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Deerfield Management’s Mineralys Therapeutics MLYS Stock Holding History

Deerfield 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 		$107M Buy
+3,958,000
New +$109M 1.11% 27
2023
Q3 		– Sell
-837,000
Closed -$14.3M – 98
2023
Q2 		$14.3M Buy
837,000
+107,979
+15% +$1.61M 0.3% 57
2023
Q1 		$11.4M Buy
+729,021
New +$12.3M 0.25% 67

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
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
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

Deerfield Management's MLYS Position: Q2 2026 in Review

Deerfield Management opened a new position in Mineralys Therapeutics (MLYS) in Q2 2026: 3,958,000 shares worth $107M. The stake represents 1.11% of the portfolio and ranks #27 among its holdings. This is a return to the name: Deerfield Management previously reported a position in MLYS as recently as Q2 2023.

Deerfield Management first reported a position in MLYS in Q1 2023 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Deerfield Management held 3,958,000 shares of Mineralys Therapeutics worth $107M as of Q2 2026.
  • Mineralys Therapeutics was a new Deerfield Management position in Q2 2026.
  • Mineralys Therapeutics made up 1.11% of Deerfield Management's portfolio in Q2 2026, its #27 holding.
  • Deerfield Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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