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 Q2	$236K	Sell	8,753 -20,621	-70%	-$566K	0.01%	124
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 $229M AUM 100.3% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellevue Group's MLYS Position: Q2 2026 in Review

Bellevue Group reduced its Mineralys Therapeutics (MLYS) stake by 70% in Q2 2026, selling an estimated $566K and leaving 8,753 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #124.

Bellevue Group first reported a position in MLYS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.01M in Q3 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

Bellevue Group held 8,753 shares of Mineralys Therapeutics worth $236K as of Q2 2026.
Bellevue Group sold 20,621 Mineralys Therapeutics shares in Q2 2026, an estimated $566K.
Mineralys Therapeutics made up 0.01% of Bellevue Group's portfolio in Q2 2026, its #124 holding.
Bellevue Group first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 10 quarters since.
Bellevue Group's Mineralys Therapeutics position peaked at $1.01M in Q3 2025.
226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.