Mpm Bioimpact LLC’s Relay Therapeutics Inc Position
Does Mpm Bioimpact LLC own Relay Therapeutics Inc (RLAY)? Yes — 2.36M shares worth $23M (+1.81% of its 13F portfolio) as of Q1 2026, up from 2.23M shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
2.36M
% of Portfolio
+1.81%
Quarters Held
13
currently held
Position History RLAY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.36M | $23M | +1.81% |
| Q4 2025 | 2.23M | $19M | +2.16% |
| Q3 2025 | 2.28M | $12M | +1.95% |
| Q2 2025 | 2.28M | $8M | +1.37% |
| Q1 2025 | 2.30M | $6M | +1.03% |
| Q4 2024 | 2.27M | $9M | +1.33% |
| Q3 2024 | 2.03M | $14M | +2.16% |
| Q2 2024 | 1.27M | $8M | +1.29% |
| Q1 2024 | 832.0K | $7M | +1.11% |
| Q4 2023 | 832.0K | $9M | +2.14% |
| Q3 2023 | 1.35M | $11M | +3.04% |
| Q2 2023 | 1.35M | $17M | +3.43% |
| Q1 2023 | 1.23M | $20M | +5.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mpm Bioimpact LLC’s full portfolio or all institutional holders of RLAY.