RGEN REPLIGEN CORP

Ownership history in 12 West Capital Management LP  ·  27 quarters on record

AI Ownership Summary

12 West Capital Management LP reported REPLIGEN CORP (RGEN) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.89% in 2023 Q4. The latest visible filing shows RGEN at 4.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGEN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 12 West Capital Management LP's position in REPLIGEN CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RGEN was reported at 4.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 12 West Capital Management LP held RGEN — position size vs. price
% of Fund (quarterly)    RGEN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 241,233 0% 4.71% $39.5M 2026-02-14 (Est.) $136.44
2025 Q3 UNCHANGED 241,233 0% 3.34% $32.2M 2025-11-14 $152.37
2025 Q2 UNCHANGED 241,233 0% 3.17% $30.0M 2025-08-14 $126.64
2025 Q1 REDUCED 241,233 -5,642 -2.3% 4.53% $30.7M 2025-05-15 $123.26
2024 Q4 REDUCED 246,875 -5,974 -2.4% 3.72% $35.5M 2025-02-13 $146.17
2024 Q3 UNCHANGED 252,849 0% 3.85% $37.6M 2024-11-13 $150.47
2024 Q2 UNCHANGED 252,849 0% 3.28% $31.9M 2024-08-14 $160.30
2024 Q1 REDUCED 252,849 -115,396 -31.3% 4.19% $46.5M 2024-05-07 $167.72
2023 Q4 REDUCED 368,245 -45,972 -11.1% 5.89% $66.2M 2024-02-14 $206.04
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 12 West Capital Management LP and RGEN

These are the practical questions this page is built to answer before you even open the full history table.

How long has 12 West Capital Management LP reported owning RGEN?

12 West Capital Management LP reported RGEN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RGEN position in 12 West Capital Management LP's portfolio?

The largest reported portfolio weight for RGEN was 5.89% in 2023 Q4.

What is the latest reported RGEN position on this page?

The most recent filing on this page is 2025 Q4, when 12 West Capital Management LP reported 241,233 shares, equal to 4.71% of portfolio, with an estimated market value of $39.5M.

What does the chart on this RGEN ownership page compare?

The chart compares 12 West Capital Management LP's quarterly RGEN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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