Which hedge funds own RGEN? REPLIGEN CORP, Q2 2026 13F holders
58 tracked hedge funds disclosed a position in RGEN (REPLIGEN CORP) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is 12 West Capital Management LP at 7.1% of its book. 24 opened a new position this quarter: Freshford Capital Management, LLC, Wolverine Asset Management LLC, Duquesne Family Office LLC, Oak Thistle LLC. 13 exited: Roubaix Capital, LLC, Opti Capital Management, LP, Sone Capital Management, LLC.
- 58
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 24
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $149m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $39.6m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 4.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Roubaix Capital, LLC | 3.0% | $6.4m |
| Opti Capital Management, LP | 0.5% | $6.4m |
| Sone Capital Management, LLC | 0.4% | $4.6m |
| Campbell & CO Investment Adviser LLC | 0.3% | $5.5m |
| Twinbeech Capital LP | 0.2% | $1.6m |
| Caption Management, LLC | 0.2% | $3.2m |
| Oaktree Capital Management LP | 0.1% | $8.8m |
| Fox Run Management, L.L.C. | 0.1% | $668k |
| Machina Capital S.A.S. | 0.06% | $300k |
| Quantitative Investment Management, LLC | 0.06% | $531k |
| Mangrove Partners IM, LLC | 0.04% | $517k |
| CenterBook Partners LP | 0.04% | $752k |
| Landscape Capital Management, L.L.C. | 0.02% | $241k |
Ownership over time
Who discovered RGEN first? Beta
The run: Q2 2013 → Q3 2021, ×35
| 12 West Capital Management LP high conviction | Q4 2019 | – | +5.5 pts |
| Atika Capital Management LLC | Q3 2019 | – | +1.3 pts |
| Marshall Wace, LLP | Q3 2020 | – | +0.8 pts |
| Parkman Healthcare Partners LLC | Q2 2021 | – | +0.6 pts |
| Select Equity Group, L.P. | Q2 2020 | – | +0.5 pts |
| Sandler Capital Management | Q2 2019 | – | +0.3 pts |
| Axiom Investors LLC | Q3 2022 | – | −0.1 pts |
| Sands Capital | Q3 2022 | – | −0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.