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Sectoral Asset Management’s Mineralys Therapeutics MLYS Stock Holding History

Sectoral 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 		$895K Sell
31,618
-7
-0% -$205 0.74% 34
2025
Q4 		$1.15M Sell
31,625
-2,260
-7% -$90.6K 0.92% 34
2025
Q3 		$1.28M Sell
33,885
-348,530
-91% -$7.54M 0.79% 45
2025
Q2 		$5.17M Buy
382,415
+11,902
+3% +$172K 3.42% 4
2025
Q1 		$5.88M Sell
370,513
-10,370
-3% -$119K 4.58% 4
2024
Q4 		$4.69M Buy
380,883
+51,370
+16% +$672K 3.13% 6
2024
Q3 		$3.99M Sell
329,513
-109,235
-25% -$1.32M 2.36% 7
2024
Q2 		$5.13M Sell
438,748
-113,508
-21% -$1.43M 2.09% 12
2024
Q1 		$7.13M Sell
552,256
-53,350
-9% -$659K 2.8% 8
2023
Q4 		$5.21M Sell
605,606
-235,153
-28% -$1.85M 2.24% 10
2023
Q3 		$8M Buy
840,759
+226,046
+37% +$2.95M 1.56% 20
2023
Q2 		$10.5M Buy
614,713
+1,480
+0.2% +$22.1K 1.75% 14
2023
Q1 		$9.6M Buy
+613,233
New +$10.3M 1.85% 13

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
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

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

Sectoral Asset Management reduced its Mineralys Therapeutics (MLYS) stake by 0.02% in Q1 2026, selling an estimated $205 and leaving 31,618 shares worth $895K. The position accounts for 0.74% of the portfolio, ranked #34.

Sectoral Asset Management first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.5M in Q2 2023. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Sectoral Asset Management held 31,618 shares of Mineralys Therapeutics worth $895K as of Q1 2026.
  • Sectoral Asset Management sold 7 Mineralys Therapeutics shares in Q1 2026, an estimated $205.
  • Mineralys Therapeutics made up 0.74% of Sectoral Asset Management's portfolio in Q1 2026, its #34 holding.
  • Sectoral Asset Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • Sectoral Asset Management's Mineralys Therapeutics position peaked at $10.5M in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

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