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Dmitry Balyasny’s Relay Therapeutics RLAY Stock Holding History

Dmitry Balyasny’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
2025
Q4 		– Sell
-650,000
Closed -$3.39M – 3485
2025
Q3 		$3.39M Buy
+650,000
New +$2.48M ﹤0.01% 1559

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

Dmitry Balyasny's RLAY Position: Q2 2026 in Review

Dmitry Balyasny reduced its Relay Therapeutics (RLAY) stake by 96% in Q2 2026, selling an estimated $42.5M and leaving 112,989 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Dmitry Balyasny first reported a position in RLAY in Q4 2022 and has held it in 11 quarters since. The position peaked at $30.2M in Q1 2026. 256 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Dmitry Balyasny held 112,989 shares of Relay Therapeutics worth $2.11M as of Q2 2026.
  • Dmitry Balyasny sold 2,926,190 Relay Therapeutics shares in Q2 2026, an estimated $42.5M.
  • Relay Therapeutics made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1786 holding.
  • Dmitry Balyasny first reported a position in Relay Therapeutics in Q4 2022 and has held it in 11 quarters since.
  • Dmitry Balyasny's Relay Therapeutics position peaked at $30.2M in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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