Mineralys Therapeutics, Inc. (MLYS) — Institutional Holders, Q2 2026
228 institutional investment managers reported a MLYS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
MLYS in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)New · +3,958,000 sh+$106.8M
- Capital World InvestorsAdded · +1,599,428 sh+$43.2M
- BlackRockAdded · +1,405,456 sh+$37.9M
- STATE STREETAdded · +1,205,696 sh+$32.5M
- Ghisallo Capital ManagementNew · +1,125,000 sh+$30.4M
Biggest sellers
- Caligan PartnersSold out · -2,772,654 sh-$74.8M
- WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,552,352 sh-$68.9M
- Point72 Asset Management, L.P.Sold out · -1,911,433 sh-$51.6M
- SUVRETTA CAPITAL MANAGEMENTTrimmed · -1,364,776 sh-$36.8M
- JENNISON ASSOCIATESTrimmed · -883,427 sh-$23.8M
MLYS 13F holders ranked 1–100 of 228
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Catalys Pacific#1 · 7,903,838 sh | 7,903,838 | $213.2M | 92.94% | 0.0% |
| 2 | RA CAPITAL MANAGEMENT, L.P.#2 · 7,692,750 sh | 7,692,750 | $207.6M | 1.80% | 0.0% |
| 3 | BlackRock#3 · 5,887,038 sh | 5,887,038 | $158.8M | <0.01% | +31.4% |
| 4 | Samsara BioCapital#4 · 5,871,018 sh | 5,871,018 | $158.4M | 13.01% | 0.0% |
| 5 | FMR#5 · 4,511,689 sh | 4,511,689 | $121.7M | <0.01% | -7.2% |
| 6 | STATE STREET#6 · 4,141,636 sh | 4,141,636 | $111.7M | <0.01% | +41.1% |
| 7 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)#7 · 3,958,000 sh | 3,958,000 | $106.8M | 1.11% | New |
| 8 | VANGUARD CAPITAL MANAGEMENT#8 · 2,756,770 sh | 2,756,770 | $74.4M | <0.01% | +12.3% |
| 9 | Laurion Capital Management#9 · 2,506,152 sh | 2,506,152 | $67.6M | 1.73% | +12.3% |
| 10 | PRICE T ROWE ASSOCIATES#10 · 2,262,476 sh | 2,262,476 | $61.0M | <0.01% | +68.4% |
| 11 | ORBIMED ADVISORS#11 · 2,110,300 sh | 2,110,300 | $56.9M | 1.05% | +2.8% |
| 12 | Capital World Investors#12 · 1,997,607 sh | 1,997,607 | $53.9M | <0.01% | +401.7% |
| 13 | ARMISTICE CAPITAL#13 · 1,736,000 sh | 1,736,000 | $46.8M | 0.57% | +47.6% |
| 14 | Troluce Capital Advisors#14 · 1,728,753 sh | 1,728,753 | $46.6M | 4.80% | +163.9% |
| 15 | FRANKLIN RESOURCES#15 · 1,635,520 sh | 1,635,520 | $44.1M | <0.01% | -8.4% |
| 16 | Andera Partners#16 · 1,591,917 sh | 1,591,917 | $42.9M | — | 0.0% |
| 17 | GEODE CAPITAL MANAGEMENT#17 · 1,584,326 sh | 1,584,326 | $42.8M | <0.01% | +21.8% |
| 18 | SR ONE CAPITAL MANAGEMENT#18 · 1,563,966 sh | 1,563,966 | $42.2M | 4.06% | 0.0% |
| 19 | BANK OF AMERICA#19 · 1,505,547 sh | 1,505,547 | $40.6M | <0.01% | +36.8% |
| 20 | SPHERA FUNDS MANAGEMENT LTD.#20 · 1,469,971 sh | 1,469,971 | $39.7M | 5.17% | +9.7% |
| 21 | GOLDMAN SACHS GROUP#21 · 1,458,676 sh | 1,458,676 | $39.4M | <0.01% | +85.8% |
| 22 | Pictet Asset Management Holding SA#22 · 1,430,649 sh | 1,430,649 | $38.6M | 0.04% | +38.3% |
| 23 | Polar Capital Plc#23 · 1,420,854 sh | 1,420,854 | $38.3M | 0.09% | -5.3% |
| 24 | MILLENNIUM MANAGEMENT#24 · 1,221,758 sh | 1,221,758 | $33.0M | 0.01% | +132.6% |
| 25 | Ghisallo Capital Management#25 · 1,125,000 sh | 1,125,000 | $30.4M | 0.60% | New |
| 26 | Invesco Ltd.#26 · 1,091,180 sh | 1,091,180 | $29.4M | <0.01% | +2479.0% |
| 27 | ALLIANCEBERNSTEIN L.P.#27 · 1,067,541 sh | 1,067,541 | $28.9M | <0.01% | +9.4% |
| 28 | Logos Global Management#28 · 1,050,000 sh | 1,050,000 | $28.3M | 1.22% | New |
| 29 | AMERICAN CENTURY COMPANIES#29 · 1,036,767 sh | 1,036,767 | $28.0M | 0.01% | +17.3% |
| 30 | MORGAN STANLEY#30 · 917,213 sh | 917,213 | $24.7M | <0.01% | +8.0% |
| 31 | Davern Capital Partners#31 · 858,753 sh | 858,753 | $23.2M | 3.95% | +92.0% |
| 32 | Candriam S.C.A.#32 · 857,037 sh | 857,037 | $23.1M | 0.10% | +6.9% |
| 33 | Nantahala Capital Management#33 · 820,481 sh | 820,481 | $22.1M | 0.74% | -8.4% |
| 34 | WELLINGTON MANAGEMENT GROUP LLP#34 · 806,716 sh | 806,716 | $21.8M | <0.01% | -76.0% |
| 35 | Affinity Asset Advisors#35 · 750,000 sh | 750,000 | $20.2M | 0.91% | 0.0% |
| 36 | VANGUARD PORTFOLIO MANAGEMENT#36 · 747,657 sh | 747,657 | $20.2M | <0.01% | +5.8% |
| 37 | TUDOR INVESTMENT ET AL#37 · 738,370 sh | 738,370 | $19.9M | 0.03% | +374.1% |
| 38 | abrdn plc#38 · 689,235 sh | 689,235 | $18.6M | 0.03% | New |
| 39 | ALGERT GLOBAL#39 · 649,027 sh | 649,027 | $17.5M | 0.21% | +149.4% |
| 40 | Catalio Capital Management#40 · 648,722 sh | 648,722 | $17.5M | 3.29% | +47.8% |
| 41 | Pale Fire Capital SE#41 · 614,284 sh | 614,284 | $16.6M | 1.17% | +68.0% |
| 42 | StemPoint Capital#42 · 602,686 sh | 602,686 | $16.3M | 2.80% | +13.0% |
| 43 | NORTHERN#43 · 551,491 sh | 551,491 | $14.9M | <0.01% | +24.5% |
| 44 | CHARLES SCHWAB INVESTMENT MANAGEMENT#44 · 521,216 sh | 521,216 | $14.1M | <0.01% | +17.4% |
| 45 | Rock Springs Capital Management#45 · 484,951 sh | 484,951 | $13.1M | 0.64% | +10.3% |
| 46 | CITADEL ADVISORS#46 · 467,598 sh | 467,598 | $12.6M | <0.01% | -22.1% |
| 47 | DIMENSIONAL FUND ADVISORS#47 · 463,387 sh | 463,387 | $12.5M | <0.01% | +237.2% |
| 48 | VANGUARD FIDUCIARY#48 · 450,370 sh | 450,370 | $12.2M | <0.01% | +20.0% |
| 49 | Integral Health Asset Management#49 · 450,000 sh | 450,000 | $12.1M | 0.48% | -40.0% |
| 50 | Prosight Management#50 · 449,795 sh | 449,795 | $12.1M | 2.09% | New |
| 51 | Rhenman & Partners Asset Management AB#51 · 416,371 sh | 416,371 | $11.2M | 1.06% | +58.3% |
| 52 | Caption Management#52 · 413,087 sh | 413,087 | $11.1M | 0.05% | New |
| 53 | JENNISON ASSOCIATES#53 · 382,747 sh | 382,747 | $10.3M | <0.01% | -69.8% |
| 54 | Parkman Healthcare Partners#54 · 380,354 sh | 380,354 | $10.3M | 1.05% | +0.1% |
| 55 | RENAISSANCE TECHNOLOGIES#55 · 378,300 sh | 378,300 | $10.2M | 0.01% | -1.2% |
| 56 | CenterBook Partners#56 · 365,630 sh | 365,630 | $9.9M | 0.48% | +309.3% |
| 57 | UBS Group AG#57 · 361,596 sh | 361,596 | $9.8M | <0.01% | +268.9% |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#58 · 355,570 sh | 355,570 | $9.6M | <0.01% | +2154.7% |
| 59 | D. E. Shaw#59 · 352,729 sh | 352,729 | $9.5M | <0.01% | -60.2% |
| 60 | Eversept Partners#60 · 309,689 sh | 309,689 | $8.4M | 0.43% | New |
| 61 | SCHRODER INVESTMENT MANAGEMENT GROUP#61 · 307,214 sh | 307,214 | $8.3M | <0.01% | +135.2% |
| 62 | ADAR1 Capital Management#62 · 298,886 sh | 298,886 | $8.1M | 0.37% | +93.2% |
| 63 | Longaeva Partners L.P.#63 · 281,104 sh | 281,104 | $7.6M | 0.17% | New |
| 64 | Nuveen#64 · 274,843 sh | 274,843 | $7.4M | <0.01% | +145.4% |
| 65 | Qube Research & Technologies Ltd#65 · 249,776 sh | 249,776 | $6.7M | <0.01% | -72.7% |
| 66 | TimesSquare Capital Management#66 · 235,858 sh | 235,858 | $6.4M | 0.09% | -30.4% |
| 67 | SUVRETTA CAPITAL MANAGEMENT#67 · 173,886 sh | 173,886 | $4.7M | 0.09% | -88.7% |
| 68 | Trexquant Investment#68 · 169,715 sh | 169,715 | $4.6M | 0.03% | +196.7% |
| 69 | TWO SIGMA INVESTMENTS#69 · 162,082 sh | 162,082 | $4.4M | <0.01% | -48.0% |
| 70 | Bank of New York Mellon#70 · 158,550 sh | 158,550 | $4.3M | <0.01% | +22.0% |
| 71 | Brevan Howard Capital Management#71 · 153,722 sh | 153,722 | $4.1M | 0.03% | +69.1% |
| 72 | AQR CAPITAL MANAGEMENT#72 · 152,504 sh | 152,504 | $4.1M | <0.01% | +2.3% |
| 73 | Burkehill Global Management#73 · 150,000 sh | 150,000 | $4.0M | 0.15% | 0.0% |
| 74 | BOOTHBAY FUND MANAGEMENT#74 · 147,402 sh | 147,402 | $4.0M | 0.05% | -85.3% |
| 75 | Artia Global Partners#75 · 137,800 sh | 137,800 | $3.7M | 0.69% | 0.0% |
| 76 | Russell Investments Group, Ltd.#76 · 128,247 sh | 128,247 | $3.5M | <0.01% | -37.0% |
| 77 | VOYA INVESTMENT MANAGEMENT#77 · 125,991 sh | 125,991 | $3.4M | <0.01% | -41.7% |
| 78 | Ensign Peak Advisors#78 · 118,382 sh | 118,382 | $3.2M | <0.01% | +5.5% |
| 79 | 22NW#79 · 113,840 sh | 113,840 | $3.1M | 2.93% | -74.4% |
| 80 | Swiss National Bank#80 · 111,600 sh | 111,600 | $3.0M | <0.01% | +23.9% |
| 81 | Ishara Investments#81 · 102,500 sh | 102,500 | $2.8M | 2.03% | +25.0% |
| 82 | MARK ASSET MANAGEMENT#82 · 101,289 sh | 101,289 | $2.7M | 0.18% | -30.1% |
| 83 | ExodusPoint Capital Management#83 · 101,052 sh | 101,052 | $2.7M | 0.02% | New |
| 84 | Timothy G. Youngquist 2020 Irrevocable#84 · 100,869 sh | 100,869 | $2.7M | — | New |
| 85 | CITIGROUP#85 · 99,332 sh | 99,332 | $2.7M | <0.01% | +558.5% |
| 86 | Schonfeld Strategic Advisors#86 · 95,242 sh | 95,242 | $2.6M | <0.01% | -46.4% |
| 87 | ALPS ADVISORS#87 · 88,976 sh | 88,976 | $2.4M | 0.01% | +38.1% |
| 88 | Squarepoint Ops#88 · 86,327 sh | 86,327 | $2.3M | <0.01% | -18.2% |
| 89 | HighVista Strategies#89 · 86,085 sh | 86,085 | $2.3M | 0.53% | +84.0% |
| 90 | BlueCrest Capital Management Ltd#90 · 85,157 sh | 85,157 | $2.3M | 0.08% | New |
| 91 | KVP Capital Advisors#91 · 84,168 sh | 84,168 | $2.3M | 1.67% | New |
| 92 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#92 · 79,199 sh | 79,199 | $2.1M | <0.01% | -0.4% |
| 93 | Rafferty Asset Management#93 · 78,186 sh | 78,186 | $2.1M | <0.01% | -17.1% |
| 94 | STATE OF WISCONSIN INVESTMENT BOARD#94 · 73,265 sh | 73,265 | $2.0M | <0.01% | +14.2% |
| 95 | RHUMBLINE ADVISERS#95 · 70,205 sh | 70,205 | $1.9M | <0.01% | +22.2% |
| 96 | Hennion & Walsh Asset Management#96 · 69,580 sh | 69,580 | $1.9M | — | -0.9% |
| 97 | HRT FINANCIAL#97 · 68,565 sh | 68,565 | $1.8M | <0.01% | -28.5% |
| 98 | WELLS FARGO & COMPANY#98 · 66,057 sh | 66,057 | $1.8M | <0.01% | +153.3% |
| 99 | PFM Health Sciences#99 · 62,418 sh | 62,418 | $1.7M | 0.14% | -56.3% |
| 100 | BARCLAYS PLC#100 · 61,190 sh | 61,190 | $1.7M | <0.01% | +80.6% |
Funds that sold out of MLYS in Q2 2026 (22)
Held MLYS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Caligan Partners2,772,654 sh | 2,772,654 | $75.1M |
| Point72 Asset Management, L.P.1,911,433 sh | 1,911,433 | $51.8M |
| LORD, ABBETT300,913 sh | 300,913 | $8.2M |
| FINDELL CAPITAL MANAGEMENT202,000 sh | 202,000 | $5.5M |
| Buckley Capital Advisors173,100 sh | 173,100 | $4.7M |
| Y-Intercept (Hong Kong) Ltd132,099 sh | 132,099 | $3.6M |
| Swedbank AB122,100 sh | 122,100 | $3.3M |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.104,961 sh | 104,961 | $2.8M |
| J. Goldman94,101 sh | 94,101 | $2.5M |
| Susquehanna Portfolio Strategies78,092 sh | 78,092 | $2.1M |
| Seven Fleet Capital Management69,571 sh | 69,571 | $1.9M |
| RAYMOND JAMES FINANCIAL24,677 sh | 24,677 | $668.5K |
| NOMURA20,000 sh | 20,000 | $541.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH19,689 sh | 19,689 | $533.4K |
| FOX RUN MANAGEMENT, L.L.C.12,670 sh | 12,670 | $297.9K |
| VARCOV9,759 sh | 9,759 | $264.4K |
| KINGSWOOD WEALTH ADVISORS9,600 sh | 9,600 | $260.1K |
| QUADRANT CAPITAL GROUP10 sh | 10 | $49.1K |
| Advisory Services Network41 sh | 41 | $1.1K |
| Clearstead Advisors11 sh | 11 | $298.00 |
| Basecamp Wealth Advisors6 sh | 6 | $163.00 |
| JPL Wealth Management3 sh | 3 | $82.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.