Mineralys TherapeuticsMLYS
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 165 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 16 from Q1 2025. 40 opened new positions and 24 sold out. The largest holders were Catalys Pacific, LLC ($120.5M), Ra Capital Management, L.P. ($83.2M) and Samsara Biocapital, LLC ($76.8M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $79.4M |
| Exits | 24 | $62.2M |
All 13F filers, Q1 2025 → Q2 2025: 11,379,730 shares bought and 6,871,278 shares sold, net +4,508,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Catalys Pacific, LLC | 91.50% | No change | 8,903,838 | $120.5M |
| Ra Capital Management, L.P. | 1.40% | No change | 6,147,280 | $83.2M |
| Samsara Biocapital, LLC | 15.70% | No change | 5,674,916 | $76.8M |
| SR One Capital Management, LP | 9.17% | No change | 3,127,933 | $42.3M |
| BlackRock, Inc. | 0.00% | Add +26.4% | 3,097,760 | $41.9M |
| Capital International Investors | 0.01% | New | 2,899,020 | $39.2M |
| Integral Health Asset Management, LLC | 3.41% | Add +17.4% | 2,700,000 | $36.5M |
| Vanguard Group Inc. | 0.00% | Add +14.3% | 2,326,449 | $31.5M |
| Caligan Partners LP | 5.30% | Reduce -6.2% | 2,017,352 | $27.3M |
| Franklin Resources Inc. | 0.01% | Add +1.3% | 1,803,597 | $24.4M |
| Laurion Capital Management LP | 2.89% | Reduce -7.1% | 1,762,582 | $23.8M |
| Montanova Capital, LLC | 0.89% | Add +4.6% | 1,744,492 | $23.6M |
| State Street Corp. | 0.00% | Add +177.5% | 1,443,559 | $19.5M |
| Pictet Asset Management Holding SA | 0.02% | Add +4.4% | 1,267,993 | $17.2M |
| Jennison Associates LLC | 0.01% | Reduce -37.6% | 1,235,322 | $16.7M |
| Geode Capital Management, LLC | 0.00% | Add +19.0% | 954,560 | $12.9M |
| Affinity Asset Advisors, LLC | 1.88% | Reduce -18.2% | 900,000 | $12.2M |
| American Century Companies Inc. | 0.01% | Add +1.4% | 834,781 | $11.3M |
| Candriam S.C.A. | 0.06% | Reduce -6.6% | 824,187 | $11.2M |
| Boothbay Fund Management, LLC | 0.35% | Reduce -11.5% | 816,926 | $11.1M |
| Orbimed Advisors LLC | 0.26% | New | 760,351 | $10.3M |
| Stempoint Capital LP | 2.75% | New | 631,586 | $8.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +110.0% | 626,787 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -5.2% | 587,830 | $8.0M |
| D. E. Shaw & Co. | 0.01% | Add +20.0% | 574,207 | $7.8M |
| 22NW, LP | 4.77% | Add +21.4% | 560,042 | $7.6M |
| Sphera Funds Management LTD. | 1.70% | Add +3.3% | 480,974 | $6.5M |
| Parkman Healthcare Partners LLC | 0.73% | Add +57.7% | 463,601 | $6.3M |
| Deutsche Bank AG | 0.00% | Add +54.4% | 456,914 | $6.2M |
| Pale Fire Capital SE | 0.63% | Add +11.8% | 446,626 | $6.0M |
| Swedbank AB | 0.01% | Add +17.1% | 383,800 | $5.2M |
| Sectoral Asset Management Inc. | 3.42% | Add +3.2% | 382,415 | $5.2M |
| DAFNA Capital Management LLC | 1.41% | Add +20.2% | 371,523 | $5.0M |
| Nantahala Capital Management, LLC | 0.34% | Reduce -55.1% | 353,982 | $4.8M |
| Prudential Financial Inc. | 0.01% | Add +176.4% | 352,225 | $4.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 351,113 | $4.8M |
| Northern Trust Corp. | 0.00% | Add +27.9% | 339,025 | $4.6M |
| Blue Owl Capital Holdings LP | 1.47% | Add +62.9% | 335,944 | $4.5M |
| Rock Springs Capital Management LP | 0.27% | Add +1.1% | 324,513 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +20.0% | 324,205 | $4.4M |
| FMR LLC | 0.00% | Add +0.0% | 304,886 | $4.1M |
| ADAR1 Capital Management, LLC | 0.67% | Add +14.7% | 302,125 | $4.1M |
| Bank of America Corp. | 0.00% | Add +78.9% | 263,356 | $3.6M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +16.4% | 253,199 | $3.4M |
| Millennium Management | 0.00% | Reduce -42.6% | 243,569 | $3.3M |
| Balyasny Asset Management L.P. | 0.01% | Add +37.8% | 205,723 | $2.8M |
| Tang Capital Management LLC | 0.14% | No change | 200,000 | $2.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +131.9% | 187,384 | $2.5M |
| Trexquant Investment LP | 0.03% | Add +44.4% | 182,665 | $2.5M |
| Armistice Capital, LLC | 0.09% | New | 178,000 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -0.2% | 176,926 | $2.4M |
| Velan Capital Investment Management LP | 2.36% | Add +15.9% | 174,600 | $2.4M |
| ExodusPoint Capital Management, LP | 0.03% | New | 172,552 | $2.3M |
| Zimmer Partners, LP | 0.05% | New | 162,733 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +783.2% | 161,134 | $2.2M |
| HighVista Strategies LLC | 0.75% | New | 150,138 | $2.0M |
| Barclays PLC | 0.00% | Add +337.3% | 143,884 | $1.9M |
| Dark Forest Capital Management LP | 0.07% | Add +533.5% | 126,726 | $1.7M |
| SG Americas Securities, LLC | 0.01% | Add +1085.7% | 123,987 | $1.7M |
| Wellington Management Group LLP | 0.00% | Reduce -5.0% | 115,448 | $1.6M |
| Silverarc Capital Management, LLC | 0.32% | Reduce -65.9% | 115,282 | $1.6M |
| UBS Group AG | 0.00% | Add +209.8% | 115,139 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Add +187.1% | 107,640 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Add +42.1% | 96,415 | $1.3M |
| Woodline Partners LP | 0.01% | Add +84.4% | 87,868 | $1.2M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.03% | Add +8.7% | 79,723 | $1.1M |
| Lion Point Capital, LP | 7.26% | No change | 79,000 | $1.1M |
| Nuveen, LLC | 0.00% | Add +14.4% | 77,647 | $1.1M |
| Walleye Capital LLC | 0.01% | New | 73,921 | $1.0M |
| Swiss National Bank | 0.00% | New | 61,900 | $838K |
| J. Goldman & Co LP | 0.02% | Reduce -67.7% | 57,635 | $780K |
| Rafferty Asset Management, LLC | 0.00% | New | 57,375 | $776K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.8% | 56,086 | $759K |
| Rhumbline Advisers | 0.00% | Add +36.2% | 53,596 | $725K |
| Ameriprise Financial Inc. | 0.00% | New | 50,857 | $688K |
| Voya Investment Management LLC | 0.00% | Add +214.3% | 50,476 | $683K |
| Gsa Capital Partners LLP | 0.05% | Add +216.6% | 48,401 | $655K |
| Erste Asset Management GmbH | 0.01% | No change | 45,000 | $617K |
| Artia Global Partners LP | 0.14% | New | 41,100 | $556K |
| California State Teachers Retirement System | 0.00% | Add +1668.6% | 36,592 | $495K |
| Legal & General Group Plc | 0.00% | Add +1296.2% | 36,049 | $488K |
| Caption Management, LLC | 0.04% | New | 33,000 | $446K |
| Wells Fargo & Company | 0.00% | Add +18.1% | 31,757 | $430K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | New | 31,095 | $421K |
| Mariner, LLC | 0.00% | New | 28,704 | $388K |
| AQR Capital Management | 0.00% | Reduce -19.4% | 27,901 | $378K |
| Citigroup Inc. | 0.00% | Add +29.2% | 27,118 | $367K |
| Alliancebernstein L.P. | 0.00% | Add +17.7% | 27,067 | $366K |
| Invesco Ltd. | 0.00% | Reduce -91.7% | 25,743 | $348K |
| JPMorgan Chase & Co. | 0.00% | Add +24.1% | 25,500 | $345K |
| Creative Planning | 0.00% | New | 24,861 | $336K |
| State of Wisconsin Investment Board | 0.00% | Add +139.4% | 24,551 | $332K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +212.9% | 24,404 | $330K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +41.9% | 24,237 | $328K |
| MetLife Investment Management, LLC | 0.00% | Add +43.1% | 24,014 | $325K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 22,874 | $309K |
| Man Group plc | 0.00% | Add +50.1% | 21,852 | $296K |
| Intech Investment Management LLC | 0.00% | New | 21,629 | $293K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 21,280 | $288K |
| T. Rowe Price Associates Inc. | 0.00% | Add +57.6% | 19,568 | $265K |
| Federated Hermes, Inc. | 0.00% | Add +38.3% | 16,528 | $224K |
| Letko, Brosseau & Associates Inc. | 0.00% | No change | 16,500 | $223K |
| Fox Run Management, L.L.C. | 0.04% | New | 16,243 | $220K |
| Cinctive Capital Management LP | 0.01% | Add +13.3% | 16,113 | $218K |
| Bellevue Group AG | 0.00% | Reduce -5.7% | 15,556 | $210K |
| STRS Ohio | 0.00% | Reduce -31.9% | 15,400 | $208K |
| AlphaQuest LLC | 0.02% | Reduce -6.8% | 14,841 | $201K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +29.8% | 14,775 | $200K |
| Citadel Advisors | 0.00% | Reduce -90.0% | 14,382 | $195K |
| Quantinno Capital Management LP | 0.00% | Add +6.7% | 13,597 | $184K |
| China Universal Asset Management Co., Ltd. | 0.02% | Add +30.9% | 13,090 | $177K |
| Allianz Asset Management GmbH | 0.00% | New | 12,300 | $166K |
| Profund Advisors LLC | 0.01% | New | 12,131 | $164K |
| Quadrature Capital Ltd | 0.00% | Reduce -83.6% | 11,987 | $162K |
| Janus Henderson Group PLC | 0.00% | New | 11,600 | $157K |
| Squarepoint Ops LLC | 0.00% | New | 11,515 | $156K |
| CreativeOne Wealth, LLC | 0.00% | No change | 10,750 | $145K |
| ProShare Advisors LLC | 0.00% | New | 10,457 | $141K |
| Group One Trading LLC | 0.00% | Reduce -20.2% | 10,137 | $137K |
| HRT Financial LP | 0.00% | New | 10,077 | $136K |
| Greenland Capital Management LP | 0.02% | Reduce -50.0% | 10,000 | $135K |
| Royal Bank of Canada | 0.00% | Add +636.2% | 9,563 | $130K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +29.4% | 9,234 | $125K |
| New York State Common Retirement Fund | 0.00% | No change | 7,764 | $105K |
| KLP Kapitalforvaltning As | 0.00% | New | 6,700 | $91K |
| Virtus Investment Advisers, LLC | 0.03% | Reduce -53.3% | 6,302 | $85K |
| Cwm, LLC | 0.00% | Reduce -25.1% | 6,251 | $85K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.3% | 4,108 | $56K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +42.8% | 3,995 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +134.2% | 2,749 | $37K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +51.0% | 2,518 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 2,234 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Add +28.5% | 2,065 | $28K |
| SBI Securities Co., Ltd. | 0.00% | Add +8.4% | 1,724 | $23K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,500 | $20K |
| Osaic Holdings, Inc. | 0.00% | New | 1,325 | $18K |
| GF Fund Management Co. LTD. | 0.00% | No change | 1,274 | $17K |
| Amalgamated Bank | 0.00% | No change | 985 | $13K |
| Comerica Bank | 0.00% | Add +34.5% | 803 | $11K |
| Covestor Ltd | 0.01% | New | 739 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +19.0% | 513 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -21.4% | 437 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2131.3% | 357 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -63.1% | 341 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 319 | $4K |
| Daiwa Securities Group Inc. | 0.00% | Add +54.0% | 234 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 192 | $3K |
| US Bancorp \de | 0.00% | Add +52.6% | 174 | $2K |
| Raymond James Financial Inc. | 0.00% | New | 141 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -75.8% | 95 | $1K |
| True Wealth Design, LLC | 0.00% | New | 76 | $1K |
| Rothschild Investment LLC | 0.00% | Add +87.5% | 75 | $1K |
| Avion Wealth | 0.00% | No change | 78 | $1K |
| Rise Advisors, LLC | 0.00% | New | 62 | $839 |
| Fifth Third Bancorp | 0.00% | New | 61 | $825 |
| Private Wealth Management Group, LLC | 0.00% | No change | 50 | $677 |
| Parkside Financial Bank & Trust | 0.00% | New | 35 | $474 |
| Allworth Financial LP | 0.00% | Reduce -62.2% | 34 | $461 |
| Russell Investments Group, Ltd. | 0.00% | New | 23 | $311 |
| Parallel Advisors, LLC | 0.00% | No change | 22 | $298 |
| MAI Capital Management | 0.00% | New | 18 | $244 |
| Farther Finance Advisors, LLC | 0.00% | No change | 17 | $230 |
| National Bank of Canada | 0.00% | New | 7 | $95 |
| Larson Financial Group LLC | 0.00% | New | 6 | $81 |
| Essential Partners LLC | 0.00% | — | 1 | $14 |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.