General American Investors’s IDEAYA Biosciences IDYA Stock Holding History

General American Investors’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	$11.5M	Buy	308,240 +27,979	+10%	+$856K	0.68%	43
2026 Q1	$9.34M	Hold	280,261	–	–	0.61%	46
2025 Q4	$9.69M	Hold	280,261	–	–	0.55%	51
2025 Q3	$7.63M	Buy	280,261 +20,000	+8%	+$484K	0.44%	55
2025 Q2	$5.47M	Hold	260,261	–	–	0.35%	59
2025 Q1	$4.26M	Buy	260,261 +140,000	+116%	+$2.98M	0.31%	54
2024 Q4	$3.09M	Buy	120,261 +30,261	+34%	+$857K	0.21%	57
2024 Q3	$2.85M	Buy	+90,000	New	+$3.41M	0.2%	62

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

General American Investors's IDYA Position: Q2 2026 in Review

General American Investors increased its IDEAYA Biosciences (IDYA) stake by 10% in Q2 2026, buying an estimated $856K and bringing the position to 308,240 shares worth $11.5M. The position accounts for 0.68% of the portfolio, ranked #43.

General American Investors first reported a position in IDYA in Q3 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

General American Investors held 308,240 shares of IDEAYA Biosciences worth $11.5M as of Q2 2026.
General American Investors bought 27,979 IDEAYA Biosciences shares in Q2 2026, an estimated $856K.
IDEAYA Biosciences made up 0.68% of General American Investors's portfolio in Q2 2026, its #43 holding.
General American Investors first reported a position in IDEAYA Biosciences in Q3 2024 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on General American Investors's 13F filing for Q2 2026, filed 31 Jul 2026.