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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
Q2 		$22.1M Sell
820,481
-75,000
-8% -$2.06M 0.73% 36
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 $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

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

Nantahala Capital Management reduced its Mineralys Therapeutics (MLYS) stake by 8.4% in Q2 2026, selling an estimated $2.06M and leaving 820,481 shares worth $22.1M. The position accounts for 0.73% of the portfolio, ranked #36.

Nantahala Capital Management first reported a position in MLYS in Q1 2024 and has held it in 10 quarters since. The position peaked at $24.3M in Q1 2026. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Nantahala Capital Management held 820,481 shares of Mineralys Therapeutics worth $22.1M as of Q2 2026.
  • Nantahala Capital Management sold 75,000 Mineralys Therapeutics shares in Q2 2026, an estimated $2.06M.
  • Mineralys Therapeutics made up 0.73% of Nantahala Capital Management's portfolio in Q2 2026, its #36 holding.
  • Nantahala Capital Management first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Nantahala Capital Management's Mineralys Therapeutics position peaked at $24.3M in Q1 2026.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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