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Cliff Asness’s Mineralys Therapeutics MLYS Stock Holding History

Cliff Asness’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 		$4.11M Buy
152,504
+3,418
+2% +$93.8K ﹤0.01% 2131
2026
Q1 		$4.04M Buy
149,086
+86,786
+139% +$2.55M ﹤0.01% 1880
2025
Q4 		$2.26M Buy
62,300
+44,178
+244% +$1.77M ﹤0.01% 2062
2025
Q3 		$687K Sell
18,122
-9,779
-35% -$212K ﹤0.01% 2648
2025
Q2 		$378K Sell
27,901
-6,714
-19% -$97.3K ﹤0.01% 2750
2025
Q1 		$550K Buy
+34,615
New +$398K ﹤0.01% 2375

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

Cliff Asness's MLYS Position: Q2 2026 in Review

Cliff Asness increased its Mineralys Therapeutics (MLYS) stake by 2.3% in Q2 2026, buying an estimated $93.8K and bringing the position to 152,504 shares worth $4.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2131.

Cliff Asness first reported a position in MLYS in Q1 2025 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Cliff Asness held 152,504 shares of Mineralys Therapeutics worth $4.11M as of Q2 2026.
  • Cliff Asness bought 3,418 Mineralys Therapeutics shares in Q2 2026, an estimated $93.8K.
  • Mineralys Therapeutics made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #2131 holding.
  • Cliff Asness first reported a position in Mineralys Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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