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TCG Crossover Management’s Relay Therapeutics RLAY Stock Holding History

TCG Crossover 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 		$42.5M Buy
4,273,356
+1,053,170
+33% +$9.42M 1.22% 23
2025
Q4 		$27.2M Buy
3,220,186
+1,409,835
+78% +$10.1M 0.9% 28
2025
Q3 		$9.45M Buy
+1,810,351
New +$6.9M 0.46% 34

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCG Crossover Management's RLAY Position: Q1 2026 in Review

TCG Crossover Management increased its Relay Therapeutics (RLAY) stake by 33% in Q1 2026, buying an estimated $9.42M and bringing the position to 4,273,356 shares worth $42.5M. The position accounts for 1.22% of the portfolio, ranked #23.

TCG Crossover Management first reported a position in RLAY in Q3 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • TCG Crossover Management held 4,273,356 shares of Relay Therapeutics worth $42.5M as of Q1 2026.
  • TCG Crossover Management bought 1,053,170 Relay Therapeutics shares in Q1 2026, an estimated $9.42M.
  • Relay Therapeutics made up 1.22% of TCG Crossover Management's portfolio in Q1 2026, its #23 holding.
  • TCG Crossover Management first reported a position in Relay Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

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