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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
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 $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

Pale Fire Capital SE's MLYS Position: Q1 2026 in Review

Pale Fire Capital SE increased its Mineralys Therapeutics (MLYS) stake by 3,431% in Q1 2026, buying an estimated $10.4M and bringing the position to 365,626 shares worth $9.9M. The position accounts for 0.87% of the portfolio, ranked #16.

Pale Fire Capital SE first reported a position in MLYS in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.2M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Pale Fire Capital SE held 365,626 shares of Mineralys Therapeutics worth $9.9M as of Q1 2026.
  • Pale Fire Capital SE bought 355,272 Mineralys Therapeutics shares in Q1 2026, an estimated $10.4M.
  • Mineralys Therapeutics made up 0.87% of Pale Fire Capital SE's portfolio in Q1 2026, its #16 holding.
  • Pale Fire Capital SE first reported a position in Mineralys Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • Pale Fire Capital SE's Mineralys Therapeutics position peaked at $20.2M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Pale Fire Capital SE's 13F filing for Q1 2026, filed 14 May 2026.