Bellevue Group’s Mineralys Therapeutics MLYS Stock Holding History

Bellevue Group’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	$796K	Buy	29,374 +9,548	+48%	+$280K	0.02%	96
2025 Q4	$719K	Sell	19,826 -6,779	-25%	-$272K	0.01%	119
2025 Q3	$1.01M	Buy	26,605 +11,049	+71%	+$239K	0.02%	107
2025 Q2	$210K	Sell	15,556 -943	-6%	-$13.7K	﹤0.01%	123
2025 Q1	$262K	Hold	16,499	–	–	0.01%	130
2024 Q4	$203K	Hold	16,499	–	–	﹤0.01%	143
2024 Q3	$200K	Sell	16,499 -1,000	-6%	-$12.1K	﹤0.01%	148
2024 Q2	$205K	Buy	17,499 +8,299	+90%	+$105K	﹤0.01%	146
2024 Q1	$119K	Buy	+9,200	New	+$114K	﹤0.01%	159

Other funds holding MLYS

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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bellevue Group's MLYS Position: Q1 2026 in Review

Bellevue Group increased its Mineralys Therapeutics (MLYS) stake by 48% in Q1 2026, buying an estimated $280K and bringing the position to 29,374 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #96.

Bellevue Group first reported a position in MLYS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Bellevue Group held 29,374 shares of Mineralys Therapeutics worth $796K as of Q1 2026.
Bellevue Group bought 9,548 Mineralys Therapeutics shares in Q1 2026, an estimated $280K.
Mineralys Therapeutics made up 0.02% of Bellevue Group's portfolio in Q1 2026, its #96 holding.
Bellevue Group first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 9 quarters since.
Bellevue Group's Mineralys Therapeutics position peaked at $1.01M in Q3 2025.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.