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。
2022 年第 2 季 13F 持有人
Relay Therapeutics, Inc. 在 2022/6/30 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
- 148
- 較 2022 年第 1 季 +11 家
- 持有股數
- 1.21 億
- 較 2022 年第 1 季 +758.6 萬 (+6.7%)
- 總市值
- $20.2 億
- 較 2022 年第 1 季 −$13.6 億 (−40.3%)
- 新進機構
- 25
- 另有 69 家加碼
- 清倉機構
- 14
- 另有 23 家減碼
另有 3 家機構在 2022 年第 1 季持有、還沒有申報 2022 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 | $18.3 億 |
| 2025 年第 4 季 | 227 | $14.7 億 |
| 2025 年第 3 季 | 199 | $8.67 億 |
| 2025 年第 2 季 | 208 | $5.92 億 |
| 2025 年第 1 季 | 208 | $4.38 億 |
| 2024 年第 4 季 | 200 | $6.76 億 |
| 2024 年第 3 季 | 195 | $11.6 億 |
| 2024 年第 2 季 | 179 | $8.27 億 |
| 2024 年第 1 季 | 189 | $11.0 億 |
| 2023 年第 4 季 | 177 | $14.0 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 | $21.6 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 | $34.1 億 |
| 2021 年第 3 季 | 132 | $28.9 億 |
| 2021 年第 2 季 | 125 | $32.6 億 |
| 2021 年第 1 季 | 137 | $29.6 億 |
2022 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 2022 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 | $4.67 億 | 3.71% | 00.0% | 不變 |
| FMR LLC | 13,335,055 | $2.23 億 | 0.02% | −2,906,951−17.9% | 減碼 |
| Vanguard Group Inc | 7,098,454 | $1.19 億 | 0.00% | +880,831+14.2% | 加碼 |
| BlackRock Inc. | 6,577,178 | $1.10 億 | 0.00% | +602,995+10.1% | 加碼 |
| Price T Rowe Associates Inc | 5,300,307 | $8,878 萬 | 0.01% | +300,589+6.0% | 加碼 |
| JPMorgan Chase & Co | 4,942,262 | $8,278 萬 | 0.01% | +1,667,873+50.9% | 加碼 |
| State Street Corp | 4,778,419 | $8,004 萬 | 0.00% | +1,524,727+46.9% | 加碼 |
| BVF Inc | 4,384,805 | $7,345 萬 | 3.55% | −145,800−3.2% | 減碼 |
| Casdin Capital, LLC | 4,068,574 | $6,815 萬 | 5.76% | +211,321+5.5% | 加碼 |
| Bellevue Group AG | 4,032,262 | $6,754 萬 | 0.95% | +113,300+2.9% | 加碼 |
| EcoR1 Capital, LLC | 3,723,541 | $6,237 萬 | 2.17% | +1,432,100+62.5% | 加碼 |
| Driehaus Capital Management LLC | 3,092,726 | $5,180 萬 | 0.84% | −957,962−23.6% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,840,673 | $4,758 萬 | 0.54% | +815,559+40.3% | 加碼 |
| Boxer Capital, LLC | 2,669,132 | $4,471 萬 | 2.83% | 00.0% | 不變 |
| Wellington Management Group LLP | 2,047,352 | $3,429 萬 | 0.01% | +26,838+1.3% | 加碼 |
| Perceptive Advisors LLC | 1,943,097 | $3,255 萬 | 1.02% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,873,264 | $3,138 萬 | 0.01% | +64,314+3.6% | 加碼 |
| Alphabet Inc. | 1,568,753 | $2,628 萬 | 1.43% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,426,724 | $2,390 萬 | 0.00% | +74,247+5.5% | 加碼 |
| Norges Bank | 1,417,188 | $2,374 萬 | 0.01% | +479,262+51.1% | 加碼 |
| Goldman Sachs Group Inc | 959,783 | $1,608 萬 | 0.00% | +659,012+219.1% | 加碼 |
| Northern Trust Corp | 798,949 | $1,338 萬 | 0.00% | +148,598+22.8% | 加碼 |
| UBS Asset Management Americas Inc | 781,643 | $1,309 萬 | 0.01% | +207,196+36.1% | 加碼 |
| Artal Group S.A. | 700,000 | $1,173 萬 | 0.65% | 00.0% | 不變 |
| Morgan Stanley | 626,124 | $1,049 萬 | 0.00% | +194,644+45.1% | 加碼 |
| Rock Springs Capital Management LP | 618,267 | $1,036 萬 | 0.30% | +16,600+2.8% | 加碼 |
| Bessemer Group Inc | 584,463 | $979.0 萬 | 0.02% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 557,817 | $934.3 萬 | 0.08% | +146,401+35.6% | 加碼 |
| Ra Capital Management, L.P. | 549,055 | $919.7 萬 | 0.25% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 545,484 | $913.7 萬 | 0.00% | +894+0.2% | 加碼 |
| Harvard Management Co Inc | 541,124 | $906.4 萬 | 1.05% | 00.0% | 不變 |
| Nextech Invest AG | 475,485 | $796.4 萬 | 2.69% | 00.0% | 不變 |
| Integral Health Asset Management, LLC | 436,262 | $730.7 萬 | 1.50% | +109,262+33.4% | 加碼 |
| Avoro Capital Advisors LLC | 400,000 | $670.0 萬 | 0.13% | +400,000 | 新進 |
| Dimensional Fund Advisors LP | 393,791 | $659.5 萬 | 0.00% | +335,925+580.5% | 加碼 |
| Woodline Partners LP | 331,663 | $555.5 萬 | 0.09% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 303,908 | $509.0 萬 | 0.01% | −1460.0% | 減碼 |
| Sessa Capital IM, L.P. | 301,200 | $504.5 萬 | 0.34% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 297,616 | $498.5 萬 | 0.00% | +10,730+3.7% | 加碼 |
| HarbourVest Partners LLC | 296,402 | $496.5 萬 | 1.63% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 269,846 | $452.0 萬 | 0.00% | +52,523+24.2% | 加碼 |
| American Century Companies Inc | 221,084 | $370.3 萬 | 0.00% | +16,201+7.9% | 加碼 |
| Baillie Gifford & Co | 219,622 | $367.8 萬 | 0.00% | −24,655−10.1% | 減碼 |
| Citigroup Inc | 186,158 | $311.8 萬 | 0.00% | +154,898+495.5% | 加碼 |
| Millennium Management LLC | 185,557 | $310.8 萬 | 0.00% | +171,797+1,248.5% | 加碼 |
| Fernwood Investment Management, LLC | 185,063 | $310.0 萬 | 1.34% | 00.0% | 不變 |
| Trexquant Investment LP | 183,287 | $307.0 萬 | 0.14% | +183,287 | 新進 |
| Rafferty Asset Management, LLC | 182,098 | $305.0 萬 | 0.03% | +11,824+6.9% | 加碼 |
| Gsa Capital Partners LLP | 178,593 | $299.1 萬 | 0.45% | +178,593 | 新進 |
| Schroder Investment Management Group | 171,136 | $287.3 萬 | 0.00% | +86,491+102.2% | 加碼 |
| Deutsche Bank AG | 159,115 | $266.5 萬 | 0.00% | +61,336+62.7% | 加碼 |
| Swiss National Bank | 153,000 | $256.3 萬 | 0.00% | +50,800+49.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 134,883 | $225.9 萬 | 0.04% | −139,400−50.8% | 減碼 |
| Bank of America Corp | 121,361 | $203.2 萬 | 0.00% | +36,542+43.1% | 加碼 |
| HighVista Strategies LLC | 113,313 | $189.8 萬 | 1.15% | +44,705+65.2% | 加碼 |
| PDT Partners, LLC | 113,151 | $189.5 萬 | 0.17% | +65,917+139.6% | 加碼 |
| Rhumbline Advisers | 110,437 | $185.0 萬 | 0.00% | +34,999+46.4% | 加碼 |
| TD Asset Management Inc | 99,997 | $167.5 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 96,168 | $161.3 萬 | 0.00% | +7,606+8.6% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $158.6 萬 | 0.02% | 00.0% | 不變 |
| California State Teachers Retirement System | 88,031 | $147.5 萬 | 0.00% | +21,273+31.9% | 加碼 |
| Susquehanna International Group, LLP | 85,237 | $142.8 萬 | 0.00% | +10,357+13.8% | 加碼 |
| Ameriprise Financial Inc | 85,056 | $142.5 萬 | 0.00% | +12,002+16.4% | 加碼 |
| SG Americas Securities, LLC | 83,864 | $140.5 萬 | 0.02% | +38,641+85.4% | 加碼 |
| Barclays PLC | 69,807 | $116.9 萬 | 0.00% | −6,261−8.2% | 減碼 |
| Victory Capital Management Inc | 68,790 | $115.2 萬 | 0.00% | +59,600+648.5% | 加碼 |
| UBS Group AG | 64,633 | $108.2 萬 | 0.00% | −51,888−44.5% | 減碼 |
| New York State Common Retirement Fund | 63,393 | $106.2 萬 | 0.00% | +11,089+21.2% | 加碼 |
| Putnam Investments LLC | 61,516 | $103.1 萬 | 0.00% | −762−1.2% | 減碼 |
| Legal & General Group Plc | 60,577 | $101.5 萬 | 0.00% | +9,527+18.7% | 加碼 |
| Qube Research & Technologies Ltd | 59,484 | $99.6 萬 | 0.01% | +59,484 | 新進 |
| Cubist Systematic Strategies, LLC | 59,220 | $99.2 萬 | 0.01% | +41,922+242.4% | 加碼 |
| Credit Suisse AG | 58,011 | $97.1 萬 | 0.00% | +25,033+75.9% | 加碼 |
| Invesco Ltd. | 57,619 | $96.6 萬 | 0.00% | +4,293+8.1% | 加碼 |
| State of Wisconsin Investment Board | 52,605 | $88.1 萬 | 0.00% | −40,495−43.5% | 減碼 |
| Voloridge Investment Management, LLC | 44,178 | $74.0 萬 | 0.00% | +37,064+521.0% | 加碼 |
| MetLife Investment Management | 37,962 | $63.6 萬 | 0.00% | 00.0% | 不變 |
| American International Group, Inc. | 35,807 | $60.0 萬 | 0.00% | +1,069+3.1% | 加碼 |
| Blackstone Group Inc. | 35,618 | $59.7 萬 | 0.00% | 00.0% | 不變 |
| Squarepoint Ops LLC | 35,431 | $59.3 萬 | 0.01% | +14,505+69.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 32,417 | $54.3 萬 | 0.00% | +15,340+89.8% | 加碼 |
| Brandywine Managers, LLC | 31,807 | $53.3 萬 | 1.31% | +6,382+25.1% | 加碼 |
| DekaBank Deutsche Girozentrale | 30,100 | $50.5 萬 | 0.00% | 00.0% | 不變 |
| Citadel Advisors LLC | 28,919 | $48.4 萬 | 0.00% | −71,175−71.1% | 減碼 |
| Voya Investment Management LLC | 28,772 | $48.2 萬 | 0.00% | +2,152+8.1% | 加碼 |
| Fiduciary Trust Co | 27,971 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 27,102 | $45.4 萬 | 0.00% | +16,586+157.7% | 加碼 |
| Renaissance Technologies LLC | 25,900 | $43.4 萬 | 0.00% | −1,900−6.8% | 減碼 |
| Intellectus Partners, LLC | 24,260 | $40.6 萬 | 0.14% | +1,790+8.0% | 加碼 |
| Advisor Group Holdings, Inc. | 24,203 | $40.5 萬 | 0.00% | −24,200−50.0% | 減碼 |
| Two Sigma Investments, LP | 23,909 | $40.0 萬 | 0.00% | +23,909 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 23,739 | $39.7 萬 | 0.00% | +23,739 | 新進 |
| Erste Asset Management GmbH | 23,100 | $38.8 萬 | 0.01% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 20,475 | $34.3 萬 | 0.03% | +12,110+144.8% | 加碼 |
| Jane Street Group, LLC | 19,716 | $33.0 萬 | 0.00% | −6,047−23.5% | 減碼 |
| HighTower Advisors, LLC | 17,941 | $30.2 萬 | 0.00% | +17,941 | 新進 |
| Arizona State Retirement System | 17,606 | $29.5 萬 | 0.00% | +5,924+50.7% | 加碼 |
| ProShare Advisors LLC | 17,057 | $28.6 萬 | 0.00% | −7,270−29.9% | 減碼 |
| Natixis Advisors, L.P. | 16,770 | $28.1 萬 | 0.00% | +228+1.4% | 加碼 |
| Janus Henderson Group PLC | 16,782 | $28.1 萬 | 0.00% | +16,782 | 新進 |