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Julian Baker’s Relay Therapeutics RLAY Stock Holding History

Julian Baker’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 		$52.9M Buy
2,826,783
+1,666,666
+144% +$24.2M 0.27% 36
2026
Q1 		$11.5M Hold
1,160,117
– – 0.07% 65
2025
Q4 		$9.81M Hold
1,160,117
– – 0.06% 67
2025
Q3 		$6.06M Hold
1,160,117
– – 0.04% 70
2025
Q2 		$4.01M Hold
1,160,117
– – 0.04% 71
2025
Q1 		$3.04M Hold
1,160,117
– – 0.03% 69
2024
Q4 		$4.78M Hold
1,160,117
– – 0.05% 69
2024
Q3 		$8.21M Hold
1,160,117
– – 0.09% 58
2024
Q2 		$7.56M Hold
1,160,117
– – 0.1% 55
2024
Q1 		$9.63M Hold
1,160,117
– – 0.12% 49
2023
Q4 		$12.8M Hold
1,160,117
– – 0.15% 43
2023
Q3 		$9.76M Hold
1,160,117
– – 0.06% 45
2023
Q2 		$14.6M Buy
1,160,117
+876,117
+308% +$10.9M 0.08% 49
2023
Q1 		$4.68M Buy
+284,000
New +$5.09M 0.03% 73

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

Julian Baker's RLAY Position: Q2 2026 in Review

Julian Baker increased its Relay Therapeutics (RLAY) stake by 144% in Q2 2026, buying an estimated $24.2M and bringing the position to 2,826,783 shares worth $52.9M. The position accounts for 0.27% of the portfolio, ranked #36.

Julian Baker first reported a position in RLAY in Q1 2023 and has held it in 14 quarters since. 256 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Julian Baker held 2,826,783 shares of Relay Therapeutics worth $52.9M as of Q2 2026.
  • Julian Baker bought 1,666,666 Relay Therapeutics shares in Q2 2026, an estimated $24.2M.
  • Relay Therapeutics made up 0.27% of Julian Baker's portfolio in Q2 2026, its #36 holding.
  • Julian Baker first reported a position in Relay Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • 256 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.