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MPM BioImpact’s Relay Therapeutics RLAY Stock Holding History

MPM BioImpact’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 		$45.2M Buy
2,415,672
+56,086
+2% +$814K 2.76% 13
2026
Q1 		$23.5M Buy
2,359,586
+127,135
+6% +$1.14M 1.81% 24
2025
Q4 		$18.9M Sell
2,232,451
-50,229
-2% -$358K 2.16% 21
2025
Q3 		$11.9M Hold
2,282,680
– – 1.95% 24
2025
Q2 		$7.9M Sell
2,282,680
-13,244
-0.6% -$39.4K 1.37% 34
2025
Q1 		$6.02M Buy
2,295,924
+27,099
+1% +$106K 1.03% 36
2024
Q4 		$9.35M Buy
2,268,825
+235,784
+12% +$1.28M 1.33% 33
2024
Q3 		$14.4M Buy
2,033,041
+758,582
+60% +$5.67M 2.16% 17
2024
Q2 		$8.31M Buy
1,274,459
+442,442
+53% +$3.02M 1.29% 31
2024
Q1 		$6.91M Hold
832,017
– – 1.11% 34
2023
Q4 		$9.16M Sell
832,017
-520,116
-38% -$4.39M 2.14% 21
2023
Q3 		$11.4M Sell
1,352,133
-2,235
-0.2% -$24K 3.04% 13
2023
Q2 		$17M Buy
1,354,368
+128,734
+11% +$1.6M 3.43% 10
2023
Q1 		$20.2M Buy
+1,225,634
New +$22M 5.24% 7

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

MPM BioImpact's RLAY Position: Q2 2026 in Review

MPM BioImpact increased its Relay Therapeutics (RLAY) stake by 2.4% in Q2 2026, buying an estimated $814K and bringing the position to 2,415,672 shares worth $45.2M. The position accounts for 2.76% of the portfolio, ranked #13.

MPM BioImpact first reported a position in RLAY in Q1 2023 and has held it in 14 quarters since. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • MPM BioImpact held 2,415,672 shares of Relay Therapeutics worth $45.2M as of Q2 2026.
  • MPM BioImpact bought 56,086 Relay Therapeutics shares in Q2 2026, an estimated $814K.
  • Relay Therapeutics made up 2.76% of MPM BioImpact's portfolio in Q2 2026, its #13 holding.
  • MPM BioImpact first reported a position in Relay Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • 258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on MPM BioImpact's 13F filing for Q2 2026, filed 14 Aug 2026.