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RA Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

RA Capital 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 		$208M Buy
7,692,750
+369,000
+5% +$10.8M 2.21% 10
2025
Q4 		$266M Hold
7,323,750
– – 2.72% 10
2025
Q3 		$278M Buy
7,323,750
+1,176,470
+19% +$25.4M 3.42% 9
2025
Q2 		$83.2M Hold
6,147,280
– – 1.4% 20
2025
Q1 		$97.6M Buy
6,147,280
+1,296,296
+27% +$14.9M 1.63% 16
2024
Q4 		$59.7M Hold
4,850,984
– – 0.79% 26
2024
Q3 		$58.7M Hold
4,850,984
– – 0.68% 32
2024
Q2 		$56.8M Hold
4,850,984
– – 0.75% 34
2024
Q1 		$62.6M Buy
4,850,984
+1,672,508
+53% +$20.7M 0.8% 33
2023
Q4 		$27.3M Hold
3,178,476
– – 0.43% 42
2023
Q3 		$30.2M Hold
3,178,476
– – 0.6% 43
2023
Q2 		$54.2M Hold
3,178,476
– – 1.02% 30
2023
Q1 		$49.8M Buy
+3,178,476
New +$53.5M 1.13% 30

Other funds holding MLYS

CP
Catalys Pacific Tokyo, Japan $231M AUM 83.19% 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
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return

RA Capital Management's MLYS Position: Q1 2026 in Review

RA Capital Management increased its Mineralys Therapeutics (MLYS) stake by 5% in Q1 2026, buying an estimated $10.8M and bringing the position to 7,692,750 shares worth $208M. The position accounts for 2.21% of the portfolio, ranked #10.

RA Capital Management first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $278M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • RA Capital Management held 7,692,750 shares of Mineralys Therapeutics worth $208M as of Q1 2026.
  • RA Capital Management bought 369,000 Mineralys Therapeutics shares in Q1 2026, an estimated $10.8M.
  • Mineralys Therapeutics made up 2.21% of RA Capital Management's portfolio in Q1 2026, its #10 holding.
  • RA Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • RA Capital Management's Mineralys Therapeutics position peaked at $278M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

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