| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | SB INVESTMENT ADVISERS (UK) LTD | $277.7M | 27.90M | Held | Q1 2026 |
| 2 | Commodore Capital LP | $169.2M | 17.00M | Held | Q1 2026 |
| 3 | Point72 Asset Management, L.P. | $117.2M | 13.86M | Reduced | Q4 2025 |
| 4 | PERCEPTIVE ADVISORS LLC | $97.0M | 9.75M | New | Q1 2026 |
| 5 | Bellevue Group AG | $77.5M | 7.79M | Reduced | Q1 2026 |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $73.5M | 7.39M | New | Q1 2026 |
| 7 | STATE STREET CORP | $62.0M | 6.23M | Reduced | Q1 2026 |
| 8 | TCG Crossover Management, LLC | $42.5M | 4.27M | Added | Q1 2026 |
| 9 | EcoR1 Capital, LLC | $19.0M | 1.90M | New | Q1 2026 |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | $18.5M | 1.86M | New | Q1 2026 |
| 11 | Alphabet Inc. | $15.6M | 1.56M | Added | Q1 2026 |
| 12 | BAKER BROS. ADVISORS LP | $11.5M | 1.16M | Held | Q1 2026 |
| 13 | Caption Management, LLC | $10.5M | 1.06M | Added | Q1 2026 |
| 14 | VANGUARD FIDUCIARY TRUST CO | $9.0M | 900.5K | New | Q1 2026 |
| 15 | Connor, Clark & Lunn Investment Management Ltd. | $8.3M | 837.0K | Added | Q1 2026 |
| 16 | PANAGORA ASSET MANAGEMENT INC | $8.1M | 818.0K | New | Q1 2026 |
| 17 | Logos Global Management LP | $7.5M | 750.0K | New | Q1 2026 |
| 18 | Woodline Partners LP | $6.8M | 679.3K | New | Q1 2026 |
| 19 | ArrowMark Colorado Holdings LLC | $5.4M | 541.1K | Held | Q1 2026 |
| 20 | Hudson Bay Capital Management LP | $2.9M | 290.0K | Reduced | Q1 2026 |
| 21 | Eversept Partners, LP | $2.7M | 270.7K | Reduced | Q1 2026 |
| 22 | Third Point LLC | $2.2M | 100.0K | New | Q3 2022 |
| 23 | IEQ CAPITAL, LLC | $2.0M | 205.3K | Added | Q1 2026 |
| 24 | Raiffeisen Bank International AG | $1.8M | 190.0K | Reduced | Q1 2026 |
| 25 | Tidal Investments LLC | $1.5M | 154.1K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 71 funds | $146.6B |
| Eli Lilly & Co - USLLY | 71 funds | $41.4B |
| Amazon.com IncAMZN | 70 funds | $105.6B |
| Costco Wholesale Corp - USCOST | 70 funds | $23.9B |
| Intuitive Surgical Inc - USISRG | 70 funds | $9.9B |
| Boston Scientific Corp - USBSX | 70 funds | $6.1B |
| Nvidia Corp - USNVDA | 69 funds | $222.4B |
| GOOGLE INCGOOGL | 69 funds | $88.0B |
| Meta Platforms Inc AMETA | 69 funds | $65.9B |
| Chevron Corp - USCVX | 69 funds | $36.0B |
| Visa Inc AV | 69 funds | $31.0B |
| Micron Technology Inc - USMU | 69 funds | $25.8B |
Ranked by how many of RLAY's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RLAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.