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。
2025 年第 1 季 13F 持有人
Replimune Group, Inc. 在 2025/3/31 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
- 167
- 較 2024 年第 4 季 +11 家
- 持有股數
- 8,198 萬
- 較 2024 年第 4 季 +476.3 萬 (+6.2%)
- 總市值
- $7.99 億
- 較 2024 年第 4 季 −$1.36 億 (−14.5%)
- 新進機構
- 26
- 另有 61 家加碼
- 清倉機構
- 15
- 另有 50 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $7.52 億 |
| 2025 年第 1 季 | 167 | $7.99 億 |
| 2024 年第 4 季 | 157 | $9.43 億 |
| 2024 年第 3 季 | 144 | $7.67 億 |
| 2024 年第 2 季 | 149 | $6.38 億 |
| 2024 年第 1 季 | 150 | $5.48 億 |
| 2023 年第 4 季 | 140 | $5.57 億 |
| 2023 年第 3 季 | 127 | $9.71 億 |
| 2023 年第 2 季 | 141 | $12.7 億 |
| 2023 年第 1 季 | 140 | $9.49 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baker Bros. Advisors LP | 11,045,336 | $1.08 億 | 1.19% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 10,853,832 | $1.06 億 | 0.01% | −109,051−1.0% | 減碼 |
| BlackRock, Inc. | 6,061,895 | $5,910 萬 | 0.00% | +495,498+8.9% | 加碼 |
| Redmile Group, LLC | 4,898,527 | $4,776 萬 | 4.51% | −7,000−0.1% | 減碼 |
| FCPM III Services B.V. | 3,909,696 | $3,812 萬 | 9.21% | −60,972−1.5% | 減碼 |
| Vanguard Group Inc | 3,833,033 | $3,737 萬 | 0.00% | +237,185+6.6% | 加碼 |
| Tang Capital Management LLC | 2,900,000 | $2,828 萬 | 1.56% | +200,000+7.4% | 加碼 |
| Marshall Wace, LLP | 2,487,685 | $2,425 萬 | 0.03% | +1,591,501+177.6% | 加碼 |
| Sofinnova Investments, Inc. | 2,479,939 | $2,418 萬 | 1.82% | −669,583−21.3% | 減碼 |
| State Street Corp | 2,398,047 | $2,338 萬 | 0.00% | +193,996+8.8% | 加碼 |
| RTW Investments, LP | 2,065,010 | $2,013 萬 | 0.31% | 00.0% | 不變 |
| Omega Fund Management, LLC | 1,975,203 | $1,926 萬 | 11.36% | 00.0% | 不變 |
| Boxer Capital Management, LLC | 1,796,341 | $1,751 萬 | 5.27% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,672,770 | $1,631 萬 | 0.00% | +243,104+17.0% | 加碼 |
| Braidwell LP | 1,461,826 | $1,425 萬 | 0.50% | −15,276−1.0% | 減碼 |
| Millennium Management LLC | 1,223,236 | $1,193 萬 | 0.01% | +33,574+2.8% | 加碼 |
| MPM Oncology Impact Management LP | 987,036 | $962.4 萬 | 1.65% | +37,036+3.9% | 加碼 |
| Parkman Healthcare Partners LLC | 950,399 | $926.6 萬 | 1.10% | +80,640+9.3% | 加碼 |
| Dimensional Fund Advisors LP | 949,872 | $926.5 萬 | 0.00% | +171,709+22.1% | 加碼 |
| Wellington Management Group LLP | 936,360 | $913.0 萬 | 0.00% | −160,384−14.6% | 減碼 |
| Morgan Stanley | 928,262 | $905.1 萬 | 0.00% | −119,365−11.4% | 減碼 |
| Woodline Partners LP | 855,238 | $833.9 萬 | 0.05% | +929+0.1% | 加碼 |
| EcoR1 Capital, LLC | 850,341 | $829.1 萬 | 0.49% | 00.0% | 不變 |
| Rosalind Advisors, Inc. | 850,000 | $828.8 萬 | 4.04% | +590,000+226.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 796,580 | $776.7 萬 | 0.01% | −175,995−18.1% | 減碼 |
| Goldman Sachs Group Inc | 690,167 | $672.9 萬 | 0.00% | +119,145+20.9% | 加碼 |
| Nuveen, LLC | 671,411 | $654.6 萬 | 0.00% | +671,411 | 新進 |
| Northern Trust Corp | 632,996 | $617.2 萬 | 0.00% | +43,361+7.4% | 加碼 |
| Artisan Partners Limited Partnership | 565,075 | $550.9 萬 | 0.01% | −45,938−7.5% | 減碼 |
| Deutsche Bank AG | 563,701 | $549.6 萬 | 0.00% | +2,140+0.4% | 加碼 |
| Charles Schwab Investment Management Inc | 552,046 | $538.2 萬 | 0.00% | +43,648+8.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 458,672 | $447.2 萬 | 0.03% | +295,372+180.9% | 加碼 |
| Nan Fung Group Holdings Ltd | 414,246 | $403.9 萬 | 3.29% | +92,500+28.7% | 加碼 |
| FMR LLC | 403,371 | $393.3 萬 | 0.00% | +56,089+16.2% | 加碼 |
| Bank of America Corp | 361,277 | $352.2 萬 | 0.00% | +336,854+1,379.2% | 加碼 |
| Catalio Capital Management, LP | 355,640 | $346.7 萬 | 0.86% | +355,640 | 新進 |
| Balyasny Asset Management LLC | 333,237 | $324.9 萬 | 0.01% | +333,237 | 新進 |
| Ensign Peak Advisors, Inc | 322,402 | $314.3 萬 | 0.01% | +322,402 | 新進 |
| Invesco Ltd. | 322,343 | $314.3 萬 | 0.00% | +234,337+266.3% | 加碼 |
| Exome Asset Management LLC | 294,846 | $287.5 萬 | 2.57% | +240,108+438.6% | 加碼 |
| TD Asset Management Inc | 275,852 | $269.0 萬 | 0.00% | −18,446−6.3% | 減碼 |
| Jane Street Group, LLC | 264,895 | $258.3 萬 | 0.00% | −51,392−16.2% | 減碼 |
| UBS Oconnor LLC | 250,420 | $244.2 萬 | 0.06% | +8,850+3.7% | 加碼 |
| JPMorgan Chase & Co | 220,587 | $215.1 萬 | 0.00% | −266,022−54.7% | 減碼 |
| Manufacturers Life Insurance Company, The | 208,078 | $202.9 萬 | 0.00% | +14,074+7.3% | 加碼 |
| Moody Aldrich Partners LLC | 197,385 | $192.5 萬 | 0.40% | +197,385 | 新進 |
| Bank of New York Mellon Corp | 189,177 | $184.4 萬 | 0.00% | +14,659+8.4% | 加碼 |
| Velan Capital Investment Management LP | 182,083 | $177.5 萬 | 1.83% | +716+0.4% | 加碼 |
| PDT Partners, LLC | 158,760 | $154.8 萬 | 0.11% | −340.0% | 減碼 |
| Wells Fargo & Company | 158,276 | $154.3 萬 | 0.00% | +80,905+104.6% | 加碼 |
| Renaissance Technologies LLC | 156,236 | $152.3 萬 | 0.00% | −700−0.4% | 減碼 |
| Susquehanna International Group, LLP | 155,903 | $152.0 萬 | 0.00% | +110,807+245.7% | 加碼 |
| Barclays PLC | 154,796 | $150.9 萬 | 0.00% | −12,533−7.5% | 減碼 |
| Trexquant Investment LP | 152,536 | $148.7 萬 | 0.02% | −42,056−21.6% | 減碼 |
| UBS Group AG | 148,305 | $144.6 萬 | 0.00% | +52,858+55.4% | 加碼 |
| Alliancebernstein L.P. | 142,001 | $138.5 萬 | 0.00% | −298,611−67.8% | 減碼 |
| American Century Companies Inc | 133,243 | $129.9 萬 | 0.00% | +21,393+19.1% | 加碼 |
| Dark Forest Capital Management LP | 119,051 | $116.1 萬 | 0.05% | +101,235+568.2% | 加碼 |
| J. Goldman & Co LP | 115,861 | $113.0 萬 | 0.04% | +3,178+2.8% | 加碼 |
| Citigroup Inc | 115,469 | $112.6 萬 | 0.00% | +30,090+35.2% | 加碼 |
| SummitTX Capital, L.P. | 109,071 | $106.3 萬 | 0.05% | +109,071 | 新進 |
| Panagora Asset Management Inc | 106,484 | $103.8 萬 | 0.01% | +106,484 | 新進 |
| Swiss National Bank | 103,700 | $101.1 萬 | 0.00% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 95,977 | $93.6 萬 | 0.00% | −187,989−66.2% | 減碼 |
| Rhumbline Advisers | 95,389 | $93.0 萬 | 0.00% | −76−0.1% | 減碼 |
| UBS Asset Management Americas Inc | 86,758 | $84.6 萬 | 0.00% | +20,996+31.9% | 加碼 |
| Prelude Capital Management, LLC | 82,562 | $80.5 萬 | 0.08% | +66,244+406.0% | 加碼 |
| Fisher Asset Management, LLC | 81,949 | $79.9 萬 | 0.00% | +4,286+5.5% | 加碼 |
| Rafferty Asset Management, LLC | 78,608 | $76.6 萬 | 0.00% | +1,300+1.7% | 加碼 |
| Victory Capital Management Inc | 75,140 | $73.3 萬 | 0.00% | +30,260+67.4% | 加碼 |
| Diadema Partners LP | 74,530 | $72.7 萬 | 0.58% | −39,470−34.6% | 減碼 |
| Voya Investment Management LLC | 73,275 | $71.4 萬 | 0.00% | −37,791−34.0% | 減碼 |
| Legal & General Group Plc | 57,383 | $55.9 萬 | 0.00% | −1,983−3.3% | 減碼 |
| Alps Advisors Inc | 56,328 | $54.9 萬 | 0.00% | −4,589−7.5% | 減碼 |
| Qube Research & Technologies Ltd | 52,780 | $51.5 萬 | 0.00% | +52,780 | 新進 |
| State of Wisconsin Investment Board | 47,704 | $46.5 萬 | 0.00% | +28,037+142.6% | 加碼 |
| Algert Global LLC | 45,820 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global ETFs Holdings Ltd. | 44,352 | $43.5 萬 | 0.00% | +6,653+17.6% | 加碼 |
| Two Sigma Investments, LP | 44,403 | $43.3 萬 | 0.00% | −168,183−79.1% | 減碼 |
| California State Teachers Retirement System | 42,725 | $41.7 萬 | 0.00% | 00.0% | 不變 |
| New York State Common Retirement Fund | 41,842 | $40.8 萬 | 0.00% | −1,362−3.2% | 減碼 |
| Intech Investment Management LLC | 40,711 | $39.7 萬 | 0.00% | +1,741+4.5% | 加碼 |
| MetLife Investment Management | 40,598 | $39.6 萬 | 0.00% | +2,939+7.8% | 加碼 |
| Cantor Fitzgerald, L. P. | 40,000 | $39.0 萬 | 0.01% | +40,000 | 新進 |
| Graham Capital Management, L.P. | 38,118 | $37.2 萬 | 0.01% | +7,938+26.3% | 加碼 |
| NEOS Investment Management LLC | 37,522 | $36.6 萬 | 0.01% | +37,522 | 新進 |
| Tema ETFs LLC | 37,522 | $36.6 萬 | 0.11% | +37,522 | 新進 |
| Dynamic Technology Lab Private Ltd | 35,139 | $34.3 萬 | 0.05% | +35,139 | 新進 |
| Corebridge Financial, Inc. | 33,584 | $32.7 萬 | 0.00% | +3,317+11.0% | 加碼 |
| SEI Investments Co | 32,594 | $31.8 萬 | 0.00% | +20,375+166.7% | 加碼 |
| Glenmede Trust Co NA | 25,917 | $25.3 萬 | 0.00% | +25,917 | 新進 |
| Creative Planning | 23,715 | $23.1 萬 | 0.00% | +674+2.9% | 加碼 |
| Citadel Advisors LLC | 22,755 | $22.2 萬 | 0.00% | −113,609−83.3% | 減碼 |
| Two Sigma Advisers, LP | 19,600 | $19.1 萬 | 0.00% | −150,800−88.5% | 減碼 |
| Janus Henderson Group PLC | 17,741 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| ProShare Advisors LLC | 18,313 | $17.9 萬 | 0.00% | −2,475−11.9% | 減碼 |
| Persistent Asset Partners Ltd | 17,143 | $16.7 萬 | 0.15% | −11,960−41.1% | 減碼 |
| Profund Advisors LLC | 16,834 | $16.4 萬 | 0.01% | +1,275+8.2% | 加碼 |
| Martingale Asset Management L P | 15,626 | $15.2 萬 | 0.00% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 15,448 | $15.1 萬 | 0.01% | −869−5.3% | 減碼 |