ACM
MLYS icon

ADAR1 Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

ADAR1 Capital Management’s Portfolio MLYS Stock Details MLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.06M Buy
298,886
+144,200
+93% +$3.96M 0.37% 63
2026
Q1 		$4.19M Buy
154,686
+18,455
+14% +$541K 0.25% 86
2025
Q4 		$4.94M Buy
136,231
+57,993
+74% +$2.33M 0.36% 60
2025
Q3 		$2.97M Sell
78,238
-223,887
-74% -$4.84M 0.28% 63
2025
Q2 		$4.09M Buy
302,125
+38,700
+15% +$561K 0.63% 39
2025
Q1 		$4.18M Sell
263,425
-578,116
-69% -$6.65M 0.78% 35
2024
Q4 		$10.4M Buy
841,541
+112,140
+15% +$1.47M 2.07% 11
2024
Q3 		$8.83M Buy
729,401
+704,035
+2,776% +$8.52M 1.44% 14
2024
Q2 		$297K Buy
25,366
+1,366
+6% +$17.2K 0.06% 125
2024
Q1 		$310K Buy
+24,000
New +$296K 0.07% 102

Other funds holding MLYS

CP
Catalys Pacific Tokyo, Japan $229M AUM 100.3% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ADAR1 Capital Management's MLYS Position: Q2 2026 in Review

ADAR1 Capital Management increased its Mineralys Therapeutics (MLYS) stake by 93% in Q2 2026, buying an estimated $3.96M and bringing the position to 298,886 shares worth $8.06M. The position accounts for 0.37% of the portfolio, ranked #63.

ADAR1 Capital Management first reported a position in MLYS in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.4M in Q4 2024. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • ADAR1 Capital Management held 298,886 shares of Mineralys Therapeutics worth $8.06M as of Q2 2026.
  • ADAR1 Capital Management bought 144,200 Mineralys Therapeutics shares in Q2 2026, an estimated $3.96M.
  • Mineralys Therapeutics made up 0.37% of ADAR1 Capital Management's portfolio in Q2 2026, its #63 holding.
  • ADAR1 Capital Management first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • ADAR1 Capital Management's Mineralys Therapeutics position peaked at $10.4M in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on ADAR1 Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.