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Findell Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

Findell 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 		– Sell
-202,000
Closed -$5.47M – 20
2026
Q1 		$5.47M Buy
202,000
+152,000
+304% +$4.46M 1.6% 13
2025
Q4 		$1.81M Sell
50,000
-200,000
-80% -$8.02M 0.52% 17
2025
Q3 		$9.48M Buy
+250,000
New +$5.41M 3.74% 7
2025
Q2 		– Sell
-400,000
Closed -$6.35M – 15
2025
Q1 		$6.35M Buy
+400,000
New +$4.6M 3.05% 10

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

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

Findell Capital Management sold out of Mineralys Therapeutics (MLYS) in Q2 2026, closing a stake of 202,000 shares — an estimated $5.47M sold.

Findell Capital Management first reported a position in MLYS in Q1 2025 and held it in 4 quarters. The position peaked at $9.48M in Q3 2025. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Findell Capital Management reported no remaining Mineralys Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Findell Capital Management sold 202,000 Mineralys Therapeutics shares in Q2 2026, an estimated $5.47M.
  • Findell Capital Management first reported a position in Mineralys Therapeutics in Q1 2025 and held it in 4 quarters.
  • Findell Capital Management's Mineralys Therapeutics position peaked at $9.48M in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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