Nicholas Investment Partners, LP
Position in IDYA — IDEAYA Biosciences, Inc.
CIK 1389574
RANCHO SANTA FE, CA
Position in IDYA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,270,090
+$1,618,373 QoQ
Shares Held
248,202
+29.0% QoQ
Ownership
0.282%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IDYA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Nicholas Investment Partners, LP holds $224,688,311 across 27 Biotechnology names. IDYA ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
|
182,540 | $29,848,940 | |
| 2 | RVMD |
Revolution Medicines, Inc.
|
261,166 | $25,398,393 | |
| 3 | BBIO |
BridgeBio Pharma, Inc.
|
298,909 | $22,196,982 | |
| 4 | NUVL |
Nuvalent, Inc.
|
159,721 | $16,363,416 | |
| 5 | XENE |
Xenon Pharmaceuticals Inc.
|
247,101 | $14,368,923 | |
| 6 | AXSM |
Axsome Therapeutics, Inc.
|
81,478 | $13,771,411 | |
| 7 | MIRM |
Mirum Pharmaceuticals, Inc.
|
131,303 | $12,129,771 | |
| 8 | APGE |
Apogee Therapeutics, Inc.
|
130,992 | $11,025,596 |
All Filings in IDYA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,270,090 | 248,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,651,717 | 192,413 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $938,520 | 29,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,494,073 | 71,036 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,837,381 | 155,820 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,926,288 | 110,351 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||