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John Overdeck’s Mineralys Therapeutics MLYS Stock Holding History

John Overdeck’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 		$4.37M Sell
162,082
-149,406
-48% -$4.1M ﹤0.01% 2269
2026
Q1 		$8.44M Sell
311,488
-298,915
-49% -$8.77M 0.01% 1533
2025
Q4 		$22.2M Buy
+610,403
New +$24.5M 0.03% 679
2025
Q2 		– Sell
-48,532
Closed -$771K – 3394
2025
Q1 		$771K Buy
+48,532
New +$558K ﹤0.01% 2318
2024
Q3 		– Sell
-16,134
Closed -$189K – 3256
2024
Q2 		$189K Buy
16,134
+510
+3% +$6.42K ﹤0.01% 2741
2024
Q1 		$202K Sell
15,624
-49,099
-76% -$606K ﹤0.01% 2715
2023
Q4 		$557K Buy
64,723
+28,620
+79% +$225K ﹤0.01% 2405
2023
Q3 		$343K Buy
+36,103
New +$471K ﹤0.01% 2438

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

John Overdeck's MLYS Position: Q2 2026 in Review

John Overdeck reduced its Mineralys Therapeutics (MLYS) stake by 48% in Q2 2026, selling an estimated $4.1M and leaving 162,082 shares worth $4.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2269.

John Overdeck first reported a position in MLYS in Q3 2023 and has held it in 8 quarters since. The position peaked at $22.2M in Q4 2025. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • John Overdeck held 162,082 shares of Mineralys Therapeutics worth $4.37M as of Q2 2026.
  • John Overdeck sold 149,406 Mineralys Therapeutics shares in Q2 2026, an estimated $4.1M.
  • Mineralys Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2269 holding.
  • John Overdeck first reported a position in Mineralys Therapeutics in Q3 2023 and has held it in 8 quarters since.
  • John Overdeck's Mineralys Therapeutics position peaked at $22.2M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.