Foresite Capital Management IV’s Relay Therapeutics RLAY Stock Holding History

Foresite Capital Management IV’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	$23.4M	Buy	1,250,000 +250,000	+25%	+$3.63M	8.06%	4
2026 Q1	$9.95M	Hold	1,000,000	–	–	4.2%	5
2025 Q4	$8.46M	Hold	1,000,000	–	–	3.68%	5
2025 Q3	$5.22M	Hold	1,000,000	–	–	2.86%	6
2025 Q2	$3.46M	Hold	1,000,000	–	–	2.79%	6
2025 Q1	$2.62M	Hold	1,000,000	–	–	2.36%	5
2024 Q4	$4.12M	Hold	1,000,000	–	–	3.79%	4
2024 Q3	$7.08M	Buy	+1,000,000	New	+$7.47M	4.63%	5
2021 Q3	–	Sell	-556,380	Closed	-$20.4M	–	14
2021 Q2	$20.4M	Sell	556,380 -1,583,000	-74%	-$52.2M	2.75%	8
2021 Q1	$74M	Hold	2,139,380	–	–	8.86%	5
2020 Q4	$88.9M	Hold	2,139,380	–	–	9.66%	3
2020 Q3	$91.1M	Buy	+2,139,380	New	+$81.6M	20.55%	1

Other funds holding RLAY

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return

Foresite Capital Management IV's RLAY Position: Q2 2026 in Review

Foresite Capital Management IV increased its Relay Therapeutics (RLAY) stake by 25% in Q2 2026, buying an estimated $3.63M and bringing the position to 1,250,000 shares worth $23.4M. The position accounts for 8.06% of the portfolio, ranked #4.

Foresite Capital Management IV first reported a position in RLAY in Q3 2020 and has held it in 12 quarters since. The position peaked at $91.1M in Q3 2020. 260 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

Foresite Capital Management IV held 1,250,000 shares of Relay Therapeutics worth $23.4M as of Q2 2026.
Foresite Capital Management IV bought 250,000 Relay Therapeutics shares in Q2 2026, an estimated $3.63M.
Relay Therapeutics made up 8.06% of Foresite Capital Management IV's portfolio in Q2 2026, its #4 holding.
Foresite Capital Management IV first reported a position in Relay Therapeutics in Q3 2020 and has held it in 12 quarters since.
Foresite Capital Management IV's Relay Therapeutics position peaked at $91.1M in Q3 2020.
260 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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