Rhenman & Partners Asset Management’s IDEAYA Biosciences IDYA Stock Holding History

Rhenman & Partners Asset Management’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	$12.8M	Buy	343,800 +88,300	+35%	+$2.7M	1.21%	37
2026 Q1	$8.51M	Buy	255,500 +5,500	+2%	+$185K	1.05%	39
2025 Q4	$8.64M	Buy	+250,000	New	+$7.97M	0.81%	50
2025 Q2	–	Sell	-39,500	Closed	-$647K	–	100
2025 Q1	$647K	Sell	39,500 -42,500	-52%	-$905K	0.07%	90
2024 Q4	$2.11M	Sell	82,000 -45,500	-36%	-$1.29M	0.22%	81
2024 Q3	$4.04M	Buy	127,500 +74,000	+138%	+$2.81M	0.33%	71
2024 Q2	$1.88M	Buy	+53,500	New	+$2.12M	0.18%	78

Other funds holding IDYA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Rhenman & Partners Asset Management's IDYA Position: Q2 2026 in Review

Rhenman & Partners Asset Management increased its IDEAYA Biosciences (IDYA) stake by 35% in Q2 2026, buying an estimated $2.7M and bringing the position to 343,800 shares worth $12.8M. The position accounts for 1.21% of the portfolio, ranked #37.

Rhenman & Partners Asset Management first reported a position in IDYA in Q2 2024 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

Rhenman & Partners Asset Management held 343,800 shares of IDEAYA Biosciences worth $12.8M as of Q2 2026.
Rhenman & Partners Asset Management bought 88,300 IDEAYA Biosciences shares in Q2 2026, an estimated $2.7M.
IDEAYA Biosciences made up 1.21% of Rhenman & Partners Asset Management's portfolio in Q2 2026, its #37 holding.
Rhenman & Partners Asset Management first reported a position in IDEAYA Biosciences in Q2 2024 and has held it in 7 quarters since.
285 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Rhenman & Partners Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.