SFM
MLYS icon

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
Q2 		$39.7M Buy
1,469,971
+130,000
+10% +$3.57M 5.17% 2
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 $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

Sphera Funds Management's MLYS Position: Q2 2026 in Review

Sphera Funds Management increased its Mineralys Therapeutics (MLYS) stake by 9.7% in Q2 2026, buying an estimated $3.57M and bringing the position to 1,469,971 shares worth $39.7M. The position accounts for 5.17% of the portfolio, ranked #2.

Sphera Funds Management first reported a position in MLYS in Q1 2023 and has held it in 14 quarters since. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • Sphera Funds Management held 1,469,971 shares of Mineralys Therapeutics worth $39.7M as of Q2 2026.
  • Sphera Funds Management bought 130,000 Mineralys Therapeutics shares in Q2 2026, an estimated $3.57M.
  • Mineralys Therapeutics made up 5.17% of Sphera Funds Management's portfolio in Q2 2026, its #2 holding.
  • Sphera Funds Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

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