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。
2023 年第 1 季 13F 持有人
Relay Therapeutics, Inc. 在 2023/3/31 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
- 157
- 較 2022 年第 4 季 −7 家
- 持有股數
- 1.31 億
- 較 2022 年第 4 季 +302.8 萬 (+2.4%)
- 總市值
- $21.6 億
- 較 2022 年第 4 季 +$2.44 億 (+12.8%)
- 新進機構
- 25
- 另有 50 家加碼
- 清倉機構
- 32
- 另有 50 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 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 | $4.60 億 | 3.78% | 00.0% | 不變 |
| Vanguard Group Inc | 10,499,514 | $1.73 億 | 0.00% | +115,296+1.1% | 加碼 |
| FMR LLC | 8,806,991 | $1.45 億 | 0.01% | −926,857−9.5% | 減碼 |
| BlackRock Inc. | 7,935,690 | $1.31 億 | 0.00% | −62,295−0.8% | 減碼 |
| Price T Rowe Associates Inc | 6,862,960 | $1.13 億 | 0.02% | +2,369,956+52.7% | 加碼 |
| State Street Corp | 5,880,281 | $9,685 萬 | 0.01% | −384,216−6.1% | 減碼 |
| Casdin Capital, LLC | 5,698,574 | $9,386 萬 | 7.75% | +2,667,926+88.0% | 加碼 |
| JPMorgan Chase & Co | 4,300,826 | $7,083 萬 | 0.01% | −169,072−3.8% | 減碼 |
| Bellevue Group AG | 4,172,600 | $6,872 萬 | 1.00% | −32,220−0.8% | 減碼 |
| EcoR1 Capital, LLC | 4,163,824 | $6,858 萬 | 2.21% | 00.0% | 不變 |
| BVF Inc | 3,120,521 | $5,139 萬 | 1.88% | −755,500−19.5% | 減碼 |
| ArrowMark Colorado Holdings LLC | 2,670,197 | $4,398 萬 | 0.50% | −16,514−0.6% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 2,221,580 | $3,659 萬 | 0.03% | +215,039+10.7% | 加碼 |
| Boxer Capital, LLC | 2,169,132 | $3,573 萬 | 1.76% | 00.0% | 不變 |
| Perceptive Advisors LLC | 1,943,097 | $3,200 萬 | 0.95% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,754,530 | $2,890 萬 | 0.00% | +60,409+3.6% | 加碼 |
| Artal Group S.A. | 1,673,743 | $2,757 萬 | 1.64% | +219,027+15.1% | 加碼 |
| Norges Bank | 1,613,784 | $2,658 萬 | 0.01% | −174,539−9.8% | 減碼 |
| Driehaus Capital Management LLC | 1,582,251 | $2,606 萬 | 0.37% | −36,102−2.2% | 減碼 |
| Alphabet Inc. | 1,568,753 | $2,584 萬 | 1.43% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,485,914 | $2,447 萬 | 0.01% | −204,107−12.1% | 減碼 |
| Goldman Sachs Group Inc | 1,399,099 | $2,304 萬 | 0.01% | +125,684+9.9% | 加碼 |
| Dimensional Fund Advisors LP | 1,235,795 | $2,035 萬 | 0.01% | +177,252+16.7% | 加碼 |
| MPM Oncology Impact Management LP | 1,225,634 | $2,019 萬 | 5.24% | +1,225,634 | 新進 |
| Candriam Luxembourg S.C.A. | 1,238,872 | $1,878 萬 | 0.13% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 886,542 | $1,460 萬 | 0.01% | +70,544+8.6% | 加碼 |
| Northern Trust Corp | 872,422 | $1,437 萬 | 0.00% | −9,873−1.1% | 減碼 |
| Wellington Management Group LLP | 850,500 | $1,401 萬 | 0.00% | −200,925−19.1% | 減碼 |
| Finepoint Capital LP | 846,270 | $1,394 萬 | 5.32% | +131,422+18.4% | 加碼 |
| Integral Health Asset Management, LLC | 770,000 | $1,268 萬 | 2.63% | +145,000+23.2% | 加碼 |
| Rock Springs Capital Management LP | 673,966 | $1,110 萬 | 0.27% | 00.0% | 不變 |
| Great Point Partners LLC | 658,127 | $1,084 萬 | 2.14% | +658,127 | 新進 |
| Charles Schwab Investment Management Inc | 653,882 | $1,077 萬 | 0.00% | −561−0.1% | 減碼 |
| Bank of America Corp | 625,903 | $1,031 萬 | 0.00% | +271,414+76.6% | 加碼 |
| Nextech Invest AG | 625,485 | $1,030 萬 | 4.30% | +150,000+31.5% | 加碼 |
| Bessemer Group Inc | 584,463 | $962.6 萬 | 0.02% | 00.0% | 不變 |
| Morgan Stanley | 562,134 | $925.8 萬 | 0.00% | −1,807,210−76.3% | 減碼 |
| Harvard Management Co Inc | 541,124 | $891.2 萬 | 0.94% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 443,626 | $730.7 萬 | 0.05% | −30,653−6.5% | 減碼 |
| Baillie Gifford & Co | 415,663 | $684.6 萬 | 0.01% | +1,141+0.3% | 加碼 |
| Bank of New York Mellon Corp | 376,001 | $619.3 萬 | 0.00% | −12,484−3.2% | 減碼 |
| Citigroup Inc | 356,112 | $586.5 萬 | 0.01% | +146,872+70.2% | 加碼 |
| HarbourVest Partners LLC | 296,402 | $488.2 萬 | 1.64% | 00.0% | 不變 |
| Artisan Partners Limited Partnership | 294,726 | $485.4 萬 | 0.01% | −728−0.2% | 減碼 |
| Baker Bros. Advisors LP | 284,000 | $467.7 萬 | 0.03% | +284,000 | 新進 |
| Woodline Partners LP | 275,000 | $452.9 萬 | 0.06% | −56,663−17.1% | 減碼 |
| Schroder Investment Management Group | 268,108 | $441.6 萬 | 0.01% | +29,866+12.5% | 加碼 |
| Susquehanna International Group, LLP | 254,897 | $419.8 萬 | 0.01% | +218,782+605.8% | 加碼 |
| Nuveen Asset Management, LLC | 250,937 | $413.3 萬 | 0.00% | +15,734+6.7% | 加碼 |
| American Century Companies Inc | 240,381 | $395.1 萬 | 0.00% | +21,016+9.6% | 加碼 |
| Sio Capital Management, LLC | 230,013 | $378.8 萬 | 1.87% | +230,013 | 新進 |
| TD Asset Management Inc | 216,817 | $357.1 萬 | 0.00% | +93,255+75.5% | 加碼 |
| Barclays PLC | 194,470 | $320.3 萬 | 0.00% | −77,369−28.5% | 減碼 |
| Fernwood Investment Management, LLC | 185,063 | $304.8 萬 | 1.17% | 00.0% | 不變 |
| Rhenman & Partners Asset Management AB | 190,000 | $302.3 萬 | 0.33% | −10,000−5.0% | 減碼 |
| UBS Group AG | 170,663 | $281.1 萬 | 0.00% | −92,437−35.1% | 減碼 |
| Swiss National Bank | 169,700 | $279.5 萬 | 0.00% | −19,000−10.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 168,155 | $277.0 萬 | 0.00% | +61,822+58.1% | 加碼 |
| Deutsche Bank AG | 157,343 | $259.1 萬 | 0.00% | −79,621−33.6% | 減碼 |
| Rhumbline Advisers | 135,560 | $223.3 萬 | 0.00% | +6,696+5.2% | 加碼 |
| State of New Jersey Common Pension Fund D | 131,158 | $216.0 萬 | 0.01% | +6,662+5.4% | 加碼 |
| HighVista Strategies LLC | 129,245 | $212.9 萬 | 1.73% | −47,276−26.8% | 減碼 |
| Jefferies Financial Group Inc. | 127,300 | $209.7 萬 | 0.04% | +127,300 | 新進 |
| Opaleye Management Inc. | 125,500 | $206.7 萬 | 0.62% | +125,500 | 新進 |
| Renaissance Technologies LLC | 118,854 | $195.8 萬 | 0.00% | +58,054+95.5% | 加碼 |
| Industrial Alliance Investment Management Inc. | 110,590 | $182.1 萬 | 0.05% | +110,590 | 新進 |
| Ameriprise Financial Inc | 104,397 | $171.9 萬 | 0.00% | +19,920+23.6% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 102,600 | $169.0 萬 | 0.03% | −5,358−5.0% | 減碼 |
| Voya Investment Management LLC | 102,176 | $168.3 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 100,702 | $165.9 萬 | 0.00% | −1,272−1.2% | 減碼 |
| Twinbeech Capital LP | 98,599 | $162.4 萬 | 0.03% | −105,800−51.8% | 減碼 |
| ICONIQ Capital, LLC | 94,697 | $156.0 萬 | 0.02% | 00.0% | 不變 |
| Wells Fargo & Company | 89,725 | $147.8 萬 | 0.00% | +88,819+9,803.4% | 加碼 |
| Profund Advisors LLC | 82,311 | $135.6 萬 | 0.08% | +82,311 | 新進 |
| Credit Suisse AG | 81,462 | $134.2 萬 | 0.00% | +5,346+7.0% | 加碼 |
| Legal & General Group Plc | 75,060 | $123.6 萬 | 0.00% | +12,726+20.4% | 加碼 |
| Canada Pension Plan Investment Board | 74,500 | $122.7 萬 | 0.00% | +74,500 | 新進 |
| Invesco Ltd. | 73,953 | $121.8 萬 | 0.00% | +15,085+25.6% | 加碼 |
| State of Wisconsin Investment Board | 72,492 | $119.4 萬 | 0.00% | −3,653−4.8% | 減碼 |
| BIT Capital GmbH | 58,761 | $96.8 萬 | 0.15% | +20,044+51.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 60,000 | $95.5 萬 | 0.00% | +29,900+99.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 56,808 | $93.6 萬 | 0.00% | +16,747+41.8% | 加碼 |
| New York State Common Retirement Fund | 55,916 | $92.1 萬 | 0.00% | −12,431−18.2% | 減碼 |
| Jane Street Group, LLC | 45,592 | $75.1 萬 | 0.00% | +33,588+279.8% | 加碼 |
| MetLife Investment Management | 44,634 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| UBS Oconnor LLC | 44,100 | $72.6 萬 | 0.02% | +44,100 | 新進 |
| American International Group, Inc. | 41,081 | $67.7 萬 | 0.00% | +818+2.0% | 加碼 |
| Qube Research & Technologies Ltd | 40,079 | $66.0 萬 | 0.00% | −2,523−5.9% | 減碼 |
| Ensign Peak Advisors, Inc | 38,900 | $64.1 萬 | 0.00% | +38,900 | 新進 |
| Janus Henderson Group PLC | 37,420 | $61.7 萬 | 0.00% | +19,090+104.1% | 加碼 |
| Blackstone Group Inc. | 35,618 | $58.7 萬 | 0.00% | 00.0% | 不變 |
| Algert Global LLC | 34,211 | $56.3 萬 | 0.03% | −41,480−54.8% | 減碼 |
| Brandywine Managers, LLC | 31,807 | $52.4 萬 | 0.37% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 30,500 | $50.2 萬 | 0.06% | +30,500 | 新進 |
| Capula Management Ltd | 30,380 | $50.0 萬 | 0.04% | +30,380 | 新進 |
| Fiduciary Trust Co | 27,971 | $46.1 萬 | 0.01% | 00.0% | 不變 |
| M&T Bank Corp | 27,394 | $45.2 萬 | 0.00% | 00.0% | 不變 |
| Intellectus Partners, LLC | 26,885 | $44.3 萬 | 0.14% | −1,900−6.6% | 減碼 |
| Principal Financial Group Inc | 26,708 | $44.0 萬 | 0.00% | +3,020+12.7% | 加碼 |
| Caption Management, LLC | 25,487 | $42.0 萬 | 0.09% | +25,487 | 新進 |