Which hedge funds own RLAY? RELAY THERAPEUTICS INC, Q2 2026 13F holders
51 tracked hedge funds disclosed a position in RLAY (RELAY THERAPEUTICS INC) in their Q2 2026 13F filings, worth $1.4bn in total. The largest holder by portfolio weight is Casdin Capital, LLC at 15.0% of its book. 14 opened a new position this quarter: Diadema Partners LP, Boxer Capital Management, LLC, Frazier Life Sciences Management, L.P., ADAR1 Capital Management, LLC. 10 exited: Oxford Asset Management LLP, Prelude Capital Management, LLC, Fox Run Management, L.L.C..
- 51
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $111m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $12.7m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.4bn
- Combined value Sum of the holders' reported positions in the security.
- 4.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Oxford Asset Management LLP | 0.09% | $224k |
| Prelude Capital Management, LLC | 0.05% | $616k |
| Fox Run Management, L.L.C. | 0.03% | $143k |
| FNY Investment Advisers, LLC | 0.02% | $49.0k |
| Hudson Bay Capital Management LP | 0.02% | $3.1m |
| Engineers Gate Manager LP | 0.02% | $1.4m |
| Mirabella Financial Services LLP | 0.01% | $150k |
| Qube Research & Technologies Ltd | 0.01% | $6.2m |
| Schonfeld Strategic Advisors LLC | 0.01% | $715k |
| Y-Intercept (Hong Kong) Ltd | 0.0% | $174k |
Ownership over time
Who discovered RLAY first? Beta
The run: Q2 2025 → Q2 2026, +441%
| Commodore Capital LP high conviction | Q2 2025 | 3.3% | +14.6 pts |
| Kynam Capital Management, LP | Q2 2025 | 1.1% | +2.3 pts |
| Ikarian Capital, LLC | Q3 2024 | 0.9% | −0.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.