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DAFNA Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

DAFNA Capital 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 		$1.2M Buy
44,490
+6,000
+16% +$165K 0.23% 61
2026
Q1 		$1.04M Hold
38,490
– – 0.24% 60
2025
Q4 		$1.4M Sell
38,490
-45,000
-54% -$1.8M 0.32% 57
2025
Q3 		$3.17M Sell
83,490
-288,033
-78% -$6.23M 0.78% 33
2025
Q2 		$5.03M Buy
371,523
+62,323
+20% +$903K 1.39% 21
2025
Q1 		$4.91M Buy
309,200
+162,700
+111% +$1.87M 1.39% 20
2024
Q4 		$1.8M Hold
146,500
– – 0.46% 42
2024
Q3 		$1.77M Buy
146,500
+27,500
+23% +$333K 0.42% 48
2024
Q2 		$1.39M Buy
119,000
+29,000
+32% +$365K 0.33% 52
2024
Q1 		$1.16M Buy
90,000
+74,800
+492% +$924K 0.26% 58
2023
Q4 		$131K Buy
+15,200
New +$119K 0.03% 74

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

DAFNA Capital Management's MLYS Position: Q2 2026 in Review

DAFNA Capital Management increased its Mineralys Therapeutics (MLYS) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 44,490 shares worth $1.2M. The position accounts for 0.23% of the portfolio, ranked #61.

DAFNA Capital Management first reported a position in MLYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q2 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • DAFNA Capital Management held 44,490 shares of Mineralys Therapeutics worth $1.2M as of Q2 2026.
  • DAFNA Capital Management bought 6,000 Mineralys Therapeutics shares in Q2 2026, an estimated $165K.
  • Mineralys Therapeutics made up 0.23% of DAFNA Capital Management's portfolio in Q2 2026, its #61 holding.
  • DAFNA Capital Management first reported a position in Mineralys Therapeutics in Q4 2023 and has held it in 11 quarters since.
  • DAFNA Capital Management's Mineralys Therapeutics position peaked at $5.03M in Q2 2025.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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