Blue Owl Capital Holdings’s Mineralys Therapeutics MLYS Stock Holding History

Blue Owl Capital Holdings’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	–	Sell	-65,944	Closed	-$1.93M	–	84
2025 Q4	$2.39M	Sell	65,944 -35,000	-35%	-$1.4M	0.74%	34
2025 Q3	$3.83M	Sell	100,944 -235,000	-70%	-$5.08M	1.19%	26
2025 Q2	$4.55M	Buy	335,944 +129,648	+63%	+$1.88M	1.47%	20
2025 Q1	$3.28M	Buy	+206,296	New	+$2.37M	1.06%	25
2024 Q4	–	Sell	-196,132	Closed	-$2.38M	–	101
2024 Q3	$2.38M	Sell	196,132 -254,207	-56%	-$3.08M	0.46%	36
2024 Q2	$5.27M	Sell	450,339 -90,741	-17%	-$1.14M	1.47%	19
2024 Q1	$6.99M	Sell	541,080 -27,299	-5%	-$337K	1.4%	19
2023 Q4	$4.89M	Buy	+568,379	New	+$4.46M	1.17%	19

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

Blue Owl Capital Holdings's MLYS Position: Q1 2026 in Review

Blue Owl Capital Holdings sold out of Mineralys Therapeutics (MLYS) in Q1 2026, closing a stake of 65,944 shares — an estimated $1.93M sold.

Blue Owl Capital Holdings first reported a position in MLYS in Q4 2023 and held it in 8 quarters. The position peaked at $6.99M in Q1 2024. 215 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Blue Owl Capital Holdings reported no remaining Mineralys Therapeutics position as of Q1 2026 after selling out during the quarter.
Blue Owl Capital Holdings sold 65,944 Mineralys Therapeutics shares in Q1 2026, an estimated $1.93M.
Blue Owl Capital Holdings first reported a position in Mineralys Therapeutics in Q4 2023 and held it in 8 quarters.
Blue Owl Capital Holdings's Mineralys Therapeutics position peaked at $6.99M in Q1 2024.
215 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Blue Owl Capital Holdings's 13F filing for Q1 2026, filed 14 May 2026.