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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
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 $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
CP
Caligan Partners New York $1.5B AUM 518.95% 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

Caption Management's MLYS Position: Q4 2025 in Review

Caption Management sold out of Mineralys Therapeutics (MLYS) in Q4 2025, closing a stake of 13,000 shares — an estimated $521K sold.

Caption Management first reported a position in MLYS in Q2 2025 and held it in 2 quarters. The position peaked at $493K in Q3 2025. 223 funds tracked by Wall St. Rank hold MLYS as of Q4 2025.

  • Caption Management reported no remaining Mineralys Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 13,000 Mineralys Therapeutics shares in Q4 2025, an estimated $521K.
  • Caption Management first reported a position in Mineralys Therapeutics in Q2 2025 and held it in 2 quarters.
  • Caption Management's Mineralys Therapeutics position peaked at $493K in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.