Point72 Asset Management’s Mineralys Therapeutics MLYS Stock Holding History

Point72 Asset 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 Q1	$51.8M	Buy	1,911,433 +704,213	+58%	+$20.7M	0.07%	353
2025 Q4	$43.8M	Sell	1,207,220 -592,408	-33%	-$23.8M	0.05%	468
2025 Q3	$68.2M	Buy	+1,799,628	New	+$38.9M	0.11%	199
2024 Q2	–	Sell	-47,800	Closed	-$617K	–	2226
2024 Q1	$617K	Sell	47,800 -82,100	-63%	-$1.01M	﹤0.01%	1590
2023 Q4	$1.12M	Sell	129,900 -33,285	-20%	-$261K	﹤0.01%	1372
2023 Q3	$1.55M	Buy	163,185 +124,185	+318%	+$1.62M	﹤0.01%	1205
2023 Q2	$665K	Buy	39,000 +34,000	+680%	+$508K	﹤0.01%	1207
2023 Q1	$78.3K	Buy	+5,000	New	+$84.2K	﹤0.01%	1684

Other funds holding MLYS

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

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Point72 Asset Management's MLYS Position: Q1 2026 in Review

Point72 Asset Management increased its Mineralys Therapeutics (MLYS) stake by 58% in Q1 2026, buying an estimated $20.7M and bringing the position to 1,911,433 shares worth $51.8M. The position accounts for 0.07% of the portfolio, ranked #353.

Point72 Asset Management first reported a position in MLYS in Q1 2023 and has held it in 8 quarters since. The position peaked at $68.2M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Point72 Asset Management held 1,911,433 shares of Mineralys Therapeutics worth $51.8M as of Q1 2026.
Point72 Asset Management bought 704,213 Mineralys Therapeutics shares in Q1 2026, an estimated $20.7M.
Mineralys Therapeutics made up 0.07% of Point72 Asset Management's portfolio in Q1 2026, its #353 holding.
Point72 Asset Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 8 quarters since.
Point72 Asset Management's Mineralys Therapeutics position peaked at $68.2M in Q3 2025.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Point72 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.