1 tracked superinvestor hold Relay Therapeutics Inc (RLAY), worth $7M combined, led by Stanley Druckenmiller. Smart money is accumulating RLAY as of the latest 13F filings.
Current price
$19.04
+376.0%
1Y
Relay Therapeutics, Inc. is a precision medicine company currently engaged in clinical trials. Its central mission involves revolutionizing the drug discovery process, with a particular focus on enhancing the creation of small molecule therapies for specific types of cancer and genetic conditions. The company's pipeline features several promising drug candidates: RLY-4008, an orally administered…
Market cap
$2.3B
P/E
-7.9
Div yield
0.0%
Revenue YoY
53.4%
Analyst target
$26
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$7M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating RLAY: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Relay Therapeutics Inc (RLAY) is held by 1 tracked funds worth $7M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stanley Druckenmiller at 0.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.1% | $7M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $124M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Peter Rahmer | Officer | 50,000 | $1M | 2026-08-26 |
| SVF Pauling (Cayman) Ltd | Stockholder | 6,000,000 | $123M | 2026-08-25 |
Which superinvestors own RLAY?
1 tracked funds hold Relay Therapeutics Inc (RLAY), the largest being Stanley Druckenmiller (Duquesne Family Office) at 0.1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling RLAY?
In the most recent 13F quarter, 1 tracked fund added or opened RLAY and 0 trimmed it, including 1 brand-new position.
How much RLAY do tracked funds hold?
Combined disclosed long exposure to RLAY across tracked superinvestors is $7M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.