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 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

Catalys Pacific Tokyo, Japan $231M AUM 83.19% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

ADAR1 Capital Management's MLYS Position: Q1 2026 in Review

ADAR1 Capital Management increased its Mineralys Therapeutics (MLYS) stake by 14% in Q1 2026, buying an estimated $541K and bringing the position to 154,686 shares worth $4.19M. The position accounts for 0.25% of the portfolio, ranked #86.

ADAR1 Capital Management first reported a position in MLYS in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q4 2024. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

ADAR1 Capital Management held 154,686 shares of Mineralys Therapeutics worth $4.19M as of Q1 2026.
ADAR1 Capital Management bought 18,455 Mineralys Therapeutics shares in Q1 2026, an estimated $541K.
Mineralys Therapeutics made up 0.25% of ADAR1 Capital Management's portfolio in Q1 2026, its #86 holding.
ADAR1 Capital Management first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 9 quarters since.
ADAR1 Capital Management's Mineralys Therapeutics position peaked at $10.4M in Q4 2024.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on ADAR1 Capital Management's 13F filing for Q1 2026, filed 18 May 2026.