Jennison Associates’s Mineralys Therapeutics MLYS Stock Holding History

Jennison Associates’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	$10.3M	Sell	382,747 -883,427	-70%	-$24.2M	0.01%	389
2026 Q1	$34.3M	Buy	1,266,174 +7,521	+0.6%	+$221K	0.02%	267
2025 Q4	$45.7M	Buy	1,258,653 +882,307	+234%	+$35.4M	0.03%	223
2025 Q3	$14.3M	Sell	376,346 -858,976	-70%	-$18.6M	0.01%	352
2025 Q2	$16.7M	Sell	1,235,322 -743,711	-38%	-$10.8M	0.01%	348
2025 Q1	$31.4M	Buy	1,979,033 +897,027	+83%	+$10.3M	0.02%	269
2024 Q4	$13.3M	Buy	1,082,006 +385,726	+55%	+$5.04M	0.01%	378
2024 Q3	$8.43M	Buy	696,280 +13,023	+2%	+$158K	0.01%	400
2024 Q2	$7.99M	Buy	+683,257	New	+$8.61M	0.01%	403
2023 Q3	–	Sell	-355,475	Closed	-$6.06M	–	587
2023 Q2	$6.06M	Hold	355,475	–	–	0.01%	412
2023 Q1	$5.57M	Buy	+355,475	New	+$5.98M	0.01%	434

Other funds holding MLYS

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jennison Associates's MLYS Position: Q2 2026 in Review

Jennison Associates reduced its Mineralys Therapeutics (MLYS) stake by 70% in Q2 2026, selling an estimated $24.2M and leaving 382,747 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #389.

Jennison Associates first reported a position in MLYS in Q1 2023 and has held it in 11 quarters since. The position peaked at $45.7M in Q4 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

Jennison Associates held 382,747 shares of Mineralys Therapeutics worth $10.3M as of Q2 2026.
Jennison Associates sold 883,427 Mineralys Therapeutics shares in Q2 2026, an estimated $24.2M.
Mineralys Therapeutics made up 0.01% of Jennison Associates's portfolio in Q2 2026, its #389 holding.
Jennison Associates first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 11 quarters since.
Jennison Associates's Mineralys Therapeutics position peaked at $45.7M in Q4 2025.
226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.