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Caption Management’s Mineralys Therapeutics MLYS Stock Holding History

Caption Management’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 		$23M Sell
851,600
-899,600
-51% -$24.7M 0.11% 199
2026
Q1 		$47.4M Buy
1,751,200
+529,400
+43% +$15.5M 0.28% 72
2025
Q4 		$44.3M Buy
1,221,800
+901,800
+282% +$36.2M 0.3% 72
2025
Q3 		$12.1M Buy
320,000
+270,000
+540% +$5.84M 0.09% 231
2025
Q2 		$677K Buy
+50,000
New +$725K 0.01% 1039

Other funds holding MLYS

CP
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Vanguard Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Caption Management's MLYS Position: Q2 2026 in Review

Caption Management opened a new position in Mineralys Therapeutics (MLYS) in Q2 2026: 413,087 shares worth $11.1M. The stake represents 0.05% of the portfolio and ranks #371 among its holdings. This is a return to the name: Caption Management previously reported a position in MLYS as recently as Q3 2025.

Caption Management first reported a position in MLYS in Q2 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Caption Management held 413,087 shares of Mineralys Therapeutics worth $11.1M as of Q2 2026.
  • Mineralys Therapeutics was a new Caption Management position in Q2 2026.
  • Mineralys Therapeutics made up 0.05% of Caption Management's portfolio in Q2 2026, its #371 holding.
  • Caption Management first reported a position in Mineralys Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Caption Management's 13F filing for Q2 2026, filed 14 Aug 2026.