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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 $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

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.