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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
Q2 		$225M Sell
12,000,000
-5,000,000
-29% -$72.6M 13.37% 1
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

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

Commodore Capital's RLAY Position: Q2 2026 in Review

Commodore Capital reduced its Relay Therapeutics (RLAY) stake by 29% in Q2 2026, selling an estimated $72.6M and leaving 12,000,000 shares worth $225M. The position accounts for 13.37% of the portfolio, ranked #1.

Commodore Capital first reported a position in RLAY in Q2 2025 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Commodore Capital held 12,000,000 shares of Relay Therapeutics worth $225M as of Q2 2026.
  • Commodore Capital sold 5,000,000 Relay Therapeutics shares in Q2 2026, an estimated $72.6M.
  • Relay Therapeutics made up 13.37% of Commodore Capital's portfolio in Q2 2026, its #1 holding.
  • Commodore Capital first reported a position in Relay Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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