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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
Q2 		$393K Sell
14,565
-17,053
-54% -$468K 0.27% 65
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 $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

Sectoral Asset Management's MLYS Position: Q2 2026 in Review

Sectoral Asset Management reduced its Mineralys Therapeutics (MLYS) stake by 54% in Q2 2026, selling an estimated $468K and leaving 14,565 shares worth $393K. The position accounts for 0.27% of the portfolio, ranked #65.

Sectoral Asset Management first reported a position in MLYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.5M in Q2 2023. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Sectoral Asset Management held 14,565 shares of Mineralys Therapeutics worth $393K as of Q2 2026.
  • Sectoral Asset Management sold 17,053 Mineralys Therapeutics shares in Q2 2026, an estimated $468K.
  • Mineralys Therapeutics made up 0.27% of Sectoral Asset Management's portfolio in Q2 2026, its #65 holding.
  • Sectoral Asset Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • Sectoral Asset Management's Mineralys Therapeutics position peaked at $10.5M in Q2 2023.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Sectoral Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.