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VarCov Co’s Relay Therapeutics RLAY Stock Holding History

VarCov Co’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 		– Sell
-29,289
Closed -$248K – 592
2025
Q4 		$248K Buy
+29,289
New +$209K 0.1% 364

Other funds holding RLAY

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $2.11B AUM 413.84% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

VarCov Co's RLAY Position: Q1 2026 in Review

VarCov Co sold out of Relay Therapeutics (RLAY) in Q1 2026, closing a stake of 29,289 shares — an estimated $248K sold.

VarCov Co first reported a position in RLAY in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 243 funds tracked by Wall St. Rank hold RLAY as of Q1 2026.

  • VarCov Co reported no remaining Relay Therapeutics position as of Q1 2026 after selling out during the quarter.
  • VarCov Co sold 29,289 Relay Therapeutics shares in Q1 2026, an estimated $248K.
  • VarCov Co first reported a position in Relay Therapeutics in Q4 2025 and held it in 1 quarter.
  • VarCov Co's Relay Therapeutics position peaked at $248K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Relay Therapeutics as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.