Mineralys TherapeuticsMLYS
13F holders, Q2 2026 (June 30)225holders +10
32new positions
23sold out
6famous investors
$26.98avg. 13F price*
At the end of Q2 2026, 225 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 10 from Q1 2026. 32 opened new positions and 23 sold out. The largest holders were Catalys Pacific, LLC ($213.2M), Ra Capital Management, L.P. ($207.6M) and BlackRock, Inc. ($158.8M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Mineralys Therapeutics Inc.
- CUSIP
- 603170101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $237.5M |
| Exits | 23 | $164.6M |
All 13F filers, Q1 2026 → Q2 2026: 25,056,054 shares bought and 15,742,171 shares sold, net +9,313,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Catalys Pacific, LLC | 92.94% | No change | 7,903,838 | $213.2M |
| Ra Capital Management, L.P. | 1.80% | No change | 7,692,750 | $207.6M |
| BlackRock, Inc. | 0.00% | Add +31.4% | 5,887,038 | $158.8M |
| Samsara Biocapital, LLC | 13.01% | No change | 5,871,018 | $158.4M |
| FMR LLC | 0.01% | Reduce -7.2% | 4,511,689 | $121.7M |
| State Street Corp. | 0.00% | Add +41.1% | 4,141,636 | $111.7M |
| Deerfield Management Company, L.P. | 1.33% | New | 3,958,000 | $106.8M |
| Vanguard Capital Management LLC | 0.00% | Add +12.3% | 2,756,770 | $74.4M |
| Laurion Capital Management LP | 5.10% | Add +12.3% | 2,506,152 | $67.6M |
| T. Rowe Price Associates Inc. | 0.01% | Add +68.4% | 2,262,476 | $61.0M |
| Orbimed Advisors LLC | 1.08% | Add +2.8% | 2,110,300 | $56.9M |
| Capital World Investors | 0.01% | Add +401.7% | 1,997,607 | $53.9M |
| Armistice Capital, LLC | 1.30% | Add +47.6% | 1,736,000 | $46.8M |
| Troluce Capital Advisors LLC | 17.47% | Add +163.9% | 1,728,753 | $46.6M |
| Franklin Resources Inc. | 0.01% | Reduce -8.4% | 1,635,520 | $44.1M |
| Andera Partners | 20.80% | No change | 1,591,917 | $42.9M |
| Geode Capital Management, LLC | 0.00% | Add +21.8% | 1,584,326 | $42.8M |
| SR One Capital Management, LP | 4.06% | No change | 1,563,966 | $42.2M |
| Bank of America Corp. | 0.00% | Add +36.8% | 1,505,547 | $40.6M |
| Sphera Funds Management LTD. | 5.68% | Add +9.7% | 1,469,971 | $39.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +85.8% | 1,458,676 | $39.4M |
| Pictet Asset Management Holding SA | 0.04% | Add +38.3% | 1,430,649 | $38.6M |
| Polar Capital Holdings Plc | 0.11% | Reduce -5.3% | 1,420,854 | $38.3M |
| Millennium Management | 0.02% | Add +132.6% | 1,221,758 | $33.0M |
| Ghisallo Capital Management LLC | 0.74% | New | 1,125,000 | $30.4M |
| Invesco Ltd. | 0.00% | Add +2478.9% | 1,091,180 | $29.4M |
| Alliancebernstein L.P. | 0.01% | Add +9.4% | 1,067,541 | $28.9M |
| Logos Global Management LP | 1.22% | New | 1,050,000 | $28.3M |
| American Century Companies Inc. | 0.01% | Add +17.3% | 1,036,767 | $28.0M |
| Morgan Stanley | 0.00% | Add +8.0% | 917,213 | $24.7M |
| Davern Capital Partners, LP | 3.95% | Add +92.0% | 858,753 | $23.2M |
| Candriam S.C.A. | 0.10% | Add +6.9% | 857,037 | $23.1M |
| Nantahala Capital Management, LLC | 1.34% | Reduce -8.4% | 820,481 | $22.1M |
| Wellington Management Group LLP | 0.00% | Reduce -76.0% | 806,716 | $21.8M |
| Affinity Asset Advisors, LLC | 1.01% | No change | 750,000 | $20.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +5.8% | 747,657 | $20.2M |
| Tudor Investment Corporation | 0.08% | Add +374.1% | 738,370 | $19.9M |
| Aberdeen Group plc | 0.03% | New | 689,235 | $18.6M |
| Algert Global LLC | 0.21% | Add +149.4% | 649,027 | $17.5M |
| Catalio Capital Management, LP | 3.29% | Add +47.8% | 648,722 | $17.5M |
| Pale Fire Capital SE | 1.18% | Add +68.0% | 614,284 | $16.6M |
| Stempoint Capital LP | 2.81% | Add +13.0% | 602,686 | $16.3M |
| Northern Trust Corp. | 0.00% | Add +24.5% | 551,491 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.4% | 521,216 | $14.1M |
| Rock Springs Capital Management LP | 0.64% | Add +10.3% | 484,951 | $13.1M |
| Citadel Advisors | 0.01% | Reduce -22.1% | 467,598 | $12.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +237.2% | 463,387 | $12.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +20.0% | 450,370 | $12.2M |
| Integral Health Asset Management, LLC | 0.50% | Reduce -40.0% | 450,000 | $12.1M |
| Prosight Management, LP | 2.09% | New | 449,795 | $12.1M |
| Rhenman & Partners Asset Management AB | 1.06% | Add +58.3% | 416,371 | $11.2M |
| Caption Management, LLC | 0.41% | New | 413,087 | $11.1M |
| Jennison Associates LLC | 0.01% | Reduce -69.8% | 382,747 | $10.3M |
| Parkman Healthcare Partners LLC | 1.05% | Add +0.1% | 380,354 | $10.3M |
| Renaissance Technologies | 0.01% | Reduce -1.2% | 378,300 | $10.2M |
| CenterBook Partners LP | 0.48% | Add +309.3% | 365,630 | $9.9M |
| UBS Group AG | 0.00% | Add +268.9% | 361,596 | $9.8M |
| Susquehanna International Group, LLP | 0.01% | Add +2154.7% | 355,570 | $9.6M |
| D. E. Shaw & Co. | 0.01% | Reduce -60.2% | 352,729 | $9.5M |
| Eversept Partners, LP | 0.46% | New | 309,689 | $8.4M |
| Schroder Investment Management Group | 0.01% | Add +135.3% | 307,214 | $8.3M |
| ADAR1 Capital Management, LLC | 0.38% | Add +93.2% | 298,886 | $8.1M |
| Longaeva Partners L.P. | 0.22% | New | 281,104 | $7.6M |
| Nuveen, LLC | 0.00% | Add +145.4% | 274,843 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -72.7% | 249,776 | $6.7M |
| TimesSquare Capital Management, LLC | 0.09% | Reduce -30.4% | 235,858 | $6.4M |
| Montanova Capital, LLC | 0.10% | Reduce -88.7% | 173,886 | $4.7M |
| Trexquant Investment LP | 0.03% | Add +196.7% | 169,715 | $4.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -48.0% | 162,082 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +22.0% | 158,550 | $4.3M |
| Brevan Howard Capital Management LP | 0.06% | Add +69.1% | 153,722 | $4.1M |
| AQR Capital Management | 0.00% | Add +2.3% | 152,504 | $4.1M |
| Burkehill Global Management, LP | 0.15% | No change | 150,000 | $4.0M |
| Boothbay Fund Management, LLC | 0.08% | Reduce -85.3% | 147,402 | $4.0M |
| Artia Global Partners LP | 0.71% | No change | 137,800 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -37.0% | 128,247 | $3.5M |
| Voya Investment Management LLC | 0.00% | Reduce -41.7% | 125,991 | $3.4M |
| Ensign Peak Advisors, Inc | 0.01% | Add +5.5% | 118,382 | $3.2M |
| 22NW, LP | 2.93% | Reduce -74.4% | 113,840 | $3.1M |
| Swiss National Bank | 0.00% | Add +23.9% | 111,600 | $3.0M |
| Ishara Investments LP | 2.03% | Add +25.0% | 102,500 | $2.8M |
| Mark Asset Management LP | 0.28% | Reduce -30.1% | 101,289 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | New | 101,052 | $2.7M |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0.55% | New | 100,869 | $2.7M |
| Citigroup Inc. | 0.00% | Add +558.5% | 99,332 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -46.4% | 95,242 | $2.6M |
| Alps Advisors Inc. | 0.01% | Add +38.1% | 88,976 | $2.4M |
| Squarepoint Ops LLC | 0.00% | Reduce -18.2% | 86,327 | $2.3M |
| HighVista Strategies LLC | 0.53% | Add +84.0% | 86,085 | $2.3M |
| BlueCrest Capital Management Ltd | 0.11% | New | 85,157 | $2.3M |
| KVP Capital Advisors, LP | 1.67% | New | 84,168 | $2.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -0.4% | 79,199 | $2.1M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -17.1% | 78,186 | $2.1M |
| State of Wisconsin Investment Board | 0.00% | Add +14.2% | 73,265 | $2.0M |
| Rhumbline Advisers | 0.00% | Add +22.2% | 70,205 | $1.9M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -0.9% | 69,580 | $1.9M |
| HRT Financial LP | 0.00% | Reduce -28.5% | 68,565 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +9.7% | 67,221 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +153.3% | 66,057 | $1.8M |
| PFM Health Sciences, LP | 0.15% | Reduce -56.3% | 62,418 | $1.7M |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.