Position in RLAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,197,223
+$21,719,343 QoQ
Shares Held
2,415,672
+2.4% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#25
of 258 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RLAY Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026MPM BIOIMPACT LLC holds $1,463,416,616 across 34 Biotechnology names. RLAY ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGEM |
Cullinan Therapeutics, Inc.
|
9,731,341 | $177,207,719 | |
| 2 | AKTS |
Aktis Oncology, Inc.
|
4,835,872 | $155,860,154 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
492,483 | $92,232,216 | |
| 4 | CORT |
Corcept Therapeutics Inc
|
771,028 | $67,040,884 | |
| 5 | EWTX |
Edgewise Therapeutics, Inc.
|
1,620,780 | $65,852,291 | |
| 6 | TVTX |
Travere Therapeutics, Inc.
|
1,122,731 | $63,782,348 | |
| 7 | DBVT |
DBV Technologies S.A.
|
3,666,284 | $60,127,057 | |
| 8 | TRVI |
Trevi Therapeutics, Inc.
|
3,073,577 | $57,322,211 |
All Filings in RLAY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,197,223 | 2,415,672 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,477,880 | 2,359,586 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,886,535 | 2,232,451 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,915,589 | 2,282,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,898,072 | 2,282,680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,015,320 | 2,295,924 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,347,559 | 2,268,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,393,930 | 2,033,041 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,309,472 | 1,274,459 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,905,741 | 832,017 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,160,507 | 832,017 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,371,438 | 1,352,133 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,010,862 | 1,354,368 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,186,191 | 1,225,634 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||