Affinity Asset Advisors’s Mineralys Therapeutics MLYS Stock Holding History

Affinity Asset Advisors’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	$20.2M	Hold	750,000	–	–	0.91%	34
2026 Q1	$20.3M	Buy	750,000 +20,000	+3%	+$587K	1.05%	30
2025 Q4	$26.5M	Sell	730,000 -20,000	-3%	-$802K	1.51%	22
2025 Q3	$28.4M	Sell	750,000 -150,000	-17%	-$3.24M	2.48%	12
2025 Q2	$12.2M	Sell	900,000 -200,000	-18%	-$2.9M	1.66%	19
2025 Q1	$17.5M	Buy	1,100,000 +750,000	+214%	+$8.63M	1.67%	16
2024 Q4	$4.31M	Hold	350,000	–	–	0.58%	39
2024 Q3	$4.24M	Buy	350,000 +22,041	+7%	+$267K	0.58%	48
2024 Q2	$3.84M	Hold	327,959	–	–	0.44%	48
2024 Q1	$4.23M	Buy	+327,959	New	+$4.05M	0.52%	56
2023 Q3	–	Sell	-62,500	Closed	-$1.07M	–	91
2023 Q2	$1.07M	Hold	62,500	–	–	0.37%	50
2023 Q1	$979K	Buy	+62,500	New	+$1.05M	0.32%	56

Other funds holding MLYS

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Affinity Asset Advisors's MLYS Position: Q2 2026 in Review

Affinity Asset Advisors held its Mineralys Therapeutics (MLYS) position steady in Q2 2026 at 750,000 shares worth $20.2M. The position accounts for 0.91% of the portfolio, ranked #34.

Affinity Asset Advisors first reported a position in MLYS in Q1 2023 and has held it in 12 quarters since. The position peaked at $28.4M in Q3 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

Affinity Asset Advisors held 750,000 shares of Mineralys Therapeutics worth $20.2M as of Q2 2026.
Affinity Asset Advisors left its Mineralys Therapeutics share count unchanged in Q2 2026.
Mineralys Therapeutics made up 0.91% of Affinity Asset Advisors's portfolio in Q2 2026, its #34 holding.
Affinity Asset Advisors first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 12 quarters since.
Affinity Asset Advisors's Mineralys Therapeutics position peaked at $28.4M in Q3 2025.
226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Affinity Asset Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.