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David Shaw’s Mineralys Therapeutics MLYS Stock Holding History

David Shaw’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 		$9.52M Sell
352,729
-534,463
-60% -$14.7M ﹤0.01% 1856
2026
Q1 		$24M Sell
887,192
-263,478
-23% -$7.73M 0.01% 1034
2025
Q4 		$41.8M Buy
1,150,670
+539,747
+88% +$21.6M 0.02% 805
2025
Q3 		$23.2M Buy
610,923
+36,716
+6% +$794K 0.01% 1082
2025
Q2 		$7.77M Buy
574,207
+95,777
+20% +$1.39M 0.01% 1693
2025
Q1 		$7.6M Buy
+478,430
New +$5.5M 0.01% 1595

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

David Shaw's MLYS Position: Q2 2026 in Review

David Shaw reduced its Mineralys Therapeutics (MLYS) stake by 60% in Q2 2026, selling an estimated $14.7M and leaving 352,729 shares worth $9.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

David Shaw first reported a position in MLYS in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.8M in Q4 2025. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • David Shaw held 352,729 shares of Mineralys Therapeutics worth $9.52M as of Q2 2026.
  • David Shaw sold 534,463 Mineralys Therapeutics shares in Q2 2026, an estimated $14.7M.
  • Mineralys Therapeutics made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1856 holding.
  • David Shaw first reported a position in Mineralys Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • David Shaw's Mineralys Therapeutics position peaked at $41.8M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.