Dmitry Balyasny’s IDEAYA Biosciences IDYA Stock Holding History

Dmitry Balyasny’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	$11.1M	Buy	297,565 +89,220	+43%	+$2.73M	0.01%	1010
2026 Q1	$6.94M	Sell	208,345 -388,138	-65%	-$13M	0.01%	1214
2025 Q4	$20.6M	Buy	596,483 +216,172	+57%	+$6.89M	0.03%	699
2025 Q3	$10.3M	Buy	380,311 +358,194	+1,620%	+$8.66M	0.01%	1042
2025 Q2	$465K	Sell	22,117 -195,740	-90%	-$3.76M	﹤0.01%	2317
2025 Q1	$3.57M	Buy	+217,857	New	+$4.64M	0.01%	1414
2024 Q4	–	Sell	-7,605	Closed	-$241K	–	2980
2024 Q3	$241K	Buy	+7,605	New	+$288K	﹤0.01%	2515
2024 Q1	–	Sell	-466,271	Closed	-$16.6M	–	2836
2023 Q4	$16.6M	Buy	+466,271	New	+$13.9M	0.03%	676

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

Dmitry Balyasny's IDYA Position: Q2 2026 in Review

Dmitry Balyasny increased its IDEAYA Biosciences (IDYA) stake by 43% in Q2 2026, buying an estimated $2.73M and bringing the position to 297,565 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1010.

Dmitry Balyasny first reported a position in IDYA in Q4 2023 and has held it in 8 quarters since. The position peaked at $20.6M in Q4 2025. 282 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

Dmitry Balyasny held 297,565 shares of IDEAYA Biosciences worth $11.1M as of Q2 2026.
Dmitry Balyasny bought 89,220 IDEAYA Biosciences shares in Q2 2026, an estimated $2.73M.
IDEAYA Biosciences made up 0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #1010 holding.
Dmitry Balyasny first reported a position in IDEAYA Biosciences in Q4 2023 and has held it in 8 quarters since.
Dmitry Balyasny's IDEAYA Biosciences position peaked at $20.6M in Q4 2025.
282 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.