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Samsara BioCapital’s Mineralys Therapeutics MLYS Stock Holding History

Samsara BioCapital’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 		$159M Hold
5,871,018
– – 15.45% 2
2025
Q4 		$213M Sell
5,871,018
-392,133
-6% -$15.7M 21.98% 2
2025
Q3 		$237M Buy
6,263,151
+588,235
+10% +$12.7M 31.01% 1
2025
Q2 		$76.8M Hold
5,674,916
– – 15.7% 2
2025
Q1 		$90.1M Buy
5,674,916
+600,000
+12% +$6.9M 16.07% 3
2024
Q4 		$62.5M Hold
5,074,916
– – 8.57% 4
2024
Q3 		$61.5M Hold
5,074,916
– – 11.81% 2
2024
Q2 		$59.4M Hold
5,074,916
– – 12.43% 2
2024
Q1 		$65.5M Buy
5,074,916
+555,555
+12% +$6.86M 10.14% 3
2023
Q4 		$38.9M Hold
4,519,361
– – 6.05% 4
2023
Q3 		$43M Hold
4,519,361
– – 13.16% 1
2023
Q2 		$77.1M Hold
4,519,361
– – 13.52% 2
2023
Q1 		$70.8M Buy
+4,519,361
New +$76.1M 14.63% 2

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
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

Samsara BioCapital's MLYS Position: Q1 2026 in Review

Samsara BioCapital held its Mineralys Therapeutics (MLYS) position steady in Q1 2026 at 5,871,018 shares worth $159M. The position accounts for 15.45% of the portfolio, ranked #2.

Samsara BioCapital first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $237M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Samsara BioCapital held 5,871,018 shares of Mineralys Therapeutics worth $159M as of Q1 2026.
  • Samsara BioCapital left its Mineralys Therapeutics share count unchanged in Q1 2026.
  • Mineralys Therapeutics made up 15.45% of Samsara BioCapital's portfolio in Q1 2026, its #2 holding.
  • Samsara BioCapital first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • Samsara BioCapital's Mineralys Therapeutics position peaked at $237M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Samsara BioCapital's 13F filing for Q1 2026, filed 15 May 2026.