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Squadron Capital Management’s Relay Therapeutics RLAY Stock Holding History

Squadron 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 		– Sell
-150,000
Closed -$1.49M – 55
2026
Q1 		$1.49M Buy
+150,000
New +$1.34M 0.55% 31

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 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
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
VCM
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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Squadron Capital Management increased its Relay Therapeutics (RLAY) stake by 44% in Q2 2026, buying an estimated $4.32M and bringing the position to 970,000 shares worth $18.1M. The position accounts for 5.63% of the portfolio, ranked #5.

Squadron Capital Management first reported a position in RLAY in Q1 2026 and has held it in 2 quarters since. 241 funds tracked by Wall St. Rank hold RLAY as of Q2 2026.

  • Squadron Capital Management held 970,000 shares of Relay Therapeutics worth $18.1M as of Q2 2026.
  • Squadron Capital Management bought 297,500 Relay Therapeutics shares in Q2 2026, an estimated $4.32M.
  • Relay Therapeutics made up 5.63% of Squadron Capital Management's portfolio in Q2 2026, its #5 holding.
  • Squadron Capital Management first reported a position in Relay Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 241 funds tracked by Wall St. Rank held Relay Therapeutics as of Q2 2026.

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