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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
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 $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

DAFNA Capital Management's MLYS Position: Q1 2026 in Review

DAFNA Capital Management held its Mineralys Therapeutics (MLYS) position steady in Q1 2026 at 38,490 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #60.

DAFNA Capital Management first reported a position in MLYS in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.03M in Q2 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • DAFNA Capital Management held 38,490 shares of Mineralys Therapeutics worth $1.04M as of Q1 2026.
  • DAFNA Capital Management left its Mineralys Therapeutics share count unchanged in Q1 2026.
  • Mineralys Therapeutics made up 0.24% of DAFNA Capital Management's portfolio in Q1 2026, its #60 holding.
  • DAFNA Capital Management first reported a position in Mineralys Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • DAFNA Capital Management's Mineralys Therapeutics position peaked at $5.03M in Q2 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on DAFNA Capital Management's 13F filing for Q1 2026, filed 15 May 2026.