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Kynam Capital Management’s Relay Therapeutics RLAY Stock Holding History

Kynam Capital Management’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 		$61.7M Buy
3,300,000
+1,875,741
+132% +$27.2M 3.41% 12
2026
Q1 		$14.2M Hold
1,424,259
– – 0.87% 26
2025
Q4 		$12M Sell
1,424,259
-1,462,755
-51% -$10.4M 0.77% 25
2025
Q3 		$15.1M Hold
2,887,014
– – 1.12% 21
2025
Q2 		$9.99M Sell
2,887,014
-176,278
-6% -$524K 1.08% 18
2025
Q1 		$8.03M Buy
3,063,292
+2,063,292
+206% +$8.08M 0.67% 23
2024
Q4 		$4.12M Buy
+1,000,000
New +$5.44M 0.24% 27

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

Kynam Capital Management's RLAY Position: Q2 2026 in Review

Kynam Capital Management increased its Relay Therapeutics (RLAY) stake by 132% in Q2 2026, buying an estimated $27.2M and bringing the position to 3,300,000 shares worth $61.7M. The position accounts for 3.41% of the portfolio, ranked #12.

Kynam Capital Management first reported a position in RLAY in Q4 2024 and has held it in 7 quarters since. 260 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Kynam Capital Management held 3,300,000 shares of Relay Therapeutics worth $61.7M as of Q2 2026.
  • Kynam Capital Management bought 1,875,741 Relay Therapeutics shares in Q2 2026, an estimated $27.2M.
  • Relay Therapeutics made up 3.41% of Kynam Capital Management's portfolio in Q2 2026, its #12 holding.
  • Kynam Capital Management first reported a position in Relay Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 260 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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