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Sphera Funds Management’s Mineralys Therapeutics MLYS Stock Holding History

Sphera Funds 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 		$36.3M Buy
1,339,971
+890,968
+198% +$26.1M 5.76% 1
2025
Q4 		$16.3M Buy
449,003
+229,093
+104% +$9.19M 3.15% 3
2025
Q3 		$8.34M Sell
219,910
-261,064
-54% -$5.65M 1.76% 13
2025
Q2 		$6.51M Buy
480,974
+15,448
+3% +$224K 1.53% 18
2025
Q1 		$7.39M Buy
465,526
+274,854
+144% +$3.16M 1.7% 15
2024
Q4 		$2.35M Sell
190,672
-81,800
-30% -$1.07M 0.42% 76
2024
Q3 		$3.3M Sell
272,472
-170,280
-38% -$2.06M 0.53% 56
2024
Q2 		$5.18M Sell
442,752
-216,051
-33% -$2.72M 0.71% 48
2024
Q1 		$8.51M Sell
658,803
-84,788
-11% -$1.05M 1.2% 30
2023
Q4 		$6.39M Buy
743,591
+288,191
+63% +$2.26M 1.03% 38
2023
Q3 		$4.33M Buy
455,400
+50,000
+12% +$652K 0.79% 46
2023
Q2 		$6.91M Buy
405,400
+66,400
+20% +$992K 1.08% 31
2023
Q1 		$5.31M Buy
+339,000
New +$5.71M 0.89% 41

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

Sphera Funds Management's MLYS Position: Q1 2026 in Review

Sphera Funds Management increased its Mineralys Therapeutics (MLYS) stake by 198% in Q1 2026, buying an estimated $26.1M and bringing the position to 1,339,971 shares worth $36.3M. The position accounts for 5.76% of the portfolio, ranked #1.

Sphera Funds Management first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Sphera Funds Management held 1,339,971 shares of Mineralys Therapeutics worth $36.3M as of Q1 2026.
  • Sphera Funds Management bought 890,968 Mineralys Therapeutics shares in Q1 2026, an estimated $26.1M.
  • Mineralys Therapeutics made up 5.76% of Sphera Funds Management's portfolio in Q1 2026, its #1 holding.
  • Sphera Funds Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

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