Finepoint Capital’s Relay Therapeutics RLAY Stock Holding History

Finepoint 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
2025 Q2	–	Sell	-2,117,646	Closed	-$5.55M	–	19
2025 Q1	$5.55M	Sell	2,117,646 -58,000	-3%	-$227K	0.42%	17
2024 Q4	$8.96M	Buy	2,175,646 +549,500	+34%	+$2.99M	0.55%	18
2024 Q3	$11.5M	Buy	1,626,146 +20,800	+1%	+$155K	0.84%	16
2024 Q2	$10.5M	Buy	1,605,346 +115,176	+8%	+$787K	2.97%	13
2024 Q1	$12.4M	Buy	1,490,170 +172,300	+13%	+$1.68M	3.17%	16
2023 Q4	$14.5M	Buy	1,317,870 +447,000	+51%	+$3.77M	4.58%	12
2023 Q3	$7.32M	Buy	870,870 +169,300	+24%	+$1.82M	3.65%	15
2023 Q2	$8.81M	Sell	701,570 -144,700	-17%	-$1.8M	3.05%	19
2023 Q1	$13.9M	Buy	846,270 +131,422	+18%	+$2.36M	5.32%	14
2022 Q4	$10.7M	Buy	+714,848	New	+$13.7M	3.45%	17

Other funds holding RLAY

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Finepoint Capital's RLAY Position: Q2 2025 in Review

Finepoint Capital sold out of Relay Therapeutics (RLAY) in Q2 2025, closing a stake of 2,117,646 shares — an estimated $5.55M sold.

Finepoint Capital first reported a position in RLAY in Q4 2022 and held it in 10 quarters. The position peaked at $14.5M in Q4 2023. 208 funds tracked by Wall St. Rank hold RLAY as of Q2 2025.

Finepoint Capital reported no remaining Relay Therapeutics position as of Q2 2025 after selling out during the quarter.
Finepoint Capital sold 2,117,646 Relay Therapeutics shares in Q2 2025, an estimated $5.55M.
Finepoint Capital first reported a position in Relay Therapeutics in Q4 2022 and held it in 10 quarters.
Finepoint Capital's Relay Therapeutics position peaked at $14.5M in Q4 2023.
208 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2025.

Based on Finepoint Capital's 13F filing for Q2 2025, filed 13 Aug 2025.