Position
BRAIDWELL LP in Repligen Corp
Back to the book · All holders of RGEN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$19.9M$1.23 → $1.03
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 101.1M | $124.2M | — | — | — | 4.0% |
| Q1 2026 | 101M | $104.3M | $1.03 | −$19.9M | −$42.1K | 3.5% |