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Commodore Capital’s Relay Therapeutics RLAY Stock Holding History

Commodore 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 		$169M Hold
17,000,000
– – 9.79% 1
2025
Q4 		$144M Hold
17,000,000
– – 9.57% 1
2025
Q3 		$88.7M Buy
17,000,000
+3,650,000
+27% +$13.9M 4.33% 9
2025
Q2 		$46.2M Buy
+13,350,000
New +$39.7M 3.26% 13

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VCM
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TCM
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