PSP Research’s Mineralys Therapeutics MLYS Stock Holding History

PSP Research’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	–	Sell	-14,818	Closed	-$538K	–	93
2025 Q4	$538K	Buy	+14,818	New	+$594K	0.47%	26

Other funds holding MLYS

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

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

PSP Research's MLYS Position: Q1 2026 in Review

PSP Research sold out of Mineralys Therapeutics (MLYS) in Q1 2026, closing a stake of 14,818 shares — an estimated $538K sold.

PSP Research first reported a position in MLYS in Q4 2025 and held it in 1 quarter. The position peaked at $538K in Q4 2025. 215 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

PSP Research reported no remaining Mineralys Therapeutics position as of Q1 2026 after selling out during the quarter.
PSP Research sold 14,818 Mineralys Therapeutics shares in Q1 2026, an estimated $538K.
PSP Research first reported a position in Mineralys Therapeutics in Q4 2025 and held it in 1 quarter.
PSP Research's Mineralys Therapeutics position peaked at $538K in Q4 2025.
215 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on PSP Research's 13F filing for Q1 2026, filed 17 Apr 2026.