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 3 季 13F 持有人
Relay Therapeutics, Inc. 在 2025/9/30 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
- 199
- 較 2025 年第 2 季 −5 家
- 持有股數
- 1.66 億
- 較 2025 年第 2 季 −372.9 萬 (−2.2%)
- 總市值
- $8.67 億
- 較 2025 年第 2 季 +$2.79 億 (+47.5%)
- 新進機構
- 20
- 另有 63 家加碼
- 清倉機構
- 25
- 另有 63 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 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 | $1.46 億 | 1.10% | 00.0% | 不變 |
| Commodore Capital LP | 17,000,000 | $8,874 萬 | 4.33% | +3,650,000+27.3% | 加碼 |
| Point72 Asset Management, L.P. | 14,773,676 | $7,712 萬 | 0.17% | +1,327,972+9.9% | 加碼 |
| BlackRock, Inc. | 13,759,382 | $7,182 萬 | 0.00% | −195,104−1.4% | 減碼 |
| Casdin Capital, LLC | 11,341,381 | $5,920 萬 | 4.94% | −57,193−0.5% | 減碼 |
| Vanguard Group Inc | 9,395,744 | $4,905 萬 | 0.00% | +15,893+0.2% | 加碼 |
| Bellevue Group AG | 8,345,610 | $4,356 萬 | 0.91% | +114,740+1.4% | 加碼 |
| Tang Capital Management LLC | 8,068,058 | $4,212 萬 | 1.62% | 00.0% | 不變 |
| State Street Corp | 5,065,990 | $2,644 萬 | 0.00% | −136,801−2.6% | 減碼 |
| Nextech Invest, Ltd. | 3,846,409 | $2,008 萬 | 3.06% | 00.0% | 不變 |
| Geode Capital Management, LLC | 3,054,586 | $1,595 萬 | 0.00% | −175,080−5.4% | 減碼 |
| Kynam Capital Management, LP | 2,887,014 | $1,507 萬 | 1.12% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 2,482,950 | $1,296 萬 | 0.00% | −306,510−11.0% | 減碼 |
| MPM Oncology Impact Management LP | 2,282,680 | $1,192 萬 | 1.95% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,868,871 | $975.6 萬 | 0.00% | −66,296−3.4% | 減碼 |
| TCG Crossover Management, LLC | 1,810,351 | $945.0 萬 | 0.46% | +1,810,351 | 新進 |
| Morgan Stanley | 1,764,096 | $920.9 萬 | 0.00% | +341,750+24.0% | 加碼 |
| Alphabet Inc. | 1,568,753 | $818.9 萬 | 0.34% | 00.0% | 不變 |
| AQR Capital Management LLC | 1,301,036 | $679.1 萬 | 0.00% | +217,571+20.1% | 加碼 |
| Bank of America Corp | 1,195,843 | $624.2 萬 | 0.00% | −124,287−9.4% | 減碼 |
| Balyasny Asset Management LLC | 1,174,971 | $613.3 萬 | 0.01% | +1,174,971 | 新進 |
| Northern Trust Corp | 1,165,434 | $608.4 萬 | 0.00% | +3,342+0.3% | 加碼 |
| Baker Bros. Advisors LP | 1,160,117 | $605.6 萬 | 0.04% | 00.0% | 不變 |
| Price T Rowe Associates Inc | 1,137,681 | $594.0 萬 | 0.00% | −1,738,255−60.4% | 減碼 |
| Two Sigma Advisers, LP | 1,124,300 | $586.9 萬 | 0.01% | −15,500−1.4% | 減碼 |
| Charles Schwab Investment Management Inc | 1,111,331 | $580.1 萬 | 0.00% | +5,071+0.5% | 加碼 |
| Two Sigma Investments, LP | 1,095,635 | $571.9 萬 | 0.01% | +72,251+7.1% | 加碼 |
| Renaissance Technologies LLC | 1,023,110 | $534.1 萬 | 0.01% | −485,100−32.2% | 減碼 |
| Woodline Partners LP | 1,018,115 | $531.5 萬 | 0.03% | 00.0% | 不變 |
| Foresite Capital Management IV, LLC | 1,000,000 | $522.0 萬 | 2.86% | 00.0% | 不變 |
| Millennium Management LLC | 744,044 | $388.4 萬 | 0.00% | −1,126,318−60.2% | 減碼 |
| Bessemer Group Inc | 584,463 | $305.1 萬 | 0.00% | −670.0% | 減碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $282.5 萬 | 0.05% | 00.0% | 不變 |
| Acadian Asset Management LLC | 501,238 | $261.4 萬 | 0.00% | −293,381−36.9% | 減碼 |
| Eversept Partners, LP | 479,056 | $250.1 萬 | 0.19% | −54,353−10.2% | 減碼 |
| Ikarian Capital, LLC | 467,362 | $244.0 萬 | 0.55% | −275,946−37.1% | 減碼 |
| JPMorgan Chase & Co | 462,379 | $241.4 萬 | 0.00% | −3,876,024−89.3% | 減碼 |
| Barclays PLC | 461,879 | $241.1 萬 | 0.00% | −94,643−17.0% | 減碼 |
| Rhenman & Partners Asset Management AB | 460,000 | $240.1 萬 | 0.27% | 00.0% | 不變 |
| Congress Asset Management Co | 408,842 | $213.4 萬 | 0.01% | +252,142+160.9% | 加碼 |
| Algert Global LLC | 408,840 | $213.4 萬 | 0.04% | −593,176−59.2% | 減碼 |
| American Century Companies Inc | 393,704 | $205.5 萬 | 0.00% | +44,284+12.7% | 加碼 |
| Franklin Resources Inc | 379,363 | $198.0 萬 | 0.00% | −14,759−3.7% | 減碼 |
| Bank of New York Mellon Corp | 371,578 | $194.0 萬 | 0.00% | +13,207+3.7% | 加碼 |
| Invesco Ltd. | 361,190 | $188.5 萬 | 0.00% | +87,807+32.1% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $177.0 萬 | 0.03% | +100,266+42.0% | 加碼 |
| Nuveen, LLC | 288,450 | $150.6 萬 | 0.00% | 00.0% | 不變 |
| HighVista Strategies LLC | 240,459 | $125.5 萬 | 0.31% | +90,758+60.6% | 加碼 |
| Swiss National Bank | 232,700 | $121.5 萬 | 0.00% | +5,700+2.5% | 加碼 |
| Polygon Management Ltd. | 223,123 | $116.5 萬 | 0.17% | −475,877−68.1% | 減碼 |
| Royal Bank of Canada | 220,553 | $115.2 萬 | 0.00% | −217,479−49.6% | 減碼 |
| Raiffeisen Bank International AG | 220,000 | $114.2 萬 | 0.02% | +40,000+22.2% | 加碼 |
| Rhumbline Advisers | 217,592 | $113.6 萬 | 0.00% | −4,261−1.9% | 減碼 |
| Raymond James Financial Inc | 214,823 | $112.1 萬 | 0.00% | +24,335+12.8% | 加碼 |
| UBS Asset Management Americas Inc | 202,244 | $105.6 萬 | 0.00% | −206,658−50.5% | 減碼 |
| HRT Financial LP | 197,706 | $103.2 萬 | 0.00% | +183,589+1,300.5% | 加碼 |
| Ieq Capital, LLC | 196,459 | $102.6 萬 | 0.00% | +17,135+9.6% | 加碼 |
| Man Group plc | 187,821 | $98.0 萬 | 0.00% | −110,689−37.1% | 減碼 |
| Advisor Group Holdings, Inc. | 186,388 | $97.0 萬 | 0.00% | +184,475+9,643.2% | 加碼 |
| Jane Street Group, LLC | 184,951 | $96.5 萬 | 0.00% | +184,951 | 新進 |
| FMR LLC | 162,742 | $85.0 萬 | 0.00% | +4,563+2.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 162,465 | $84.8 萬 | 0.00% | −49,661−23.4% | 減碼 |
| UBS Group AG | 152,253 | $79.5 萬 | 0.00% | −20,837−12.0% | 減碼 |
| Rafferty Asset Management, LLC | 151,575 | $79.1 萬 | 0.00% | −30,382−16.7% | 減碼 |
| Alliancebernstein L.P. | 145,251 | $75.8 萬 | 0.00% | 00.0% | 不變 |
| California State Teachers Retirement System | 138,551 | $72.3 萬 | 0.00% | +32,264+30.4% | 加碼 |
| Boothbay Fund Management, LLC | 137,841 | $72.0 萬 | 0.02% | −85,146−38.2% | 減碼 |
| Susquehanna International Group, LLP | 136,889 | $71.5 萬 | 0.00% | −169,180−55.3% | 減碼 |
| Gsa Capital Partners LLP | 129,422 | $67.6 萬 | 0.06% | +48,860+60.6% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 120,272 | $62.8 萬 | 0.02% | −158,940−56.9% | 減碼 |
| Deutsche Bank AG | 120,191 | $62.7 萬 | 0.00% | +10,404+9.5% | 加碼 |
| TD Asset Management Inc | 118,256 | $61.7 萬 | 0.00% | +19,200+19.4% | 加碼 |
| Legal & General Group Plc | 112,316 | $58.6 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 101,540 | $53.0 萬 | 0.00% | +16,560+19.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 60,000 | $52.7 萬 | 0.00% | 00.0% | 不變 |
| HSBC Holdings PLC | 98,290 | $50.4 萬 | 0.00% | −5,967−5.7% | 減碼 |
| ICONIQ Capital, LLC | 94,697 | $49.4 萬 | 0.01% | 00.0% | 不變 |
| NEOS Investment Management LLC | 93,465 | $48.8 萬 | 0.00% | −3,685−3.8% | 減碼 |
| Tema ETFs LLC | 93,465 | $48.8 萬 | 0.04% | −3,685−3.8% | 減碼 |
| Thrivent Financial for Lutherans | 87,418 | $45.6 萬 | 0.00% | −79,250−47.5% | 減碼 |
| Alps Advisors Inc | 82,425 | $43.0 萬 | 0.00% | −10,103−10.9% | 減碼 |
| State of Wisconsin Investment Board | 81,384 | $42.5 萬 | 0.00% | +81,384 | 新進 |
| Creative Planning | 79,873 | $41.7 萬 | 0.00% | +7,255+10.0% | 加碼 |
| Tudor Investment Corp Et Al | 76,446 | $39.9 萬 | 0.00% | +76,446 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 70,029 | $36.5 萬 | 0.00% | −12,334−15.0% | 減碼 |
| CWM, LLC | 67,928 | $35.5 萬 | 0.00% | +10,935+19.2% | 加碼 |
| MetLife Investment Management | 63,215 | $33.0 萬 | 0.00% | −11,902−15.8% | 減碼 |
| Skopos Labs, Inc. | 97,947 | $32.3 萬 | 0.04% | −3,110−3.1% | 減碼 |
| Brevan Howard Capital Management LP | 61,629 | $32.2 萬 | 0.00% | +61,629 | 新進 |
| Los Angeles Capital Management LLC | 61,164 | $31.9 萬 | 0.00% | −7,451−10.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 59,743 | $31.8 萬 | 0.00% | −588−1.0% | 減碼 |
| Bank of Montreal | 56,454 | $29.5 萬 | 0.00% | +1,280+2.3% | 加碼 |
| Intellectus Partners, LLC | 56,425 | $29.5 萬 | 0.06% | −5,000−8.1% | 減碼 |
| Dynamic Technology Lab Private Ltd | 54,153 | $28.3 萬 | 0.05% | +37,218+219.8% | 加碼 |
| Private Capital Advisors, Inc. | 53,648 | $28.0 萬 | 0.03% | −388,091−87.9% | 減碼 |
| PDT Partners, LLC | 53,637 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 47,147 | $27.5 萬 | 0.00% | +6,164+15.0% | 加碼 |
| EntryPoint Capital, LLC | 50,917 | $26.6 萬 | 0.10% | +3,958+8.4% | 加碼 |
| Mayport, LLC | 49,681 | $25.9 萬 | 0.06% | +49,681 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 47,621 | $24.9 萬 | 0.00% | +18,924+65.9% | 加碼 |