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 1 季 13F 持有人
Replimune Group, Inc. 在 2026/3/31 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
- 180
- 較 2025 年第 4 季 +17 家
- 持有股數
- 8,110 萬
- 較 2025 年第 4 季 +512.6 萬 (+6.7%)
- 總市值
- $6.19 億
- 較 2025 年第 4 季 −$1.19 億 (−16.2%)
- 新進機構
- 46
- 另有 62 家加碼
- 清倉機構
- 29
- 另有 49 家減碼
另有 2 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 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 | $8,450 萬 | 0.49% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 8,121,433 | $6,213 萬 | 0.01% | −140,863−1.7% | 減碼 |
| RTW Investments, LP | 7,356,916 | $5,628 萬 | 0.56% | +216,564+3.0% | 加碼 |
| BlackRock, Inc. | 6,239,239 | $4,773 萬 | 0.00% | +169,606+2.8% | 加碼 |
| Suvretta Capital Management, LLC | 4,221,836 | $3,230 萬 | 0.88% | +4,185,798+11,615.0% | 加碼 |
| State Street Corp | 3,782,237 | $2,893 萬 | 0.00% | +89,130+2.4% | 加碼 |
| FCPM III Services B.V. | 2,808,368 | $2,148 萬 | 2.97% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 2,759,120 | $2,111 萬 | 0.00% | +2,759,120 | 新進 |
| D. E. Shaw & Co., Inc. | 2,336,528 | $1,787 萬 | 0.01% | −238,514−9.3% | 減碼 |
| Goldman Sachs Group Inc | 2,277,276 | $1,742 萬 | 0.00% | +1,619,180+246.0% | 加碼 |
| FMR LLC | 2,045,490 | $1,565 萬 | 0.00% | −936,090−31.4% | 減碼 |
| Erste Asset Management GmbH | 2,120,000 | $1,526 萬 | 0.14% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,801,525 | $1,379 萬 | 0.00% | +51,331+2.9% | 加碼 |
| Toronto Dominion Bank | 1,591,030 | $1,217 萬 | 0.02% | −638,497−28.6% | 減碼 |
| ADAR1 Capital Management, LLC | 1,582,987 | $1,211 萬 | 0.73% | +341,665+27.5% | 加碼 |
| Boxer Capital Management, LLC | 1,175,000 | $898.9 萬 | 1.18% | +425,000+56.7% | 加碼 |
| Dimensional Fund Advisors LP | 1,140,099 | $871.9 萬 | 0.00% | +20,742+1.9% | 加碼 |
| EcoR1 Capital, LLC | 1,000,000 | $765.0 萬 | 0.33% | +1,000,000 | 新進 |
| JPMorgan Chase & Co | 789,951 | $568.8 萬 | 0.00% | −135,222−14.6% | 減碼 |
| Sio Capital Management, LLC | 720,036 | $550.8 萬 | 0.79% | +720,036 | 新進 |
| Jefferies Financial Group Inc. | 714,225 | $546.4 萬 | 0.07% | −10.0% | 減碼 |
| Morgan Stanley | 646,213 | $494.4 萬 | 0.00% | −168,675−20.7% | 減碼 |
| Susquehanna International Group, LLP | 623,979 | $477.3 萬 | 0.01% | +17,135+2.8% | 加碼 |
| Charles Schwab Investment Management Inc | 611,759 | $468.0 萬 | 0.00% | +23,869+4.1% | 加碼 |
| Northern Trust Corp | 589,120 | $450.7 萬 | 0.00% | +49,520+9.2% | 加碼 |
| UBS Group AG | 581,210 | $444.6 萬 | 0.00% | −23,103−3.8% | 減碼 |
| Vanguard Portfolio Management LLC | 552,576 | $422.7 萬 | 0.00% | +552,576 | 新進 |
| Vanguard Fiduciary Trust Co | 475,126 | $363.5 萬 | 0.00% | +475,126 | 新進 |
| Caption Management, LLC | 451,822 | $345.6 萬 | 0.16% | +223,252+97.7% | 加碼 |
| Jane Street Group, LLC | 428,145 | $327.5 萬 | 0.00% | −156,185−26.7% | 減碼 |
| Citadel Advisors LLC | 398,729 | $305.0 萬 | 0.00% | +240,370+151.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 394,027 | $301.4 萬 | 0.02% | +394,027 | 新進 |
| Renaissance Technologies LLC | 381,453 | $291.8 萬 | 0.00% | −23,600−5.8% | 減碼 |
| Woodline Partners LP | 380,988 | $291.5 萬 | 0.01% | −190,000−33.3% | 減碼 |
| Two Sigma Investments, LP | 344,751 | $263.7 萬 | 0.00% | −99,323−22.4% | 減碼 |
| Eversept Partners, LP | 334,861 | $256.2 萬 | 0.17% | +334,861 | 新進 |
| Moore Capital Management, LP | 311,124 | $238.0 萬 | 0.09% | +311,124 | 新進 |
| Adage Capital Partners GP, L.L.C. | 307,368 | $235.1 萬 | 0.00% | −1,500,000−83.0% | 減碼 |
| Millennium Management LLC | 300,833 | $230.1 萬 | 0.00% | −533,729−64.0% | 減碼 |
| SummitTX Capital, L.P. | 288,889 | $221.0 萬 | 0.07% | +180,086+165.5% | 加碼 |
| Quinn Opportunity Partners LLC | 287,795 | $220.2 萬 | 0.12% | −105,120−26.8% | 減碼 |
| AQR Capital Management LLC | 255,495 | $195.5 萬 | 0.00% | +255,495 | 新進 |
| Bank of America Corp | 253,449 | $193.9 萬 | 0.00% | +38,119+17.7% | 加碼 |
| Algert Global LLC | 249,740 | $191.1 萬 | 0.03% | +249,740 | 新進 |
| Omega Fund Management, LLC | 248,672 | $191.0 萬 | 1.17% | 00.0% | 不變 |
| TD Asset Management Inc | 242,614 | $185.6 萬 | 0.00% | −23,870−9.0% | 減碼 |
| Bank of New York Mellon Corp | 204,791 | $156.7 萬 | 0.00% | −4,431−2.1% | 減碼 |
| Wellington Management Group LLP | 197,578 | $151.1 萬 | 0.00% | −11,091−5.3% | 減碼 |
| Nan Fung Trinity (HK) Ltd | 196,327 | $150.2 萬 | 0.16% | −379,200−65.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 192,350 | $147.1 萬 | 0.00% | +13,439+7.5% | 加碼 |
| Invesco Ltd. | 190,925 | $146.1 萬 | 0.00% | −422,090−68.9% | 減碼 |
| Panagora Asset Management Inc | 181,281 | $138.7 萬 | 0.01% | +181,281 | 新進 |
| Silverarc Capital Management, LLC | 171,936 | $131.5 萬 | 0.15% | +171,936 | 新進 |
| Acadian Asset Management LLC | 170,040 | $129.8 萬 | 0.00% | +113,317+199.8% | 加碼 |
| BNP Paribas Arbitrage, SA | 158,362 | $121.1 萬 | 0.00% | −302,342−65.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 152,828 | $116.9 萬 | 0.02% | +85,953+128.5% | 加碼 |
| SG Americas Securities, LLC | 151,674 | $116.0 萬 | 0.00% | +79,719+110.8% | 加碼 |
| Engineers Gate Manager LP | 150,494 | $115.1 萬 | 0.01% | +150,494 | 新進 |
| Readystate Asset Management LP | 138,488 | $105.9 萬 | 0.06% | +138,488 | 新進 |
| XTX Topco Ltd | 131,425 | $100.5 萬 | 0.02% | +98,262+296.3% | 加碼 |
| Hudson Bay Capital Management LP | 130,995 | $100.2 萬 | 0.01% | −22,655−14.7% | 減碼 |
| Seven Fleet Capital Management LP | 120,400 | $92.1 萬 | 0.29% | +120,400 | 新進 |
| Rafferty Asset Management, LLC | 118,476 | $90.6 萬 | 0.00% | −22,433−15.9% | 減碼 |
| Quantinno Capital Management LP | 108,477 | $83.0 萬 | 0.00% | +96,188+782.7% | 加碼 |
| Tema ETFs LLC | 106,885 | $81.8 萬 | 0.05% | +55,603+108.4% | 加碼 |
| Toroso Investments, LLC | 106,885 | $81.8 萬 | 0.00% | +106,885 | 新進 |
| Simplex Trading, LLC | 104,875 | $80.2 萬 | 0.02% | +92,518+748.7% | 加碼 |
| Jump Financial, LLC | 104,379 | $79.8 萬 | 0.01% | −192,464−64.8% | 減碼 |
| Diadema Partners LP | 100,660 | $77.0 萬 | 0.32% | −130,337−56.4% | 減碼 |
| Barclays PLC | 89,622 | $68.6 萬 | 0.00% | −202,563−69.3% | 減碼 |
| Rhumbline Advisers | 87,740 | $67.1 萬 | 0.00% | −1,571−1.8% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 86,910 | $66.5 萬 | 0.00% | +86,910 | 新進 |
| Alliancebernstein L.P. | 62,140 | $60.4 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Financial Inc | 72,145 | $55.2 萬 | 0.00% | +24,781+52.3% | 加碼 |
| Walleye Capital LLC | 71,592 | $54.8 萬 | 0.00% | +71,592 | 新進 |
| Zacks Investment Management | 70,360 | $53.8 萬 | 0.00% | +70,360 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 68,978 | $52.8 萬 | 0.01% | +68,978 | 新進 |
| ACT Capital Management, LLC | 61,500 | $47.0 萬 | 0.37% | 00.0% | 不變 |
| CI Private Wealth, LLC | 58,527 | $44.8 萬 | 0.00% | +58,527 | 新進 |
| Nuveen, LLC | 57,614 | $44.1 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 54,944 | $42.0 萬 | 0.00% | +1,000+1.9% | 加碼 |
| Profund Advisors LLC | 52,922 | $40.5 萬 | 0.01% | +777+1.5% | 加碼 |
| State of Wisconsin Investment Board | 52,407 | $40.1 萬 | 0.00% | +11,226+27.3% | 加碼 |
| Creative Planning | 49,081 | $37.5 萬 | 0.00% | +3,920+8.7% | 加碼 |
| Wells Fargo & Company | 42,739 | $32.7 萬 | 0.00% | −47,985−52.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 41,223 | $31.2 萬 | 0.00% | +871+2.2% | 加碼 |
| MetLife Investment Management | 38,355 | $29.3 萬 | 0.00% | +4,027+11.7% | 加碼 |
| Federated Hermes, Inc. | 37,274 | $28.5 萬 | 0.00% | +37,274 | 新進 |
| Brevan Howard Capital Management LP | 35,893 | $27.5 萬 | 0.00% | −17,068−32.2% | 減碼 |
| Los Angeles Capital Management LLC | 33,588 | $25.7 萬 | 0.00% | −10,457−23.7% | 減碼 |
| Voya Investment Management LLC | 31,741 | $24.3 萬 | 0.00% | −352−1.1% | 減碼 |
| Russell Investments Group, Ltd. | 31,492 | $24.1 萬 | 0.00% | +23,371+287.8% | 加碼 |
| Balyasny Asset Management LLC | 30,818 | $23.6 萬 | 0.00% | +5,499+21.7% | 加碼 |
| Group One Trading, L.P. | 30,714 | $23.5 萬 | 0.01% | +30,714 | 新進 |
| Vanguard Global Advisers, LLC | 29,299 | $22.4 萬 | 0.00% | +29,299 | 新進 |
| Quadrature Capital Ltd | 28,615 | $21.9 萬 | 0.00% | +13,920+94.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 26,786 | $20.5 萬 | 0.06% | +653+2.5% | 加碼 |
| DRW Securities, LLC | 26,467 | $20.2 萬 | 0.01% | +26,467 | 新進 |
| Axq Capital, LP | 26,065 | $19.9 萬 | 0.03% | +6,203+31.2% | 加碼 |
| B Group, Inc. | 26,000 | $19.9 萬 | 0.15% | +26,000 | 新進 |