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Armistice Capital’s Mineralys Therapeutics MLYS Stock Holding History

Armistice Capital’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 		$31.9M Buy
1,176,000
+499,965
+74% +$14.7M 0.57% 29
2025
Q4 		$24.5M Buy
676,035
+168,385
+33% +$6.75M 0.29% 56
2025
Q3 		$19.3M Buy
507,650
+329,650
+185% +$7.13M 0.29% 55
2025
Q2 		$2.41M Buy
+178,000
New +$2.58M 0.04% 126

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

Armistice Capital's MLYS Position: Q1 2026 in Review

Armistice Capital increased its Mineralys Therapeutics (MLYS) stake by 74% in Q1 2026, buying an estimated $14.7M and bringing the position to 1,176,000 shares worth $31.9M. The position accounts for 0.57% of the portfolio, ranked #29.

Armistice Capital first reported a position in MLYS in Q2 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Armistice Capital held 1,176,000 shares of Mineralys Therapeutics worth $31.9M as of Q1 2026.
  • Armistice Capital bought 499,965 Mineralys Therapeutics shares in Q1 2026, an estimated $14.7M.
  • Mineralys Therapeutics made up 0.57% of Armistice Capital's portfolio in Q1 2026, its #29 holding.
  • Armistice Capital first reported a position in Mineralys Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Armistice Capital's 13F filing for Q1 2026, filed 15 May 2026.