Rtw Investments 13F: Adds $1.9M to Replimune (REPL) Stake

RTW Investments has increased its stake in REPL, adding 216,564 shares to its portfolio. This brings its total holdings to 7,356,916 shares, valued at approximately $65.3 million, according to the latest Form 13F filing with the SEC as of May 15, 2026.

What Changed in RTW Investments' REPL Position

RTW's recent filing shows a 3% increase in its stake in REPL. The fund previously held 7,140,352 shares and now owns 7,356,916 shares, reflecting the addition of 216,564 shares. The reported value of this position stands at about $65.3 million.

Other Institutional Activity in REPL

In other institutional moves, Baker Bros. Advisors LP maintained its position with 11,045,336 shares worth about $84.5 million. Price T Rowe Associates reduced its holdings by 140,863 shares, ending with 8,121,433 shares valued at $62.1 million. BlackRock, Inc. also increased its position by 169,606 shares, bringing its total to 6,239,239 shares valued at $47.7 million. Meanwhile, Suvretta Capital Management dramatically increased its stake by 4,185,798 shares, totaling 4,221,836 shares worth approximately $32.3 million.

Replimune Group, Inc. Stock Down 32.1%

Shares of REPL traded around $8.88. The stock has been volatile, with a 52-week low of $5.08 and a high of $9.24. The recent trading activity has been influenced by changes in institutional holdings and insider transactions.

Insider Buying and Selling at Replimune Group, Inc.

Insider activity at REPL has been notable, with several key executives selling shares in May 2026. Chief Executive Officer Sushil Patel sold 37,324 shares at an average price of $5.08. Chief Commercial Officer Christopher Sarchi sold 8,626 shares on the same date. These transactions were part of planned sales under Rule 10b5-1, except for Sarchi's sale on June 1, 2026, where he sold an additional 12,000 shares at $9.24.

Analysts Set New Price Targets

Analyst opinions on REPL have varied. On June 1, 2026, Wedbush maintained a hold rating with a $6.00 price target. Earlier, on April 13, 2026, Leerink Partners downgraded the stock to hold with a $2.00 target, a sentiment echoed by Wedbush and Jefferies. Piper Sandler maintained a buy rating with a $14.00 target back in February 2026, indicating differing views on the stock's potential.

About REPL

REPL operates within the biotechnology sector, focusing on developing innovative therapeutics. The company is headquartered in the United States and is led by CEO Sushil Patel. REPL is engaged in research and development efforts to advance its pipeline of products aimed at treating various medical conditions.

Bottom Line

RTW Investments' recent increase in its REPL holdings underscores ongoing interest in the company. While the 13F filing is backward-looking and may not reflect current positions, it provides insight into institutional strategies. Investors keep an eye on such filings to gauge market sentiment and potential future movements in the stock.