Position in RLAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,114,024
-$28,125,807 QoQ
Shares Held
112,989
-96.3% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 256 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RLAY Over Time
Shares Held
Position Value (USD)
Derivatives in RLAY
reported options exposure · as of Sep 30, 2025CallValue
$3,393,000
CallShares
650,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Balyasny Asset Management L.P. holds $2,350,910,046 across 177 Biotechnology names. RLAY ranks #101 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APGE |
Apogee Therapeutics, Inc.
|
1,665,102 | $221,008,988 | |
| 2 | INSM |
INSMED Inc
|
1,326,430 | $141,423,966 | |
| 3 | BBIO |
BridgeBio Pharma, Inc.
|
1,230,052 | $91,614,272 | |
| 4 | ABVX |
Abivax S.A.
|
603,840 | $80,467,718 | |
| 5 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
145,005 | $72,028,333 | |
| 6 | TNGX |
Tango Therapeutics, Inc.
|
2,016,379 | $63,032,007 | |
| 7 | CYTK |
Cytokinetics Inc
|
711,676 | $60,627,678 | |
| 8 | BMRN |
Biomarin Pharmaceutical Inc
|
1,054,613 | $60,344,955 |
All Filings in RLAY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,024 | 112,989 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $30,239,831 | 3,039,179 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,765,255 | 2,099,912 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,393,000 | 650,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $6,133,348 | 1,174,971 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $606,378 | 231,442 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,852,189 | 692,279 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $430,248 | 65,989 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,297,003 | 999,639 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $437,076 | 51,971 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,993,690 | 317,969 | Shares | Other | 2023-08-14 | |
| 2022-12-31 | $3,035,329 | 203,168 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||