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Pale Fire Capital SE’s Mineralys Therapeutics MLYS Stock Holding History

Pale Fire Capital SE’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 		$16.6M Buy
614,284
+248,658
+68% +$6.82M 1.17% 15
2026
Q1 		$9.9M Buy
365,626
+355,272
+3,431% +$10.4M 0.87% 16
2025
Q4 		$376K Sell
10,354
-522,053
-98% -$20.9M 0.03% 40
2025
Q3 		$20.2M Buy
532,407
+85,781
+19% +$1.86M 2.21% 10
2025
Q2 		$6.04M Buy
446,626
+47,128
+12% +$683K 0.62% 21
2025
Q1 		$6.34M Buy
399,498
+262,601
+192% +$3.02M 0.75% 15
2024
Q4 		$1.69M Hold
136,897
– – 0.38% 16
2024
Q3 		$1.66M Buy
136,897
+102,009
+292% +$1.23M 0.26% 22
2024
Q2 		$408K Buy
34,888
+5,973
+21% +$75.2K 0.05% 26
2024
Q1 		$373K Sell
28,915
-5,828
-17% -$72K 0.05% 29
2023
Q4 		$299K Buy
+34,743
New +$273K 0.05% 44

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

Pale Fire Capital SE's MLYS Position: Q2 2026 in Review

Pale Fire Capital SE increased its Mineralys Therapeutics (MLYS) stake by 68% in Q2 2026, buying an estimated $6.82M and bringing the position to 614,284 shares worth $16.6M. The position accounts for 1.17% of the portfolio, ranked #15.

Pale Fire Capital SE first reported a position in MLYS in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.2M in Q3 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Pale Fire Capital SE held 614,284 shares of Mineralys Therapeutics worth $16.6M as of Q2 2026.
  • Pale Fire Capital SE bought 248,658 Mineralys Therapeutics shares in Q2 2026, an estimated $6.82M.
  • Mineralys Therapeutics made up 1.17% of Pale Fire Capital SE's portfolio in Q2 2026, its #15 holding.
  • Pale Fire Capital SE first reported a position in Mineralys Therapeutics in Q4 2023 and has held it in 11 quarters since.
  • Pale Fire Capital SE's Mineralys Therapeutics position peaked at $20.2M in Q3 2025.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Pale Fire Capital SE's 13F filing for Q2 2026, filed 13 Aug 2026.