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 4 季 13F 持有人
Relay Therapeutics, Inc. 在 2025/12/31 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
- 227
- 較 2025 年第 3 季 +30 家
- 持有股數
- 1.74 億
- 較 2025 年第 3 季 +790.3 萬 (+4.8%)
- 總市值
- $14.7 億
- 較 2025 年第 3 季 +$6.05 億 (+69.8%)
- 新進機構
- 50
- 另有 68 家加碼
- 清倉機構
- 20
- 另有 57 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 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 | $2.36 億 | 2.36% | 00.0% | 不變 |
| Commodore Capital LP | 17,000,000 | $1.44 億 | 9.57% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 13,859,172 | $1.17 億 | 0.18% | −914,504−6.2% | 減碼 |
| BlackRock, Inc. | 13,228,502 | $1.12 億 | 0.00% | −530,880−3.9% | 減碼 |
| Casdin Capital, LLC | 13,003,574 | $1.10 億 | 6.83% | +1,662,193+14.7% | 加碼 |
| Vanguard Group Inc | 9,691,445 | $8,199 萬 | 0.00% | +295,701+3.1% | 加碼 |
| Bellevue Group AG | 8,345,364 | $7,060 萬 | 1.34% | −2460.0% | 減碼 |
| State Street Corp | 6,426,111 | $5,436 萬 | 0.00% | +1,360,121+26.8% | 加碼 |
| Nextech Invest, Ltd. | 4,701,506 | $3,977 萬 | 3.85% | +855,097+22.2% | 加碼 |
| Geode Capital Management, LLC | 3,409,363 | $2,885 萬 | 0.00% | +354,777+11.6% | 加碼 |
| TCG Crossover Management, LLC | 3,220,186 | $2,724 萬 | 0.90% | +1,409,835+77.9% | 加碼 |
| Spruce Street Capital LP | 2,984,125 | $2,525 萬 | 8.34% | +2,984,125 | 新進 |
| Dimensional Fund Advisors LP | 2,480,350 | $2,098 萬 | 0.00% | −2,600−0.1% | 減碼 |
| MPM Oncology Impact Management LP | 2,232,451 | $1,889 萬 | 2.16% | −50,229−2.2% | 減碼 |
| Balyasny Asset Management LLC | 2,099,912 | $1,777 萬 | 0.03% | +924,941+78.7% | 加碼 |
| Morgan Stanley | 2,018,464 | $1,708 萬 | 0.00% | +254,368+14.4% | 加碼 |
| Perceptive Advisors LLC | 1,903,245 | $1,610 萬 | 0.29% | +1,903,245 | 新進 |
| Goldman Sachs Group Inc | 1,859,634 | $1,573 萬 | 0.00% | −9,237−0.5% | 減碼 |
| Price T Rowe Associates Inc | 1,645,403 | $1,392 萬 | 0.00% | +507,722+44.6% | 加碼 |
| Alphabet Inc. | 1,568,753 | $1,327 萬 | 0.51% | 00.0% | 不變 |
| Two Sigma Investments, LP | 1,560,265 | $1,320 萬 | 0.02% | +464,630+42.4% | 加碼 |
| Kynam Capital Management, LP | 1,424,259 | $1,205 萬 | 0.78% | −1,462,755−50.7% | 減碼 |
| Two Sigma Advisers, LP | 1,289,800 | $1,091 萬 | 0.02% | +165,500+14.7% | 加碼 |
| AQR Capital Management LLC | 1,163,124 | $984.0 萬 | 0.01% | −137,912−10.6% | 減碼 |
| Baker Bros. Advisors LP | 1,160,117 | $981.5 萬 | 0.06% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 1,141,880 | $966.0 萬 | 0.11% | +1,141,880 | 新進 |
| Northern Trust Corp | 1,138,688 | $963.3 萬 | 0.00% | −26,746−2.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,136,702 | $961.6 萬 | 0.00% | +25,371+2.3% | 加碼 |
| Bank of America Corp | 1,040,949 | $880.6 萬 | 0.00% | −154,894−13.0% | 減碼 |
| Foresite Capital Management IV, LLC | 1,000,000 | $846.0 萬 | 3.68% | 00.0% | 不變 |
| Kalehua Capital Management LLC | 901,457 | $762.6 萬 | 7.54% | +901,457 | 新進 |
| Millennium Management LLC | 896,909 | $758.8 萬 | 0.01% | +152,865+20.5% | 加碼 |
| Invesco Ltd. | 865,481 | $732.2 萬 | 0.00% | +504,291+139.6% | 加碼 |
| Norges Bank | 837,417 | $708.5 萬 | 0.00% | +837,417 | 新進 |
| Woodline Partners LP | 679,115 | $574.5 萬 | 0.02% | −339,000−33.3% | 減碼 |
| Renaissance Technologies LLC | 647,899 | $548.1 萬 | 0.01% | −375,211−36.7% | 減碼 |
| Allianz Asset Management GmbH | 560,298 | $474.0 萬 | 0.01% | +560,298 | 新進 |
| HighVista Strategies LLC | 545,079 | $461.1 萬 | 1.19% | +304,620+126.7% | 加碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $457.8 萬 | 0.10% | 00.0% | 不變 |
| Elmind Capital, LP | 536,946 | $454.3 萬 | 1.34% | +536,946 | 新進 |
| Adage Capital Partners GP, L.L.C. | 500,000 | $423.0 萬 | 0.01% | +500,000 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $422.2 萬 | 3.62% | +499,058 | 新進 |
| Eversept Partners, LP | 489,137 | $413.8 萬 | 0.23% | +10,081+2.1% | 加碼 |
| Trexquant Investment LP | 472,045 | $399.4 萬 | 0.04% | +472,045 | 新進 |
| Rhenman & Partners Asset Management AB | 460,000 | $389.2 萬 | 0.36% | 00.0% | 不變 |
| Bessemer Group Inc | 457,869 | $387.4 萬 | 0.01% | −126,594−21.7% | 減碼 |
| Acadian Asset Management LLC | 456,648 | $386.2 萬 | 0.01% | −44,590−8.9% | 減碼 |
| Hudson Bay Capital Management LP | 451,500 | $382.0 萬 | 0.02% | +451,500 | 新進 |
| American Century Companies Inc | 432,493 | $365.9 萬 | 0.00% | +38,789+9.9% | 加碼 |
| JPMorgan Chase & Co | 425,958 | $360.4 萬 | 0.00% | −36,421−7.9% | 減碼 |
| Congress Asset Management Co | 414,167 | $350.4 萬 | 0.02% | +5,325+1.3% | 加碼 |
| Barclays PLC | 414,143 | $350.4 萬 | 0.00% | −47,736−10.3% | 減碼 |
| Silverarc Capital Management, LLC | 398,167 | $336.8 萬 | 0.49% | +398,167 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 389,563 | $329.6 萬 | 0.01% | +389,563 | 新進 |
| Bank of New York Mellon Corp | 378,703 | $320.4 萬 | 0.00% | +7,125+1.9% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $286.9 萬 | 0.04% | 00.0% | 不變 |
| Nuveen, LLC | 300,464 | $254.2 萬 | 0.00% | +12,014+4.2% | 加碼 |
| UBS Group AG | 296,017 | $250.4 萬 | 0.00% | +143,764+94.4% | 加碼 |
| Raymond James Financial Inc | 259,411 | $219.5 萬 | 0.00% | +44,588+20.8% | 加碼 |
| Raiffeisen Bank International AG | 250,000 | $208.8 萬 | 0.03% | +30,000+13.6% | 加碼 |
| Swiss National Bank | 238,000 | $201.3 萬 | 0.00% | +5,300+2.3% | 加碼 |
| Susquehanna International Group, LLP | 222,929 | $188.6 萬 | 0.00% | +86,040+62.9% | 加碼 |
| SG Americas Securities, LLC | 220,949 | $186.9 萬 | 0.00% | +189,004+591.7% | 加碼 |
| Rhumbline Advisers | 215,741 | $182.5 萬 | 0.00% | −1,851−0.9% | 減碼 |
| UBS Asset Management Americas Inc | 209,848 | $177.5 萬 | 0.00% | +7,604+3.8% | 加碼 |
| Rafferty Asset Management, LLC | 193,756 | $163.9 萬 | 0.01% | +42,181+27.8% | 加碼 |
| Advisor Group Holdings, Inc. | 186,388 | $157.7 萬 | 0.00% | 00.0% | 不變 |
| TD Asset Management Inc | 181,988 | $154.0 萬 | 0.00% | +63,732+53.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 177,486 | $148.7 萬 | 0.00% | +15,021+9.2% | 加碼 |
| Ieq Capital, LLC | 162,285 | $137.3 萬 | 0.00% | −34,174−17.4% | 減碼 |
| FMR LLC | 162,222 | $137.2 萬 | 0.00% | −520−0.3% | 減碼 |
| Wells Fargo & Company | 157,892 | $133.6 萬 | 0.00% | +56,352+55.5% | 加碼 |
| XTX Topco Ltd | 157,406 | $133.2 萬 | 0.03% | +157,406 | 新進 |
| Algert Global LLC | 146,500 | $123.9 萬 | 0.02% | −262,340−64.2% | 減碼 |
| Alliancebernstein L.P. | 145,251 | $122.9 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 142,321 | $120.4 萬 | 0.01% | +59,896+72.7% | 加碼 |
| Sanctuary Advisors, LLC | 142,228 | $120.3 萬 | 0.01% | +142,228 | 新進 |
| Deutsche Bank AG | 123,994 | $104.9 萬 | 0.00% | +3,803+3.2% | 加碼 |
| California State Teachers Retirement System | 117,677 | $99.6 萬 | 0.00% | −20,874−15.1% | 減碼 |
| Citadel Advisors LLC | 114,143 | $96.6 萬 | 0.00% | +114,143 | 新進 |
| NEOS Investment Management LLC | 113,230 | $95.8 萬 | 0.01% | +19,765+21.1% | 加碼 |
| Tema ETFs LLC | 111,555 | $94.4 萬 | 0.07% | +18,090+19.4% | 加碼 |
| Legal & General Group Plc | 109,208 | $92.4 萬 | 0.00% | −3,108−2.8% | 減碼 |
| Himension Fund | 104,953 | $88.8 萬 | 0.05% | +104,953 | 新進 |
| State of Wisconsin Investment Board | 101,160 | $85.6 萬 | 0.00% | +19,776+24.3% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $80.1 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 94,210 | $79.7 萬 | 0.00% | +94,210 | 新進 |
| Man Group plc | 87,037 | $73.6 萬 | 0.00% | −100,784−53.7% | 減碼 |
| Creative Planning | 85,836 | $72.6 萬 | 0.00% | +5,963+7.5% | 加碼 |
| Tudor Investment Corp Et Al | 84,163 | $71.2 萬 | 0.00% | +7,717+10.1% | 加碼 |
| Jump Financial, LLC | 82,559 | $69.8 萬 | 0.01% | +82,559 | 新進 |
| Engineers Gate Manager LP | 78,368 | $66.3 萬 | 0.01% | +78,368 | 新進 |
| MetLife Investment Management | 77,536 | $65.6 萬 | 0.00% | +14,321+22.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 76,679 | $64.7 萬 | 0.00% | +6,650+9.5% | 加碼 |
| Jane Street Group, LLC | 76,476 | $64.7 萬 | 0.00% | −108,475−58.7% | 減碼 |
| Seven Fleet Capital Management LP | 73,000 | $61.8 萬 | 0.42% | +73,000 | 新進 |
| Profund Advisors LLC | 72,586 | $61.4 萬 | 0.02% | +38,886+115.4% | 加碼 |
| CWM, LLC | 67,603 | $57.2 萬 | 0.00% | −325−0.5% | 減碼 |
| Jain Global LLC | 66,587 | $56.3 萬 | 0.01% | +66,587 | 新進 |
| Allspring Global Investments Holdings, LLC | 65,447 | $53.5 萬 | 0.00% | +5,704+9.5% | 加碼 |