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Boxer Capital Management’s Relay Therapeutics RLAY Stock Holding History

Boxer Capital 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
2026
Q2 		$8.42M Buy
+450,000
New +$6.53M 0.63% 30
2025
Q1 		– Sell
-536,132
Closed -$2.21M – 50
2024
Q4 		$2.21M Buy
+536,132
New +$2.92M 0.19% 49

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

Boxer Capital Management's RLAY Position: Q2 2026 in Review

Boxer Capital Management opened a new position in Relay Therapeutics (RLAY) in Q2 2026: 450,000 shares worth $8.42M. The stake represents 0.63% of the portfolio and ranks #30 among its holdings. This is a return to the name: Boxer Capital Management previously reported a position in RLAY as recently as Q4 2024.

Boxer Capital Management first reported a position in RLAY in Q4 2024 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Boxer Capital Management held 450,000 shares of Relay Therapeutics worth $8.42M as of Q2 2026.
  • Relay Therapeutics was a new Boxer Capital Management position in Q2 2026.
  • Relay Therapeutics made up 0.63% of Boxer Capital Management's portfolio in Q2 2026, its #30 holding.
  • Boxer Capital Management first reported a position in Relay Therapeutics in Q4 2024 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Boxer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.