Balyasny Asset Management
MLYS icon

Balyasny Asset Management’s Mineralys Therapeutics MLYS Stock Holding History

Balyasny Asset Management’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
Q4 		– Sell
-15,268
Closed -$579K – 3382
2025
Q3 		$579K Sell
15,268
-190,455
-93% -$4.12M ﹤0.01% 2333
2025
Q2 		$2.78M Buy
205,723
+56,450
+38% +$818K ﹤0.01% 1565
2025
Q1 		$2.37M Buy
149,273
+131,487
+739% +$1.51M ﹤0.01% 1629
2024
Q4 		$219K Buy
+17,786
New +$233K ﹤0.01% 2506

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Balyasny Asset Management's MLYS Position: Q4 2025 in Review

Balyasny Asset Management sold out of Mineralys Therapeutics (MLYS) in Q4 2025, closing a stake of 15,268 shares — an estimated $579K sold.

Balyasny Asset Management first reported a position in MLYS in Q4 2024 and held it in 4 quarters. The position peaked at $2.78M in Q2 2025. 223 funds tracked by Wall St. Rank hold MLYS as of Q4 2025.

  • Balyasny Asset Management reported no remaining Mineralys Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Balyasny Asset Management sold 15,268 Mineralys Therapeutics shares in Q4 2025, an estimated $579K.
  • Balyasny Asset Management first reported a position in Mineralys Therapeutics in Q4 2024 and held it in 4 quarters.
  • Balyasny Asset Management's Mineralys Therapeutics position peaked at $2.78M in Q2 2025.
  • 223 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.