Ikarian Capital’s Mineralys Therapeutics MLYS Stock Holding History

Ikarian Capital’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
2025 Q2	–	Sell	-34,300	Closed	-$545K	–	171
2025 Q1	$545K	Buy	+34,300	New	+$395K	0.07%	114

Other funds holding MLYS

Catalys Pacific Tokyo, Japan $231M AUM 83.19% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Ikarian Capital's MLYS Position: Q1 2026 in Review

Ikarian Capital sold out of Mineralys Therapeutics (MLYS) in Q1 2026, closing a stake of 200,000 shares — an estimated $7.26M sold.

Ikarian Capital first reported a position in MLYS in Q3 2024 and held it in 3 quarters. The position peaked at $7.26M in Q4 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Ikarian Capital reported no remaining Mineralys Therapeutics position as of Q1 2026 after selling out during the quarter.
Ikarian Capital sold 200,000 Mineralys Therapeutics shares in Q1 2026, an estimated $7.26M.
Ikarian Capital first reported a position in Mineralys Therapeutics in Q3 2024 and held it in 3 quarters.
Ikarian Capital's Mineralys Therapeutics position peaked at $7.26M in Q4 2025.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Ikarian Capital's 13F filing for Q1 2026, filed 15 May 2026.