Mineralys TherapeuticsMLYS
13F holders, Q1 2025 (March 31)149holders +41
55new positions
13sold out
5famous investors
$15.88avg. 13F price*
At the end of Q1 2025, 149 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 41 from Q4 2024. 55 opened new positions and 13 sold out. The largest holders were Catalys Pacific, LLC ($141.4M), Ra Capital Management, L.P. ($97.6M) and Samsara Biocapital, LLC ($90.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $133.1M |
| Exits | 13 | $45.4M |
All 13F filers, Q4 2024 → Q1 2025: 20,286,818 shares bought and 5,594,145 shares sold, net +14,692,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Catalys Pacific, LLC | 95.08% | Add +3.0% | 8,903,838 | $141.4M |
| Ra Capital Management, L.P. | 1.63% | Add +26.7% | 6,147,280 | $97.6M |
| Samsara Biocapital, LLC | 16.07% | Add +11.8% | 5,674,916 | $90.1M |
| SR One Capital Management, LP | 12.76% | Add +55.1% | 3,127,933 | $49.7M |
| TCG Crossover Management, LLC | 5.35% | No change | 2,470,265 | $39.2M |
| BlackRock, Inc. | 0.00% | Add +14.6% | 2,450,027 | $38.9M |
| Integral Health Asset Management, LLC | 4.05% | Add +162.9% | 2,300,000 | $36.5M |
| Caligan Partners LP | 7.12% | Add +112.6% | 2,149,667 | $34.1M |
| Vanguard Group Inc. | 0.00% | Add +42.1% | 2,035,506 | $32.3M |
| Jennison Associates LLC | 0.02% | Add +82.9% | 1,979,033 | $31.4M |
| Laurion Capital Management LP | 2.39% | Add +34.4% | 1,898,184 | $30.1M |
| Franklin Resources Inc. | 0.01% | Add +2.0% | 1,780,041 | $28.3M |
| Montanova Capital, LLC | 1.07% | New | 1,667,759 | $26.5M |
| Pictet Asset Management Holding SA | 0.02% | New | 1,214,373 | $19.3M |
| Affinity Asset Advisors, LLC | 2.90% | Add +214.3% | 1,100,000 | $17.5M |
| Boothbay Fund Management, LLC | 0.53% | Add +42.1% | 923,403 | $14.7M |
| Candriam S.C.A. | 0.09% | Add +189.2% | 882,833 | $14.0M |
| American Century Companies Inc. | 0.01% | Reduce -3.0% | 823,616 | $13.1M |
| Geode Capital Management, LLC | 0.00% | Add +29.4% | 802,000 | $12.7M |
| Nantahala Capital Management, LLC | 1.03% | Add +24.5% | 787,740 | $12.5M |
| Morgan Stanley | 0.00% | Add +5.1% | 619,748 | $9.8M |
| State Street Corp. | 0.00% | Add +3.1% | 520,180 | $8.3M |
| D. E. Shaw & Co. | 0.01% | New | 478,430 | $7.6M |
| Sphera Funds Management LTD. | 1.82% | Add +144.2% | 465,526 | $7.4M |
| 22NW, LP | 4.91% | New | 461,344 | $7.3M |
| Millennium Management | 0.01% | Reduce -61.5% | 424,691 | $6.7M |
| Findell Capital Management LLC | 3.05% | New | 400,000 | $6.4M |
| Pale Fire Capital SE | 0.76% | Add +191.8% | 399,498 | $6.3M |
| Sectoral Asset Management Inc. | 4.58% | Reduce -2.7% | 370,513 | $5.9M |
| Silverarc Capital Management, LLC | 1.12% | New | 338,354 | $5.4M |
| Swedbank AB | 0.01% | New | 327,700 | $5.2M |
| Rock Springs Capital Management LP | 0.29% | New | 320,813 | $5.1M |
| DAFNA Capital Management LLC | 1.41% | Add +111.1% | 309,200 | $4.9M |
| Invesco Ltd. | 0.00% | New | 308,310 | $4.9M |
| FMR LLC | 0.00% | Add +0.2% | 304,758 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +166.6% | 298,395 | $4.7M |
| Deutsche Bank AG | 0.00% | Add +1007.3% | 296,015 | $4.7M |
| Parkman Healthcare Partners LLC | 0.55% | New | 293,928 | $4.7M |
| Canada Pension Plan Investment Board | 0.00% | New | 279,500 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +25.7% | 270,175 | $4.3M |
| Northern Trust Corp. | 0.00% | Add +7.7% | 265,056 | $4.2M |
| ADAR1 Capital Management, LLC | 0.83% | Reduce -68.7% | 263,425 | $4.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 217,462 | $3.5M |
| Blue Owl Capital Holdings LP | 1.06% | New | 206,296 | $3.3M |
| Tang Capital Management LLC | 0.18% | New | 200,000 | $3.2M |
| J. Goldman & Co LP | 0.10% | New | 178,304 | $2.8M |
| Renaissance Technologies | 0.00% | Add +48.4% | 177,300 | $2.8M |
| Informed Momentum Co LLC | 0.45% | New | 164,273 | $2.6M |
| Velan Capital Investment Management LP | 2.46% | New | 150,600 | $2.4M |
| Balyasny Asset Management L.P. | 0.01% | Add +739.3% | 149,273 | $2.4M |
| Bank of America Corp. | 0.00% | Add +36.7% | 147,222 | $2.3M |
| Citadel Advisors | 0.00% | New | 144,362 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +1.4% | 127,410 | $2.0M |
| Trexquant Investment LP | 0.02% | New | 126,535 | $2.0M |
| Wellington Management Group LLP | 0.00% | Add +32.8% | 121,557 | $1.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 112,500 | $1.8M |
| Monashee Investment Management LLC | 0.22% | New | 112,457 | $1.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +392.3% | 80,792 | $1.3M |
| Lion Point Capital, LP | 8.00% | No change | 79,000 | $1.3M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.03% | Add +161.3% | 73,348 | $1.2M |
| Quadrature Capital Ltd | 0.03% | New | 73,008 | $1.2M |
| Nuveen, LLC | 0.00% | — | 67,877 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.9% | 67,868 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +403.4% | 62,144 | $987K |
| BNP Paribas Financial Markets | 0.00% | Add +1471.1% | 61,193 | $972K |
| Schroder Investment Management Group | 0.00% | New | 62,893 | $922K |
| Weiss Asset Management LP | 0.03% | New | 50,000 | $794K |
| Two Sigma Investments, LP | 0.00% | New | 48,532 | $771K |
| Woodline Partners LP | 0.00% | New | 47,662 | $757K |
| Jain Global LLC | 0.01% | New | 43,765 | $695K |
| Erste Asset Management GmbH | 0.01% | New | 45,000 | $660K |
| Rhumbline Advisers | 0.00% | Reduce -3.0% | 39,361 | $625K |
| Ensign Peak Advisors, Inc | 0.00% | New | 37,493 | $595K |
| UBS Group AG | 0.00% | Reduce -24.0% | 37,161 | $590K |
| Alps Advisors Inc. | 0.00% | Reduce -13.9% | 34,664 | $550K |
| AQR Capital Management | 0.00% | New | 34,615 | $550K |
| Barclays PLC | 0.00% | Reduce -29.1% | 32,900 | $522K |
| Wells Fargo & Company | 0.00% | Add +13.4% | 26,883 | $427K |
| Simplex Trading, LLC | 0.01% | Add +7479.5% | 25,543 | $405K |
| Virtu Financial LLC | 0.02% | New | 25,203 | $400K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 22,997 | $365K |
| STRS Ohio | 0.00% | Reduce -16.0% | 22,600 | $359K |
| Citigroup Inc. | 0.00% | Reduce -10.2% | 20,993 | $333K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.9% | 20,554 | $326K |
| Polar Asset Management Partners Inc. | 0.01% | Reduce -79.7% | 20,130 | $320K |
| Dark Forest Capital Management LP | 0.01% | New | 20,005 | $318K |
| Greenland Capital Management LP | 0.06% | New | 20,000 | $318K |
| Susquehanna Portfolio Strategies, LLC | 0.12% | New | 18,245 | $290K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.3% | 17,085 | $271K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 16,782 | $266K |
| Letko, Brosseau & Associates Inc. | 0.01% | No change | 16,500 | $262K |
| Bellevue Group AG | 0.01% | No change | 16,499 | $262K |
| Voya Investment Management LLC | 0.00% | New | 16,058 | $255K |
| AlphaQuest LLC | 0.03% | Add +4.6% | 15,925 | $253K |
| Gsa Capital Partners LLP | 0.02% | New | 15,288 | $243K |
| Martingale Asset Management L P | 0.01% | Reduce -0.0% | 14,960 | $238K |
| Man Group plc | 0.00% | New | 14,559 | $231K |
| Cinctive Capital Management LP | 0.02% | New | 14,219 | $226K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 13,989 | $222K |
| XTX Topco Ltd | 0.01% | New | 13,785 | $219K |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.