Rhenman & Partners Asset Management’s Relay Therapeutics RLAY Stock Holding History

Rhenman & Partners Asset 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	$10.6M	Buy	566,000 +206,000	+57%	+$2.99M	1%	48
2026 Q1	$3.58M	Sell	360,000 -100,000	-22%	-$895K	0.44%	66
2025 Q4	$3.89M	Hold	460,000	–	–	0.36%	70
2025 Q3	$2.4M	Hold	460,000	–	–	0.27%	80
2025 Q2	$1.59M	Hold	460,000	–	–	0.2%	77
2025 Q1	$1.21M	Hold	460,000	–	–	0.14%	84
2024 Q4	$1.9M	Hold	460,000	–	–	0.19%	82
2024 Q3	$3.26M	Buy	460,000 +230,000	+100%	+$1.72M	0.26%	77
2024 Q2	$1.5M	Hold	230,000	–	–	0.14%	81
2024 Q1	$1.91M	Sell	230,000 -160,000	-41%	-$1.56M	0.18%	76
2023 Q4	$4.29M	Buy	390,000 +200,000	+105%	+$1.69M	0.43%	61
2023 Q3	$1.6M	Hold	190,000	–	–	0.17%	76
2023 Q2	$2.39M	Hold	190,000	–	–	0.25%	71
2023 Q1	$3.02M	Sell	190,000 -10,000	-5%	-$179K	0.33%	69
2022 Q4	$2.99M	Buy	+200,000	New	+$3.83M	0.31%	73

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

Rhenman & Partners Asset Management's RLAY Position: Q2 2026 in Review

Rhenman & Partners Asset Management increased its Relay Therapeutics (RLAY) stake by 57% in Q2 2026, buying an estimated $2.99M and bringing the position to 566,000 shares worth $10.6M. The position accounts for 1% of the portfolio, ranked #48.

Rhenman & Partners Asset Management first reported a position in RLAY in Q4 2022 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

Rhenman & Partners Asset Management held 566,000 shares of Relay Therapeutics worth $10.6M as of Q2 2026.
Rhenman & Partners Asset Management bought 206,000 Relay Therapeutics shares in Q2 2026, an estimated $2.99M.
Relay Therapeutics made up 1% of Rhenman & Partners Asset Management's portfolio in Q2 2026, its #48 holding.
Rhenman & Partners Asset Management first reported a position in Relay Therapeutics in Q4 2022 and has held it in 15 quarters since.
258 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.