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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
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 $7.73B AUM 2.35% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Kynam Capital Management's RLAY Position: Q1 2026 in Review

Kynam Capital Management held its Relay Therapeutics (RLAY) position steady in Q1 2026 at 1,424,259 shares worth $14.2M. The position accounts for 0.87% of the portfolio, ranked #26.

Kynam Capital Management first reported a position in RLAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.1M in Q3 2025. 242 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • Kynam Capital Management held 1,424,259 shares of Relay Therapeutics worth $14.2M as of Q1 2026.
  • Kynam Capital Management left its Relay Therapeutics share count unchanged in Q1 2026.
  • Relay Therapeutics made up 0.87% of Kynam Capital Management's portfolio in Q1 2026, its #26 holding.
  • Kynam Capital Management first reported a position in Relay Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Kynam Capital Management's Relay Therapeutics position peaked at $15.1M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on Kynam Capital Management's 13F filing for Q1 2026, filed 15 May 2026.