Caligan Partners’s Mineralys Therapeutics MLYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,298,400
Closed -$83.4M 32
2025
Q4
$83.4M Buy
+2,298,400
New +$92.2M 6.87% 5

Other funds holding MLYS

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.