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。
2026 年第 1 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/3/31 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
- 244
- 較 2025 年第 4 季 +22 家
- 持有股數
- 1.84 億
- 較 2025 年第 4 季 +2,065 萬 (+12.6%)
- 總市值
- $18.3 億
- 較 2025 年第 4 季 +$4.49 億 (+32.4%)
- 新進機構
- 51
- 另有 95 家加碼
- 清倉機構
- 29
- 另有 53 家減碼
另有 5 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 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 | $2.78 億 | 3.59% | 00.0% | 不變 |
| Commodore Capital LP | 17,000,000 | $1.69 億 | 9.79% | 00.0% | 不變 |
| Casdin Capital, LLC | 14,418,574 | $1.43 億 | 10.86% | +1,415,000+10.9% | 加碼 |
| BlackRock, Inc. | 12,975,299 | $1.29 億 | 0.00% | −253,203−1.9% | 減碼 |
| Perceptive Advisors LLC | 9,751,141 | $9,702 萬 | 1.92% | +7,847,896+412.3% | 加碼 |
| Bellevue Group AG | 7,795,242 | $7,756 萬 | 1.85% | −550,122−6.6% | 減碼 |
| Vanguard Capital Management LLC | 7,387,465 | $7,351 萬 | 0.00% | +7,387,465 | 新進 |
| State Street Corp | 6,233,545 | $6,202 萬 | 0.00% | −192,566−3.0% | 減碼 |
| Nextech Invest, Ltd. | 5,526,506 | $5,499 萬 | 3.87% | +825,000+17.5% | 加碼 |
| TCG Crossover Management, LLC | 4,273,356 | $4,252 萬 | 1.22% | +1,053,170+32.7% | 加碼 |
| FMR LLC | 3,695,431 | $3,677 萬 | 0.00% | +3,533,209+2,178.0% | 加碼 |
| Geode Capital Management, LLC | 3,510,636 | $3,494 萬 | 0.00% | +101,273+3.0% | 加碼 |
| Balyasny Asset Management LLC | 3,039,179 | $3,024 萬 | 0.06% | +939,267+44.7% | 加碼 |
| Spruce Street Capital LP | 2,984,125 | $2,969 萬 | 7.14% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 2,940,536 | $2,925 萬 | 0.01% | +460,186+18.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 2,590,000 | $2,577 萬 | 0.04% | +2,090,000+418.0% | 加碼 |
| Goldman Sachs Group Inc | 2,541,861 | $2,529 萬 | 0.00% | +682,227+36.7% | 加碼 |
| MPM Oncology Impact Management LP | 2,359,586 | $2,348 萬 | 1.81% | +127,135+5.7% | 加碼 |
| Bank of America Corp | 1,937,695 | $1,928 萬 | 0.00% | +896,746+86.1% | 加碼 |
| Price T Rowe Associates Inc | 1,924,938 | $1,915 萬 | 0.00% | +279,535+17.0% | 加碼 |
| EcoR1 Capital, LLC | 1,904,762 | $1,895 萬 | 0.81% | +1,904,762 | 新進 |
| Vanguard Portfolio Management LLC | 1,863,565 | $1,854 萬 | 0.00% | +1,863,565 | 新進 |
| Northern Trust Corp | 1,675,387 | $1,667 萬 | 0.00% | +536,699+47.1% | 加碼 |
| Alphabet Inc. | 1,564,173 | $1,556 萬 | 0.39% | −4,580−0.3% | 減碼 |
| Morgan Stanley | 1,432,003 | $1,425 萬 | 0.00% | −586,461−29.1% | 減碼 |
| Kynam Capital Management, LP | 1,424,259 | $1,417 萬 | 0.90% | 00.0% | 不變 |
| Two Sigma Investments, LP | 1,369,149 | $1,362 萬 | 0.01% | −191,116−12.2% | 減碼 |
| AQR Capital Management LLC | 1,290,032 | $1,284 萬 | 0.01% | +126,908+10.9% | 加碼 |
| Baker Bros. Advisors LP | 1,160,117 | $1,154 萬 | 0.07% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,111,891 | $1,106 萬 | 0.00% | −24,811−2.2% | 減碼 |
| Foresite Capital Management IV, LLC | 1,000,000 | $995.0 萬 | 4.20% | 00.0% | 不變 |
| Marshall Wace, LLP | 941,825 | $937.1 萬 | 0.01% | +941,825 | 新進 |
| Kalehua Capital Management LLC | 901,457 | $896.9 萬 | 6.35% | 00.0% | 不變 |
| Vanguard Fiduciary Trust Co | 900,546 | $896.0 萬 | 0.00% | +900,546 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 837,038 | $832.9 萬 | 0.02% | +447,475+114.9% | 加碼 |
| Panagora Asset Management Inc | 818,041 | $814.0 萬 | 0.03% | +818,041 | 新進 |
| Logos Global Management LP | 750,000 | $746.3 萬 | 0.38% | +750,000 | 新進 |
| Woodline Partners LP | 679,342 | $675.9 萬 | 0.03% | +2270.0% | 加碼 |
| Renaissance Technologies LLC | 673,599 | $670.2 萬 | 0.01% | +25,700+4.0% | 加碼 |
| Squadron Capital Management LLC | 672,500 | $669.1 萬 | 2.68% | +672,500 | 新進 |
| Invesco Ltd. | 669,874 | $666.5 萬 | 0.00% | −195,607−22.6% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 668,289 | $664.9 萬 | 0.00% | +668,289 | 新進 |
| Qube Research & Technologies Ltd | 619,652 | $616.6 萬 | 0.01% | +619,652 | 新進 |
| Congress Asset Management Co | 618,938 | $615.8 萬 | 0.04% | +204,771+49.4% | 加碼 |
| JPMorgan Chase & Co | 647,518 | $605.4 萬 | 0.00% | +221,560+52.0% | 加碼 |
| ArrowMark Colorado Holdings LLC | 541,124 | $538.4 萬 | 0.14% | 00.0% | 不變 |
| Elmind Capital, LP | 536,946 | $534.3 萬 | 1.52% | 00.0% | 不變 |
| UBS Group AG | 527,611 | $525.0 萬 | 0.00% | +231,594+78.2% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 499,058 | $496.6 萬 | 2.43% | 00.0% | 不變 |
| Longaeva Partners L.P. | 470,544 | $468.2 萬 | 0.23% | +470,544 | 新進 |
| Bessemer Group Inc | 457,869 | $455.6 萬 | 0.01% | 00.0% | 不變 |
| American Century Companies Inc | 440,185 | $438.0 萬 | 0.00% | +7,692+1.8% | 加碼 |
| Jane Street Group, LLC | 423,536 | $421.4 萬 | 0.00% | +347,060+453.8% | 加碼 |
| HighVista Strategies LLC | 421,881 | $419.8 萬 | 1.16% | −123,198−22.6% | 減碼 |
| Sphera Funds Management Ltd. | 408,436 | $406.4 萬 | 0.70% | +408,436 | 新進 |
| Affinity Asset Advisors, LLC | 400,000 | $398.0 萬 | 0.23% | +400,000 | 新進 |
| Bank of New York Mellon Corp | 382,920 | $381.0 萬 | 0.00% | +4,217+1.1% | 加碼 |
| Rhenman & Partners Asset Management AB | 360,000 | $358.2 萬 | 0.44% | −100,000−21.7% | 減碼 |
| Ameriprise Financial Inc | 356,924 | $355.1 萬 | 0.00% | +356,924 | 新進 |
| Millennium Management LLC | 347,733 | $346.0 萬 | 0.00% | −549,176−61.2% | 減碼 |
| Raymond James Financial Inc | 346,317 | $344.6 萬 | 0.00% | +86,906+33.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 339,080 | $337.4 萬 | 0.05% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 311,330 | $309.8 萬 | 0.02% | −140,170−31.0% | 減碼 |
| Nuveen, LLC | 302,196 | $300.7 萬 | 0.00% | +1,732+0.6% | 加碼 |
| Acadian Asset Management LLC | 290,352 | $288.6 萬 | 0.00% | −166,296−36.4% | 減碼 |
| Exome Asset Management LLC | 278,302 | $276.9 萬 | 1.63% | +278,302 | 新進 |
| Eversept Partners, LP | 270,705 | $269.4 萬 | 0.18% | −218,432−44.7% | 減碼 |
| Seven Fleet Capital Management LP | 257,738 | $256.4 萬 | 0.81% | +184,738+253.1% | 加碼 |
| Swiss National Bank | 238,000 | $236.8 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 216,933 | $215.8 萬 | 0.00% | +1,192+0.6% | 加碼 |
| Voya Investment Management LLC | 216,052 | $215.0 萬 | 0.00% | +191,477+779.2% | 加碼 |
| TD Asset Management Inc | 214,170 | $213.1 萬 | 0.00% | +32,182+17.7% | 加碼 |
| UBS Asset Management Americas Inc | 210,468 | $209.4 萬 | 0.00% | +620+0.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 209,707 | $208.7 萬 | 0.00% | +32,221+18.2% | 加碼 |
| Ieq Capital, LLC | 205,310 | $204.3 萬 | 0.01% | +43,025+26.5% | 加碼 |
| SG Americas Securities, LLC | 197,535 | $196.5 萬 | 0.00% | −23,414−10.6% | 減碼 |
| XTX Topco Ltd | 188,940 | $188.0 萬 | 0.03% | +31,534+20.0% | 加碼 |
| Advisor Group Holdings, Inc. | 186,123 | $185.2 萬 | 0.00% | −265−0.1% | 減碼 |
| Polygon Management Ltd. | 181,543 | $180.6 萬 | 0.35% | +181,543 | 新進 |
| Squarepoint Ops LLC | 180,298 | $179.4 萬 | 0.00% | +86,088+91.4% | 加碼 |
| Raiffeisen Bank International AG | 190,000 | $177.7 萬 | 0.03% | −60,000−24.0% | 減碼 |
| Citadel Advisors LLC | 176,265 | $175.4 萬 | 0.00% | +62,122+54.4% | 加碼 |
| California State Teachers Retirement System | 174,099 | $173.2 萬 | 0.00% | +56,422+47.9% | 加碼 |
| State of Wisconsin Investment Board | 162,236 | $161.4 萬 | 0.00% | +61,076+60.4% | 加碼 |
| Tema ETFs LLC | 154,100 | $153.3 萬 | 0.10% | +42,545+38.1% | 加碼 |
| Toroso Investments, LLC | 154,100 | $153.3 萬 | 0.00% | +154,100 | 新進 |
| Rafferty Asset Management, LLC | 150,618 | $149.9 萬 | 0.01% | −43,138−22.3% | 減碼 |
| Susquehanna International Group, LLP | 147,158 | $146.4 萬 | 0.00% | −75,771−34.0% | 減碼 |
| Alps Advisors Inc | 145,490 | $144.8 萬 | 0.01% | +3,169+2.2% | 加碼 |
| Sanctuary Advisors, LLC | 143,816 | $143.1 萬 | 0.01% | +1,588+1.1% | 加碼 |
| Engineers Gate Manager LP | 141,452 | $140.7 萬 | 0.02% | +63,084+80.5% | 加碼 |
| Deutsche Bank AG | 129,612 | $129.0 萬 | 0.00% | +5,618+4.5% | 加碼 |
| Alliancebernstein L.P. | 145,251 | $122.9 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 112,843 | $112.3 萬 | 0.00% | +25,806+29.6% | 加碼 |
| Wells Fargo & Company | 109,952 | $109.4 萬 | 0.00% | −47,940−30.4% | 減碼 |
| Creative Planning | 101,349 | $100.8 萬 | 0.00% | +15,513+18.1% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $94.2 萬 | 0.02% | 00.0% | 不變 |
| Trexquant Investment LP | 94,248 | $93.8 萬 | 0.01% | −377,797−80.0% | 減碼 |
| Himension Fund | 94,169 | $93.7 萬 | 0.07% | −10,784−10.3% | 減碼 |
| Vanguard Asset Management, Ltd | 82,300 | $81.9 萬 | 0.00% | +82,300 | 新進 |