Affinity Asset Advisors
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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

Catalys Pacific
Catalys Pacific Tokyo, Japan $210M AUM 33.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Andera Partners
Andera Partners Paris $176M AUM 1.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Affinity Asset Advisors's MLYS Position: Q3 2026 in Review

Affinity Asset Advisors held its Mineralys Therapeutics (MLYS) position steady in Q3 2026 at 750,000 shares worth $18.8M. The position accounts for 0.77% of the portfolio, ranked #36.

Affinity Asset Advisors first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $28.4M in Q3 2025. 144 funds tracked by Wall St. Rank hold MLYS as of Q3 2026.

  • Affinity Asset Advisors held 750,000 shares of Mineralys Therapeutics worth $18.8M as of Q3 2026.
  • Affinity Asset Advisors left its Mineralys Therapeutics share count unchanged in Q3 2026.
  • Mineralys Therapeutics made up 0.77% of Affinity Asset Advisors's portfolio in Q3 2026, its #36 holding.
  • Affinity Asset Advisors first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • Affinity Asset Advisors's Mineralys Therapeutics position peaked at $28.4M in Q3 2025.
  • 144 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q3 2026.

Based on Affinity Asset Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.