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TwinBeech Capital’s Relay Therapeutics RLAY Stock Holding History

TwinBeech Capital’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
2025
Q1 		– Sell
-10,204
Closed -$42K – 930
2024
Q4 		$42K Buy
+10,204
New +$55.5K ﹤0.01% 577
2023
Q4 		– Sell
-265,344
Closed -$2.23M – 870
2023
Q3 		$2.23M Buy
+265,344
New +$2.85M 0.04% 395
2023
Q2 		– Sell
-98,599
Closed -$1.62M – 817
2023
Q1 		$1.62M Sell
98,599
-105,800
-52% -$1.9M 0.03% 394
2022
Q4 		$3.05M Buy
204,399
+181,881
+808% +$3.48M 0.06% 354
2022
Q3 		$504K Buy
+22,518
New +$494K 0.01% 524

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TwinBeech Capital's RLAY Position: Q1 2025 in Review

TwinBeech Capital sold out of Relay Therapeutics (RLAY) in Q1 2025, closing a stake of 10,204 shares — an estimated $42K sold.

TwinBeech Capital first reported a position in RLAY in Q3 2022 and held it in 5 quarters. The position peaked at $3.05M in Q4 2022. 207 funds tracked by Wall St. Rank hold RLAY as of Q1 2025.

  • TwinBeech Capital reported no remaining Relay Therapeutics position as of Q1 2025 after selling out during the quarter.
  • TwinBeech Capital sold 10,204 Relay Therapeutics shares in Q1 2025, an estimated $42K.
  • TwinBeech Capital first reported a position in Relay Therapeutics in Q3 2022 and held it in 5 quarters.
  • TwinBeech Capital's Relay Therapeutics position peaked at $3.05M in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.