Mineralys TherapeuticsMLYS
13F holders, Q4 2025 (December 31)223holders +30
46new positions
20sold out
7famous investors
$36.29avg. 13F price*
At the end of Q4 2025, 223 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 30 from Q3 2025. 46 opened new positions and 20 sold out. The largest holders were Catalys Pacific, LLC ($286.8M), Ra Capital Management, L.P. ($265.8M) and Samsara Biocapital, LLC ($213.1M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $228.3M |
| Exits | 20 | $50.4M |
All 13F filers, Q3 2025 → Q4 2025: 20,854,220 shares bought and 13,832,447 shares sold, net +7,021,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Catalys Pacific, LLC | 92.37% | Reduce -11.2% | 7,903,838 | $286.8M |
| Ra Capital Management, L.P. | 2.73% | No change | 7,323,750 | $265.8M |
| Samsara Biocapital, LLC | 21.98% | Reduce -6.3% | 5,871,018 | $213.1M |
| FMR LLC | 0.01% | Add +144.2% | 5,057,509 | $183.5M |
| BlackRock, Inc. | 0.00% | Add +17.9% | 4,327,678 | $157.1M |
| Vanguard Group Inc. | 0.00% | Add +11.1% | 3,352,880 | $121.7M |
| State Street Corp. | 0.00% | Add +144.4% | 3,184,999 | $115.6M |
| Caligan Partners LP | 9.21% | No change | 2,772,654 | $100.6M |
| Franklin Resources Inc. | 0.02% | Reduce -1.2% | 1,788,747 | $64.9M |
| Laurion Capital Management LP | 4.40% | Reduce -0.4% | 1,713,485 | $62.2M |
| Holocene Advisors, LP | 0.12% | Add +32.9% | 1,602,035 | $58.1M |
| Andera Partners | 32.71% | — | 1,591,917 | $57.8M |
| SR One Capital Management, LP | 8.03% | Reduce -26.0% | 1,563,966 | $56.8M |
| Montanova Capital, LLC | 1.39% | Reduce -27.8% | 1,538,662 | $55.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +103.9% | 1,450,933 | $52.7M |
| Polar Capital Holdings Plc | 0.23% | Add +32.3% | 1,401,141 | $50.8M |
| T. Rowe Price Associates Inc. | 0.01% | Add +6097.1% | 1,325,120 | $48.1M |
| Samlyn Capital, LLC | 0.76% | New | 1,304,932 | $47.4M |
| Jennison Associates LLC | 0.03% | Add +234.4% | 1,258,653 | $45.7M |
| Geode Capital Management, LLC | 0.00% | Add +11.9% | 1,257,582 | $45.6M |
| Janus Henderson Group PLC | 0.02% | Add +6012.8% | 1,213,265 | $44.0M |
| Point72 Asset Management | 0.07% | Reduce -32.9% | 1,207,220 | $43.8M |
| Capital International Investors | 0.01% | Reduce -51.4% | 1,163,290 | $42.2M |
| D. E. Shaw & Co. | 0.03% | Add +88.3% | 1,150,670 | $41.8M |
| Boothbay Fund Management, LLC | 0.96% | Add +5.3% | 992,082 | $36.0M |
| Bank of America Corp. | 0.00% | Add +28.5% | 987,280 | $35.8M |
| Orbimed Advisors LLC | 0.73% | Reduce -33.3% | 980,400 | $35.6M |
| Alliancebernstein L.P. | 0.01% | Add +4.5% | 922,516 | $33.5M |
| American Century Companies Inc. | 0.02% | Add +3.2% | 908,093 | $33.0M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -8.2% | 852,883 | $31.0M |
| Farallon Capital Management, L.L.C. | 0.16% | Reduce -50.8% | 823,296 | $29.9M |
| Wellington Management Group LLP | 0.01% | Add +0.1% | 784,267 | $28.5M |
| Integral Health Asset Management, LLC | 1.38% | Reduce -50.0% | 750,000 | $27.2M |
| Affinity Asset Advisors, LLC | 1.96% | Reduce -2.7% | 730,000 | $26.5M |
| Siren, L.L.C. | 0.76% | New | 699,999 | $25.4M |
| Candriam S.C.A. | 0.12% | Add +19.5% | 678,387 | $24.6M |
| Armistice Capital, LLC | 0.60% | Add +33.2% | 676,035 | $24.5M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 2.12% | New | 659,076 | $23.9M |
| Morgan Stanley | 0.00% | Reduce -53.6% | 639,507 | $23.2M |
| Two Sigma Investments, LP | 0.04% | New | 610,403 | $22.2M |
| Qube Research & Technologies Ltd | 0.03% | Add +175.2% | 496,549 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +12.7% | 461,300 | $16.7M |
| Sphera Funds Management LTD. | 3.41% | Add +104.2% | 449,003 | $16.3M |
| Rock Springs Capital Management LP | 0.80% | Add +4.7% | 427,596 | $15.5M |
| Parkman Healthcare Partners LLC | 1.42% | Reduce -9.9% | 410,249 | $14.9M |
| Citadel Advisors | 0.01% | Reduce -80.7% | 399,919 | $14.5M |
| TimesSquare Capital Management, LLC | 0.21% | New | 380,100 | $13.8M |
| 22NW, LP | 5.47% | No change | 358,325 | $13.0M |
| Two Sigma Advisers, LP | 0.03% | New | 353,700 | $12.8M |
| Catalio Capital Management, LP | 2.13% | New | 331,849 | $12.0M |
| Renaissance Technologies | 0.02% | Add +579.5% | 322,100 | $11.7M |
| Lord, Abbett & Co. LLC | 0.04% | New | 312,396 | $11.3M |
| Northern Trust Corp. | 0.00% | Reduce -23.3% | 299,863 | $10.9M |
| Stempoint Capital LP | 1.81% | Add +83.5% | 290,049 | $10.5M |
| Iron Triangle Partners LP | 1.07% | New | 257,085 | $9.3M |
| Marshall Wace, LLP | 0.01% | New | 249,130 | $9.0M |
| Squarepoint Ops LLC | 0.02% | Add +473.8% | 246,804 | $9.0M |
| SG Americas Securities, LLC | 0.01% | Add +130.7% | 230,795 | $8.4M |
| Barclays PLC | 0.00% | Reduce -65.8% | 223,283 | $8.1M |
| Swedbank AB | 0.01% | Reduce -26.0% | 221,400 | $8.0M |
| Davern Capital Partners, LP | 2.47% | — | 210,648 | $7.6M |
| UBS Group AG | 0.00% | Add +124.9% | 201,280 | $7.3M |
| Ikarian Capital, LLC | 0.94% | New | 200,000 | $7.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +5272.6% | 175,361 | $6.4M |
| Buckley Capital Advisors, LLC | 5.50% | — | 174,300 | $6.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -72.4% | 172,929 | $6.3M |
| Velan Capital Investment Management LP | 3.19% | Reduce -14.0% | 151,000 | $5.5M |
| Burkehill Global Management, LP | 0.38% | No change | 150,000 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +150.3% | 143,208 | $5.2M |
| Rhenman & Partners Asset Management AB | 0.48% | Reduce -13.6% | 142,571 | $5.2M |
| Artia Global Partners LP | 0.80% | Add +143.5% | 137,800 | $5.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.2% | 137,636 | $5.0M |
| Brevan Howard Capital Management LP | 0.10% | New | 139,293 | $5.0M |
| ADAR1 Capital Management, LLC | 0.37% | Add +74.1% | 136,231 | $4.9M |
| Bank of New York Mellon Corp | 0.00% | Add +15.8% | 131,839 | $4.8M |
| Rafferty Asset Management, LLC | 0.02% | Add +303.7% | 127,917 | $4.6M |
| Schroder Investment Management Group | 0.00% | New | 130,592 | $4.6M |
| HighVista Strategies LLC | 1.16% | Reduce -40.6% | 124,544 | $4.5M |
| Nuveen, LLC | 0.00% | Add +41.5% | 122,947 | $4.5M |
| Simplify Asset Management Inc. | 0.07% | Reduce -47.8% | 114,182 | $4.1M |
| Nantahala Capital Management, LLC | 0.25% | Reduce -28.6% | 113,285 | $4.1M |
| Trexquant Investment LP | 0.04% | Add +156.5% | 112,788 | $4.1M |
| Voya Investment Management LLC | 0.00% | Reduce -18.7% | 112,672 | $4.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +4.2% | 112,190 | $4.1M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 111,753 | $4.1M |
| Informed Momentum Co LLC | 0.39% | Reduce -24.6% | 96,135 | $3.5M |
| Silverarc Capital Management, LLC | 0.50% | Add +18.7% | 94,983 | $3.4M |
| Swiss National Bank | 0.00% | Add +1.8% | 90,100 | $3.3M |
| Prudential Financial Inc. | 0.00% | Add +76.6% | 89,065 | $3.2M |
| Verition Fund Management LLC | 0.02% | Add +354.1% | 83,840 | $3.0M |
| Millennium Management | 0.00% | Reduce -80.6% | 78,625 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 78,092 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +28.6% | 75,897 | $2.8M |
| XTX Topco Ltd | 0.07% | Add +291.1% | 73,678 | $2.7M |
| Hennion & Walsh Asset Management, Inc. | 0.09% | Add +31.3% | 69,362 | $2.5M |
| Greenland Capital Management LP | 0.39% | Reduce -34.8% | 69,000 | $2.5M |
| Blue Owl Capital Holdings LP | 0.75% | Reduce -34.7% | 65,944 | $2.4M |
| Alps Advisors Inc. | 0.01% | New | 64,987 | $2.4M |
| WINTON GROUP Ltd | 0.08% | New | 64,806 | $2.4M |
| AQR Capital Management | 0.00% | Add +243.8% | 62,300 | $2.3M |
| Moore Capital Management, LP | 0.05% | Reduce -63.6% | 60,000 | $2.2M |
| Zimmer Partners, LP | 0.06% | Reduce -42.5% | 57,500 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +88.8% | 56,756 | $2.1M |
| Rhumbline Advisers | 0.00% | Reduce -1.8% | 54,284 | $2.0M |
| Findell Capital Management LLC | 0.60% | Reduce -80.0% | 50,000 | $1.8M |
| State of Wisconsin Investment Board | 0.00% | Add +85.5% | 49,941 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +240.8% | 49,821 | $1.8M |
| PFM Health Sciences, LP | 0.18% | New | 47,637 | $1.7M |
| Algert Global LLC | 0.03% | No change | 47,500 | $1.7M |
| J. Goldman & Co LP | 0.07% | Add +7.8% | 47,288 | $1.7M |
| Profund Advisors LLC | 0.05% | Add +548.1% | 47,024 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.6% | 46,683 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -52.4% | 46,246 | $1.7M |
| Erste Asset Management GmbH | 0.01% | No change | 45,000 | $1.7M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 43,938 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +18.4% | 43,348 | $1.6M |
| Seven Fleet Capital Management LP | 1.03% | — | 42,025 | $1.5M |
| Tudor Investment Corporation | 0.01% | New | 39,046 | $1.4M |
| DAFNA Capital Management LLC | 0.33% | Reduce -53.9% | 38,490 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +20.4% | 37,245 | $1.4M |
| HRT Financial LP | 0.00% | Reduce -72.2% | 37,236 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +476.1% | 32,881 | $1.2M |
| Sectoral Asset Management Inc. | 0.92% | Reduce -6.7% | 31,625 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -13.8% | 31,359 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Reduce -10.4% | 30,200 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 29,600 | $1.1M |
| Invesco Ltd. | 0.00% | Reduce -84.5% | 29,141 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +48.0% | 29,182 | $1.1M |
| MetLife Investment Management, LLC | 0.00% | Add +14.5% | 26,005 | $944K |
| CenterBook Partners LP | 0.05% | New | 26,000 | $944K |
| Diadema Partners LP | 0.54% | New | 25,000 | $907K |
| Raymond James Financial Inc. | 0.00% | New | 24,974 | $906K |
| Sigma Planning Corp | 0.02% | New | 24,000 | $871K |
| Atom Investors LP | 0.06% | New | 22,330 | $810K |
| Creative Planning | 0.00% | Reduce -5.3% | 21,103 | $766K |
| Maven Securities LTD | 0.09% | New | 20,000 | $726K |
| Bellevue Group AG | 0.01% | Reduce -25.5% | 19,826 | $719K |
| Citigroup Inc. | 0.00% | Reduce -88.8% | 18,315 | $665K |
| Quantinno Capital Management LP | 0.00% | Reduce -2.1% | 18,243 | $662K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -22.3% | 17,348 | $630K |
| Twin Securities, Inc. | 0.23% | New | 16,737 | $607K |
| Intech Investment Management LLC | 0.01% | New | 16,723 | $607K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.6% | 16,181 | $587K |
| Entropy Technologies, LP | 0.03% | New | 16,175 | $587K |
| State of New Jersey Common Pension Fund D | 0.00% | New | 15,584 | $566K |
| PSP Research LLC | 0.47% | — | 14,818 | $538K |
| Fox Run Management, L.L.C. | 0.08% | New | 14,526 | $527K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 14,404 | $523K |
| Handelsbanken Fonder AB | 0.00% | New | 14,100 | $512K |
| Arizona State Retirement System | 0.00% | Add +22.6% | 13,000 | $472K |
| China Universal Asset Management Co., Ltd. | 0.04% | Add +11.0% | 12,896 | $468K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +15.7% | 12,683 | $460K |
| New York State Common Retirement Fund | 0.00% | No change | 12,564 | $456K |
| Optimize Financial Inc. | 0.23% | Add +1.4% | 12,383 | $449K |
| ProShare Advisors LLC | 0.00% | Add +33.0% | 12,040 | $437K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 11,997 | $435K |
| AlphaQuest LLC | 0.02% | Reduce -10.1% | 11,328 | $411K |
| FORA Capital, LLC | 0.05% | Add +74.7% | 11,050 | $401K |
| CreativeOne Wealth, LLC | 0.01% | No change | 10,750 | $390K |
| Lion Point Capital, LP | 1.97% | Reduce -73.1% | 10,500 | $381K |
| Pale Fire Capital SE | 0.05% | Reduce -98.1% | 10,354 | $376K |
| Mariner, LLC | 0.00% | Reduce -37.7% | 10,230 | $371K |
| KLP Kapitalforvaltning As | 0.00% | Add +43.3% | 9,600 | $348K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 9,350 | $339K |
| Sei Investments Co. | 0.00% | Reduce -11.0% | 8,780 | $319K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,561 | $274K |
| Banque Pictet & Cie SA | 0.00% | New | 7,486 | $272K |
| Persistent Asset Partners Ltd | 0.13% | New | 7,416 | $269K |
| Virtus Investment Advisers, LLC | 0.07% | Reduce -5.5% | 7,209 | $262K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -56.2% | 7,074 | $257K |
| Cinctive Capital Management LP | 0.01% | Reduce -90.2% | 7,037 | $255K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -51.9% | 6,860 | $249K |
| Teacher Retirement System of Texas | 0.00% | Reduce -30.0% | 6,781 | $246K |
| Tema ETFs LLC | 0.02% | New | 6,463 | $235K |
| NEOS Investment Management LLC | 0.00% | New | 6,463 | $235K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.03% | New | 6,384 | $232K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 5,098 | $185K |
| Simplex Trading, LLC | 0.00% | Add +8.6% | 4,802 | $174K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +50.1% | 3,846 | $140K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +3439.8% | 3,823 | $139K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +16.2% | 3,798 | $138K |
| Acadian Asset Management LLC | 0.00% | New | 2,908 | $104K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,234 | $81K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.6% | 1,949 | $71K |
| GF Fund Management Co. LTD. | 0.00% | Add +9.1% | 1,555 | $56K |
| Royal Bank of Canada | 0.00% | Add +262.3% | 1,529 | $56K |
| Amalgamated Bank | 0.00% | Add +49.2% | 1,470 | $53K |
| Osaic Holdings, Inc. | 0.00% | Reduce -96.0% | 1,155 | $42K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.4% | 1,003 | $36K |
| Navalign, LLC | 0.01% | New | 900 | $33K |
| Comerica Bank | 0.00% | Add +0.1% | 781 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.6% | 520 | $19K |
| Versant Capital Management, Inc | 0.00% | No change | 513 | $19K |
| Covestor Ltd | 0.01% | Reduce -16.6% | 473 | $17K |
| GAMMA Investing LLC | 0.00% | Add +3.4% | 451 | $16K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 355 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 319 | $12K |
| Los Angeles Capital Management LLC | 0.00% | New | 275 | $11K |
| Sterling Capital Management LLC | 0.00% | Add +222.1% | 306 | $11K |
| Daiwa Securities Group Inc. | 0.00% | Add +18.1% | 235 | $9K |
| Allworth Financial LP | 0.00% | Add +397.7% | 219 | $8K |
| Larson Financial Group LLC | 0.00% | Add +413.3% | 154 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.3% | 154 | $6K |
| Rockefeller Capital Management L.P. | 0.00% | Add +332.3% | 134 | $5K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -89.7% | 116 | $4K |
| Arax Advisory Partners | 0.00% | Reduce -59.6% | 109 | $4K |
| J.Safra Asset Management Corp | 0.00% | New | 81 | $3K |
| US Bancorp \de | 0.00% | Reduce -60.3% | 81 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 76 | $3K |
| Rothschild Investment LLC | 0.00% | Add +10.0% | 55 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -85.3% | 42 | $2K |
| Torren Management, LLC | 0.00% | — | 39 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 35 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.1% | 35 | $1K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -44.0% | 28 | $1K |
| Bessemer Group Inc. | 0.00% | New | 38 | $1K |
| MAI Capital Management | 0.00% | Add +33.3% | 24 | $871 |
| Parallel Advisors, LLC | 0.00% | No change | 22 | $798 |
| Clearstead Advisors, LLC | 0.00% | New | 11 | $400 |
| Quadrant Capital Group LLC | 0.00% | Reduce -20.0% | 8 | $291 |
| IFP Advisors, Inc | 0.00% | Add +300.0% | 8 | $290 |
| Essential Partners LLC | 0.00% | No change | 1 | $36 |
| Avion Wealth | 0.00% | Reduce -73.1% | 21 | $0 |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.