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Platinum Investment Management’s IDEAYA Biosciences IDYA Stock Holding History

Platinum Investment 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 		$3.05M Sell
91,637
-28,967
-24% -$972K 0.77% 49
2025
Q4 		$4.17M Sell
120,604
-46,313
-28% -$1.48M 0.96% 40
2025
Q3 		$4.54M Hold
166,917
– – 0.29% 40
2025
Q2 		$3.51M Buy
166,917
+14,204
+9% +$273K 0.23% 44
2025
Q1 		$2.5M Hold
152,713
– – 0.14% 48
2024
Q4 		$3.92M Buy
152,713
+7,996
+6% +$226K 0.23% 44
2024
Q3 		$4.58M Hold
144,717
– – 0.21% 40
2024
Q2 		$5.08M Sell
144,717
-17,837
-11% -$706K 0.21% 36
2024
Q1 		$7.13M Sell
162,554
-499,789
-75% -$21.5M 0.29% 33
2023
Q4 		$23.6M Sell
662,343
-104,339
-14% -$3.11M 0.96% 23
2023
Q3 		$20.7M Sell
766,682
-47,988
-6% -$1.22M 0.81% 24
2023
Q2 		$19.1M Sell
814,670
-20,851
-2% -$429K 0.66% 32
2023
Q1 		$11.5M Buy
835,521
+4,984
+0.6% +$83K 0.4% 41
2022
Q4 		$15.1M Sell
830,537
-180,930
-18% -$3.04M 0.58% 32
2022
Q3 		$15.1M Buy
1,011,467
+88,423
+10% +$1.15M 0.63% 30
2022
Q2 		$12.7M Sell
923,044
-29,517
-3% -$328K 0.48% 33
2022
Q1 		$10.7M Buy
952,561
+71,476
+8% +$1.05M 0.33% 43
2021
Q4 		$20.8M Sell
881,085
-270,913
-24% -$6.29M 0.58% 33
2021
Q3 		$29.4M Buy
1,151,998
+923,277
+404% +$21.6M 0.83% 25
2021
Q2 		$4.8M Buy
228,721
+35,598
+18% +$731K 0.11% 64
2021
Q1 		$4.54M Hold
193,123
– – 0.1% 58
2020
Q4 		$2.7M Hold
193,123
– – 0.06% 78
2020
Q3 		$2.43M Buy
+193,123
New +$2.39M 0.06% 75

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
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Platinum Investment Management's IDYA Position: Q1 2026 in Review

Platinum Investment Management reduced its IDEAYA Biosciences (IDYA) stake by 24% in Q1 2026, selling an estimated $972K and leaving 91,637 shares worth $3.05M. The position accounts for 0.77% of the portfolio, ranked #49.

Platinum Investment Management first reported a position in IDYA in Q3 2020 and has held it in 23 quarters since. The position peaked at $29.4M in Q3 2021. 253 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

  • Platinum Investment Management held 91,637 shares of IDEAYA Biosciences worth $3.05M as of Q1 2026.
  • Platinum Investment Management sold 28,967 IDEAYA Biosciences shares in Q1 2026, an estimated $972K.
  • IDEAYA Biosciences made up 0.77% of Platinum Investment Management's portfolio in Q1 2026, its #49 holding.
  • Platinum Investment Management first reported a position in IDEAYA Biosciences in Q3 2020 and has held it in 23 quarters since.
  • Platinum Investment Management's IDEAYA Biosciences position peaked at $29.4M in Q3 2021.
  • 253 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

Based on Platinum Investment Management's 13F filing for Q1 2026, filed 14 May 2026.