12 West Capital Management LP: REPLIGEN CORP (RGEN): Quarterly 13F Position History
As of Q1 2026, 12 West Capital Management LP reported 191,233 shares of REPLIGEN CORP (RGEN), worth $22.5M and representing 3.8% of its 13F equity book. Quarter-over-quarter share count change: 50,000 (-20.7%) . The position first appeared in Q2 2019 and has been disclosed across 28 13F-HR filings in Pactolio's tracked window.
- 191,233Shares Held (Latest Filing)
- $22.5MReported Market Value (Latest Filing)
- 3.8%Portfolio Weight (% of 13F Equity Book)
- 50,000Quarter-over-Quarter Share Change
- -$17.0MQuarter-over-Quarter Value Change
- 1,178,524Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 28 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 191,233 | 50,000 | -20.7% | $22.5M | 3.8% | $117.8 |
| Q4 2025 | 241,233 | 0 | — | $39.5M | 4.7% | $163.9 |
| Q3 2025 | 241,233 | 0 | — | $32.2M | 3.3% | $133.7 |
| Q2 2025 | 241,233 | 0 | — | $30.0M | 3.2% | $124.4 |
| Q1 2025 | 241,233 | 5,642 | -2.3% | $30.7M | 4.5% | $127.2 |
| Q4 2024 | 246,875 | 5,974 | -2.4% | $35.5M | 3.7% | $143.9 |
| Q3 2024 | 252,849 | 0 | — | $37.6M | 3.9% | $148.8 |
| Q2 2024 | 252,849 | 0 | — | $31.9M | 3.3% | $126.1 |
| Q1 2024 | 252,849 | 115,396 | -31.3% | $46.5M | 4.2% | $183.9 |
| Q4 2023 | 368,245 | 45,972 | -11.1% | $66.2M | 6.3% | $179.8 |
| Q3 2023 | 414,217 | 66,281 | -13.8% | $65.9M | 6.0% | $159.0 |
| Q2 2023 | 480,498 | 90,647 | -15.9% | $68.0M | 5.8% | $141.5 |
| Q1 2023 | 571,145 | 96,476 | -14.5% | $96.2M | 8.3% | $168.4 |
| Q4 2022 | 667,621 | 127,812 | -16.1% | $113.0M | 11.4% | $169.3 |
| Q3 2022 | 795,433 | 17,430 | -2.1% | $148.8M | 13.1% | $187.1 |
| Q2 2022 | 812,863 | 294 | -0.0% | $132.0M | 11.2% | $162.4 |
| Q1 2022 | 813,157 | +932 | +0.1% | $152.9M | 9.3% | $188.1 |
| Q4 2021 | 812,225 | 209,416 | -20.5% | $215.1M | 9.5% | $264.8 |
| Q3 2021 | 1,021,641 | 53,412 | -5.0% | $295.2M | 13.5% | $289.0 |
| Q2 2021 | 1,075,053 | 16,754 | -1.5% | $214.6M | 9.0% | $199.6 |
| Q1 2021 | 1,091,807 | 10,576 | -1.0% | $212.3M | 10.1% | $194.4 |
| Q4 2020 | 1,102,383 | 0 | — | $211.3M | 9.1% | $191.6 |
| Q3 2020 | 1,102,383 | 0 | — | $162.6M | 7.9% | $147.5 |
| Q2 2020 | 1,102,383 | 76,141 | -6.5% | $136.3M | 7.0% | $123.6 |
| Q1 2020 | 1,178,524 | 0 | — | $113.8M | 7.1% | $96.5 |
| Q4 2019 | 1,178,524 | +185,000 | +18.6% | $109.0M | 7.0% | $92.5 |
| Q3 2019 | 993,524 | +478,000 | +92.7% | $76.2M | 5.0% | $76.7 |
| Q2 2019 | 515,524 | — | — | $44.3M | 3.4% | $85.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did 12 West Capital Management LP first disclose a RGEN position in 13F-HR filings?
12 West Capital Management LP first reported REPLIGEN CORP (RGEN) on its 13F-HR filing for the period ending 2019-06-30 (Q2 2019). The position has appeared on 28 reported quarters within Pactolio's tracked window.
What was 12 West Capital Management LP's most recent quarter-over-quarter share-count change in RGEN?
Between Q4 2025 and Q1 2026, 12 West Capital Management LP reduced its RGEN position by 50,000 shares (-20.7%), leaving 191,233 shares at a market value of $22.5M.
Does the implied price-per-share represent 12 West Capital Management LP's cost basis in RGEN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.