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OrbiMed’s Mineralys Therapeutics MLYS Stock Holding History

OrbiMed’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 		$56.9M Buy
2,110,300
+57,400
+3% +$1.57M 1.06% 29
2026
Q1 		$55.6M Buy
2,052,900
+1,072,500
+109% +$31.5M 1.1% 26
2025
Q4 		$35.6M Sell
980,400
-489,094
-33% -$19.6M 0.73% 43
2025
Q3 		$55.7M Buy
1,469,494
+709,143
+93% +$15.3M 1.31% 23
2025
Q2 		$10.3M Buy
+760,351
New +$11M 0.26% 58
2025
Q1 		– Sell
-1,611,637
Closed -$19.8M – 120
2024
Q4 		$19.8M Sell
1,611,637
-391,302
-20% -$5.12M 0.41% 55
2024
Q3 		$24.3M Sell
2,002,939
-18,485
-0.9% -$224K 0.44% 57
2024
Q2 		$23.7M Hold
2,021,424
– – 0.47% 55
2024
Q1 		$26.1M Buy
+2,021,424
New +$25M 0.48% 57

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

OrbiMed's MLYS Position: Q2 2026 in Review

OrbiMed increased its Mineralys Therapeutics (MLYS) stake by 2.8% in Q2 2026, buying an estimated $1.57M and bringing the position to 2,110,300 shares worth $56.9M. The position accounts for 1.06% of the portfolio, ranked #29.

OrbiMed first reported a position in MLYS in Q1 2024 and has held it in 9 quarters since. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • OrbiMed held 2,110,300 shares of Mineralys Therapeutics worth $56.9M as of Q2 2026.
  • OrbiMed bought 57,400 Mineralys Therapeutics shares in Q2 2026, an estimated $1.57M.
  • Mineralys Therapeutics made up 1.06% of OrbiMed's portfolio in Q2 2026, its #29 holding.
  • OrbiMed first reported a position in Mineralys Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on OrbiMed's 13F filing for Q2 2026, filed 14 Aug 2026.