Braidwell’s Relay Therapeutics RLAY Stock Holding History

Braidwell’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
2024 Q4	–	Sell	-3,499,427	Closed	-$24.8M	–	90
2024 Q3	$24.8M	Buy	3,499,427 +492,628	+16%	+$3.68M	0.7%	47
2024 Q2	$19.6M	Sell	3,006,799 -737,200	-20%	-$5.04M	0.62%	48
2024 Q1	$31.1M	Buy	+3,743,999	New	+$36.5M	1%	39

Other funds holding RLAY

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

Braidwell's RLAY Position: Q4 2024 in Review

Braidwell sold out of Relay Therapeutics (RLAY) in Q4 2024, closing a stake of 3,499,427 shares — an estimated $24.8M sold.

Braidwell first reported a position in RLAY in Q1 2024 and held it in 3 quarters. The position peaked at $31.1M in Q1 2024. 199 funds tracked by Wall St. Rank hold RLAY as of Q4 2024.

Braidwell reported no remaining Relay Therapeutics position as of Q4 2024 after selling out during the quarter.
Braidwell sold 3,499,427 Relay Therapeutics shares in Q4 2024, an estimated $24.8M.
Braidwell first reported a position in Relay Therapeutics in Q1 2024 and held it in 3 quarters.
Braidwell's Relay Therapeutics position peaked at $31.1M in Q1 2024.
199 funds tracked by Wall St. Rank held Relay Therapeutics as of Q4 2024.

Based on Braidwell's 13F filing for Q4 2024, filed 14 Feb 2025.