Baker Bros. Advisors REPL Position
Active9-Fund ConvergenceBaker Bros. Advisors held their position in Replimune Group Inc. (REPL) in Q4 2025, holding $107.4M worth of shares across 11,045,336 shares.
The position was first reported in Q1 2023 and has been tracked across 12 quarterly 13F filings.
REPL is a convergence signal: 9 specialist biotech funds hold this stock, suggesting high institutional conviction.
Short interest stands at 35.2% of float with 10.9 days to cover, indicating significant bearish positioning against Baker Bros.'s long thesis.
About Replimune Group Inc.
Replimune Group, Inc., a biotechnology company, develops oncolytic immuno-gene therapies to treat cancer. It uses its proprietary Immunotherapy platform to design and develop product candidates that are intended to activate the immune system against cancer. The company's lead product candidate is RP1, a selectively replicating version of herpes simplex virus 1, which is in Phase I/II clinical trials for a range of solid tumors; and that is in Phase II clinical trials for patients with cutaneous squamous cell carcinoma. It is also developing RP2, which is in Phase I clinical trials for an anti-CTLA-4 antibody-like protein in order to block the inhibition of the immune response otherwise caused by CTLA-4; and RP3 that is in Phase I clinical trials to express immune-activating proteins that stimulate T cells. Replimune Group, Inc. was founded in 2015 and is headquartered in Woburn, Massachusetts.
Full company profile →Short Interest
35.2%
10.9 days to cover
Baker Bros. Advisors REPL Position History
| Quarter | Action | Shares | Change | Value |
|---|---|---|---|---|
| Q4 2025 | Held | 11,045,336 | — | $107.4M |
| Q3 2025 | Held | 11,045,336 | — | $46.3M |
| Q2 2025 | Held | 11,045,336 | — | $102.6M |
| Q1 2025 | Held | 11,045,336 | — | $107.7M |
| Q4 2024 | Held | 11,045,336 | — | $133.8M |
| Q3 2024 | Increased | 11,045,336 | +1,000,000 | $121.1M |
| Q2 2024 | Increased | 10,045,336 | +500,000 | $90.4M |
| Q1 2024 | Held | 9,545,336 | — | $78.0M |
| Q4 2023 | Increased | 9,545,336 | +4,967,056 | $80.5M |
| Q3 2023 | Held | 4,578,280 | — | $78.3M |
| Q2 2023 | Held | 4,578,280 | — | $106.3M |
| Q1 2023 | New | 4,578,280 | +4,578,280 | $80.9M |
Frequently Asked Questions
Does Baker Bros. Advisors own REPL?
Yes. As of Q4 2025, Baker Bros. Advisors holds 11,045,336 shares of Replimune Group Inc. (REPL) valued at $107.4M. This data comes from their SEC 13F filing.
How many hedge funds own REPL?
9 specialist biotech hedge funds currently hold REPL, including Redmile Group, RTW Investments, BVF Partners and 5 more. When 3 or more specialist funds hold the same stock, BiotechEdge flags it as a convergence signal.
When did Baker Bros. Advisors first buy REPL?
Baker Bros. Advisors's position in REPL was first reported in Q1 2023. 13F filings are reported with a 45-day delay, so the actual purchase may have occurred earlier in the quarter.
Is Baker Bros. Advisors's REPL position increasing or decreasing?
Baker Bros. Advisors held their REPL position unchanged in the most recent quarter.
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