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Affinity Asset Advisors’s Relay Therapeutics RLAY Stock Holding History

Affinity Asset Advisors’s Portfolio RLAY Stock Details RLAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Buy
1,050,000
+650,000
+163% +$9.44M 0.89% 35
2026
Q1 		$3.98M Buy
+400,000
New +$3.58M 0.21% 81
2024
Q1 		– Sell
-300,000
Closed -$3.3M – 115
2023
Q4 		$3.3M Buy
+300,000
New +$2.53M 0.6% 44

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

Affinity Asset Advisors's RLAY Position: Q2 2026 in Review

Affinity Asset Advisors increased its Relay Therapeutics (RLAY) stake by 163% in Q2 2026, buying an estimated $9.44M and bringing the position to 1,050,000 shares worth $19.6M. The position accounts for 0.89% of the portfolio, ranked #35.

Affinity Asset Advisors first reported a position in RLAY in Q4 2023 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Affinity Asset Advisors held 1,050,000 shares of Relay Therapeutics worth $19.6M as of Q2 2026.
  • Affinity Asset Advisors bought 650,000 Relay Therapeutics shares in Q2 2026, an estimated $9.44M.
  • Relay Therapeutics made up 0.89% of Affinity Asset Advisors's portfolio in Q2 2026, its #35 holding.
  • Affinity Asset Advisors first reported a position in Relay Therapeutics in Q4 2023 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.