Mineralys TherapeuticsMLYS
13F holders, Q3 2025 (September 30)193holders +28
42new positions
15sold out
6famous investors
$37.91avg. 13F price*
At the end of Q3 2025, 193 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 28 from Q2 2025. 42 opened new positions and 15 sold out. The largest holders were Catalys Pacific, LLC ($337.6M), Ra Capital Management, L.P. ($277.7M) and Samsara Biocapital, LLC ($237.5M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Mineralys Therapeutics Inc.
- CUSIP
- 603170101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $306.6M |
| Exits | 15 | $7.0M |
All 13F filers, Q2 2025 → Q3 2025: 23,204,094 shares bought and 9,555,900 shares sold, net +13,648,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Catalys Pacific, LLC | 96.09% | No change | 8,903,838 | $337.6M |
| Ra Capital Management, L.P. | 3.42% | Add +19.1% | 7,323,750 | $277.7M |
| Samsara Biocapital, LLC | 31.01% | Add +10.4% | 6,263,151 | $237.5M |
| BlackRock, Inc. | 0.00% | Add +18.5% | 3,671,614 | $139.2M |
| Vanguard Group Inc. | 0.00% | Add +29.8% | 3,018,999 | $114.5M |
| Caligan Partners LP | 14.59% | Add +37.4% | 2,772,654 | $105.1M |
| Capital International Investors | 0.01% | Reduce -17.4% | 2,393,396 | $90.8M |
| Montanova Capital, LLC | 2.45% | Add +22.2% | 2,132,133 | $80.9M |
| SR One Capital Management, LP | 11.59% | Reduce -32.4% | 2,113,933 | $80.2M |
| FMR LLC | 0.00% | Add +579.4% | 2,071,255 | $78.5M |
| Citadel Advisors | 0.06% | Add +14273.7% | 2,067,227 | $78.4M |
| Franklin Resources Inc. | 0.02% | Add +0.3% | 1,809,768 | $68.6M |
| Point72 Asset Management | 0.16% | New | 1,799,628 | $68.2M |
| Laurion Capital Management LP | 9.61% | Reduce -2.4% | 1,720,445 | $65.2M |
| Farallon Capital Management, L.L.C. | 0.36% | New | 1,673,053 | $63.4M |
| Integral Health Asset Management, LLC | 4.15% | Reduce -44.4% | 1,500,000 | $56.9M |
| Orbimed Advisors LLC | 1.34% | Add +93.3% | 1,469,494 | $55.7M |
| Morgan Stanley | 0.00% | Add +134.3% | 1,376,998 | $52.2M |
| State Street Corp. | 0.00% | Reduce -9.7% | 1,303,023 | $49.4M |
| Holocene Advisors, LP | 0.10% | New | 1,205,377 | $45.7M |
| Geode Capital Management, LLC | 0.00% | Add +17.7% | 1,123,411 | $42.6M |
| Polar Capital Holdings Plc | 0.19% | New | 1,058,776 | $40.1M |
| Boothbay Fund Management, LLC | 0.95% | Add +15.4% | 942,626 | $35.7M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -26.7% | 929,169 | $35.2M |
| Alliancebernstein L.P. | 0.01% | Add +3160.1% | 882,415 | $33.5M |
| American Century Companies Inc. | 0.02% | Add +5.4% | 879,682 | $33.4M |
| Wellington Management Group LLP | 0.01% | Add +578.6% | 783,445 | $29.7M |
| Bank of America Corp. | 0.00% | Add +191.7% | 768,265 | $29.1M |
| Affinity Asset Advisors, LLC | 2.73% | Reduce -16.7% | 750,000 | $28.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.5% | 711,661 | $27.0M |
| Barclays PLC | 0.01% | Add +354.4% | 653,830 | $24.8M |
| BNP Paribas Financial Markets | 0.02% | Add +15142.2% | 626,148 | $23.7M |
| D. E. Shaw & Co. | 0.02% | Add +6.4% | 610,923 | $23.2M |
| Candriam S.C.A. | 0.11% | Reduce -31.1% | 567,781 | $21.5M |
| Pale Fire Capital SE | 2.21% | Add +19.2% | 532,407 | $20.2M |
| Armistice Capital, LLC | 0.61% | Add +185.2% | 507,650 | $19.3M |
| Parkman Healthcare Partners LLC | 1.90% | Reduce -1.7% | 455,523 | $17.3M |
| Nearwater Capital Markets, Ltd | 0.23% | New | 450,000 | $17.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +26.2% | 409,187 | $15.5M |
| Rock Springs Capital Management LP | 0.91% | Add +25.8% | 408,313 | $15.5M |
| Millennium Management | 0.01% | Add +66.1% | 404,589 | $15.3M |
| Northern Trust Corp. | 0.00% | Add +15.3% | 390,807 | $14.8M |
| Jennison Associates LLC | 0.01% | Reduce -69.5% | 376,346 | $14.3M |
| 22NW, LP | 6.40% | Reduce -36.0% | 358,325 | $13.6M |
| Swedbank AB | 0.01% | Reduce -22.0% | 299,300 | $11.3M |
| Findell Capital Management LLC | 4.33% | New | 250,000 | $9.5M |
| Sphera Funds Management LTD. | 1.98% | Reduce -54.3% | 219,910 | $8.3M |
| Simplify Asset Management Inc. | 0.17% | New | 218,726 | $8.3M |
| HighVista Strategies LLC | 1.95% | Add +39.8% | 209,829 | $8.0M |
| Tang Capital Management LLC | 0.29% | No change | 200,000 | $7.6M |
| Invesco Ltd. | 0.00% | Add +630.2% | 187,986 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +620.3% | 183,680 | $7.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -48.6% | 180,426 | $6.8M |
| Velan Capital Investment Management LP | 6.25% | Add +0.6% | 175,600 | $6.7M |
| Atika Capital Management LLC | 0.56% | New | 174,000 | $6.6M |
| Rhenman & Partners Asset Management AB | 0.69% | New | 165,000 | $6.3M |
| Moore Capital Management, LP | 0.13% | New | 165,000 | $6.3M |
| Citigroup Inc. | 0.00% | Add +501.7% | 163,168 | $6.2M |
| Nantahala Capital Management, LLC | 0.37% | Reduce -55.2% | 158,713 | $6.0M |
| Stempoint Capital LP | 1.21% | Reduce -75.0% | 158,112 | $6.0M |
| Burkehill Global Management, LP | 0.33% | New | 150,000 | $5.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -21.7% | 146,778 | $5.6M |
| Voya Investment Management LLC | 0.01% | Add +174.4% | 138,526 | $5.3M |
| HRT Financial LP | 0.02% | Add +1230.1% | 134,038 | $5.1M |
| Informed Momentum Co LLC | 0.55% | New | 127,547 | $4.8M |
| Jain Global LLC | 0.06% | New | 120,854 | $4.6M |
| Bank of New York Mellon Corp | 0.00% | Add +18.0% | 113,797 | $4.3M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 107,640 | $4.1M |
| Greenland Capital Management LP | 0.65% | Add +958.5% | 105,853 | $4.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 105,000 | $4.0M |
| Blue Owl Capital Holdings LP | 1.20% | Reduce -70.0% | 100,944 | $3.8M |
| SG Americas Securities, LLC | 0.01% | Reduce -19.3% | 100,037 | $3.8M |
| Zimmer Partners, LP | 0.09% | Reduce -38.5% | 100,000 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Add +91.0% | 97,147 | $3.7M |
| UBS Group AG | 0.00% | Reduce -22.3% | 89,504 | $3.4M |
| Swiss National Bank | 0.00% | Add +43.0% | 88,500 | $3.4M |
| Nuveen, LLC | 0.00% | Add +11.9% | 86,916 | $3.3M |
| DAFNA Capital Management LLC | 0.79% | Reduce -77.5% | 83,490 | $3.2M |
| Silverarc Capital Management, LLC | 0.44% | Reduce -30.6% | 80,000 | $3.0M |
| ADAR1 Capital Management, LLC | 0.30% | Reduce -74.1% | 78,238 | $3.0M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Reduce -51.5% | 78,092 | $3.0M |
| Hudson Bay Capital Management LP | 0.02% | New | 75,768 | $2.9M |
| Cinctive Capital Management LP | 0.14% | Add +345.1% | 71,713 | $2.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +141.9% | 59,042 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +2.0% | 57,223 | $2.2M |
| Artia Global Partners LP | 0.38% | Add +37.7% | 56,600 | $2.1M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 55,291 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +70.0% | 52,848 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -85.7% | 50,425 | $1.9M |
| Algert Global LLC | 0.03% | New | 47,500 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -73.2% | 47,400 | $1.8M |
| Erste Asset Management GmbH | 0.02% | No change | 45,000 | $1.8M |
| Legal & General Group Plc | 0.00% | Add +26.0% | 45,429 | $1.7M |
| Trexquant Investment LP | 0.02% | Reduce -75.9% | 43,973 | $1.7M |
| J. Goldman & Co LP | 0.06% | Reduce -23.9% | 43,868 | $1.7M |
| Squarepoint Ops LLC | 0.00% | Add +273.5% | 43,013 | $1.6M |
| Capstone Investment Advisors, LLC | 0.02% | New | 42,276 | $1.6M |
| Resolute Capital Asset Partners LLC | 0.79% | New | 40,000 | $1.5M |
| Lion Point Capital, LP | 8.40% | Reduce -50.6% | 39,000 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 37,145 | $1.4M |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.