Boone Capital Management’s IDEAYA Biosciences IDYA Stock Holding History

Boone Capital 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
2025 Q1	–	Sell	-524,868	Closed	-$13.5M	–	14
2024 Q4	$13.5M	Sell	524,868 -6,762	-1%	-$191K	4.55%	10
2024 Q3	$16.8M	Buy	531,630 +109,581	+26%	+$4.16M	4.37%	9
2024 Q2	$14.8M	Sell	422,049 -109,918	-21%	-$4.35M	3.86%	12
2024 Q1	$23.3M	Hold	531,967	–	–	4.72%	11
2023 Q4	$18.9M	Sell	531,967 -38,715	-7%	-$1.16M	4.42%	12
2023 Q3	$15.4M	Buy	570,682 +74,249	+15%	+$1.88M	4.86%	11
2023 Q2	$11.7M	Buy	+496,433	New	+$10.2M	4.19%	10

Other funds holding IDYA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boone Capital Management's IDYA Position: Q1 2025 in Review

Boone Capital Management sold out of IDEAYA Biosciences (IDYA) in Q1 2025, closing a stake of 524,868 shares — an estimated $13.5M sold.

Boone Capital Management first reported a position in IDYA in Q2 2023 and held it in 7 quarters. The position peaked at $23.3M in Q1 2024. 207 funds tracked by Wall St. Rank hold IDYA as of Q1 2025.

Boone Capital Management reported no remaining IDEAYA Biosciences position as of Q1 2025 after selling out during the quarter.
Boone Capital Management sold 524,868 IDEAYA Biosciences shares in Q1 2025, an estimated $13.5M.
Boone Capital Management first reported a position in IDEAYA Biosciences in Q2 2023 and held it in 7 quarters.
Boone Capital Management's IDEAYA Biosciences position peaked at $23.3M in Q1 2024.
207 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2025.

Based on Boone Capital Management's 13F filing for Q1 2025, filed 15 May 2025.