GENERAL AMERICAN INVESTORS CO INC IDYA — IDEAYA Biosciences, Inc.

Ownership history in GENERAL AMERICAN INVESTORS CO INC  ·  8 quarters on record

AI Ownership Summary

GENERAL AMERICAN INVESTORS CO INC reported IDEAYA Biosciences, Inc. (IDYA) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.68% in 2026 Q2. The latest visible filing shows IDYA at 0.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IDYA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GENERAL AMERICAN INVESTORS CO INC's position in IDEAYA Biosciences, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IDYA was reported at 0.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDYA stock page GENERAL AMERICAN INVESTORS CO INC fund profile GENERAL AMERICAN INVESTORS CO INC full holdings
How GENERAL AMERICAN INVESTORS CO INC held IDYA — position size vs. price
% of Fund (quarterly)    IDYA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 308,240 +27,979 +10.0% 0.68% $11.5M 2026-07-31 $35.50
2026 Q1 UNCHANGED — — — 280,261 — 0% 0.61% $9.3M 2026-05-01 $28.19
2025 Q4 UNCHANGED — — — 280,261 — 0% 0.55% $9.7M 2026-02-13 $30.27
2025 Q3 ADDED — — — 280,261 +20,000 +7.7% 0.44% $7.6M 2025-10-31 $31.86
2025 Q2 UNCHANGED — — — 260,261 — 0% 0.35% $5.5M 2025-08-01 $24.27
2025 Q1 ADDED — — — 260,261 +140,000 +116.4% 0.31% $4.3M 2025-05-02 $20.93
2024 Q4 ADDED — — — 120,261 +30,261 +33.6% 0.21% $3.1M 2025-02-14 $21.00
2024 Q3 INITIATED — — — 90,000 — — 0.20% $2.9M 2024-10-31 $28.15

🏢 Other funds also holding IDYA

As of 2026 Q2 — sorted by position size

Atle Fund Management AB 3Y 7Y 0.95% Rheos Capital Works Inc. 3Y 7Y 0.32% Phocas Financial Corp. 3Y 7Y 0.25% Fiera Capital Corp 3Y 7Y 0.2% TEMA ETFS LLC 0.16% FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.15% Knights of Columbus Asset Advisors LLC 3Y 7Y 0.09% AXQ CAPITAL, LP 3Y 0.08% Covestor Ltd 3Y 0.06% Walleye Capital LLC 3Y 7Y 0.05%

FAQ About GENERAL AMERICAN INVESTORS CO INC and IDYA

These are the practical questions this page is built to answer before you even open the full history table.

How long has GENERAL AMERICAN INVESTORS CO INC reported owning IDYA?

GENERAL AMERICAN INVESTORS CO INC reported IDYA across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported IDYA position in GENERAL AMERICAN INVESTORS CO INC's portfolio?

The largest reported portfolio weight for IDYA was 0.68% in 2026 Q2.

What is the latest reported IDYA position on this page?

The most recent filing on this page is 2026 Q2, when GENERAL AMERICAN INVESTORS CO INC reported 308,240 shares, equal to 0.68% of portfolio, with an estimated market value of $11.5M.

What does the chart on this IDYA ownership page compare?

The chart compares GENERAL AMERICAN INVESTORS CO INC's quarterly IDYA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GENERAL AMERICAN INVESTORS CO INC time their IDYA position?

Based on 13F filing dates vs. subsequent IDYA price moves, GENERAL AMERICAN INVESTORS CO INC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on IDYA relative to SPY over the holding period was -3.4%.

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