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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、13 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 2 季與 2026 年第 1 季比較

持有 Relay Therapeutics, Inc. 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

RLAY 的 13F 持有人:2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數2445259+20
股數1.84 億16.9 萬2.47 億+6,279 萬 (+34.1%)
市值$18.3 億$168.0 萬$45.8 億+$27.5 億 (+150.4%)

5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(51 家)

2026 年第 2 季季末持有 Relay Therapeutics, Inc.、2026 年第 1 季季末沒有持有的機構。

2026 年第 2 季新進 RLAY 的機構
機構股數市值佔組合 %
Siren, L.L.C.3,650,000$6,829 萬1.39%
Westfield Capital Management Co LP3,343,496$6,256 萬0.20%
T. Rowe Price Investment Management, Inc.1,915,459$3,584 萬0.02%
Polar Capital Holdings Plc1,789,056$3,347 萬0.09%
First Trust Advisors LP1,075,126$2,012 萬0.01%
Frazier Life Sciences Management, L.P.1,015,693$1,900 萬0.41%
Jupiter Asset Management Ltd719,576$1,346 萬0.07%
Boxer Capital Management, LLC450,000$842.0 萬0.63%
Moore Capital Management, LP414,005$774.6 萬0.18%
Lord, Abbett & Co. LLC410,723$768.5 萬0.02%
Standard Life Aberdeen plc372,169$696.3 萬0.01%
ADAR1 Capital Management, LLC358,333$670.4 萬0.32%
Duquesne Family Office LLC大師杜肯家族辦公室349,000$653.0 萬0.15%
Diadema Partners LP230,677$431.6 萬1.52%
ExodusPoint Capital Management, LP184,178$344.6 萬0.03%
Verition Fund Management LLC158,017$295.6 萬0.02%
Caption Management, LLC103,006$192.7 萬0.07%
Cinctive Capital Management LP102,569$191.9 萬0.08%
Lazard Asset Management LLC99,348$185.9 萬0.00%
Seven Grand Managers, LLC85,000$159.0 萬0.06%
Diversified Trust Co66,194$123.8 萬0.02%
Handelsbanken Fonder AB59,100$110.6 萬0.00%
Jupiter Topco LLC46,273$86.6 萬0.00%
Harvest Investment Services, LLC41,394$77.4 萬0.12%
Allianz Asset Management GmbH40,100$75.0 萬0.00%
Yorktown Management & Research Co Inc23,200$43.4 萬0.27%
Susquehanna Fundamental Investments, LLC19,575$36.6 萬0.01%
STRS Ohio18,700$35.0 萬0.00%
Great Lakes Retirement, Inc.13,800$25.8 萬0.02%
State of Wyoming11,618$21.7 萬0.02%
Two Sigma Securities, LLC11,415$21.4 萬0.02%
Principal Financial Group Inc10,458$19.6 萬0.00%
Mitsubishi UFJ Trust & Banking Corp7,110$13.3 萬0.00%
Federated Hermes, Inc.6,500$12.2 萬0.00%
Federation des caisses Desjardins du Quebec5,419$10.1 萬0.00%
Meeder Asset Management Inc3,332$6.23 萬0.00%
Pacer Advisors, Inc.2,919$5.50 萬0.00%
Nikko Asset Management Americas, Inc.2,326$4.35 萬0.00%
Nykredit A/S993$1.86 萬0.00%
Tokio Marine Asset Management Co Ltd951$1.78 萬0.00%
Toronto Dominion Bank900$1.68 萬0.00%
Optiver Holding B.V.767$1.44 萬0.00%
J.Safra Asset Management Corp555$1.04 萬0.00%
SMA Capital LLC552$1.03 萬0.00%
Truvestments Capital LLC382$7,1470.00%
Global Retirement Partners, LLC154$2,8810.00%
Quarry LP72$1,3470.00%
Ameritas Advisory Services, LLC65$1,2160.00%
SJS Investment Consulting Inc.32$5990.00%
UMA Financial Services, Inc.31$5810.00%
Silver Grove Financial Group, Inc.1$190.00%

清倉機構(31 家)

2026 年第 1 季季末持有 Relay Therapeutics, Inc.、2026 年第 2 季有申報但已經沒有持有的機構。

2026 年第 2 季清倉 RLAY 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Kalehua Capital Management LLC901,457$896.9 萬
Qube Research & Technologies Ltd619,652$616.6 萬
Longaeva Partners L.P.470,544$468.2 萬
Jane Street Group, LLC423,536$421.4 萬
Hudson Bay Capital Management LP311,330$309.8 萬
Acadian Asset Management LLC290,352$288.6 萬
Engineers Gate Manager LP141,452$140.7 萬
Schonfeld Strategic Advisors LLC71,880$71.5 萬
Prelude Capital Management, LLC61,899$61.6 萬
Algert Global LLC48,510$48.3 萬
Cresset Asset Management, LLC36,495$36.3 萬
Mariner, LLC36,096$35.8 萬
Gotham Asset Management, LLC33,606$33.4 萬
OP Asset Management Ltd29,217$29.1 萬
Nomura Holdings Inc25,000$24.9 萬
Oxford Asset Management LLP22,521$22.4 萬
Aigen Investment Management, LP22,075$22.0 萬
Quadrature Capital Ltd21,123$21.0 萬
Y-Intercept (Hong Kong) Ltd17,516$17.4 萬
Mirabella Financial Services LLP15,121$15.0 萬
AssuredPartners Investment Advisors, LLC12,062$15.0 萬
Fox Run Management, L.L.C.15,284$14.3 萬
Buckingham Strategic Partners11,631$11.5 萬
49 Wealth Management, LLC11,029$11.0 萬
Colony Group, LLC10,756$10.7 萬
Group One Trading, L.P.6,638$6.60 萬
FNY Investment Advisers, LLC5,000$4.90 萬
Advisory Services Network, LLC1,697$1.69 萬
MAI Capital Management743$7,393
Your Advocates Ltd., LLP100$995
Root Financial Partners, LLC93$925

尚未申報 2026 年第 2 季的機構(5 家)

2026 年第 1 季季末持有 Relay Therapeutics, Inc.、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2026 年第 1 季持有 RLAY、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
CWM, LLC69,959$69.6 萬
Janus Henderson Group PLC65,573$65.2 萬
Skopos Labs, Inc.32,577$32.4 萬
Red Tortoise LLC698$6,945
Sunbelt Securities, Inc.52$517