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Equibles

Redmile Group, LLC

Position in IDYA — IDEAYA Biosciences, Inc.

CIK 1425738 Larkspur, CA
Back to IDYA Full portfolio

Position in IDYA

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$23,860,328
+$6,496,710 QoQ
Shares Held
640,202
+22.9% QoQ
Ownership
0.663%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#32
of 286 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IDYA Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Redmile Group, LLC holds $1,454,356,867 across 35 Biotechnology names. IDYA ranks #14 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRRK
Scholar Rock Holding Corp
 4,311,092 $237,110,060
2 KRYS
Krystal Biotech, Inc.
 632,005 $234,897,298
3 STOK
Stoke Therapeutics, Inc.
 3,945,920 $129,110,502
4 IMNM
Immunome Inc.
 4,911,590 $104,076,592
5 NRIX
Nurix Therapeutics, Inc.
 4,073,787 $98,830,072
6 ABSI
Absci Corp
 6,739,675 $78,112,833
7 ANNX
Annexon, Inc.
 11,869,877 $67,776,997
8 RGNX
REGENXBIO Inc.
 4,368,804 $52,338,271

All Filings in IDYA

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $23,860,328 640,202
2026-03-31 $17,363,618 521,117
2025-12-31 $25,651,527 742,017
2025-09-30 $20,190,282 742,017
2025-06-30 $9,091,023 432,494
2025-03-31 $8,756,748 534,600
2024-12-31 $15,916,010 619,300
2024-09-30 $21,578,832 681,150
2024-06-30 $26,666,606 759,516
2024-03-31 $40,487,110 922,678
2023-12-31 $33,298,005 935,863