SEC 13F Intelligence

12 West Capital Management LP / RGEN

12 West Capital Management LP’s Repligen Corp Position

Does 12 West Capital Management LP own Repligen Corp (RGEN)? Yes191.2K shares worth $23M (+3.80% of its 13F portfolio) as of Q1 2026, down from 241.2K shares the prior filed quarter.

Position Value
$23M
Q1 2026
Shares
191.2K
% of Portfolio
+3.80%
Quarters Held
28
currently held

Position History RGEN

Reported value by quarter
Q2 ’19: $44MQ2 ’19Q3 ’19: $76MQ4 ’19: $109MQ1 ’20: $114MQ2 ’20: $136MQ2 ’20Q3 ’20: $163MQ4 ’20: $211MQ1 ’21: $212MQ2 ’21: $215MQ2 ’21Q3 ’21: $295MQ4 ’21: $215MQ1 ’22: $153MQ2 ’22: $132MQ2 ’22Q3 ’22: $149MQ4 ’22: $113MQ1 ’23: $96MQ2 ’23: $68MQ2 ’23Q3 ’23: $66MQ4 ’23: $66MQ1 ’24: $47MQ2 ’24: $32MQ2 ’24Q3 ’24: $38MQ4 ’24: $36MQ1 ’25: $31MQ2 ’25: $30MQ2 ’25Q3 ’25: $32MQ4 ’25: $40MQ1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026191.2K$23M+3.80%
Q4 2025241.2K$40M+4.71%
Q3 2025241.2K$32M+3.34%
Q2 2025241.2K$30M+3.17%
Q1 2025241.2K$31M+4.53%
Q4 2024246.9K$36M+3.72%
Q3 2024252.8K$38M+3.85%
Q2 2024252.8K$32M+3.28%
Q1 2024252.8K$47M+4.19%
Q4 2023368.2K$66M+5.89%
Q3 2023414.2K$66M+5.97%
Q2 2023480.5K$68M+5.83%
Q1 2023571.1K$96M+8.26%
Q4 2022667.6K$113M+11.42%
Q3 2022795.4K$149M+13.13%
Q2 2022812.9K$132M+11.25%
Q1 2022813.2K$153M+9.30%
Q4 2021812.2K$215M+9.54%
Q3 20211.02M$295M+13.47%
Q2 20211.08M$215M+9.00%
Q1 20211.09M$212M+10.12%
Q4 20201.10M$211M+9.07%
Q3 20201.10M$163M+7.91%
Q2 20201.10M$136M+7.04%
Q1 20201.18M$114M+6.78%
Q4 20191.18M$109M+6.88%
Q3 2019993.5K$76M+4.91%
Q2 2019515.5K$44M+3.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 12 West Capital Management LP’s full portfolio or all institutional holders of RGEN.