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Redmile Group’s IDEAYA Biosciences IDYA Stock Holding History

Redmile Group’s Portfolio IDYA Stock Details IDYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.9M Buy
640,202
+119,085
+23% +$3.65M 1.6% 14
2026
Q1 		$17.4M Sell
521,117
-220,900
-30% -$7.41M 1.15% 14
2025
Q4 		$25.7M Hold
742,017
– – 1.89% 15
2025
Q3 		$20.2M Buy
742,017
+309,523
+72% +$7.49M 1.96% 16
2025
Q2 		$9.09M Sell
432,494
-102,106
-19% -$1.96M 0.97% 25
2025
Q1 		$8.76M Sell
534,600
-84,700
-14% -$1.8M 0.83% 25
2024
Q4 		$15.9M Sell
619,300
-61,850
-9% -$1.75M 1.11% 26
2024
Q3 		$21.6M Sell
681,150
-78,366
-10% -$2.97M 1.27% 29
2024
Q2 		$26.7M Sell
759,516
-163,162
-18% -$6.46M 1.61% 24
2024
Q1 		$40.5M Sell
922,678
-13,185
-1% -$567K 1.49% 24
2023
Q4 		$33.3M Buy
+935,863
New +$27.9M 1.19% 26

Other funds holding IDYA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Redmile Group's IDYA Position: Q2 2026 in Review

Redmile Group increased its IDEAYA Biosciences (IDYA) stake by 23% in Q2 2026, buying an estimated $3.65M and bringing the position to 640,202 shares worth $23.9M. The position accounts for 1.6% of the portfolio, ranked #14.

Redmile Group first reported a position in IDYA in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.5M in Q1 2024. 284 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

  • Redmile Group held 640,202 shares of IDEAYA Biosciences worth $23.9M as of Q2 2026.
  • Redmile Group bought 119,085 IDEAYA Biosciences shares in Q2 2026, an estimated $3.65M.
  • IDEAYA Biosciences made up 1.6% of Redmile Group's portfolio in Q2 2026, its #14 holding.
  • Redmile Group first reported a position in IDEAYA Biosciences in Q4 2023 and has held it in 11 quarters since.
  • Redmile Group's IDEAYA Biosciences position peaked at $40.5M in Q1 2024.
  • 284 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Redmile Group's 13F filing for Q2 2026, filed 14 Aug 2026.