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Equibles

Erste Asset Management GmbH

Position in REPL — Replimune Group, Inc.

CIK 2024532 VIENNA, C4
Back to REPL Full portfolio

Position in REPL

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$23,468,400
+$7,250,400 QoQ
Shares Held
2,120,000
0.0% QoQ
Ownership
2.25%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#14
of 199 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in REPL Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Erste Asset Management GmbH holds $553,204,959 across 68 Biotechnology names. REPL ranks #9 (4.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AGIO
Agios Pharmaceuticals, Inc.
 2,154,900 $79,968,339
2 MDGL
Madrigal Pharmaceuticals, Inc.
 110,210 $59,177,259
3 SRPT
Sarepta Therapeutics, Inc.
 2,568,945 $46,163,941
4 VRTX
Vertex Pharmaceuticals Inc / Ma
 76,558 $38,028,654
5 ROIV
Roivant Sciences Ltd.
 834,000 $29,515,260
6 DNA
Ginkgo Bioworks Holdings, Inc.
 2,536,939 $25,141,065
7 REGN
Regeneron Pharmaceuticals, Inc.
 38,716 $24,140,974
8 MIRM
Mirum Pharmaceuticals, Inc.
 205,000 $23,999,350

All Filings in REPL

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,468,400 2,120,000
2026-03-31 $16,218,000 2,120,000
2025-12-31 $20,606,400 2,120,000
2025-09-30 $6,829,700 1,630,000
2025-06-30 $110,551 11,900
2025-03-31 $116,025 11,900
2024-12-31 $144,109 11,900
2024-09-30 $130,424 11,900
2024-06-30 $107,100 11,900
2024-03-31 $97,223 11,900
2023-12-31 $100,317 11,900
2023-09-30 $203,609 11,900
2023-06-30 $276,318 11,900
2023-03-31 $210,154 11,900
2022-12-31 $323,680 11,900
2022-09-30 $205,513 11,900
2022-06-30 $208,012 11,900
2022-03-31 $202,062 11,900
2021-12-31 $322,490 11,900
2021-09-30 $352,716 11,900
2021-06-30 $457,198 11,900
2021-03-31 $363,069 11,900
2020-12-31 $453,985 11,900