Julian Baker’s IDEAYA Biosciences IDYA Stock Holding History

Julian Baker’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	$187M	Buy	5,010,030 +1,063,515	+27%	+$32.6M	0.94%	17
2026 Q1	$131M	Buy	3,946,515 +327,689	+9%	+$11M	0.76%	20
2025 Q4	$125M	Buy	3,618,826 +343,382	+10%	+$10.9M	0.73%	20
2025 Q3	$89.1M	Buy	3,275,444 +1,156,716	+55%	+$28M	0.64%	19
2025 Q2	$44.5M	Buy	2,118,728 +1,056,605	+99%	+$20.3M	0.43%	26
2025 Q1	$17.4M	Hold	1,062,123	–	–	0.19%	38
2024 Q4	$27.3M	Hold	1,062,123	–	–	0.29%	37
2024 Q3	$33.6M	Hold	1,062,123	–	–	0.35%	32
2024 Q2	$37.3M	Hold	1,062,123	–	–	0.48%	29
2024 Q1	$46.6M	Hold	1,062,123	–	–	0.58%	28
2023 Q4	$37.8M	Hold	1,062,123	–	–	0.43%	29
2023 Q3	$28.7M	Hold	1,062,123	–	–	0.17%	29
2023 Q2	$25M	Buy	1,062,123 +229,354	+28%	+$4.72M	0.14%	39
2023 Q1	$11.4M	Sell	832,769 -835,586	-50%	-$13.9M	0.06%	49
2022 Q4	$30.3M	Hold	1,668,355	–	–	0.18%	29
2022 Q3	$24.9M	Buy	+1,668,355	New	+$21.7M	0.16%	40
2020 Q2	–	Sell	-126,611	Closed	-$522K	–	116
2020 Q1	$522K	Sell	126,611 -73,389	-37%	-$520K	﹤0.01%	103
2019 Q4	$1.5M	Hold	200,000	–	–	0.01%	88
2019 Q3	$1.8M	Hold	200,000	–	–	0.01%	87
2019 Q2	$1.99M	Buy	+200,000	New	+$2.18M	0.01%	86

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Julian Baker's IDYA Position: Q2 2026 in Review

Julian Baker increased its IDEAYA Biosciences (IDYA) stake by 27% in Q2 2026, buying an estimated $32.6M and bringing the position to 5,010,030 shares worth $187M. The position accounts for 0.94% of the portfolio, ranked #17.

Julian Baker first reported a position in IDYA in Q2 2019 and has held it in 20 quarters since. 282 funds tracked by Wall St. Rank hold IDYA as of Q2 2026.

Julian Baker held 5,010,030 shares of IDEAYA Biosciences worth $187M as of Q2 2026.
Julian Baker bought 1,063,515 IDEAYA Biosciences shares in Q2 2026, an estimated $32.6M.
IDEAYA Biosciences made up 0.94% of Julian Baker's portfolio in Q2 2026, its #17 holding.
Julian Baker first reported a position in IDEAYA Biosciences in Q2 2019 and has held it in 20 quarters since.
282 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q2 2026.

Based on Baker Bros. Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.