Mineralys TherapeuticsMLYS

13F holders, Q1 2024 (March 31)
92holders
4famous investors
$12.91avg. 13F price*

At the end of Q1 2024, 92 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings. The largest holders were Catalys Pacific, LLC ($118.7M), Samsara Biocapital, LLC ($65.5M) and Ra Capital Management, L.P. ($62.6M). 4 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Mineralys Therapeutics Inc.
CUSIP
603170101
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 92Q1 2024Q2 2024: 94Q2 2024Q3 2024: 106Q3 2024Q4 2024: 108Q4 2024Q1 2025: 149Q1 2025Q2 2025: 165Q2 2025Q3 2025: 193Q3 2025Q4 2025: 223Q4 2025Q1 2026: 215Q1 2026Q2 2026: 225Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions17$92.4M
Exits11$3.1M

Ownership 92 holders

Catalys Pacific, LLC 80.13% No change 9,194,579 $118.7M
Samsara Biocapital, LLC 10.14% Add +12.3% 5,074,916 $65.5M
Ra Capital Management, L.P. 0.80% Add +52.6% 4,850,984 $62.6M
TCG Crossover Management, LLC 3.25% New 3,185,185 $41.1M
Orbimed Advisors LLC 0.48% New 2,021,424 $26.1M
SR One Capital Management, LP 7.15% Add +12.4% 2,016,822 $26.0M
Adams Street Partners LLC 9.62% Reduce -18.5% 1,876,492 $24.2M
BlackRock Inc. 0.00% Reduce -3.7% 1,343,563 $17.3M
Laurion Capital Management LP 0.47% Add +12.8% 1,304,216 $16.8M
Braidwell LP 0.83% Reduce -43.3% 1,147,154 $14.8M
Vanguard Group Inc. 0.00% Add +0.5% 982,932 $12.7M
Franklin Resources Inc. 0.00% Add +29.7% 907,511 $11.7M
Rock Springs Capital Management LP 0.26% Reduce -32.1% 792,615 $10.2M
American Century Companies Inc. 0.01% Add +6.0% 719,970 $9.3M
Sphera Funds Management LTD. 1.38% Reduce -11.4% 658,803 $8.5M
Venrock Adviser, LLC 0.34% New 555,554 $7.2M
Sectoral Asset Management Inc. 2.80% Reduce -8.8% 552,256 $7.1M
Octagon Capital Advisors LP 0.86% New 550,000 $7.1M
Blue Owl Capital Holdings LP 1.40% Reduce -4.8% 541,080 $7.0M
Morgan Stanley 0.00% Reduce -2.5% 522,009 $6.7M
Geode Capital Management, LLC 0.00% Add +1.7% 382,764 $4.9M
Nantahala Capital Management, LLC 0.42% New 332,506 $4.3M
Affinity Asset Advisors, LLC 0.74% New 327,959 $4.2M
State Street Corp. 0.00% Add +8.4% 305,686 $3.9M
Driehaus Capital Management LLC 0.02% Reduce -11.1% 183,297 $2.4M
Northern Trust Corp. 0.00% Reduce -2.4% 146,121 $1.9M
Ensign Peak Advisors, Inc 0.00% No change 125,000 $1.6M
ExodusPoint Capital Management, LP 0.02% Add +65.3% 122,206 $1.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.0% 120,862 $1.6M
DAFNA Capital Management LLC 0.27% Add +492.1% 90,000 $1.2M
Bank of America Corp. 0.00% Add +69.1% 82,458 $1.1M
NEOS Investment Management LLC 0.06% Add +195.1% 70,740 $913K
Lion Point Capital, LP 1.50% New 60,000 $775K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Reduce -68.6% 58,474 $755K
Silverarc Capital Management, LLC 0.21% New 56,944 $735K
Goldman Sachs Group Inc. 0.00% Add +8.1% 49,291 $636K
Bank of New York Mellon Corp 0.00% Add +4.7% 49,128 $634K
Point72 Asset Management 0.00% Reduce -63.2% 47,800 $617K
Millennium Management 0.00% Reduce -90.2% 37,340 $482K
Nuveen Asset Management, LLC 0.00% No change 34,831 $450K
Renaissance Technologies 0.00% Add +24.3% 31,700 $409K
Alps Advisors Inc. 0.00% Add +8.7% 28,989 $374K
Pale Fire Capital SE 0.05% Reduce -16.8% 28,915 $373K
ADAR1 Capital Management, LLC 0.08% New 24,000 $310K
Rhumbline Advisers 0.00% Add +10.2% 22,560 $291K
UBS Group AG 0.00% Reduce -8.7% 19,719 $255K
JPMorgan Chase & Co. 0.00% Reduce -20.5% 18,738 $242K
Alliancebernstein L.P. 0.00% No change 15,860 $205K
Two Sigma Investments, LP 0.00% Reduce -75.9% 15,624 $202K
XTX Topco Ltd 0.03% New 14,992 $194K
Wells Fargo & Company 0.00% Add +79.9% 14,423 $186K
Jane Street Group, LLC 0.00% New 14,186 $183K
Barclays PLC 0.00% Reduce -49.0% 13,661 $176K
MetLife Investment Management, LLC 0.00% No change 11,416 $147K
Letko, Brosseau & Associates Inc. 0.00% No change 11,400 $147K
CreativeOne Wealth, LLC 0.01% No change 10,750 $139K
Virtus Advisers, LLC 0.07% Reduce -6.4% 10,501 $136K
American International Group, Inc. 0.00% Reduce -0.9% 9,573 $124K
Bellevue Group AG 0.00% New 9,200 $119K
New York State Common Retirement Fund 0.00% Add +140.3% 8,442 $109K
Deutsche Bank AG 0.00% New 8,333 $108K
China Universal Asset Management Co., Ltd. 0.01% Add +67.0% 7,931 $102K
Federated Hermes, Inc. 0.00% Reduce -70.0% 6,000 $77K
Cwm, LLC 0.00% No change 5,891 $76K
EntryPoint Capital, LLC 0.05% Reduce -30.4% 4,632 $60K
Citigroup Inc. 0.00% Add +3.8% 3,956 $51K
Cubist Systematic Strategies, LLC 0.00% Reduce -83.8% 2,823 $36K
PNC Financial Services Group, Inc. 0.00% Reduce -46.4% 2,211 $29K
California State Teachers Retirement System 0.00% Reduce -38.9% 1,953 $25K
Ameritas Investment Partners, Inc. 0.00% Add +92.6% 1,872 $24K
Legal & General Group Plc 0.00% No change 1,682 $22K
STRS Ohio 0.00% Reduce -36.0% 1,600 $20K
FMR LLC 0.00% Reduce -95.1% 1,544 $20K
Metropolitan Life Insurance Co 0.00% No change 1,238 $16K
Qube Research & Technologies Ltd 0.00% Add +41.6% 1,025 $13K
Comerica Bank 0.00% No change 690 $9K
Amalgamated Bank 0.00% Reduce -71.2% 501 $6K
Royal Bank of Canada 0.00% Reduce -93.1% 444 $6K
MassMutual Private Wealth & Trust, FSB 0.00% No change 319 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -89.8% 295 $4K
Avion Wealth 0.00% No change 78 $2K
Daiwa Securities Group Inc. 0.00% New 152 $2K
Quadrant Capital Group LLC 0.00% No change 129 $2K
Citadel Advisors 0.00% Reduce -99.9% 97 $1K
Versant Capital Management, Inc 0.00% No change 63 $813
Private Wealth Management Group, LLC 0.00% No change 50 $646
Northwestern Mutual Wealth Management Co. 0.00% New 36 $465
Parallel Advisors, LLC 0.00% Reduce -86.2% 22 $284
Farther Finance Advisors, LLC 0.00% No change 17 $222
Russell Investments Group, Ltd. 0.00% Reduce -99.7% 17 $219
Nisa Investment Advisors, LLC 0.00% New 4 $52
Avior Wealth Management, LLC 0.00% New 3 $38

"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.