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Casdin Capital’s Relay Therapeutics RLAY Stock Holding History

Casdin Capital’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
Q1 		$143M Buy
14,418,574
+1,415,000
+11% +$12.7M 10.86% 3
2025
Q4 		$110M Buy
13,003,574
+1,662,193
+15% +$11.9M 6.83% 5
2025
Q3 		$59.2M Sell
11,341,381
-57,193
-0.5% -$218K 4.94% 6
2025
Q2 		$39.4M Buy
11,398,574
+2,300,000
+25% +$6.84M 3.59% 8
2025
Q1 		$23.8M Buy
9,098,574
+150,000
+2% +$588K 1.95% 11
2024
Q4 		$36.9M Sell
8,948,574
-302,534
-3% -$1.65M 2.45% 9
2024
Q3 		$65.5M Buy
9,251,108
+802,534
+9% +$6M 4.37% 8
2024
Q2 		$55.1M Buy
8,448,574
+1,025,000
+14% +$7M 4.21% 7
2024
Q1 		$61.6M Buy
7,423,574
+35,631
+0.5% +$348K 4.58% 5
2023
Q4 		$81.3M Buy
7,387,943
+464,369
+7% +$3.92M 7.98% 4
2023
Q3 		$58.2M Buy
6,923,574
+925,000
+15% +$9.95M 6.44% 5
2023
Q2 		$75.3M Buy
5,998,574
+300,000
+5% +$3.73M 6.58% 3
2023
Q1 		$93.9M Buy
5,698,574
+2,667,926
+88% +$47.8M 7.73% 3
2022
Q4 		$45.3M Sell
3,030,648
-1,652,784
-35% -$31.6M 3.51% 9
2022
Q3 		$105M Buy
4,683,432
+614,858
+15% +$13.5M 6.88% 7
2022
Q2 		$68.1M Buy
4,068,574
+211,321
+5% +$4.53M 5.76% 4
2022
Q1 		$115M Hold
3,857,253
– – 5.18% 5
2021
Q4 		$118M Buy
3,857,253
+188,679
+5% +$5.96M 3.34% 13
2021
Q3 		$116M Buy
3,668,574
+293,516
+9% +$9.88M 2.88% 11
2021
Q2 		$123M Hold
3,375,058
– – 3.13% 11
2021
Q1 		$117M Sell
3,375,058
-433,836
-11% -$18.8M 3.48% 9
2020
Q4 		$158M Hold
3,808,894
– – 4.69% 6
2020
Q3 		$162M Buy
+3,808,894
New +$145M 7.26% 3

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Casdin Capital's RLAY Position: Q1 2026 in Review

Casdin Capital increased its Relay Therapeutics (RLAY) stake by 11% in Q1 2026, buying an estimated $12.7M and bringing the position to 14,418,574 shares worth $143M. The position accounts for 10.86% of the portfolio, ranked #3.

Casdin Capital first reported a position in RLAY in Q3 2020 and has held it in 23 quarters since. The position peaked at $162M in Q3 2020. 242 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • Casdin Capital held 14,418,574 shares of Relay Therapeutics worth $143M as of Q1 2026.
  • Casdin Capital bought 1,415,000 Relay Therapeutics shares in Q1 2026, an estimated $12.7M.
  • Relay Therapeutics made up 10.86% of Casdin Capital's portfolio in Q1 2026, its #3 holding.
  • Casdin Capital first reported a position in Relay Therapeutics in Q3 2020 and has held it in 23 quarters since.
  • Casdin Capital's Relay Therapeutics position peaked at $162M in Q3 2020.
  • 242 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Casdin Capital's 13F filing for Q1 2026, filed 15 May 2026.