Geode Capital Management
MLYS icon

Geode Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

Geode 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 		$42.8M Buy
1,584,326
+283,191
+22% +$7.77M ﹤0.01% 1711
2026
Q1 		$35.3M Buy
1,301,135
+43,553
+3% +$1.28M ﹤0.01% 1692
2025
Q4 		$45.6M Buy
1,257,582
+134,171
+12% +$5.38M ﹤0.01% 1540
2025
Q3 		$42.6M Buy
1,123,411
+168,851
+18% +$3.65M ﹤0.01% 1576
2025
Q2 		$12.9M Buy
954,560
+152,560
+19% +$2.21M ﹤0.01% 2186
2025
Q1 		$12.7M Buy
802,000
+181,967
+29% +$2.09M ﹤0.01% 2143
2024
Q4 		$7.63M Sell
620,033
-820
-0.1% -$10.7K ﹤0.01% 2529
2024
Q3 		$7.52M Buy
620,853
+38,527
+7% +$466K ﹤0.01% 2533
2024
Q2 		$6.81M Buy
582,326
+199,562
+52% +$2.51M ﹤0.01% 2563
2024
Q1 		$4.94M Buy
382,764
+6,442
+2% +$79.6K ﹤0.01% 2714
2023
Q4 		$3.24M Buy
376,322
+76,359
+25% +$600K ﹤0.01% 2912
2023
Q3 		$2.85M Buy
299,963
+13,304
+5% +$173K ﹤0.01% 2927
2023
Q2 		$4.89M Buy
286,659
+3,006
+1% +$44.9K ﹤0.01% 2686
2023
Q1 		$4.44M Buy
+283,653
New +$4.77M ﹤0.01% 2684

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

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

Geode Capital Management increased its Mineralys Therapeutics (MLYS) stake by 22% in Q2 2026, buying an estimated $7.77M and bringing the position to 1,584,326 shares worth $42.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Geode Capital Management first reported a position in MLYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $45.6M in Q4 2025. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Geode Capital Management held 1,584,326 shares of Mineralys Therapeutics worth $42.8M as of Q2 2026.
  • Geode Capital Management bought 283,191 Mineralys Therapeutics shares in Q2 2026, an estimated $7.77M.
  • Mineralys Therapeutics made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1711 holding.
  • Geode Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • Geode Capital Management's Mineralys Therapeutics position peaked at $45.6M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.