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Davern Capital Partners’s Mineralys Therapeutics MLYS Stock Holding History

Davern Capital Partners’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 		$23.2M Buy
858,753
+411,600
+92% +$11.3M 3.95% 11
2026
Q1 		$12.1M Buy
447,153
+236,505
+112% +$6.94M 3.32% 12
2025
Q4 		$7.64M Buy
+210,648
New +$8.45M 2.47% 12

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

Davern Capital Partners's MLYS Position: Q2 2026 in Review

Davern Capital Partners increased its Mineralys Therapeutics (MLYS) stake by 92% in Q2 2026, buying an estimated $11.3M and bringing the position to 858,753 shares worth $23.2M. The position accounts for 3.95% of the portfolio, ranked #11.

Davern Capital Partners first reported a position in MLYS in Q4 2025 and has held it in 3 quarters since. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Davern Capital Partners held 858,753 shares of Mineralys Therapeutics worth $23.2M as of Q2 2026.
  • Davern Capital Partners bought 411,600 Mineralys Therapeutics shares in Q2 2026, an estimated $11.3M.
  • Mineralys Therapeutics made up 3.95% of Davern Capital Partners's portfolio in Q2 2026, its #11 holding.
  • Davern Capital Partners first reported a position in Mineralys Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Davern Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.