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Nantahala Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

Nantahala 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 		$24.3M Buy
895,481
+782,196
+690% +$22.9M 0.89% 28
2025
Q4 		$4.11M Sell
113,285
-45,428
-29% -$1.82M 0.14% 107
2025
Q3 		$6.02M Sell
158,713
-195,269
-55% -$4.22M 0.21% 98
2025
Q2 		$4.79M Sell
353,982
-433,758
-55% -$6.29M 0.19% 93
2025
Q1 		$12.5M Buy
787,740
+155,234
+25% +$1.79M 0.5% 34
2024
Q4 		$7.79M Hold
632,506
– – 0.33% 55
2024
Q3 		$7.66M Buy
632,506
+100,000
+19% +$1.21M 0.39% 54
2024
Q2 		$6.23M Buy
532,506
+200,000
+60% +$2.52M 0.36% 54
2024
Q1 		$4.29M Buy
+332,506
New +$4.11M 0.25% 70

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
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

Nantahala Capital Management increased its Mineralys Therapeutics (MLYS) stake by 690% in Q1 2026, buying an estimated $22.9M and bringing the position to 895,481 shares worth $24.3M. The position accounts for 0.89% of the portfolio, ranked #28.

Nantahala Capital Management first reported a position in MLYS in Q1 2024 and has held it in 9 quarters since. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Nantahala Capital Management held 895,481 shares of Mineralys Therapeutics worth $24.3M as of Q1 2026.
  • Nantahala Capital Management bought 782,196 Mineralys Therapeutics shares in Q1 2026, an estimated $22.9M.
  • Mineralys Therapeutics made up 0.89% of Nantahala Capital Management's portfolio in Q1 2026, its #28 holding.
  • Nantahala Capital Management first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

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