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 2 季 13F 持有人
Relay Therapeutics, Inc. 在 2025/6/30 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
- 208
- 較 2025 年第 1 季 +1 家
- 持有股數
- 1.71 億
- 較 2025 年第 1 季 +366.5 萬 (+2.2%)
- 總市值
- $5.92 億
- 較 2025 年第 1 季 +$1.54 億 (+35.1%)
- 新進機構
- 35
- 另有 74 家加碼
- 清倉機構
- 34
- 另有 55 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 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 | $9,655 萬 | 0.77% | 00.0% | 不變 |
| BlackRock, Inc. | 13,954,486 | $4,828 萬 | 0.00% | −524,312−3.6% | 減碼 |
| Point72 Asset Management, L.P. | 13,445,704 | $4,652 萬 | 0.11% | +2,618,637+24.2% | 加碼 |
| Commodore Capital LP | 13,350,000 | $4,619 萬 | 3.26% | +13,350,000 | 新進 |
| Casdin Capital, LLC | 11,398,574 | $3,944 萬 | 3.59% | +2,300,000+25.3% | 加碼 |
| Vanguard Group Inc | 9,379,851 | $3,245 萬 | 0.00% | −2,725,569−22.5% | 減碼 |
| Bellevue Group AG | 8,230,870 | $2,848 萬 | 0.63% | +853,578+11.6% | 加碼 |
| Tang Capital Management LLC | 8,068,058 | $2,792 萬 | 1.41% | 00.0% | 不變 |
| State Street Corp | 5,202,791 | $1,800 萬 | 0.00% | +43,599+0.8% | 加碼 |
| JPMorgan Chase & Co | 4,338,403 | $1,501 萬 | 0.00% | −571,368−11.6% | 減碼 |
| Nextech Invest, Ltd. | 3,846,409 | $1,331 萬 | 2.52% | 00.0% | 不變 |
| Geode Capital Management, LLC | 3,229,666 | $1,118 萬 | 0.00% | +159,548+5.2% | 加碼 |
| Kynam Capital Management, LP | 2,887,014 | $998.9 萬 | 1.08% | −176,278−5.8% | 減碼 |
| Price T Rowe Associates Inc | 2,875,936 | $995.2 萬 | 0.00% | −601,855−17.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,789,460 | $965.1 萬 | 0.00% | −9,631−0.3% | 減碼 |
| MPM Oncology Impact Management LP | 2,282,680 | $789.8 萬 | 1.37% | −13,244−0.6% | 減碼 |
| Goldman Sachs Group Inc | 1,935,167 | $669.6 萬 | 0.00% | −142,828−6.9% | 減碼 |
| Millennium Management LLC | 1,870,362 | $647.1 萬 | 0.01% | −1,072,513−36.4% | 減碼 |
| Alphabet Inc. | 1,568,753 | $542.8 萬 | 0.25% | 00.0% | 不變 |
| Renaissance Technologies LLC | 1,508,210 | $521.8 萬 | 0.01% | −767,900−33.7% | 減碼 |
| Morgan Stanley | 1,422,346 | $492.1 萬 | 0.00% | −170,840−10.7% | 減碼 |
| Bank of America Corp | 1,320,130 | $456.8 萬 | 0.00% | +765,702+138.1% | 加碼 |
| Northern Trust Corp | 1,162,092 | $402.1 萬 | 0.00% | +19,164+1.7% | 加碼 |
| Baker Bros. Advisors LP | 1,160,117 | $401.4 萬 | 0.04% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 1,139,800 | $394.4 萬 | 0.01% | +388,600+51.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,106,260 | $382.8 萬 | 0.00% | +41,402+3.9% | 加碼 |
| AQR Capital Management LLC | 1,083,465 | $374.9 萬 | 0.00% | +718,519+196.9% | 加碼 |
| Two Sigma Investments, LP | 1,023,384 | $354.1 萬 | 0.01% | +179,528+21.3% | 加碼 |
| Woodline Partners LP | 1,018,115 | $352.3 萬 | 0.02% | −500,446−33.0% | 減碼 |
| Algert Global LLC | 1,002,016 | $346.7 萬 | 0.07% | +70,765+7.6% | 加碼 |
| Foresite Capital Management IV, LLC | 1,000,000 | $346.0 萬 | 2.79% | 00.0% | 不變 |
| Norges Bank | 835,874 | $289.2 萬 | 0.00% | −3,799,263−82.0% | 減碼 |
| Acadian Asset Management LLC | 794,619 | $274.7 萬 | 0.01% | +112,591+16.5% | 加碼 |
| Ikarian Capital, LLC | 743,308 | $257.2 萬 | 0.85% | 00.0% | 不變 |
| Polygon Management Ltd. | 699,000 | $241.9 萬 | 0.44% | +80,000+12.9% | 加碼 |
| Bessemer Group Inc | 584,530 | $202.2 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 556,522 | $192.6 萬 | 0.00% | +87,351+18.6% | 加碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $187.2 萬 | 0.03% | 00.0% | 不變 |
| Eversept Partners, LP | 533,409 | $184.6 萬 | 0.19% | +533,409 | 新進 |
| Rhenman & Partners Asset Management AB | 460,000 | $159.2 萬 | 0.20% | 00.0% | 不變 |
| Private Capital Advisors, Inc. | 441,739 | $152.8 萬 | 0.19% | +341,739+341.7% | 加碼 |
| Royal Bank of Canada | 438,032 | $151.6 萬 | 0.00% | +425,957+3,527.6% | 加碼 |
| Ameriprise Financial Inc | 410,896 | $142.2 萬 | 0.00% | +38,543+10.4% | 加碼 |
| UBS Asset Management Americas Inc | 408,902 | $141.5 萬 | 0.00% | +107,352+35.6% | 加碼 |
| Franklin Resources Inc | 394,122 | $136.4 萬 | 0.00% | +223,042+130.4% | 加碼 |
| Bank of New York Mellon Corp | 358,371 | $124.0 萬 | 0.00% | +28,466+8.6% | 加碼 |
| Prudential Financial Inc | 358,225 | $123.9 萬 | 0.00% | −35,150−8.9% | 減碼 |
| American Century Companies Inc | 349,420 | $120.9 萬 | 0.00% | +40,668+13.2% | 加碼 |
| Susquehanna International Group, LLP | 306,069 | $105.9 萬 | 0.00% | +49,286+19.2% | 加碼 |
| Man Group plc | 298,510 | $103.3 萬 | 0.00% | +92,789+45.1% | 加碼 |
| HarbourVest Partners LLC | 296,402 | $102.6 萬 | 1.12% | 00.0% | 不變 |
| Verition Fund Management LLC | 290,599 | $100.5 萬 | 0.01% | +151,355+108.7% | 加碼 |
| Nuveen, LLC | 288,450 | $99.8 萬 | 0.00% | −31,945−10.0% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 279,212 | $96.6 萬 | 0.03% | −76,953−21.6% | 減碼 |
| Invesco Ltd. | 273,383 | $94.6 萬 | 0.00% | +88,552+47.9% | 加碼 |
| XTX Topco Ltd | 241,230 | $83.5 萬 | 0.03% | +161,317+201.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 238,814 | $82.6 萬 | 0.02% | +238,814 | 新進 |
| Swiss National Bank | 227,000 | $78.5 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 222,987 | $77.2 萬 | 0.02% | −3,750−1.7% | 減碼 |
| Rhumbline Advisers | 221,853 | $76.8 萬 | 0.00% | +47,728+27.4% | 加碼 |
| Manufacturers Life Insurance Company, The | 212,126 | $73.4 萬 | 0.00% | +6,547+3.2% | 加碼 |
| Raymond James Financial Inc | 190,488 | $65.9 萬 | 0.00% | +5,955+3.2% | 加碼 |
| Congress Wealth Management LLC | 186,063 | $64.4 萬 | 0.01% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 181,957 | $63.0 萬 | 0.00% | −23,111−11.3% | 減碼 |
| Ieq Capital, LLC | 179,324 | $62.0 萬 | 0.00% | +122,990+218.3% | 加碼 |
| UBS Group AG | 173,090 | $59.9 萬 | 0.00% | −102,468−37.2% | 減碼 |
| ExodusPoint Capital Management, LP | 170,196 | $58.9 萬 | 0.01% | +170,196 | 新進 |
| Raiffeisen Bank International AG | 180,000 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 166,668 | $57.6 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 158,179 | $54.7 萬 | 0.00% | +115,164+267.7% | 加碼 |
| Congress Asset Management Co | 156,700 | $54.2 萬 | 0.00% | +498+0.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 60,000 | $53.1 萬 | 0.00% | −8,937−13.0% | 減碼 |
| HighVista Strategies LLC | 149,701 | $51.8 萬 | 0.19% | +149,701 | 新進 |
| Alliancebernstein L.P. | 145,251 | $50.3 萬 | 0.00% | −23,030−13.7% | 減碼 |
| UBS Oconnor LLC | 127,036 | $44.0 萬 | 0.01% | −255,864−66.8% | 減碼 |
| Citigroup Inc | 123,393 | $42.7 萬 | 0.00% | −136,920−52.6% | 減碼 |
| Legal & General Group Plc | 112,316 | $38.9 萬 | 0.00% | −16,899−13.1% | 減碼 |
| Deutsche Bank AG | 109,787 | $38.0 萬 | 0.00% | +39,018+55.1% | 加碼 |
| California State Teachers Retirement System | 106,287 | $36.8 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 104,257 | $35.2 萬 | 0.00% | −12,151−10.4% | 減碼 |
| Skopos Labs, Inc. | 101,057 | $35.0 萬 | 0.05% | +95,002+1,569.0% | 加碼 |
| TD Asset Management Inc | 99,056 | $34.3 萬 | 0.00% | −57,400−36.7% | 減碼 |
| NEOS Investment Management LLC | 97,150 | $33.6 萬 | 0.00% | +8,040+9.0% | 加碼 |
| Tema ETFs LLC | 97,150 | $33.6 萬 | 0.09% | +8,040+9.0% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Alps Advisors Inc | 92,528 | $32.0 萬 | 0.00% | +92,528 | 新進 |
| Squarepoint Ops LLC | 87,551 | $30.3 萬 | 0.00% | −27,068−23.6% | 減碼 |
| Wells Fargo & Company | 84,980 | $29.4 萬 | 0.00% | +9,466+12.5% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 82,363 | $28.3 萬 | 0.00% | −1,706−2.0% | 減碼 |
| Gsa Capital Partners LLP | 80,562 | $27.9 萬 | 0.02% | +28,083+53.5% | 加碼 |
| MetLife Investment Management | 75,117 | $26.0 萬 | 0.00% | +9,845+15.1% | 加碼 |
| Creative Planning | 72,618 | $25.1 萬 | 0.00% | +49,501+214.1% | 加碼 |
| Federated Hermes, Inc. | 71,217 | $24.6 萬 | 0.00% | −25,096−26.1% | 減碼 |
| OP Asset Management Ltd | 70,542 | $24.4 萬 | 0.00% | +70,542 | 新進 |
| Los Angeles Capital Management LLC | 68,615 | $23.7 萬 | 0.00% | +3,275+5.0% | 加碼 |
| Intellectus Partners, LLC | 61,425 | $21.3 萬 | 0.05% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 60,331 | $21.2 萬 | 0.00% | −3,275−5.1% | 減碼 |
| Sanctuary Advisors, LLC | 58,654 | $20.3 萬 | 0.00% | +58,654 | 新進 |
| CWM, LLC | 56,993 | $19.7 萬 | 0.00% | +36,724+181.2% | 加碼 |
| Bank of Montreal | 55,174 | $19.1 萬 | 0.00% | +23,396+73.6% | 加碼 |