First Turn Management’s IDEAYA Biosciences IDYA Stock Holding History

First Turn 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 Q1	$29.1M	Buy	873,838 +150,185	+21%	+$5.04M	3.25%	13
2025 Q4	$25M	Buy	+723,653	New	+$23.1M	2.86%	18
2024 Q3	–	Sell	-397,782	Closed	-$14M	–	42
2024 Q2	$14M	Hold	397,782	–	–	2.27%	22
2024 Q1	$17.5M	Buy	397,782 +15,400	+4%	+$662K	2.61%	21
2023 Q4	$13.6M	Buy	+382,382	New	+$11.4M	1.95%	26

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

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

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LGM

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

First Turn Management's IDYA Position: Q1 2026 in Review

First Turn Management increased its IDEAYA Biosciences (IDYA) stake by 21% in Q1 2026, buying an estimated $5.04M and bringing the position to 873,838 shares worth $29.1M. The position accounts for 3.25% of the portfolio, ranked #13.

First Turn Management first reported a position in IDYA in Q4 2023 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

First Turn Management held 873,838 shares of IDEAYA Biosciences worth $29.1M as of Q1 2026.
First Turn Management bought 150,185 IDEAYA Biosciences shares in Q1 2026, an estimated $5.04M.
IDEAYA Biosciences made up 3.25% of First Turn Management's portfolio in Q1 2026, its #13 holding.
First Turn Management first reported a position in IDEAYA Biosciences in Q4 2023 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

Based on First Turn Management's 13F filing for Q1 2026, filed 15 May 2026.