BIT Capital’s IDEAYA Biosciences IDYA Stock Holding History

BIT Capital’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	$11.6M	Buy	+311,333	New	+$9.53M	0.34%	38
2026 Q1	–	Sell	-16,900	Closed	-$584K	–	109
2025 Q4	$584K	Buy	16,900 +13,881	+460%	+$443K	0.02%	88
2025 Q3	$82.1K	Sell	3,019 -1,201	-28%	-$29K	﹤0.01%	92
2025 Q2	$88.7K	Sell	4,220 -38,495	-90%	-$739K	0.01%	76
2025 Q1	$700K	Sell	42,715 -20,957	-33%	-$447K	0.06%	66
2024 Q4	$1.64M	Buy	63,672 +29,259	+85%	+$828K	0.13%	60
2024 Q3	$1.09M	Buy	+34,413	New	+$1.31M	0.1%	67
2024 Q1	–	Sell	-4,237	Closed	-$151K	–	120
2023 Q4	$151K	Buy	+4,237	New	+$126K	0.01%	79
2023 Q2	–	Sell	-34,004	Closed	-$467K	–	152
2023 Q1	$467K	Buy	+34,004	New	+$567K	0.07%	91

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 $3.37T AUM 44.26% 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

BIT Capital's IDYA Position: Q2 2026 in Review

BIT Capital opened a new position in IDEAYA Biosciences (IDYA) in Q2 2026: 311,333 shares worth $11.6M. The stake represents 0.34% of the portfolio and ranks #38 among its holdings. This is a return to the name: BIT Capital previously reported a position in IDYA as recently as Q4 2025.

BIT Capital first reported a position in IDYA in Q1 2023 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

BIT Capital held 311,333 shares of IDEAYA Biosciences worth $11.6M as of Q2 2026.
IDEAYA Biosciences was a new BIT Capital position in Q2 2026.
IDEAYA Biosciences made up 0.34% of BIT Capital's portfolio in Q2 2026, its #38 holding.
BIT Capital first reported a position in IDEAYA Biosciences in Q1 2023 and has held it in 9 quarters since.
285 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on BIT Capital's 13F filing for Q2 2026, filed 12 Aug 2026.