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Caligan Partners’s Mineralys Therapeutics MLYS Stock Holding History

Caligan Partners’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 		$75.1M Hold
2,772,654
– – 5% 6
2025
Q4 		$101M Hold
2,772,654
– – 8.28% 4
2025
Q3 		$105M Buy
2,772,654
+755,302
+37% +$16.3M 13.77% 3
2025
Q2 		$27.3M Sell
2,017,352
-132,315
-6% -$1.92M 5.25% 7
2025
Q1 		$34.1M Buy
2,149,667
+1,138,512
+113% +$13.1M 7.12% 4
2024
Q4 		$12.4M Buy
1,011,155
+30,000
+3% +$392K 3.15% 10
2024
Q3 		$11.9M Buy
981,155
+235,397
+32% +$2.85M 3.77% 9
2024
Q2 		$8.73M Buy
+745,758
New +$9.39M 2.04% 10

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Caligan Partners's MLYS Position: Q1 2026 in Review

Caligan Partners held its Mineralys Therapeutics (MLYS) position steady in Q1 2026 at 2,772,654 shares worth $75.1M. The position accounts for 5% of the portfolio, ranked #6.

Caligan Partners first reported a position in MLYS in Q2 2024 and has held it in 8 quarters since. The position peaked at $105M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Caligan Partners held 2,772,654 shares of Mineralys Therapeutics worth $75.1M as of Q1 2026.
  • Caligan Partners left its Mineralys Therapeutics share count unchanged in Q1 2026.
  • Mineralys Therapeutics made up 5% of Caligan Partners's portfolio in Q1 2026, its #6 holding.
  • Caligan Partners first reported a position in Mineralys Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Caligan Partners's Mineralys Therapeutics position peaked at $105M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Caligan Partners's 13F filing for Q1 2026, filed 15 May 2026.