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Catalys Pacific’s Mineralys Therapeutics MLYS Stock Holding History

Catalys Pacific’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 		$213M Hold
7,903,838
– – 92.94% 1
2026
Q1 		$214M Hold
7,903,838
– – 92.81% 1
2025
Q4 		$287M Sell
7,903,838
-1,000,000
-11% -$40.1M 92.37% 1
2025
Q3 		$338M Hold
8,903,838
– – 96.09% 1
2025
Q2 		$120M Hold
8,903,838
– – 91.5% 1
2025
Q1 		$141M Buy
8,903,838
+259,259
+3% +$2.98M 95.08% 1
2024
Q4 		$106M Hold
8,644,579
– – 91.82% 1
2024
Q3 		$105M Sell
8,644,579
-550,000
-6% -$6.66M 83.48% 1
2024
Q2 		$108M Hold
9,194,579
– – 81.19% 1
2024
Q1 		$119M Hold
9,194,579
– – 80.13% 1
2023
Q4 		$79.1M Buy
+9,194,579
New +$72.2M 74.13% 1

Other funds holding MLYS

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
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Catalys Pacific's MLYS Position: Q2 2026 in Review

Catalys Pacific held its Mineralys Therapeutics (MLYS) position steady in Q2 2026 at 7,903,838 shares worth $213M. The position accounts for 92.94% of the portfolio, ranked #1.

Catalys Pacific first reported a position in MLYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $338M in Q3 2025. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Catalys Pacific held 7,903,838 shares of Mineralys Therapeutics worth $213M as of Q2 2026.
  • Catalys Pacific left its Mineralys Therapeutics share count unchanged in Q2 2026.
  • Mineralys Therapeutics made up 92.94% of Catalys Pacific's portfolio in Q2 2026, its #1 holding.
  • Catalys Pacific first reported a position in Mineralys Therapeutics in Q4 2023 and has held it in 11 quarters since.
  • Catalys Pacific's Mineralys Therapeutics position peaked at $338M in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Catalys Pacific's 13F filing for Q2 2026, filed 5 Aug 2026.