Mineralys TherapeuticsMLYS

13F holders, Q2 2024 (June 30)
94holders +2
12new positions
12sold out
3famous investors
$11.70avg. 13F price*

At the end of Q2 2024, 94 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 12 sold out. The largest holders were Catalys Pacific, LLC ($107.6M), Samsara Biocapital, LLC ($59.4M) and Ra Capital Management, L.P. ($56.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions12$22.9M
Exits12$23.7M

All 13F filers, Q1 2024 → Q2 2024: 5,182,448 shares bought and 2,928,186 shares sold, net +2,254,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 94 holders

Catalys Pacific, LLC 81.19% No change 9,194,579 $107.6M
Samsara Biocapital, LLC 12.43% No change 5,074,916 $59.4M
Ra Capital Management, L.P. 0.75% No change 4,850,984 $56.8M
TCG Crossover Management, LLC 3.88% No change 3,185,185 $37.3M
BlackRock Inc. 0.00% Add +52.3% 2,045,702 $23.9M
Orbimed Advisors LLC 0.47% No change 2,021,424 $23.7M
SR One Capital Management, LP 7.39% No change 2,016,822 $23.6M
Adams Street Partners LLC 8.14% Reduce -10.0% 1,688,712 $19.8M
Franklin Resources Inc. 0.01% Add +63.4% 1,482,591 $17.3M
Laurion Capital Management LP 0.56% Add +11.7% 1,456,804 $17.0M
Vanguard Group Inc. 0.00% Add +24.0% 1,219,062 $14.3M
Caligan Partners LP 2.04% New 745,758 $8.7M
American Century Companies Inc. 0.01% Add +3.2% 743,140 $8.7M
Jennison Associates LLC 0.01% New 683,257 $8.0M
Octagon Capital Advisors LP 1.16% Add +9.1% 600,000 $7.0M
Geode Capital Management, LLC 0.00% Add +52.1% 582,326 $6.8M
Nantahala Capital Management, LLC 0.63% Add +60.1% 532,506 $6.2M
Morgan Stanley 0.00% Reduce -9.7% 471,524 $5.5M
State Street Corp. 0.00% Add +52.2% 465,139 $5.4M
Blue Owl Capital Holdings LP 1.47% Reduce -16.8% 450,339 $5.3M
Sphera Funds Management LTD. 0.84% Reduce -32.8% 442,752 $5.2M
Sectoral Asset Management Inc. 2.09% Reduce -20.6% 438,748 $5.1M
Boothbay Fund Management, LLC 0.17% New 424,183 $5.0M
Rock Springs Capital Management LP 0.13% Reduce -52.2% 378,932 $4.4M
Affinity Asset Advisors, LLC 0.67% No change 327,959 $3.8M
ExodusPoint Capital Management, LP 0.04% Add +124.5% 274,316 $3.2M
FMR LLC 0.00% Add +17458.0% 271,095 $3.2M
Driehaus Capital Management LLC 0.03% Add +40.4% 257,371 $3.0M
Charles Schwab Investment Management Inc. 0.00% Add +68.7% 203,935 $2.4M
Northern Trust Corp. 0.00% Add +14.8% 167,801 $2.0M
Ensign Peak Advisors, Inc 0.00% No change 125,000 $1.5M
DAFNA Capital Management LLC 0.34% Add +32.2% 119,000 $1.4M
Bank of America Corp. 0.00% Add +35.3% 111,535 $1.3M
Bank of New York Mellon Corp 0.00% Add +72.5% 84,762 $992K
Lion Point Capital, LP 2.90% Add +31.7% 79,000 $924K
NEOS Investment Management LLC 0.04% Add +2.9% 72,813 $852K
Prudential Financial Inc. 0.00% New 67,650 $792K
Nuveen Asset Management, LLC 0.00% Add +91.3% 66,629 $780K
Millennium Management 0.00% Add +75.5% 65,538 $767K
Renaissance Technologies 0.00% Add +95.0% 61,800 $723K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% Add +2.5% 59,931 $701K
Goldman Sachs Group Inc. 0.00% Add +15.3% 56,823 $665K
Rhumbline Advisers 0.00% Add +82.1% 41,079 $481K
Alps Advisors Inc. 0.00% Add +33.6% 38,735 $453K
Pale Fire Capital SE 0.05% Add +20.7% 34,888 $408K
ADAR1 Capital Management, LLC 0.06% Add +5.7% 25,366 $297K
Alliancebernstein L.P. 0.00% Add +44.8% 22,960 $269K
Jane Street Group, LLC 0.00% Add +60.7% 22,795 $267K
JPMorgan Chase & Co. 0.00% Add +17.9% 22,101 $259K
Verition Fund Management LLC 0.00% New 20,953 $245K
Wells Fargo & Company 0.00% Add +36.5% 19,691 $230K
Bellevue Group AG 0.00% Add +90.2% 17,499 $205K
MetLife Investment Management, LLC 0.00% Add +50.0% 17,124 $200K
Two Sigma Investments, LP 0.00% Add +3.3% 16,134 $189K
Corebridge Financial, Inc. 0.00% — 15,362 $180K
Citadel Advisors 0.00% Add +13337.1% 13,034 $152K
Manufacturers Life Insurance Company, The 0.00% New 12,432 $145K
Federated Hermes, Inc. 0.00% Add +100.0% 12,000 $140K
Deutsche Bank AG 0.00% Add +39.6% 11,632 $136K
Letko, Brosseau & Associates Inc. 0.00% No change 11,400 $133K
UBS Group AG 0.00% Reduce -45.3% 10,787 $126K
CreativeOne Wealth, LLC 0.01% No change 10,750 $126K
Barclays PLC 0.00% Reduce -26.7% 10,010 $117K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% — 9,762 $114K
EntryPoint Capital, LLC 0.04% Add +71.8% 7,956 $93K
New York State Common Retirement Fund 0.00% Reduce -8.0% 7,764 $91K
Citigroup Inc. 0.00% Add +96.1% 7,759 $91K
Virtus Advisers, LLC 0.04% Reduce -32.1% 7,134 $83K
Cwm, LLC 0.00% Reduce -0.1% 5,885 $69K
China Universal Asset Management Co., Ltd. 0.01% Reduce -26.5% 5,832 $68K
STRS Ohio 0.00% Add +137.5% 3,800 $44K
Tower Research Capital LLC (TRC) 0.00% Add +1042.7% 3,371 $39K
Ameritas Investment Partners, Inc. 0.00% Add +49.5% 2,798 $33K
Royal Bank of Canada 0.00% Add +507.0% 2,695 $31K
Legal & General Group Plc 0.00% Add +53.5% 2,582 $30K
PNC Financial Services Group, Inc. 0.00% No change 2,211 $26K
California State Teachers Retirement System 0.00% Add +5.9% 2,069 $24K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,482 $17K
Amalgamated Bank 0.00% Add +36.1% 682 $8K
Comerica Bank 0.00% Reduce -6.7% 644 $8K
Smartleaf Asset Management LLC 0.00% New 357 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 319 $4K
Daiwa Securities Group Inc. 0.00% No change 152 $2K
Allworth Financial LP 0.00% New 133 $2K
Quadrant Capital Group LLC 0.00% No change 129 $2K
Arax Advisory Partners 0.00% New 108 $1K
Osaic Holdings, Inc. 0.00% New 100 $1K
Nisa Investment Advisors, LLC 0.00% Add +1550.0% 66 $772
Versant Capital Management, Inc 0.00% No change 63 $737
Private Wealth Management Group, LLC 0.00% No change 50 $585
Parallel Advisors, LLC 0.00% No change 22 $257
Rothschild Investment LLC 0.00% New 20 $234
Farther Finance Advisors, LLC 0.00% No change 17 $207
Avion Wealth 0.00% No change 78 $0

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