Hudson Bay Capital Management LP

Position in IDYA — IDEAYA Biosciences, Inc.

CIK 1393825 STAMFORD, CT

Back to IDYA Full portfolio

Position in IDYA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$100,293

+$100,293 QoQ

Shares Held

3,010

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

5 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)

Derivatives in IDYA

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$6,364,120

PutShares

191,000

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 Mar 31, 2026

Hudson Bay Capital Management LP holds $537,145,014 across 151 Biotechnology names. IDYA ranks #140 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMRN	Biomarin Pharmaceutical Inc	974,776	$55,065,096
2	APLS	Apellis Pharmaceuticals, Inc.	1,190,416	$47,890,435
3	REGN	Regeneron Pharmaceuticals, Inc.	32,001	$24,725,252
4	BNTX	BioNTech SE	275,000	$24,442,000
5	IONS	Ionis Pharmaceuticals Inc	295,100	$22,159,059
6	ARGX	Argenx SE	30,000	$21,907,500
7	VRTX	Vertex Pharmaceuticals Inc / Ma	45,000	$20,094,300
8	IMCR	Immunocore Holdings plc	633,174	$19,090,196

All Filings in IDYA

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,364,120	191,000	+6245.5%	Put	Sole	2026-05-13
2026-03-31	$100,293	3,010	-85.0%	Shares	Defined	2026-05-13
2025-06-30	$420,400	20,000	-83.9%	Put	Sole	2025-08-18
2024-03-31	$5,436,732	123,900	+46.6%	Shares	Sole	2024-05-15
2023-12-31	$3,006,510	84,500	+141.4%	Shares	Sole	2024-02-14
2023-09-30	$944,300	35,000	—	Shares	Sole	2023-12-07
No filing history on record for this holder in this stock.