Relay Therapeutics, Inc.
RLAY- 交易所
- Nasdaq
- 產業
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001812364
近 90 天，Relay Therapeutics, Inc. 內部人申報 0 筆公開市場買進、14 筆賣出；2026 年第 2 季末有 259 家機構在 13F 申報持有，市值合計 $45.8 億；大師中只有杜肯家族辦公室持有。
2026 年第 2 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 259
- 較 2026 年第 1 季 +20 家
- 持有股數
- 2.47 億
- 較 2026 年第 1 季 +6,189 萬 (+33.5%)
- 總市值
- $45.8 億
- 較 2026 年第 1 季 +$27.4 億 (+149.1%)
- 新進機構
- 51
- 另有 115 家加碼
- 清倉機構
- 31
- 另有 64 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 RLAY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 259 | $45.8 億 |
| 2026 年第 1 季 | 244 | $18.4 億 |
| 2025 年第 4 季 | 227 | $14.7 億 |
| 2025 年第 3 季 | 199 | $8.70 億 |
| 2025 年第 2 季 | 208 | $5.93 億 |
| 2025 年第 1 季 | 208 | $4.39 億 |
| 2024 年第 4 季 | 200 | $6.76 億 |
| 2024 年第 3 季 | 195 | $12.0 億 |
| 2024 年第 2 季 | 179 | $8.61 億 |
| 2024 年第 1 季 | 189 | $11.5 億 |
| 2023 年第 4 季 | 177 | $14.8 億 |
| 2023 年第 3 季 | 172 | $11.0 億 |
| 2023 年第 2 季 | 161 | $16.4 億 |
| 2023 年第 1 季 | 157 | $23.0 億 |
| 2022 年第 4 季 | 165 | $19.1 億 |
| 2022 年第 3 季 | 162 | $27.6 億 |
| 2022 年第 2 季 | 148 | $20.2 億 |
| 2022 年第 1 季 | 140 | $33.8 億 |
| 2021 年第 4 季 | 131 | $34.7 億 |
| 2021 年第 3 季 | 132 | $28.9 億 |
| 2021 年第 2 季 | 125 | $33.4 億 |
| 2021 年第 1 季 | 137 | $29.6 億 |
2026 年第 2 季持有機構
每家機構持有 Relay Therapeutics, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SB Investment Advisers (UK) Ltd | 27,904,963 | $5.22 億 | 6.81% | 00.0% | 不變 |
| FMR LLC | 20,110,113 | $3.76 億 | 0.02% | +16,414,682+444.2% | 加碼 |
| Casdin Capital, LLC | 16,035,240 | $3.00 億 | 15.02% | +1,616,666+11.2% | 加碼 |
| BlackRock, Inc. | 15,288,202 | $2.86 億 | 0.00% | +2,312,903+17.8% | 加碼 |
| Perceptive Advisors LLC | 14,106,187 | $2.64 億 | 4.10% | +4,355,046+44.7% | 加碼 |
| Commodore Capital LP | 12,000,000 | $2.25 億 | 13.37% | −5,000,000−29.4% | 減碼 |
| State Street Corp | 10,125,381 | $1.89 億 | 0.01% | +3,891,836+62.4% | 加碼 |
| Vanguard Capital Management LLC | 8,964,423 | $1.68 億 | 0.00% | +1,576,958+21.3% | 加碼 |
| Price T Rowe Associates Inc | 7,708,507 | $1.44 億 | 0.01% | +5,783,569+300.5% | 加碼 |
| Nextech Invest, Ltd. | 6,776,506 | $1.27 億 | 6.02% | +1,250,000+22.6% | 加碼 |
| Bellevue Group AG | 6,185,970 | $1.16 億 | 2.44% | −1,609,272−20.6% | 減碼 |
| Geode Capital Management, LLC | 4,726,576 | $8,845 萬 | 0.00% | +1,215,940+34.6% | 加碼 |
| TCG Crossover Management, LLC | 4,273,356 | $7,995 萬 | 1.92% | 00.0% | 不變 |
| Morgan Stanley | 3,851,071 | $7,205 萬 | 0.00% | +2,419,068+168.9% | 加碼 |
| Siren, L.L.C. | 3,650,000 | $6,829 萬 | 1.39% | +3,650,000 | 新進 |
| Goldman Sachs Group Inc | 3,408,701 | $6,378 萬 | 0.01% | +866,840+34.1% | 加碼 |
| Westfield Capital Management Co LP | 3,343,496 | $6,256 萬 | 0.20% | +3,343,496 | 新進 |
| Kynam Capital Management, LP | 3,300,000 | $6,174 萬 | 3.41% | +1,875,741+131.7% | 加碼 |
| Dimensional Fund Advisors LP | 3,127,564 | $5,853 萬 | 0.01% | +187,028+6.4% | 加碼 |
| Spruce Street Capital LP | 2,984,125 | $5,583 萬 | 10.95% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 2,892,785 | $5,412 萬 | 0.00% | +1,029,220+55.2% | 加碼 |
| Baker Bros. Advisors LP | 2,826,783 | $5,289 萬 | 0.27% | +1,666,666+143.7% | 加碼 |
| Bank of America Corp | 2,695,108 | $5,043 萬 | 0.00% | +757,413+39.1% | 加碼 |
| MPM Oncology Impact Management LP | 2,415,672 | $4,520 萬 | 2.76% | +56,086+2.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,238,929 | $4,189 萬 | 0.02% | +1,570,640+235.0% | 加碼 |
| Alliancebernstein L.P. | 4,095,600 | $4,075 萬 | 0.01% | +3,950,349+2,719.7% | 加碼 |
| Pictet Asset Management Holding SA | 2,077,297 | $3,922 萬 | 0.04% | +2,057,705+10,502.8% | 加碼 |
| Northern Trust Corp | 1,953,456 | $3,655 萬 | 0.00% | +278,069+16.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 1,915,459 | $3,584 萬 | 0.02% | +1,915,459 | 新進 |
| Franklin Resources Inc | 1,856,913 | $3,474 萬 | 0.01% | +1,807,998+3,696.2% | 加碼 |
| Polar Capital Holdings Plc | 1,789,056 | $3,347 萬 | 0.09% | +1,789,056 | 新進 |
| Adage Capital Partners GP, L.L.C. | 1,740,000 | $3,256 萬 | 0.05% | −850,000−32.8% | 減碼 |
| Charles Schwab Investment Management Inc | 1,500,817 | $2,808 萬 | 0.00% | +388,926+35.0% | 加碼 |
| Elmind Capital, LP | 1,465,279 | $2,742 萬 | 6.89% | +928,333+172.9% | 加碼 |
| Alphabet Inc. | 1,410,029 | $2,638 萬 | 0.03% | −154,144−9.9% | 減碼 |
| Panagora Asset Management Inc | 1,291,182 | $2,416 萬 | 0.07% | +473,141+57.8% | 加碼 |
| AQR Capital Management LLC | 1,279,473 | $2,394 萬 | 0.01% | −10,559−0.8% | 減碼 |
| Foresite Capital Management IV, LLC | 1,250,000 | $2,339 萬 | 8.06% | +250,000+25.0% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,224,006 | $2,290 萬 | 0.01% | +323,460+35.9% | 加碼 |
| UBS Group AG | 1,094,980 | $2,049 萬 | 0.00% | +567,369+107.5% | 加碼 |
| First Trust Advisors LP | 1,075,126 | $2,012 萬 | 0.01% | +1,075,126 | 新進 |
| Affinity Asset Advisors, LLC | 1,050,000 | $1,965 萬 | 0.96% | +650,000+162.5% | 加碼 |
| Frazier Life Sciences Management, L.P. | 1,015,693 | $1,900 萬 | 0.41% | +1,015,693 | 新進 |
| Squadron Capital Management LLC | 970,000 | $1,815 萬 | 6.21% | +297,500+44.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 961,702 | $1,799 萬 | 0.03% | +124,664+14.9% | 加碼 |
| Woodline Partners LP | 929,692 | $1,739 萬 | 0.05% | +250,350+36.9% | 加碼 |
| JPMorgan Chase & Co | 801,657 | $1,597 萬 | 0.00% | +154,139+23.8% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 801,464 | $1,500 萬 | 3.01% | +302,406+60.6% | 加碼 |
| Raymond James Financial Inc | 783,065 | $1,465 萬 | 0.00% | +436,748+126.1% | 加碼 |
| Jupiter Asset Management Ltd | 719,576 | $1,346 萬 | 0.07% | +719,576 | 新進 |
| Two Sigma Investments, LP | 700,921 | $1,311 萬 | 0.01% | −668,228−48.8% | 減碼 |
| EcoR1 Capital, LLC | 697,948 | $1,306 萬 | 0.65% | −1,206,814−63.4% | 減碼 |
| Invesco Ltd. | 692,584 | $1,296 萬 | 0.00% | +22,710+3.4% | 加碼 |
| Congress Asset Management Co | 626,141 | $1,172 萬 | 0.07% | +7,203+1.2% | 加碼 |
| Millennium Management LLC | 591,675 | $1,107 萬 | 0.01% | +243,942+70.2% | 加碼 |
| Polygon Management Ltd. | 570,311 | $1,067 萬 | 1.74% | +388,768+214.1% | 加碼 |
| Rhenman & Partners Asset Management AB | 566,000 | $1,059 萬 | 1.00% | +206,000+57.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $1,012 萬 | 0.42% | 00.0% | 不變 |
| HighVista Strategies LLC | 506,235 | $947.2 萬 | 2.16% | +84,354+20.0% | 加碼 |
| Ameriprise Financial Inc | 480,076 | $898.2 萬 | 0.00% | +123,152+34.5% | 加碼 |
| Citadel Advisors LLC | 473,682 | $886.3 萬 | 0.01% | +297,417+168.7% | 加碼 |
| Bank of New York Mellon Corp | 462,756 | $865.8 萬 | 0.00% | +79,836+20.8% | 加碼 |
| Bessemer Group Inc | 457,869 | $856.7 萬 | 0.01% | 00.0% | 不變 |
| Boxer Capital Management, LLC | 450,000 | $842.0 萬 | 0.63% | +450,000 | 新進 |
| Eversept Partners, LP | 434,314 | $812.6 萬 | 0.44% | +163,609+60.4% | 加碼 |
| Moore Capital Management, LP | 414,005 | $774.6 萬 | 0.18% | +414,005 | 新進 |
| Lord, Abbett & Co. LLC | 410,723 | $768.5 萬 | 0.02% | +410,723 | 新進 |
| Nuveen, LLC | 392,691 | $734.7 萬 | 0.00% | +90,495+29.9% | 加碼 |
| Standard Life Aberdeen plc | 372,169 | $696.3 萬 | 0.01% | +372,169 | 新進 |
| Russell Investments Group, Ltd. | 363,523 | $680.2 萬 | 0.01% | +346,683+2,058.7% | 加碼 |
| ADAR1 Capital Management, LLC | 358,333 | $670.4 萬 | 0.32% | +358,333 | 新進 |
| Logos Global Management LP | 350,000 | $654.9 萬 | 0.28% | −400,000−53.3% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 349,000 | $653.0 萬 | 0.15% | +349,000 | 新進 |
| TD Asset Management Inc | 347,946 | $651.0 萬 | 0.01% | +133,776+62.5% | 加碼 |
| UBS Asset Management Americas Inc | 278,327 | $520.7 萬 | 0.00% | +67,859+32.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 263,506 | $493.0 萬 | 0.00% | +53,799+25.7% | 加碼 |
| Citigroup Inc | 248,233 | $464.4 萬 | 0.00% | +218,479+734.3% | 加碼 |
| Rhumbline Advisers | 241,076 | $451.1 萬 | 0.00% | +24,143+11.1% | 加碼 |
| Voya Investment Management LLC | 238,836 | $446.9 萬 | 0.00% | +22,784+10.5% | 加碼 |
| Swiss National Bank | 236,600 | $442.7 萬 | 0.00% | −1,400−0.6% | 減碼 |
| Sphera Funds Management Ltd. | 233,836 | $437.5 萬 | 0.63% | −174,600−42.7% | 減碼 |
| Diadema Partners LP | 230,677 | $431.6 萬 | 1.52% | +230,677 | 新進 |
| Alps Advisors Inc | 220,386 | $412.3 萬 | 0.02% | +74,896+51.5% | 加碼 |
| Wells Fargo & Company | 203,737 | $381.2 萬 | 0.00% | +93,785+85.3% | 加碼 |
| Renaissance Technologies LLC | 192,399 | $360.0 萬 | 0.00% | −481,200−71.4% | 減碼 |
| ExodusPoint Capital Management, LP | 184,178 | $344.6 萬 | 0.03% | +184,178 | 新進 |
| Seven Fleet Capital Management LP | 178,222 | $333.5 萬 | 0.55% | −79,516−30.9% | 減碼 |
| Toroso Investments, LLC | 176,782 | $330.8 萬 | 0.01% | +22,682+14.7% | 加碼 |
| Tema ETFs LLC | 176,782 | $330.8 萬 | 0.11% | +22,682+14.7% | 加碼 |
| Rafferty Asset Management, LLC | 174,785 | $327.0 萬 | 0.01% | +24,167+16.0% | 加碼 |
| California State Teachers Retirement System | 169,944 | $318.0 萬 | 0.00% | −4,155−2.4% | 減碼 |
| Deutsche Bank AG | 164,036 | $306.9 萬 | 0.00% | +34,424+26.6% | 加碼 |
| Verition Fund Management LLC | 158,017 | $295.6 萬 | 0.02% | +158,017 | 新進 |
| Wellington Management Group LLP | 156,906 | $293.6 萬 | 0.00% | +97,398+163.7% | 加碼 |
| Trexquant Investment LP | 152,017 | $284.4 萬 | 0.02% | +57,769+61.3% | 加碼 |
| Advisor Group Holdings, Inc. | 149,664 | $280.0 萬 | 0.00% | −36,459−19.6% | 減碼 |
| Legal & General Group Plc | 127,676 | $238.9 萬 | 0.00% | +45,620+55.6% | 加碼 |
| Ieq Capital, LLC | 126,829 | $237.3 萬 | 0.01% | −78,481−38.2% | 減碼 |
| State of Wisconsin Investment Board | 125,949 | $235.7 萬 | 0.00% | −36,287−22.4% | 減碼 |
| Aquatic Capital Management LLC | 120,197 | $224.9 萬 | 0.08% | +72,077+149.8% | 加碼 |