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Laurion Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

Laurion 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
Q1 		$60.5M Buy
2,232,040
+518,555
+30% +$15.2M 2.64% 6
2025
Q4 		$62.2M Sell
1,713,485
-6,960
-0.4% -$279K 2.32% 12
2025
Q3 		$65.2M Sell
1,720,445
-42,137
-2% -$911K 1.12% 26
2025
Q2 		$23.8M Sell
1,762,582
-135,602
-7% -$1.97M 0.43% 60
2025
Q1 		$30.1M Buy
1,898,184
+485,795
+34% +$5.59M 0.76% 35
2024
Q4 		$17.4M Hold
1,412,389
– – 0.32% 64
2024
Q3 		$17.1M Sell
1,412,389
-44,415
-3% -$538K 0.23% 48
2024
Q2 		$17M Buy
1,456,804
+152,588
+12% +$1.92M 0.2% 83
2024
Q1 		$16.8M Buy
1,304,216
+148,148
+13% +$1.83M 0.14% 138
2023
Q4 		$9.94M Buy
1,156,068
+186,090
+19% +$1.46M 0.08% 186
2023
Q3 		$9.22M Buy
969,978
+289,847
+43% +$3.78M 0.06% 223
2023
Q2 		$11.6M Buy
680,131
+4,995
+0.7% +$74.7K 0.06% 207
2023
Q1 		$10.6M Buy
+675,136
New +$11.4M 0.07% 193

Other funds holding MLYS

CP
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
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

Laurion Capital Management's MLYS Position: Q1 2026 in Review

Laurion Capital Management increased its Mineralys Therapeutics (MLYS) stake by 30% in Q1 2026, buying an estimated $15.2M and bringing the position to 2,232,040 shares worth $60.5M. The position accounts for 2.64% of the portfolio, ranked #6.

Laurion Capital Management first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $65.2M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Laurion Capital Management held 2,232,040 shares of Mineralys Therapeutics worth $60.5M as of Q1 2026.
  • Laurion Capital Management bought 518,555 Mineralys Therapeutics shares in Q1 2026, an estimated $15.2M.
  • Mineralys Therapeutics made up 2.64% of Laurion Capital Management's portfolio in Q1 2026, its #6 holding.
  • Laurion Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • Laurion Capital Management's Mineralys Therapeutics position peaked at $65.2M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Laurion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.