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Mark Asset Management’s Mineralys Therapeutics MLYS Stock Holding History

Mark Asset 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 		$2.73M Sell
101,289
-43,586
-30% -$1.2M 0.18% 35
2026
Q1 		$3.92M Buy
+144,875
New +$4.25M 0.36% 29
2025
Q4 		– Sell
-19,465
Closed -$738K – 56
2025
Q3 		$738K Buy
+19,465
New +$421K 0.05% 53

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

Mark Asset Management's MLYS Position: Q2 2026 in Review

Mark Asset Management reduced its Mineralys Therapeutics (MLYS) stake by 30% in Q2 2026, selling an estimated $1.2M and leaving 101,289 shares worth $2.73M. The position accounts for 0.18% of the portfolio, ranked #35.

Mark Asset Management first reported a position in MLYS in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.92M in Q1 2026. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Mark Asset Management held 101,289 shares of Mineralys Therapeutics worth $2.73M as of Q2 2026.
  • Mark Asset Management sold 43,586 Mineralys Therapeutics shares in Q2 2026, an estimated $1.2M.
  • Mineralys Therapeutics made up 0.18% of Mark Asset Management's portfolio in Q2 2026, its #35 holding.
  • Mark Asset Management first reported a position in Mineralys Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • Mark Asset Management's Mineralys Therapeutics position peaked at $3.92M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Mark Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.