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。
2025 年第 1 季 13F 持有人
Relay Therapeutics, Inc. 在 2025/3/31 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
- 208
- 較 2024 年第 4 季 +12 家
- 持有股數
- 1.67 億
- 較 2024 年第 4 季 +802.7 萬 (+5.0%)
- 總市值
- $4.38 億
- 較 2024 年第 4 季 −$2.18 億 (−33.3%)
- 新進機構
- 36
- 另有 73 家加碼
- 清倉機構
- 24
- 另有 59 家減碼
另有 4 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 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 | $7,311 萬 | 0.67% | 00.0% | 不變 |
| BlackRock, Inc. | 14,478,798 | $3,793 萬 | 0.00% | −195,464−1.3% | 減碼 |
| Vanguard Group Inc | 12,105,420 | $3,172 萬 | 0.00% | −2,924,789−19.5% | 減碼 |
| Point72 Asset Management, L.P. | 10,827,067 | $2,837 萬 | 0.08% | +9,234,314+579.8% | 加碼 |
| Casdin Capital, LLC | 9,098,574 | $2,384 萬 | 1.95% | +150,000+1.7% | 加碼 |
| Tang Capital Management LLC | 8,068,058 | $2,114 萬 | 1.17% | 00.0% | 不變 |
| Bellevue Group AG | 7,377,292 | $1,933 萬 | 0.43% | 00.0% | 不變 |
| State Street Corp | 5,159,192 | $1,352 萬 | 0.00% | −120,534−2.3% | 減碼 |
| JPMorgan Chase & Co | 4,909,771 | $1,286 萬 | 0.00% | −68,672−1.4% | 減碼 |
| Norges Bank | 4,635,137 | $1,214 萬 | 0.00% | −1,146,741−19.8% | 減碼 |
| Nextech Invest, Ltd. | 3,846,409 | $1,008 萬 | 2.34% | +3,846,409 | 新進 |
| Price T Rowe Associates Inc | 3,477,791 | $911.3 萬 | 0.00% | +156,050+4.7% | 加碼 |
| Geode Capital Management, LLC | 3,070,118 | $804.6 萬 | 0.00% | +39,961+1.3% | 加碼 |
| Kynam Capital Management, LP | 3,063,292 | $802.6 萬 | 0.69% | +2,063,292+206.3% | 加碼 |
| Millennium Management LLC | 2,942,875 | $771.0 萬 | 0.01% | +374,491+14.6% | 加碼 |
| Dimensional Fund Advisors LP | 2,799,091 | $733.4 萬 | 0.00% | −165,906−5.6% | 減碼 |
| Eventide Asset Management, LLC | 2,682,083 | $702.7 萬 | 0.14% | 00.0% | 不變 |
| MPM Oncology Impact Management LP | 2,295,924 | $601.5 萬 | 1.03% | +27,099+1.2% | 加碼 |
| Renaissance Technologies LLC | 2,276,110 | $596.3 萬 | 0.01% | +726,920+46.9% | 加碼 |
| Finepoint Capital LP | 2,117,646 | $554.8 萬 | 0.94% | −58,000−2.7% | 減碼 |
| Goldman Sachs Group Inc | 2,077,995 | $544.4 萬 | 0.00% | −627,974−23.2% | 減碼 |
| Morgan Stanley | 1,593,186 | $417.4 萬 | 0.00% | +292,416+22.5% | 加碼 |
| Alphabet Inc. | 1,568,753 | $411.0 萬 | 0.26% | 00.0% | 不變 |
| Woodline Partners LP | 1,518,561 | $397.9 萬 | 0.03% | +1,241,657+448.4% | 加碼 |
| Baker Bros. Advisors LP | 1,160,117 | $304.0 萬 | 0.03% | 00.0% | 不變 |
| Northern Trust Corp | 1,142,928 | $299.4 萬 | 0.00% | −27,051−2.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,064,858 | $279.0 萬 | 0.00% | +54,051+5.3% | 加碼 |
| Foresite Capital Management IV, LLC | 1,000,000 | $262.0 萬 | 2.36% | 00.0% | 不變 |
| Algert Global LLC | 931,251 | $244.0 萬 | 0.06% | −63,672−6.4% | 減碼 |
| Two Sigma Investments, LP | 843,856 | $221.1 萬 | 0.00% | +27,771+3.4% | 加碼 |
| Two Sigma Advisers, LP | 751,200 | $196.8 萬 | 0.00% | +112,300+17.6% | 加碼 |
| Ikarian Capital, LLC | 743,308 | $194.7 萬 | 0.63% | +50,000+7.2% | 加碼 |
| Acadian Asset Management LLC | 682,028 | $178.5 萬 | 0.01% | +653,081+2,256.1% | 加碼 |
| EcoR1 Capital, LLC | 641,426 | $168.1 萬 | 0.10% | 00.0% | 不變 |
| Polygon Management Ltd. | 619,000 | $162.2 萬 | 0.52% | +619,000 | 新進 |
| Bessemer Group Inc | 584,530 | $153.1 萬 | 0.00% | +670.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 580,136 | $152.0 萬 | 0.01% | −1,149,063−66.5% | 減碼 |
| Bank of America Corp | 554,428 | $145.3 萬 | 0.00% | +97,134+21.2% | 加碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $141.8 萬 | 0.02% | 00.0% | 不變 |
| Barclays PLC | 469,171 | $122.9 萬 | 0.00% | +155,969+49.8% | 加碼 |
| Rhenman & Partners Asset Management AB | 460,000 | $120.5 萬 | 0.14% | 00.0% | 不變 |
| Voloridge Investment Management, LLC | 431,150 | $113.0 萬 | 0.00% | −192,189−30.8% | 減碼 |
| Diadema Partners LP | 426,346 | $111.7 萬 | 0.89% | −79,432−15.7% | 減碼 |
| Dark Forest Capital Management LP | 405,995 | $106.4 萬 | 0.05% | +405,995 | 新進 |
| Prudential Financial Inc | 393,375 | $103.1 萬 | 0.00% | −156,270−28.4% | 減碼 |
| UBS Oconnor LLC | 382,900 | $100.3 萬 | 0.02% | +52,201+15.8% | 加碼 |
| Ameriprise Financial Inc | 372,353 | $97.6 萬 | 0.00% | +66,912+21.9% | 加碼 |
| HRT Financial LP | 368,579 | $96.5 萬 | 0.01% | +368,579 | 新進 |
| AQR Capital Management LLC | 364,946 | $95.6 萬 | 0.00% | +38,812+11.9% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 356,165 | $93.3 萬 | 0.02% | +9,877+2.9% | 加碼 |
| Citadel Advisors LLC | 337,268 | $88.4 萬 | 0.00% | −349,610−50.9% | 減碼 |
| Bank of New York Mellon Corp | 329,905 | $86.4 萬 | 0.00% | +1,008+0.3% | 加碼 |
| Trexquant Investment LP | 324,469 | $85.0 萬 | 0.01% | −653,668−66.8% | 減碼 |
| Nuveen, LLC | 320,395 | $83.9 萬 | 0.00% | +320,395 | 新進 |
| American Century Companies Inc | 308,752 | $80.9 萬 | 0.00% | +36,586+13.4% | 加碼 |
| UBS Asset Management Americas Inc | 301,550 | $79.0 萬 | 0.00% | +68,968+29.7% | 加碼 |
| HarbourVest Partners LLC | 296,402 | $77.7 萬 | 0.51% | 00.0% | 不變 |
| UBS Group AG | 275,558 | $72.2 萬 | 0.00% | −67,688−19.7% | 減碼 |
| Citigroup Inc | 260,313 | $68.2 萬 | 0.00% | +54,637+26.6% | 加碼 |
| Susquehanna International Group, LLP | 256,783 | $67.3 萬 | 0.00% | +180,465+236.5% | 加碼 |
| HighTower Advisors, LLC | 247,176 | $64.8 萬 | 0.00% | +47,433+23.7% | 加碼 |
| Balyasny Asset Management LLC | 231,442 | $60.6 萬 | 0.00% | −460,837−66.6% | 減碼 |
| Swiss National Bank | 227,000 | $59.5 萬 | 0.00% | +7,400+3.4% | 加碼 |
| Boothbay Fund Management, LLC | 226,737 | $59.4 萬 | 0.02% | +12,338+5.8% | 加碼 |
| Man Group plc | 205,721 | $53.9 萬 | 0.00% | +32,116+18.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 205,579 | $53.9 萬 | 0.00% | −13,293−6.1% | 減碼 |
| Rafferty Asset Management, LLC | 205,068 | $53.7 萬 | 0.00% | −44,493−17.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 204,055 | $53.5 萬 | 0.00% | −150,445−42.4% | 減碼 |
| Parkman Healthcare Partners LLC | 188,052 | $49.3 萬 | 0.06% | −312,496−62.4% | 減碼 |
| Raiffeisen Bank International AG | 180,000 | $49.0 萬 | 0.01% | 00.0% | 不變 |
| Congress Wealth Management LLC | 186,063 | $48.7 萬 | 0.01% | +186,063 | 新進 |
| Invesco Ltd. | 184,831 | $48.4 萬 | 0.00% | +65,414+54.8% | 加碼 |
| Raymond James Financial Inc | 184,533 | $48.3 萬 | 0.00% | −4,513−2.4% | 減碼 |
| Rhumbline Advisers | 174,125 | $45.6 萬 | 0.00% | +2,681+1.6% | 加碼 |
| Franklin Resources Inc | 171,080 | $44.8 萬 | 0.00% | +112,275+190.9% | 加碼 |
| Alliancebernstein L.P. | 168,281 | $44.1 萬 | 0.00% | +30,000+21.7% | 加碼 |
| Thrivent Financial for Lutherans | 166,668 | $43.6 萬 | 0.00% | 00.0% | 不變 |
| TD Asset Management Inc | 156,456 | $41.0 萬 | 0.00% | 00.0% | 不變 |
| Congress Asset Management Co | 156,202 | $40.9 萬 | 0.00% | −1,283−0.8% | 減碼 |
| Verition Fund Management LLC | 139,244 | $36.5 萬 | 0.00% | +48,770+53.9% | 加碼 |
| Legal & General Group Plc | 129,215 | $33.9 萬 | 0.00% | +4,329+3.5% | 加碼 |
| Squarepoint Ops LLC | 114,619 | $30.0 萬 | 0.00% | −47,969−29.5% | 減碼 |
| HSBC Holdings PLC | 116,408 | $30.0 萬 | 0.00% | +4,639+4.2% | 加碼 |
| Jane Street Group, LLC | 111,472 | $29.2 萬 | 0.00% | +35,962+47.6% | 加碼 |
| California State Teachers Retirement System | 106,287 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Walleye Capital LLC | 101,548 | $26.6 萬 | 0.00% | −825,589−89.0% | 減碼 |
| State of Wisconsin Investment Board | 100,555 | $26.3 萬 | 0.00% | +33,377+49.7% | 加碼 |
| Persistent Asset Partners Ltd | 100,484 | $26.3 萬 | 0.23% | −45,344−31.1% | 減碼 |
| Private Capital Advisors, Inc. | 100,000 | $26.2 萬 | 0.03% | +100,000 | 新進 |
| Federated Hermes, Inc. | 96,313 | $25.2 萬 | 0.00% | +46,213+92.2% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $24.8 萬 | 0.00% | 00.0% | 不變 |
| NEOS Investment Management LLC | 89,110 | $23.3 萬 | 0.00% | +24,455+37.8% | 加碼 |
| Tema ETFs LLC | 89,110 | $23.3 萬 | 0.07% | +24,455+37.8% | 加碼 |
| Omers Administration Corp | 85,200 | $22.3 萬 | 0.00% | +85,200 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 84,069 | $22.1 萬 | 0.00% | +5,238+6.6% | 加碼 |
| Tudor Investment Corp Et Al | 83,158 | $21.8 萬 | 0.00% | −3,199−3.7% | 減碼 |
| Intech Investment Management LLC | 81,428 | $21.3 萬 | 0.00% | +33,783+70.9% | 加碼 |
| Martingale Asset Management L P | 80,371 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| XTX Topco Ltd | 79,913 | $20.9 萬 | 0.01% | +20,161+33.7% | 加碼 |
| Wells Fargo & Company | 75,514 | $19.8 萬 | 0.00% | +4,089+5.7% | 加碼 |