Mineralys TherapeuticsMLYS
13F holders, Q1 2026 (March 31)215holders −8
25new positions
36sold out
7famous investors
$27.18avg. 13F price*
At the end of Q1 2026, 215 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, down 8 from Q4 2025. 25 opened new positions and 36 sold out. The largest holders were Catalys Pacific, LLC ($214.1M), Ra Capital Management, L.P. ($208.4M) and Samsara Biocapital, LLC ($159.0M). 7 famous investors held it, including Steve Cohen (0.1% of Point72 Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $39.7M |
| Exits | 36 | $237.7M |
All 13F filers, Q4 2025 → Q1 2026: 13,988,579 shares bought and 11,700,414 shares sold, net +2,288,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Catalys Pacific, LLC | 92.81% | No change | 7,903,838 | $214.1M |
| Ra Capital Management, L.P. | 2.21% | Add +5.0% | 7,692,750 | $208.4M |
| Samsara Biocapital, LLC | 15.45% | No change | 5,871,018 | $159.0M |
| FMR LLC | 0.01% | Reduce -3.9% | 4,861,104 | $131.7M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 4,481,582 | $121.4M |
| Wellington Management Group LLP | 0.02% | Add +328.3% | 3,359,068 | $91.0M |
| State Street Corp. | 0.00% | Reduce -7.8% | 2,935,940 | $79.5M |
| Caligan Partners LP | 5.31% | No change | 2,772,654 | $75.1M |
| Vanguard Capital Management LLC | 0.00% | — | 2,454,363 | $66.5M |
| Laurion Capital Management LP | 5.98% | Add +30.3% | 2,232,040 | $60.5M |
| Orbimed Advisors LLC | 1.26% | Add +109.4% | 2,052,900 | $55.6M |
| Point72 Asset Management | 0.09% | Add +58.3% | 1,911,433 | $51.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.2% | 1,784,662 | $48.3M |
| Andera Partners | 24.38% | No change | 1,591,917 | $43.1M |
| SR One Capital Management, LP | 4.63% | No change | 1,563,966 | $42.4M |
| Montanova Capital, LLC | 1.13% | No change | 1,538,662 | $41.7M |
| Polar Capital Holdings Plc | 0.18% | Add +7.1% | 1,500,749 | $40.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.4% | 1,343,313 | $36.4M |
| Sphera Funds Management LTD. | 6.24% | Add +198.4% | 1,339,971 | $36.3M |
| Alliancebernstein L.P. | 0.01% | Add +5.8% | 975,961 | $35.4M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 1,301,135 | $35.3M |
| Jennison Associates LLC | 0.02% | Add +0.6% | 1,266,174 | $34.3M |
| Armistice Capital, LLC | 1.05% | Add +74.0% | 1,176,000 | $31.9M |
| Bank of America Corp. | 0.00% | Add +11.4% | 1,100,372 | $29.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +21.3% | 1,034,438 | $28.0M |
| Boothbay Fund Management, LLC | 0.65% | Add +1.0% | 1,001,728 | $27.1M |
| Qube Research & Technologies Ltd | 0.04% | Add +84.2% | 914,728 | $24.8M |
| Nantahala Capital Management, LLC | 1.52% | Add +690.5% | 895,481 | $24.3M |
| D. E. Shaw & Co. | 0.02% | Reduce -22.9% | 887,192 | $24.0M |
| American Century Companies Inc. | 0.01% | Reduce -2.6% | 884,107 | $24.0M |
| Morgan Stanley | 0.00% | Add +32.8% | 849,184 | $23.0M |
| Candriam S.C.A. | 0.11% | Add +18.2% | 801,904 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.9% | 785,043 | $21.3M |
| Affinity Asset Advisors, LLC | 1.22% | Add +2.7% | 750,000 | $20.3M |
| Integral Health Asset Management, LLC | 1.08% | No change | 750,000 | $20.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 706,658 | $19.1M |
| Troluce Capital Advisors LLC | 1.92% | New | 655,000 | $17.7M |
| Citadel Advisors | 0.01% | Add +50.0% | 600,041 | $16.3M |
| Stempoint Capital LP | 2.78% | Add +83.9% | 533,378 | $14.4M |
| Millennium Management | 0.01% | Add +568.1% | 525,260 | $14.2M |
| Davern Capital Partners, LP | 3.32% | Add +112.3% | 447,153 | $12.1M |
| 22NW, LP | 8.25% | Add +24.0% | 444,325 | $12.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.8% | 443,898 | $12.0M |
| Northern Trust Corp. | 0.00% | Add +47.7% | 442,874 | $12.0M |
| Rock Springs Capital Management LP | 0.70% | Add +2.8% | 439,751 | $11.9M |
| Catalio Capital Management, LP | 2.48% | Add +32.3% | 439,041 | $11.9M |
| Capital World Investors | 0.00% | New | 398,179 | $10.8M |
| Renaissance Technologies | 0.02% | Add +18.9% | 382,800 | $10.4M |
| Parkman Healthcare Partners LLC | 1.07% | Reduce -7.3% | 380,137 | $10.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 375,262 | $10.2M |
| Pale Fire Capital SE | 0.87% | Add +3431.3% | 365,626 | $9.9M |
| TimesSquare Capital Management, LLC | 0.16% | Reduce -10.9% | 338,798 | $9.2M |
| Two Sigma Investments, LP | 0.01% | Reduce -49.0% | 311,488 | $8.4M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -3.7% | 300,913 | $8.2M |
| Rhenman & Partners Asset Management AB | 0.88% | Add +84.5% | 263,071 | $7.1M |
| Algert Global LLC | 0.11% | Add +447.9% | 260,264 | $7.1M |
| SG Americas Securities, LLC | 0.01% | Reduce -2.1% | 225,833 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Add +378.5% | 221,305 | $6.0M |
| Voya Investment Management LLC | 0.01% | Add +91.8% | 216,089 | $5.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +16.1% | 203,504 | $5.5M |
| Findell Capital Management LLC | 1.61% | Add +304.0% | 202,000 | $5.5M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +256.4% | 177,585 | $4.8M |
| Buckley Capital Advisors, LLC | 3.97% | Reduce -0.7% | 173,100 | $4.7M |
| Tudor Investment Corporation | 0.02% | Add +298.9% | 155,740 | $4.2M |
| ADAR1 Capital Management, LLC | 0.25% | Add +13.6% | 154,686 | $4.2M |
| Burkehill Global Management, LP | 0.21% | No change | 150,000 | $4.1M |
| AQR Capital Management | 0.00% | Add +139.3% | 149,086 | $4.0M |
| Mark Asset Management LP | 0.52% | New | 144,875 | $3.9M |
| PFM Health Sciences, LP | 0.41% | Add +199.5% | 142,677 | $3.9M |
| Artia Global Partners LP | 0.84% | No change | 137,800 | $3.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.1% | 137,433 | $3.7M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +321.3% | 132,099 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 129,964 | $3.5M |
| Swedbank AB | 0.00% | Reduce -44.9% | 122,100 | $3.3M |
| Schroder Investment Management Group | 0.00% | No change | 130,592 | $3.1M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 112,190 | $3.0M |
| Nuveen, LLC | 0.00% | Reduce -8.9% | 112,007 | $3.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -57.3% | 105,491 | $2.9M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 0.24% | Reduce -84.1% | 104,961 | $2.8M |
| Capital Fund Management S.A. | 0.02% | New | 102,202 | $2.8M |
| UBS Group AG | 0.00% | Reduce -51.3% | 98,029 | $2.7M |
| HRT Financial LP | 0.01% | Add +157.6% | 95,920 | $2.6M |
| Verition Fund Management LLC | 0.03% | Add +13.5% | 95,122 | $2.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -26.2% | 94,358 | $2.6M |
| J. Goldman & Co LP | 0.12% | Add +99.0% | 94,101 | $2.5M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -34.7% | 90,929 | $2.5M |
| Swiss National Bank | 0.00% | No change | 90,100 | $2.4M |
| CenterBook Partners LP | 0.13% | Add +243.6% | 89,330 | $2.4M |
| Ishara Investments LP | 2.24% | New | 82,000 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.8% | 79,537 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 78,092 | $2.1M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +1.2% | 70,189 | $1.9M |
| Seven Fleet Capital Management LP | 0.59% | Add +65.5% | 69,571 | $1.9M |
| XTX Topco Ltd | 0.03% | Reduce -7.2% | 68,407 | $1.9M |
| Alps Advisors Inc. | 0.01% | Reduce -0.9% | 64,419 | $1.7M |
| State of Wisconsin Investment Board | 0.00% | Add +28.4% | 64,138 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +41.3% | 61,266 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -33.1% | 59,555 | $1.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -47.0% | 59,242 | $1.6M |
| Greenland Capital Management LP | 0.36% | Reduce -16.7% | 57,500 | $1.6M |
"% of holder's portfolio" is MLYS's weight in each manager's 13F, not the share of Mineralys Therapeutics Inc. the manager owns.