Balyasny Asset Management
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Balyasny Asset Management’s Relay Therapeutics RLAY Stock Holding History

Balyasny Asset Management’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
2025
Q4 		– Sell
-650,000
Closed -$3.39M – 3485
2025
Q3 		$3.39M Buy
+650,000
New +$2.48M ﹤0.01% 1559

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Balyasny Asset Management's RLAY Position: Q1 2026 in Review

Balyasny Asset Management increased its Relay Therapeutics (RLAY) stake by 45% in Q1 2026, buying an estimated $8.4M and bringing the position to 3,039,179 shares worth $30.2M. The position accounts for 0.04% of the portfolio, ranked #523.

Balyasny Asset Management first reported a position in RLAY in Q4 2022 and has held it in 10 quarters since. 243 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • Balyasny Asset Management held 3,039,179 shares of Relay Therapeutics worth $30.2M as of Q1 2026.
  • Balyasny Asset Management bought 939,267 Relay Therapeutics shares in Q1 2026, an estimated $8.4M.
  • Relay Therapeutics made up 0.04% of Balyasny Asset Management's portfolio in Q1 2026, its #523 holding.
  • Balyasny Asset Management first reported a position in Relay Therapeutics in Q4 2022 and has held it in 10 quarters since.
  • 243 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.