Logos Global Management LP
Position in IDYA — IDEAYA Biosciences, Inc.
CIK 1792126
San Francisco, CA
Position in IDYA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$111,810,000
-$3,144,000 QoQ
Shares Held
3,000,000
-13.0% QoQ
Ownership
3.11%
of shares outstanding
% of Portfolio
4.81%
of 13F equity value
Holder Rank
#8
of 282 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IDYA Over Time
Shares Held
Position Value (USD)
Derivatives in IDYA
reported options exposure · as of Dec 31, 2025CallValue
$15,556,500
CallShares
450,000
PutValue
$0
PutShares
0
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 Jun 30, 2026Logos Global Management LP holds $2,282,084,584 across 63 Biotechnology names. IDYA ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ERAS |
Erasca, Inc.
|
12,150,000 | $222,588,000 | |
| 2 | ABVX |
Abivax S.A.
|
1,024,000 | $136,458,240 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
700,000 | $131,096,000 | |
| 4 | IDYA |
IDEAYA Biosciences, Inc.
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|
3,000,000 | $111,810,000 | |
| 5 | BNTX |
BioNTech SE
|
1,015,000 | $94,445,750 | |
| 6 | VERA |
Vera Therapeutics, Inc.
|
2,200,000 | $94,402,000 | |
| 7 | TNGX |
Tango Therapeutics, Inc.
|
2,850,000 | $89,091,000 | |
| 8 | PRAX |
Praxis Precision Medicines, Inc.
|
260,000 | $87,045,400 |
All Filings in IDYA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,810,000 | 3,000,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $114,954,000 | 3,450,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,556,500 | 450,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $108,031,250 | 3,125,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $61,222,500 | 2,250,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $12,244,500 | 450,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $70,311,900 | 3,345,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,330,000 | 3,500,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,100,000 | 3,000,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,528,000 | 2,100,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $59,687,000 | 1,700,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,820,000 | 1,500,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $64,044,000 | 1,800,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $60,705,000 | 2,250,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,125,000 | 1,750,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,428,000 | 3,600,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $70,863,000 | 3,900,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $61,694,200 | 4,135,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $51,750,000 | 3,750,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,891,500 | 2,850,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $36,642,000 | 1,550,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $45,244,750 | 1,775,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||