Lion Point Capital’s Mineralys Therapeutics MLYS Stock Holding History

Lion Point 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
2026 Q1	$284K	Hold	10,500	–	–	1.7%	25
2025 Q4	$381K	Sell	10,500 -28,500	-73%	-$1.14M	1.97%	22
2025 Q3	$1.48M	Sell	39,000 -40,000	-51%	-$865K	8.4%	1
2025 Q2	$1.07M	Hold	79,000	–	–	7.26%	6
2025 Q1	$1.25M	Hold	79,000	–	–	8%	3
2024 Q4	$972K	Hold	79,000	–	–	5.09%	7
2024 Q3	$957K	Hold	79,000	–	–	2.13%	12
2024 Q2	$924K	Buy	79,000 +19,000	+32%	+$239K	1.69%	15
2024 Q1	$775K	Buy	+60,000	New	+$741K	0.43%	19

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

Lion Point Capital's MLYS Position: Q1 2026 in Review

Lion Point Capital held its Mineralys Therapeutics (MLYS) position steady in Q1 2026 at 10,500 shares worth $284K. The position accounts for 1.7% of the portfolio, ranked #25.

Lion Point Capital first reported a position in MLYS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Lion Point Capital held 10,500 shares of Mineralys Therapeutics worth $284K as of Q1 2026.
Lion Point Capital left its Mineralys Therapeutics share count unchanged in Q1 2026.
Mineralys Therapeutics made up 1.7% of Lion Point Capital's portfolio in Q1 2026, its #25 holding.
Lion Point Capital first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 9 quarters since.
Lion Point Capital's Mineralys Therapeutics position peaked at $1.48M in Q3 2025.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

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