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 2 季 13F 持有人
Relay Therapeutics, Inc. 在 2026/6/30 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
- 259
- 較 2026 年第 1 季 +20 家
- 持有股數
- 2.47 億
- 較 2026 年第 1 季 +6,279 萬 (+34.1%)
- 總市值
- $45.8 億
- 較 2026 年第 1 季 +$27.5 億 (+150.4%)
- 新進機構
- 51
- 另有 115 家加碼
- 清倉機構
- 31
- 另有 64 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 23,100 | $45.6 萬 | 0.00% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 24,645 | $46.1 萬 | 0.01% | +5,712+30.2% | 加碼 |
| SEI Investments Co | 25,630 | $48.0 萬 | 0.00% | −10,500−29.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 25,807 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 27,200 | $50.9 萬 | 0.00% | 00.0% | 不變 |
| DnB Asset Management AS | 28,141 | $52.7 萬 | 0.00% | +12,327+77.9% | 加碼 |
| ProShare Advisors LLC | 28,197 | $52.8 萬 | 0.00% | −212−0.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 29,119 | $54.5 萬 | 0.00% | −10,348−26.2% | 減碼 |
| Vanguard Investments Australia, Ltd. | 30,117 | $56.3 萬 | 0.00% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 60,000 | $57.9 萬 | 0.00% | 00.0% | 不變 |
| Prudential Financial Inc | 32,020 | $59.9 萬 | 0.00% | +10,670+50.0% | 加碼 |
| Arizona State Retirement System | 32,553 | $60.9 萬 | 0.00% | −772−2.3% | 減碼 |
| Intech Investment Management LLC | 34,101 | $63.8 萬 | 0.01% | +2,484+7.9% | 加碼 |
| China Universal Asset Management Co., Ltd. | 34,138 | $63.9 萬 | 0.04% | +2,422+7.6% | 加碼 |
| JustInvest LLC | 34,921 | $65.3 萬 | 0.01% | +3,339+10.6% | 加碼 |
| Valeo Financial Advisors, LLC | 35,687 | $66.8 萬 | 0.01% | −27−0.1% | 減碼 |
| Quantinno Capital Management LP | 36,500 | $68.3 萬 | 0.00% | +15,312+72.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 38,147 | $71.4 萬 | 0.00% | −3,317−8.0% | 減碼 |
| Brandywine Managers, LLC | 38,429 | $71.9 萬 | 0.36% | 00.0% | 不變 |
| Captrust Financial Advisors | 38,632 | $72.3 萬 | 0.00% | +1,863+5.1% | 加碼 |
| Allianz Asset Management GmbH | 40,100 | $75.0 萬 | 0.00% | +40,100 | 新進 |
| American Century Companies Inc | 41,101 | $76.9 萬 | 0.00% | −399,084−90.7% | 減碼 |
| Harvest Investment Services, LLC | 41,394 | $77.4 萬 | 0.12% | +41,394 | 新進 |
| Virginia Retirement Systems Et Al | 41,900 | $78.4 萬 | 0.00% | +18,700+80.6% | 加碼 |
| Jupiter Topco LLC | 46,273 | $86.6 萬 | 0.00% | +46,273 | 新進 |
| Barclays PLC | 47,384 | $88.7 萬 | 0.00% | +2,117+4.7% | 加碼 |
| Exome Asset Management LLC | 47,531 | $88.9 萬 | 0.55% | −230,771−82.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 47,672 | $89.2 萬 | 0.01% | +10,667+28.8% | 加碼 |
| LPL Financial LLC | 48,415 | $90.6 萬 | 0.00% | +7,952+19.7% | 加碼 |
| Himension Fund | 50,111 | $93.8 萬 | 0.06% | −44,058−46.8% | 減碼 |
| Bank of Montreal | 52,938 | $99.0 萬 | 0.00% | −50.0% | 減碼 |
| J. Goldman & Co LP | 56,569 | $105.8 萬 | 0.04% | −7,068−11.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 54,475 | $109.0 萬 | 0.00% | −909−1.6% | 減碼 |
| New York State Common Retirement Fund | 58,935 | $110.3 萬 | 0.00% | +13,136+28.7% | 加碼 |
| Handelsbanken Fonder AB | 59,100 | $110.6 萬 | 0.00% | +59,100 | 新進 |
| Allspring Global Investments Holdings, LLC | 66,123 | $117.4 萬 | 0.00% | −6,616−9.1% | 減碼 |
| Diversified Trust Co | 66,194 | $123.8 萬 | 0.02% | +66,194 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 68,334 | $127.9 萬 | 0.00% | +1,595+2.4% | 加碼 |
| Persistent Asset Partners Ltd | 70,693 | $132.3 萬 | 0.42% | +54,335+332.2% | 加碼 |
| XTX Topco Ltd | 75,782 | $141.8 萬 | 0.02% | −113,158−59.9% | 減碼 |
| Vanguard Asset Management, Ltd | 82,300 | $154.0 萬 | 0.00% | 00.0% | 不變 |
| Victory Capital Management Inc | 83,771 | $156.7 萬 | 0.00% | +3,777+4.7% | 加碼 |
| Raiffeisen Bank International AG | 80,000 | $157.9 萬 | 0.02% | −110,000−57.9% | 減碼 |
| Seven Grand Managers, LLC | 85,000 | $159.0 萬 | 0.06% | +85,000 | 新進 |
| Profund Advisors LLC | 88,371 | $165.3 萬 | 0.05% | +20,201+29.6% | 加碼 |
| Vanguard Global Advisers, LLC | 89,095 | $166.7 萬 | 0.00% | +14,016+18.7% | 加碼 |
| Squarepoint Ops LLC | 93,179 | $174.3 萬 | 0.00% | −87,119−48.3% | 減碼 |
| MetLife Investment Management | 94,122 | $176.1 萬 | 0.01% | +15,098+19.1% | 加碼 |
| ICONIQ Capital, LLC | 94,697 | $177.2 萬 | 0.05% | 00.0% | 不變 |
| SG Americas Securities, LLC | 95,234 | $178.2 萬 | 0.00% | −102,301−51.8% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 94,732 | $179.3 萬 | 0.00% | +18,071+23.6% | 加碼 |
| Susquehanna International Group, LLP | 96,549 | $180.6 萬 | 0.00% | −50,609−34.4% | 減碼 |
| Lazard Asset Management LLC | 99,348 | $185.9 萬 | 0.00% | +99,348 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 101,291 | $189.5 萬 | 0.03% | −237,789−70.1% | 減碼 |
| Cinctive Capital Management LP | 102,569 | $191.9 萬 | 0.08% | +102,569 | 新進 |
| Caption Management, LLC | 103,006 | $192.7 萬 | 0.07% | +103,006 | 新進 |
| Sanctuary Advisors, LLC | 106,632 | $199.5 萬 | 0.01% | −37,184−25.9% | 減碼 |
| Balyasny Asset Management LLC | 112,989 | $211.4 萬 | 0.00% | −2,926,190−96.3% | 減碼 |
| Creative Planning | 114,131 | $213.5 萬 | 0.00% | +12,782+12.6% | 加碼 |
| Aquatic Capital Management LLC | 120,197 | $224.9 萬 | 0.08% | +72,077+149.8% | 加碼 |
| State of Wisconsin Investment Board | 125,949 | $235.7 萬 | 0.00% | −36,287−22.4% | 減碼 |
| Ieq Capital, LLC | 126,829 | $237.3 萬 | 0.01% | −78,481−38.2% | 減碼 |
| Legal & General Group Plc | 127,676 | $238.9 萬 | 0.00% | +45,620+55.6% | 加碼 |
| Advisor Group Holdings, Inc. | 149,664 | $280.0 萬 | 0.00% | −36,459−19.6% | 減碼 |
| Trexquant Investment LP | 152,017 | $284.4 萬 | 0.02% | +57,769+61.3% | 加碼 |
| Wellington Management Group LLP | 156,906 | $293.6 萬 | 0.00% | +97,398+163.7% | 加碼 |
| Verition Fund Management LLC | 158,017 | $295.6 萬 | 0.02% | +158,017 | 新進 |
| Deutsche Bank AG | 164,036 | $306.9 萬 | 0.00% | +34,424+26.6% | 加碼 |
| California State Teachers Retirement System | 169,944 | $318.0 萬 | 0.00% | −4,155−2.4% | 減碼 |
| Rafferty Asset Management, LLC | 174,785 | $327.0 萬 | 0.01% | +24,167+16.0% | 加碼 |
| Toroso Investments, LLC | 176,782 | $330.8 萬 | 0.01% | +22,682+14.7% | 加碼 |
| Tema ETFs LLC | 176,782 | $330.8 萬 | 0.11% | +22,682+14.7% | 加碼 |
| Seven Fleet Capital Management LP | 178,222 | $333.5 萬 | 0.55% | −79,516−30.9% | 減碼 |
| ExodusPoint Capital Management, LP | 184,178 | $344.6 萬 | 0.03% | +184,178 | 新進 |
| Renaissance Technologies LLC | 192,399 | $360.0 萬 | 0.00% | −481,200−71.4% | 減碼 |
| Wells Fargo & Company | 203,737 | $381.2 萬 | 0.00% | +93,785+85.3% | 加碼 |
| Alps Advisors Inc | 220,386 | $412.3 萬 | 0.02% | +74,896+51.5% | 加碼 |
| Diadema Partners LP | 230,677 | $431.6 萬 | 1.52% | +230,677 | 新進 |
| Sphera Funds Management Ltd. | 233,836 | $437.5 萬 | 0.63% | −174,600−42.7% | 減碼 |
| Swiss National Bank | 236,600 | $442.7 萬 | 0.00% | −1,400−0.6% | 減碼 |
| Voya Investment Management LLC | 238,836 | $446.9 萬 | 0.00% | +22,784+10.5% | 加碼 |
| Rhumbline Advisers | 241,076 | $451.1 萬 | 0.00% | +24,143+11.1% | 加碼 |
| Citigroup Inc | 248,233 | $464.4 萬 | 0.00% | +218,479+734.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 263,506 | $493.0 萬 | 0.00% | +53,799+25.7% | 加碼 |
| UBS Asset Management Americas Inc | 278,327 | $520.7 萬 | 0.00% | +67,859+32.2% | 加碼 |
| TD Asset Management Inc | 347,946 | $651.0 萬 | 0.01% | +133,776+62.5% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 349,000 | $653.0 萬 | 0.15% | +349,000 | 新進 |
| Logos Global Management LP | 350,000 | $654.9 萬 | 0.28% | −400,000−53.3% | 減碼 |
| ADAR1 Capital Management, LLC | 358,333 | $670.4 萬 | 0.32% | +358,333 | 新進 |
| Russell Investments Group, Ltd. | 363,523 | $680.2 萬 | 0.01% | +346,683+2,058.7% | 加碼 |
| Standard Life Aberdeen plc | 372,169 | $696.3 萬 | 0.01% | +372,169 | 新進 |
| Nuveen, LLC | 392,691 | $734.7 萬 | 0.00% | +90,495+29.9% | 加碼 |
| Lord, Abbett & Co. LLC | 410,723 | $768.5 萬 | 0.02% | +410,723 | 新進 |
| Moore Capital Management, LP | 414,005 | $774.6 萬 | 0.18% | +414,005 | 新進 |
| Eversept Partners, LP | 434,314 | $812.6 萬 | 0.44% | +163,609+60.4% | 加碼 |
| Boxer Capital Management, LLC | 450,000 | $842.0 萬 | 0.63% | +450,000 | 新進 |
| Bessemer Group Inc | 457,869 | $856.7 萬 | 0.01% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 462,756 | $865.8 萬 | 0.00% | +79,836+20.8% | 加碼 |
| Citadel Advisors LLC | 473,682 | $886.3 萬 | 0.01% | +297,417+168.7% | 加碼 |
| Ameriprise Financial Inc | 480,076 | $898.2 萬 | 0.00% | +123,152+34.5% | 加碼 |