REPL β€” REPLIMUNE GROUP INC

Ownership history in Ally Bridge Group (NY) LLC  Β·  3 quarters on record

AI Ownership Summary

Ally Bridge Group (NY) LLC reported REPLIMUNE GROUP INC (REPL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 12.15% in 2025 Q4. The latest visible filing shows REPL at 12.15% 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.

What this REPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ally Bridge Group (NY) LLC's position in REPLIMUNE GROUP INC, 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

REPL was reported at 12.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.15% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Ally Bridge Group (NY) LLC held REPL β€” position size vs. price
% of Fund (quarterly)    REPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,200,000 -2,400,000 -66.7% 12.15% $11.7M 2026-02-14 (Est.) $7.97
2025 Q3 ADDED 3,600,000 +3,071,509 +581.2% 9.19% $15.1M 2025-11-14 $8.99
2025 Q2 INITIATED 528,491 β€” β€” 4.09% $4.9M 2025-08-14 $5.35

FAQ About Ally Bridge Group (NY) LLC and REPL

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

How long has Ally Bridge Group (NY) LLC reported owning REPL?

Ally Bridge Group (NY) LLC reported REPL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported REPL position in Ally Bridge Group (NY) LLC's portfolio?

The largest reported portfolio weight for REPL was 12.15% in 2025 Q4.

What is the latest reported REPL position on this page?

The most recent filing on this page is 2025 Q4, when Ally Bridge Group (NY) LLC reported 1,200,000 shares, equal to 12.15% of portfolio, with an estimated market value of $11.7M.

What does the chart on this REPL ownership page compare?

The chart compares Ally Bridge Group (NY) LLC's quarterly REPL 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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