LCM
MLYS icon

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
Q2 		$67.6M Buy
2,506,152
+274,112
+12% +$7.52M 1.73% 10
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 $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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return

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

Laurion Capital Management increased its Mineralys Therapeutics (MLYS) stake by 12% in Q2 2026, buying an estimated $7.52M and bringing the position to 2,506,152 shares worth $67.6M. The position accounts for 1.73% of the portfolio, ranked #10.

Laurion Capital Management first reported a position in MLYS in Q1 2023 and has held it in 14 quarters since. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Laurion Capital Management held 2,506,152 shares of Mineralys Therapeutics worth $67.6M as of Q2 2026.
  • Laurion Capital Management bought 274,112 Mineralys Therapeutics shares in Q2 2026, an estimated $7.52M.
  • Mineralys Therapeutics made up 1.73% of Laurion Capital Management's portfolio in Q2 2026, its #10 holding.
  • Laurion Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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