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Polar Capital Holdings’s Mineralys Therapeutics MLYS Stock Holding History

Polar Capital Holdings’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 		$38.3M Sell
1,420,854
-79,895
-5% -$2.19M 0.09% 140
2026
Q1 		$40.7M Buy
1,500,749
+99,608
+7% +$2.92M 0.14% 116
2025
Q4 		$50.8M Buy
1,401,141
+342,365
+32% +$13.7M 0.2% 97
2025
Q3 		$40.1M Buy
+1,058,776
New +$22.9M 0.19% 103

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

Polar Capital Holdings's MLYS Position: Q2 2026 in Review

Polar Capital Holdings reduced its Mineralys Therapeutics (MLYS) stake by 5.3% in Q2 2026, selling an estimated $2.19M and leaving 1,420,854 shares worth $38.3M. The position accounts for 0.09% of the portfolio, ranked #140.

Polar Capital Holdings first reported a position in MLYS in Q3 2025 and has held it in 4 quarters since. The position peaked at $50.8M in Q4 2025. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Polar Capital Holdings held 1,420,854 shares of Mineralys Therapeutics worth $38.3M as of Q2 2026.
  • Polar Capital Holdings sold 79,895 Mineralys Therapeutics shares in Q2 2026, an estimated $2.19M.
  • Mineralys Therapeutics made up 0.09% of Polar Capital Holdings's portfolio in Q2 2026, its #140 holding.
  • Polar Capital Holdings first reported a position in Mineralys Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • Polar Capital Holdings's Mineralys Therapeutics position peaked at $50.8M in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.