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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
2025
Q2 		– Sell
-200,000
Closed -$3.18M – 105
2025
Q1 		$3.18M Buy
+200,000
New +$2.3M 0.3% 54

Other funds holding MLYS

CP
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
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
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

Affinity Asset Advisors's MLYS Position: Q1 2026 in Review

Affinity Asset Advisors increased its Mineralys Therapeutics (MLYS) stake by 2.7% in Q1 2026, buying an estimated $587K and bringing the position to 750,000 shares worth $20.3M. The position accounts for 1.05% of the portfolio, ranked #30.

Affinity Asset Advisors first reported a position in MLYS in Q1 2023 and has held it in 11 quarters since. The position peaked at $28.4M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Affinity Asset Advisors held 750,000 shares of Mineralys Therapeutics worth $20.3M as of Q1 2026.
  • Affinity Asset Advisors bought 20,000 Mineralys Therapeutics shares in Q1 2026, an estimated $587K.
  • Mineralys Therapeutics made up 1.05% of Affinity Asset Advisors's portfolio in Q1 2026, its #30 holding.
  • Affinity Asset Advisors first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 11 quarters since.
  • Affinity Asset Advisors's Mineralys Therapeutics position peaked at $28.4M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.