VCIM
REPL icon

Velan Capital Investment Management’s Replimune Group REPL Stock Holding History

Velan Capital Investment 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 		$153K Buy
20,000
+5,000
+33% +$38.2K 0.1% 41
2025
Q4 		$146K Sell
15,000
-5,000
-25% -$42.5K 0.08% 39
2025
Q3 		$83.8K Sell
20,000
-163,083
-89% -$1.04M 0.08% 46
2025
Q2 		$1.7M Buy
183,083
+1,000
+0.5% +$8.73K 1.68% 18
2025
Q1 		$1.78M Buy
182,083
+716
+0.4% +$8.86K 1.83% 14
2024
Q4 		$2.2M Buy
+181,367
New +$2.2M 1.9% 12

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

Velan Capital Investment Management's REPL Position: Q1 2026 in Review

Velan Capital Investment Management increased its Replimune Group (REPL) stake by 33% in Q1 2026, buying an estimated $38.2K and bringing the position to 20,000 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #41.

Velan Capital Investment Management first reported a position in REPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.2M in Q4 2024. 180 funds tracked by Wall St. Rank hold REPL as of Q1 2026.

  • Velan Capital Investment Management held 20,000 shares of Replimune Group worth $153K as of Q1 2026.
  • Velan Capital Investment Management bought 5,000 Replimune Group shares in Q1 2026, an estimated $38.2K.
  • Replimune Group made up 0.1% of Velan Capital Investment Management's portfolio in Q1 2026, its #41 holding.
  • Velan Capital Investment Management first reported a position in Replimune Group in Q4 2024 and has held it in 6 quarters since.
  • Velan Capital Investment Management's Replimune Group position peaked at $2.2M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Replimune Group as of Q1 2026.

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