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Nearwater Capital Markets’s Mineralys Therapeutics MLYS Stock Holding History

Nearwater Capital Markets’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
2025
Q4 		– Sell
-450,000
Closed -$17.1M – 152
2025
Q3 		$17.1M Buy
+450,000
New +$9.73M 0.23% 69

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Nearwater Capital Markets's MLYS Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Mineralys Therapeutics (MLYS) in Q4 2025, closing a stake of 450,000 shares — an estimated $17.1M sold.

Nearwater Capital Markets first reported a position in MLYS in Q3 2025 and held it in 1 quarter. The position peaked at $17.1M in Q3 2025. 223 funds tracked by Wall St. Rank hold MLYS as of Q4 2025.

  • Nearwater Capital Markets reported no remaining Mineralys Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 450,000 Mineralys Therapeutics shares in Q4 2025, an estimated $17.1M.
  • Nearwater Capital Markets first reported a position in Mineralys Therapeutics in Q3 2025 and held it in 1 quarter.
  • Nearwater Capital Markets's Mineralys Therapeutics position peaked at $17.1M in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.