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Iron Triangle Partners’s IDEAYA Biosciences IDYA Stock Holding History

Iron Triangle Partners’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
Q4 		$16.2M Buy
467,484
+197,484
+73% +$6.3M 1.85% 23
2025
Q3 		$7.35M Buy
+270,000
New +$6.53M 1.04% 24

Other funds holding IDYA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Federated Hermes
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Iron Triangle Partners's IDYA Position: Q4 2025 in Review

Iron Triangle Partners increased its IDEAYA Biosciences (IDYA) stake by 73% in Q4 2025, buying an estimated $6.3M and bringing the position to 467,484 shares worth $16.2M. The position accounts for 1.85% of the portfolio, ranked #23.

Iron Triangle Partners first reported a position in IDYA in Q3 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold IDYA as of Q4 2025.

  • Iron Triangle Partners held 467,484 shares of IDEAYA Biosciences worth $16.2M as of Q4 2025.
  • Iron Triangle Partners bought 197,484 IDEAYA Biosciences shares in Q4 2025, an estimated $6.3M.
  • IDEAYA Biosciences made up 1.85% of Iron Triangle Partners's portfolio in Q4 2025, its #23 holding.
  • Iron Triangle Partners first reported a position in IDEAYA Biosciences in Q3 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q4 2025.

Based on Iron Triangle Partners's 13F filing for Q4 2025, filed 17 Feb 2026.