 holding.
  • Suvretta Capital Management first reported a position in Replimune Group in Q4 2025 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

Based on Suvretta Capital Management's 13F filing for Q1 2026, filed 15 May 2026.