Redmile Group, LLC

Position in IDYA — IDEAYA Biosciences, Inc.

CIK 1425738 Larkspur, CA

Position in IDYA

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$17,363,618

-$8,287,909 QoQ

Shares Held

521,117

-29.8% QoQ

Ownership

0.593%

of shares outstanding

% of Portfolio

1.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Redmile Group, LLC holds $1,432,283,191 across 31 Biotechnology names. IDYA ranks #13 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRRK	Scholar Rock Holding Corp	9,066,621	$445,715,088
2	KRYS	Krystal Biotech, Inc.	673,505	$173,979,811
3	STOK	Stoke Therapeutics, Inc.	4,164,120	$135,583,747
4	IMNM	Immunome Inc.	5,558,885	$121,572,814
5	NRIX	Nurix Therapeutics, Inc.	7,732,808	$119,858,524
6	ANNX	Annexon, Inc.	14,549,768	$80,605,714
7	RGNX	REGENXBIO Inc.	4,368,804	$36,610,577
8	STTK	Shattuck Labs, Inc.	5,539,724	$35,620,425

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,363,618	521,117	-29.8%	Shares	Sole	2026-05-15
2025-12-31	$25,651,527	742,017	0.0%	Shares	Sole	2026-02-17
2025-09-30	$20,190,282	742,017	+71.6%	Shares	Sole	2025-11-14
2025-06-30	$9,091,023	432,494	-19.1%	Shares	Sole	2025-08-14
2025-03-31	$8,756,748	534,600	-13.7%	Shares	Sole	2025-05-15
2024-12-31	$15,916,010	619,300	-9.1%	Shares	Sole	2025-02-14
2024-09-30	$21,578,832	681,150	-10.3%	Shares	Sole	2024-11-14
2024-06-30	$26,666,606	759,516	-17.7%	Shares	Sole	2024-08-14
2024-03-31	$40,487,110	922,678	-1.4%	Shares	Sole	2024-05-15
2023-12-31	$33,298,005	935,863	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.