Replimune Group, Inc.
REPL- 交易所
- Nasdaq
- 產業
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001737953
近 90 天，Replimune Group, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 199 家機構在 13F 申報持有，市值合計 $10.6 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Replimune Group, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 199
- 較 2026 年第 1 季 +20 家
- 持有股數
- 9,545 萬
- 較 2026 年第 1 季 +1,436 萬 (+17.7%)
- 總市值
- $10.6 億
- 較 2026 年第 1 季 +$4.38 億 (+70.7%)
- 新進機構
- 72
- 另有 72 家加碼
- 清倉機構
- 52
- 另有 44 家減碼
另有 1 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 REPL 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 199 | $10.6 億 |
| 2026 年第 1 季 | 180 | $6.19 億 |
| 2025 年第 4 季 | 165 | $7.75 億 |
| 2025 年第 3 季 | 163 | $3.48 億 |
| 2025 年第 2 季 | 175 | $7.53 億 |
| 2025 年第 1 季 | 167 | $8.00 億 |
| 2024 年第 4 季 | 157 | $9.43 億 |
| 2024 年第 3 季 | 144 | $7.69 億 |
| 2024 年第 2 季 | 149 | $6.40 億 |
| 2024 年第 1 季 | 150 | $5.93 億 |
| 2023 年第 4 季 | 140 | $5.97 億 |
| 2023 年第 3 季 | 127 | $9.74 億 |
| 2023 年第 2 季 | 141 | $12.9 億 |
| 2023 年第 1 季 | 140 | $9.70 億 |
| 2022 年第 4 季 | 135 | $13.1 億 |
| 2022 年第 3 季 | 106 | $7.04 億 |
| 2022 年第 2 季 | 102 | $7.00 億 |
| 2022 年第 1 季 | 107 | $6.65 億 |
| 2021 年第 4 季 | 99 | $10.5 億 |
| 2021 年第 3 季 | 101 | $10.5 億 |
| 2021 年第 2 季 | 110 | $13.4 億 |
| 2021 年第 1 季 | 108 | $10.6 億 |
2026 年第 2 季持有機構
每家機構持有 Replimune Group, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 11,045,336 | $1.22 億 | 0.61% | 00.0% | 不變 |
| BlackRock, Inc. | 8,958,535 | $9,917 萬 | 0.00% | +2,719,296+43.6% | 加碼 |
| RTW Investments, LP | 7,411,581 | $8,205 萬 | 0.70% | +54,665+0.7% | 加碼 |
| Ridgeback Capital Investments L.P. | 7,310,656 | $8,093 萬 | 100.00% | +7,310,656 | 新進 |
| Goldman Sachs Group Inc | 4,541,018 | $5,027 萬 | 0.01% | +2,263,742+99.4% | 加碼 |
| State Street Corp | 4,440,144 | $4,915 萬 | 0.00% | +657,907+17.4% | 加碼 |
| Suvretta Capital Management, LLC | 4,389,836 | $4,860 萬 | 1.02% | +168,000+4.0% | 加碼 |
| Boxer Capital Management, LLC | 3,983,000 | $4,409 萬 | 3.32% | +2,808,000+239.0% | 加碼 |
| Vanguard Capital Management LLC | 2,896,004 | $3,206 萬 | 0.00% | +136,884+5.0% | 加碼 |
| FCPM III Services B.V. | 2,808,368 | $3,109 萬 | 4.14% | 00.0% | 不變 |
| AQR Capital Management LLC | 2,566,241 | $2,841 萬 | 0.01% | +2,310,746+904.4% | 加碼 |
| Logos Global Management LP | 2,500,000 | $2,768 萬 | 1.19% | +2,500,000 | 新進 |
| Jane Street Group, LLC | 2,322,545 | $2,571 萬 | 0.02% | +1,894,400+442.5% | 加碼 |
| Erste Asset Management GmbH | 2,120,000 | $2,374 萬 | 0.18% | 00.0% | 不變 |
| Geode Capital Management, LLC | 2,035,187 | $2,253 萬 | 0.00% | +233,662+13.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,789,964 | $1,981 萬 | 0.01% | −546,564−23.4% | 減碼 |
| Price T Rowe Associates Inc | 1,620,963 | $1,795 萬 | 0.00% | −6,500,470−80.0% | 減碼 |
| Opaleye Management Inc. | 1,384,993 | $1,533 萬 | 1.39% | +1,384,993 | 新進 |
| Toronto Dominion Bank | 1,275,000 | $1,411 萬 | 0.02% | −316,030−19.9% | 減碼 |
| UBS Group AG | 1,128,276 | $1,249 萬 | 0.00% | +547,066+94.1% | 加碼 |
| Artisan Partners Limited Partnership | 973,496 | $1,078 萬 | 0.02% | +973,496 | 新進 |
| FMR LLC | 929,375 | $1,029 萬 | 0.00% | −1,116,115−54.6% | 減碼 |
| Millennium Management LLC | 821,958 | $909.9 萬 | 0.01% | +521,125+173.2% | 加碼 |
| Citadel Advisors LLC | 784,233 | $868.1 萬 | 0.00% | +385,504+96.7% | 加碼 |
| Caption Management, LLC | 783,873 | $867.7 萬 | 0.31% | +332,051+73.5% | 加碼 |
| Invesco Ltd. | 724,244 | $801.7 萬 | 0.00% | +533,319+279.3% | 加碼 |
| Point72 Asset Management, L.P. | 723,262 | $800.7 萬 | 0.01% | +723,262 | 新進 |
| Morgan Stanley | 693,003 | $767.2 萬 | 0.00% | +46,790+7.2% | 加碼 |
| Vanguard Portfolio Management LLC | 681,756 | $754.7 萬 | 0.00% | +129,180+23.4% | 加碼 |
| Nuveen, LLC | 677,524 | $750.0 萬 | 0.00% | +619,910+1,076.0% | 加碼 |
| Northern Trust Corp | 665,618 | $736.8 萬 | 0.00% | +76,498+13.0% | 加碼 |
| ADAR1 Capital Management, LLC | 655,784 | $726.0 萬 | 0.34% | −927,203−58.6% | 減碼 |
| Charles Schwab Investment Management Inc | 639,986 | $708.5 萬 | 0.00% | +28,227+4.6% | 加碼 |
| Eversept Partners, LP | 590,252 | $653.4 萬 | 0.36% | +255,391+76.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 545,109 | $603.4 萬 | 0.10% | +392,281+256.7% | 加碼 |
| Dimensional Fund Advisors LP | 502,130 | $555.9 萬 | 0.00% | −637,969−56.0% | 減碼 |
| Jefferies Financial Group Inc. | 495,465 | $548.5 萬 | 0.05% | −218,760−30.6% | 減碼 |
| Vanguard Fiduciary Trust Co | 489,190 | $541.5 萬 | 0.00% | +14,064+3.0% | 加碼 |
| Bank of America Corp | 329,385 | $364.6 萬 | 0.00% | +75,936+30.0% | 加碼 |
| Readystate Asset Management LP | 299,958 | $332.1 萬 | 0.14% | +161,470+116.6% | 加碼 |
| Armistice Capital, LLC | 264,000 | $292.2 萬 | 0.08% | +264,000 | 新進 |
| Susquehanna International Group, LLP | 253,450 | $280.6 萬 | 0.00% | −370,529−59.4% | 減碼 |
| Bank of New York Mellon Corp | 235,405 | $260.6 萬 | 0.00% | +30,614+14.9% | 加碼 |
| Barclays PLC | 227,063 | $251.4 萬 | 0.00% | +137,441+153.4% | 加碼 |
| Wellington Management Group LLP | 215,302 | $238.3 萬 | 0.00% | +17,724+9.0% | 加碼 |
| Woodline Partners LP | 191,424 | $211.9 萬 | 0.01% | −189,564−49.8% | 減碼 |
| Creative Planning | 174,164 | $192.8 萬 | 0.00% | +125,083+254.9% | 加碼 |
| Engineers Gate Manager LP | 172,998 | $191.5 萬 | 0.02% | +22,504+15.0% | 加碼 |
| Cerity Partners LLC | 167,504 | $185.4 萬 | 0.00% | +149,082+809.3% | 加碼 |
| Two Sigma Investments, LP | 166,592 | $184.4 萬 | 0.00% | −178,159−51.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 159,975 | $177.1 萬 | 0.00% | +1,613+1.0% | 加碼 |
| Squarepoint Ops LLC | 131,354 | $145.4 萬 | 0.00% | +131,354 | 新進 |
| Moore Capital Management, LP | 130,195 | $144.1 萬 | 0.03% | −180,929−58.2% | 減碼 |
| Trexquant Investment LP | 128,503 | $142.3 萬 | 0.01% | +128,503 | 新進 |
| Resolute Capital Asset Partners LLC | 125,000 | $138.4 萬 | 0.59% | +125,000 | 新進 |
| Mariner, LLC | 110,276 | $122.1 萬 | 0.00% | +110,276 | 新進 |
| Citigroup Inc | 108,877 | $120.5 萬 | 0.00% | +93,288+598.4% | 加碼 |
| New York State Common Retirement Fund | 108,184 | $119.8 萬 | 0.00% | +92,973+611.2% | 加碼 |
| Rhumbline Advisers | 103,943 | $115.1 萬 | 0.00% | +16,203+18.5% | 加碼 |
| HSBC Holdings PLC | 92,154 | $103.5 萬 | 0.00% | +92,154 | 新進 |
| SG Americas Securities, LLC | 92,476 | $102.4 萬 | 0.00% | −59,198−39.0% | 減碼 |
| Raymond James Financial Inc | 89,096 | $98.6 萬 | 0.00% | +16,951+23.5% | 加碼 |
| Mercer Global Advisors Inc | 82,000 | $90.8 萬 | 0.00% | +56,676+223.8% | 加碼 |
| Ieq Capital, LLC | 81,982 | $90.8 萬 | 0.00% | +81,982 | 新進 |
| Wells Fargo & Company | 80,515 | $89.1 萬 | 0.00% | +37,776+88.4% | 加碼 |
| Pavaki Capital Management LLC | 80,400 | $89.0 萬 | 0.51% | +80,400 | 新進 |
| Deutsche Bank AG | 77,455 | $85.7 萬 | 0.00% | +22,511+41.0% | 加碼 |
| Rafferty Asset Management, LLC | 76,349 | $84.5 萬 | 0.00% | −42,127−35.6% | 減碼 |
| Toroso Investments, LLC | 75,572 | $83.7 萬 | 0.00% | −31,313−29.3% | 減碼 |
| Tema ETFs LLC | 75,572 | $83.7 萬 | 0.03% | −31,313−29.3% | 減碼 |
| Fred Alger Management, LLC | 65,961 | $73.0 萬 | 0.00% | +65,961 | 新進 |
| LPL Financial LLC | 65,410 | $72.4 萬 | 0.00% | +52,277+398.1% | 加碼 |
| JPMorgan Chase & Co | 61,023 | $68.3 萬 | 0.00% | −728,928−92.3% | 減碼 |
| Russell Investments Group, Ltd. | 59,639 | $66.0 萬 | 0.00% | +28,147+89.4% | 加碼 |
| LMR Partners LLP | 50,699 | $56.1 萬 | 0.00% | +50,699 | 新進 |
| Diametric Capital, LP | 50,186 | $55.6 萬 | 0.06% | +50,186 | 新進 |
| Alliancebernstein L.P. | 72,300 | $55.3 萬 | 0.00% | +10,160+16.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 47,414 | $52.1 萬 | 0.00% | +47,414 | 新進 |
| MetLife Investment Management | 46,374 | $51.3 萬 | 0.00% | +8,019+20.9% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 45,325 | $50.3 萬 | 0.00% | +4,102+10.0% | 加碼 |
| SEI Investments Co | 45,403 | $50.3 萬 | 0.00% | +45,403 | 新進 |
| Quantinno Capital Management LP | 43,451 | $48.1 萬 | 0.00% | −65,026−59.9% | 減碼 |
| Balyasny Asset Management LLC | 40,853 | $45.2 萬 | 0.00% | +10,035+32.6% | 加碼 |
| Exome Asset Management LLC | 40,361 | $44.7 萬 | 0.28% | +40,361 | 新進 |
| KLCM Advisors, Inc. | 40,000 | $44.3 萬 | 0.04% | +40,000 | 新進 |
| Renaissance Technologies LLC | 39,800 | $44.1 萬 | 0.00% | −341,653−89.6% | 減碼 |
| Profund Advisors LLC | 38,776 | $42.9 萬 | 0.01% | −14,146−26.7% | 減碼 |
| Virtus Investment Advisers, Inc. | 36,846 | $40.8 萬 | 0.10% | +10,060+37.6% | 加碼 |
| Simplicity Wealth,LLC | 31,101 | $34.4 萬 | 0.01% | +31,101 | 新進 |
| Bleakley Financial Group, LLC | 30,131 | $33.4 萬 | 0.00% | +30,131 | 新進 |
| Vanguard Global Advisers, LLC | 29,299 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 27,550 | $30.5 萬 | 0.02% | +27,550 | 新進 |
| Axq Capital, LP | 27,121 | $30.0 萬 | 0.03% | +1,056+4.1% | 加碼 |
| Private Capital Advisors, Inc. | 27,066 | $30.0 萬 | 0.03% | +27,066 | 新進 |
| Manchester Capital Management LLC | 25,675 | $28.4 萬 | 0.04% | +25,675 | 新進 |
| Colony Group, LLC | 25,208 | $27.9 萬 | 0.00% | +25,208 | 新進 |
| Blueshift Asset Management, LLC | 25,176 | $27.9 萬 | 0.06% | +9,610+61.7% | 加碼 |
| Fox Run Management, L.L.C. | 25,061 | $27.7 萬 | 0.05% | +25,061 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 23,361 | $25.9 萬 | 0.00% | +4,916+26.7% | 加碼 |
| Buckingham Strategic Partners | 23,168 | $25.6 萬 | 0.00% | +23,168 | 新進 |