Mineralys TherapeuticsMLYS

13F holders, Q2 2026 (June 30)
225holders +10
32new positions
23sold out
6famous investors
$26.98avg. 13F price*

At the end of Q2 2026, 225 institutions reported holding Mineralys Therapeutics Inc. (MLYS) in their 13F filings, up 10 from Q1 2026. 32 opened new positions and 23 sold out. The largest holders were Catalys Pacific, LLC ($213.2M), Ra Capital Management, L.P. ($207.6M) and BlackRock, Inc. ($158.8M). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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

050100150200250 Q1 2024: 92Q1 2024Q2 2024: 94Q2 2024Q3 2024: 106Q3 2024Q4 2024: 108Q4 2024Q1 2025: 149Q1 2025Q2 2025: 165Q2 2025Q3 2025: 193Q3 2025Q4 2025: 223Q4 2025Q1 2026: 215Q1 2026Q2 2026: 225Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions32$237.5M
Exits23$164.6M

All 13F filers, Q1 2026 → Q2 2026: 25,056,054 shares bought and 15,742,171 shares sold, net +9,313,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 225 holders

Catalys Pacific, LLC 92.94% No change 7,903,838 $213.2M
Ra Capital Management, L.P. 1.80% No change 7,692,750 $207.6M
BlackRock, Inc. 0.00% Add +31.4% 5,887,038 $158.8M
Samsara Biocapital, LLC 13.01% No change 5,871,018 $158.4M
FMR LLC 0.01% Reduce -7.2% 4,511,689 $121.7M
State Street Corp. 0.00% Add +41.1% 4,141,636 $111.7M
Deerfield Management Company, L.P. 1.33% New 3,958,000 $106.8M
Vanguard Capital Management LLC 0.00% Add +12.3% 2,756,770 $74.4M
Laurion Capital Management LP 5.10% Add +12.3% 2,506,152 $67.6M
T. Rowe Price Associates Inc. 0.01% Add +68.4% 2,262,476 $61.0M
Orbimed Advisors LLC 1.08% Add +2.8% 2,110,300 $56.9M
Capital World Investors 0.01% Add +401.7% 1,997,607 $53.9M
Armistice Capital, LLC 1.30% Add +47.6% 1,736,000 $46.8M
Troluce Capital Advisors LLC 17.47% Add +163.9% 1,728,753 $46.6M
Franklin Resources Inc. 0.01% Reduce -8.4% 1,635,520 $44.1M
Andera Partners 20.80% No change 1,591,917 $42.9M
Geode Capital Management, LLC 0.00% Add +21.8% 1,584,326 $42.8M
SR One Capital Management, LP 4.06% No change 1,563,966 $42.2M
Bank of America Corp. 0.00% Add +36.8% 1,505,547 $40.6M
Sphera Funds Management LTD. 5.68% Add +9.7% 1,469,971 $39.7M
Goldman Sachs Group Inc. 0.00% Add +85.8% 1,458,676 $39.4M
Pictet Asset Management Holding SA 0.04% Add +38.3% 1,430,649 $38.6M
Polar Capital Holdings Plc 0.11% Reduce -5.3% 1,420,854 $38.3M
Millennium Management 0.02% Add +132.6% 1,221,758 $33.0M
Ghisallo Capital Management LLC 0.74% New 1,125,000 $30.4M
Invesco Ltd. 0.00% Add +2478.9% 1,091,180 $29.4M
Alliancebernstein L.P. 0.01% Add +9.4% 1,067,541 $28.9M
Logos Global Management LP 1.22% New 1,050,000 $28.3M
American Century Companies Inc. 0.01% Add +17.3% 1,036,767 $28.0M
Morgan Stanley 0.00% Add +8.0% 917,213 $24.7M
Davern Capital Partners, LP 3.95% Add +92.0% 858,753 $23.2M
Candriam S.C.A. 0.10% Add +6.9% 857,037 $23.1M
Nantahala Capital Management, LLC 1.34% Reduce -8.4% 820,481 $22.1M
Wellington Management Group LLP 0.00% Reduce -76.0% 806,716 $21.8M
Affinity Asset Advisors, LLC 1.01% No change 750,000 $20.2M
Vanguard Portfolio Management LLC 0.00% Add +5.8% 747,657 $20.2M
Tudor Investment Corporation 0.08% Add +374.1% 738,370 $19.9M
Aberdeen Group plc 0.03% New 689,235 $18.6M
Algert Global LLC 0.21% Add +149.4% 649,027 $17.5M
Catalio Capital Management, LP 3.29% Add +47.8% 648,722 $17.5M
Pale Fire Capital SE 1.18% Add +68.0% 614,284 $16.6M
Stempoint Capital LP 2.81% Add +13.0% 602,686 $16.3M
Northern Trust Corp. 0.00% Add +24.5% 551,491 $14.9M
Charles Schwab Investment Management Inc. 0.00% Add +17.4% 521,216 $14.1M
Rock Springs Capital Management LP 0.64% Add +10.3% 484,951 $13.1M
Citadel Advisors 0.01% Reduce -22.1% 467,598 $12.6M
Dimensional Fund Advisors LP 0.00% Add +237.2% 463,387 $12.5M
Vanguard Fiduciary Trust Co. 0.00% Add +20.0% 450,370 $12.2M
Integral Health Asset Management, LLC 0.50% Reduce -40.0% 450,000 $12.1M
Prosight Management, LP 2.09% New 449,795 $12.1M
Rhenman & Partners Asset Management AB 1.06% Add +58.3% 416,371 $11.2M
Caption Management, LLC 0.41% New 413,087 $11.1M
Jennison Associates LLC 0.01% Reduce -69.8% 382,747 $10.3M
Parkman Healthcare Partners LLC 1.05% Add +0.1% 380,354 $10.3M
Renaissance Technologies 0.01% Reduce -1.2% 378,300 $10.2M
CenterBook Partners LP 0.48% Add +309.3% 365,630 $9.9M
UBS Group AG 0.00% Add +268.9% 361,596 $9.8M
Susquehanna International Group, LLP 0.01% Add +2154.7% 355,570 $9.6M
D. E. Shaw & Co. 0.01% Reduce -60.2% 352,729 $9.5M
Eversept Partners, LP 0.46% New 309,689 $8.4M
Schroder Investment Management Group 0.01% Add +135.3% 307,214 $8.3M
ADAR1 Capital Management, LLC 0.38% Add +93.2% 298,886 $8.1M
Longaeva Partners L.P. 0.22% New 281,104 $7.6M
Nuveen, LLC 0.00% Add +145.4% 274,843 $7.4M
Qube Research & Technologies Ltd 0.01% Reduce -72.7% 249,776 $6.7M
TimesSquare Capital Management, LLC 0.09% Reduce -30.4% 235,858 $6.4M
Montanova Capital, LLC 0.10% Reduce -88.7% 173,886 $4.7M
Trexquant Investment LP 0.03% Add +196.7% 169,715 $4.6M
Two Sigma Investments, LP 0.00% Reduce -48.0% 162,082 $4.4M
Bank of New York Mellon Corp 0.00% Add +22.0% 158,550 $4.3M
Brevan Howard Capital Management LP 0.06% Add +69.1% 153,722 $4.1M
AQR Capital Management 0.00% Add +2.3% 152,504 $4.1M
Burkehill Global Management, LP 0.15% No change 150,000 $4.0M
Boothbay Fund Management, LLC 0.08% Reduce -85.3% 147,402 $4.0M
Artia Global Partners LP 0.71% No change 137,800 $3.7M
Russell Investments Group, Ltd. 0.00% Reduce -37.0% 128,247 $3.5M
Voya Investment Management LLC 0.00% Reduce -41.7% 125,991 $3.4M
Ensign Peak Advisors, Inc 0.01% Add +5.5% 118,382 $3.2M
22NW, LP 2.93% Reduce -74.4% 113,840 $3.1M
Swiss National Bank 0.00% Add +23.9% 111,600 $3.0M
Ishara Investments LP 2.03% Add +25.0% 102,500 $2.8M
Mark Asset Management LP 0.28% Reduce -30.1% 101,289 $2.7M
ExodusPoint Capital Management, LP 0.03% New 101,052 $2.7M
Timothy G. Youngquist 2020 Irrevocable Trust 0.55% New 100,869 $2.7M
Citigroup Inc. 0.00% Add +558.5% 99,332 $2.7M
Schonfeld Strategic Advisors LLC 0.01% Reduce -46.4% 95,242 $2.6M
Alps Advisors Inc. 0.01% Add +38.1% 88,976 $2.4M
Squarepoint Ops LLC 0.00% Reduce -18.2% 86,327 $2.3M
HighVista Strategies LLC 0.53% Add +84.0% 86,085 $2.3M
BlueCrest Capital Management Ltd 0.11% New 85,157 $2.3M
KVP Capital Advisors, LP 1.67% New 84,168 $2.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.4% 79,199 $2.1M
Rafferty Asset Management, LLC 0.00% Reduce -17.1% 78,186 $2.1M
State of Wisconsin Investment Board 0.00% Add +14.2% 73,265 $2.0M
Rhumbline Advisers 0.00% Add +22.2% 70,205 $1.9M
Hennion & Walsh Asset Management, Inc. 0.05% Reduce -0.9% 69,580 $1.9M
HRT Financial LP 0.00% Reduce -28.5% 68,565 $1.8M
California State Teachers Retirement System 0.00% Add +9.7% 67,221 $1.8M
Wells Fargo & Company 0.00% Add +153.3% 66,057 $1.8M
PFM Health Sciences, LP 0.15% Reduce -56.3% 62,418 $1.7M
Barclays PLC 0.00% Add +80.6% 61,190 $1.7M
SG Americas Securities, LLC 0.00% Reduce -73.0% 60,963 $1.6M
Man Group plc 0.00% Add +488.2% 59,640 $1.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 59,242 $1.6M
Deutsche Bank AG 0.00% Add +46.8% 58,877 $1.6M
Diadema Partners LP 0.57% Add +113.9% 56,347 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -4.4% 49,615 $1.4M
Canada Pension Plan Investment Board 0.00% No change 51,400 $1.4M
XTX Topco Ltd 0.02% Reduce -30.3% 47,653 $1.3M
Erste Asset Management GmbH 0.01% No change 45,000 $1.2M
DAFNA Capital Management LLC 0.23% Add +15.6% 44,490 $1.2M
Profund Advisors LLC 0.03% Reduce -6.6% 39,225 $1.1M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +34.0% 39,187 $1.1M
Legal & General Group Plc 0.00% Reduce -1.1% 38,050 $1.0M
Simplex Trading, LLC 0.03% Add +83.9% 35,979 $971K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +21.7% 35,510 $957K
Verition Fund Management LLC 0.01% Reduce -63.5% 34,732 $937K
Victory Capital Management Inc. 0.00% Add +2.2% 33,883 $914K
WINTON GROUP Ltd 0.03% New 33,800 $912K
MetLife Investment Management, LLC 0.00% Add +25.8% 33,755 $911K
Manufacturers Life Insurance Company, The 0.00% Add +21.2% 32,007 $864K
Magnetar Financial LLC 0.01% Add +63.5% 30,337 $818K
Greenland Capital Management LP 0.17% Reduce -47.8% 30,000 $809K
Quantinno Capital Management LP 0.00% Add +44.2% 29,629 $799K
Creative Planning 0.00% Add +20.2% 29,215 $788K
Jupiter Topco LLC 0.00% — 28,648 $773K
Ameriprise Financial Inc. 0.00% Reduce -87.1% 28,630 $772K
Act Capital Management, LLC 0.50% New 28,100 $758K
Vanguard Global Advisers, LLC 0.00% Reduce -8.8% 27,783 $750K
Handelsbanken Fonder AB 0.00% Add +92.9% 27,200 $734K
Group One Trading LLC 0.02% New 25,471 $687K
New York State Common Retirement Fund 0.00% Add +31.2% 20,164 $544K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.8% 18,892 $510K
Marshall Wace, LLP 0.00% Add +100.3% 18,000 $486K
State of New Jersey Common Pension Fund D 0.00% Add +15.3% 17,996 $486K
Eleva Capital SAS 0.13% No change 17,081 $463K
Police & Firemen's Retirement System of New Jersey 0.00% Add +33.5% 16,927 $457K
Los Angeles Capital Management LLC 0.00% Reduce -64.6% 16,600 $448K
Capital Fund Management S.A. 0.00% Reduce -84.5% 15,848 $428K
Vanguard Investments Australia, Ltd. 0.00% Add +44.7% 15,574 $420K
Royal Bank of Canada 0.00% Add +10040.1% 15,413 $416K
Arizona State Retirement System 0.00% Add +22.4% 15,357 $414K
Entropy Technologies, LP 0.02% Add +47.5% 15,020 $405K
Sectoral Asset Management Inc. 0.27% Reduce -53.9% 14,565 $393K
Persistent Asset Partners Ltd 0.12% Reduce -6.4% 14,410 $389K
Virtus Investment Advisers, LLC 0.09% Add +87.5% 13,853 $374K
China Universal Asset Management Co., Ltd. 0.02% Reduce -6.5% 13,130 $354K
Mariner, LLC 0.00% New 12,678 $342K
Quarry LP 0.06% Add +26.2% 12,616 $340K
KLP Kapitalforvaltning As 0.00% Add +21.1% 12,600 $340K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +26.7% 12,350 $333K
MAI Capital Management 0.00% Reduce -0.9% 12,124 $327K
STRS Ohio 0.00% New 12,000 $324K
Intech Investment Management LLC 0.00% Add +1.1% 11,385 $307K
BNP Paribas Financial Markets 0.00% Reduce -32.8% 11,242 $303K
E Fund Management Co., Ltd. 0.01% Reduce -7.1% 11,025 $297K
Velan Capital Investment Management LP 0.18% No change 11,000 $297K
CreativeOne Wealth, LLC 0.01% No change 10,750 $290K
Lion Point Capital, LP 1.36% No change 10,500 $283K
ProShare Advisors LLC 0.00% Reduce -2.3% 10,220 $276K
Walleye Capital LLC 0.00% New 10,052 $271K
Prudential Financial Inc. 0.00% Reduce -84.3% 9,355 $252K
Virtu Financial LLC 0.01% New 8,886 $240K
Sei Investments Co. 0.00% Reduce -24.8% 8,793 $237K
Bellevue Group AG 0.01% Reduce -70.2% 8,753 $236K
Capstone Investment Advisors, LLC 0.00% Reduce -13.4% 8,374 $226K
State Board of Administration of Florida Retirement System 0.00% No change 7,672 $207K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.06% New 7,633 $206K
Federated Hermes, Inc. 0.00% New 6,000 $162K
Aquatic Capital Management LLC 0.00% New 5,239 $141K
Ameritas Investment Partners, Inc. 0.00% Add +37.1% 5,209 $141K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -10.6% 3,690 $100K
FNY Investment Advisers, LLC 0.02% Add +400.0% 2,500 $67K
Coastal Bridge Advisors, LLC 0.00% New 2,450 $66K
PNC Financial Services Group, Inc. 0.00% No change 2,234 $60K
Nisa Investment Advisors, LLC 0.00% Reduce -8.8% 2,151 $58K
Tower Research Capital LLC (TRC) 0.00% Reduce -75.5% 1,944 $52K
GF Fund Management Co. LTD. 0.00% Reduce -5.7% 1,676 $45K
Smartleaf Asset Management LLC 0.00% No change 1,639 $44K
Pacer Advisors, Inc. 0.00% New 1,306 $35K
KBC Group NV 0.00% No change 1,233 $33K
Osaic Holdings, Inc. 0.00% Add +1.7% 1,180 $32K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -0.7% 831 $22K
Fifth Third Bancorp 0.00% No change 784 $21K
Jones Financial Companies LLLP 0.00% New 738 $20K
Kemnay Advisory Services Inc. 0.00% New 597 $16K
Covestor Ltd 0.01% Reduce -3.7% 546 $15K
Nykredit A/S 0.00% — 535 $14K
GAMMA Investing LLC 0.00% Add +8.7% 515 $14K
Versant Capital Management, Inc 0.00% No change 513 $14K
SMA Capital LLC 0.00% Add +86.1% 387 $10K
Northwestern Mutual Wealth Management Co. 0.00% New 370 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 355 $10K
MassMutual Private Wealth & Trust, FSB 0.00% No change 319 $9K
Arax Advisory Partners 0.00% Add +314.5% 286 $8K
State of Wyoming 0.00% New 261 $7K
Rockefeller Capital Management L.P. 0.00% Reduce -56.0% 244 $7K
FIL Ltd 0.00% No change 229 $6K
Keating Financial Advisory Services, Inc. 0.00% No change 226 $6K
J.Safra Asset Management Corp 0.00% Reduce -17.6% 206 $6K
US Bancorp \de 0.00% Reduce -32.1% 205 $6K
Sterling Capital Management LLC 0.00% Reduce -34.0% 202 $5K
Parkside Financial Bank & Trust 0.00% Add +331.4% 151 $4K
Optiver Holding B.V. 0.00% Add +85.0% 148 $4K
Signaturefd, LLC 0.00% New 117 $3K
SBI Securities Co., Ltd. 0.00% Reduce -0.8% 116 $3K
Allworth Financial LP 0.00% Reduce -71.5% 101 $3K
Rothschild Investment LLC 0.00% Reduce -12.0% 81 $2K
True Wealth Design, LLC 0.00% No change 76 $2K
Kilter Group LLC 0.00% No change 69 $2K
EverSource Wealth Advisors, LLC 0.00% Reduce -77.5% 44 $1K
Farther Finance Advisors, LLC 0.00% Reduce -18.9% 30 $808
Private Wealth Management Group, LLC 0.00% No change 28 $756
Essential Partners LLC 0.00% Add +2200.0% 23 $621
Parallel Advisors, LLC 0.00% No change 22 $594
Caitong International Asset Management Co., Ltd 0.00% New 18 $486
SJS Investment Consulting Inc. 0.00% No change 12 $324
Silver Grove Financial Group, Inc. 0.00% New 8 $216
Global Retirement Partners, LLC 0.00% — 8 $216
National Bank of Canada 0.00% New 6 $162
Larson Financial Group LLC 0.00% No change 6 $162
Stone House Investment Management, LLC 0.00% No change 4 $108
IFP Advisors, Inc 0.00% No change 1 $27
Hughes Financial Services, LLC 0.00% Reduce -50.0% 1 $27
Avion Wealth 0.00% No change 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.