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SR One Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

SR One Capital 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 		$42.2M Hold
1,563,966
– – 4.06% 9
2026
Q1 		$42.4M Hold
1,563,966
– – 4.63% 8
2025
Q4 		$56.8M Sell
1,563,966
-549,967
-26% -$22.1M 8.03% 5
2025
Q3 		$80.2M Sell
2,113,933
-1,014,000
-32% -$21.9M 11.59% 4
2025
Q2 		$42.3M Hold
3,127,933
– – 9.17% 6
2025
Q1 		$49.7M Buy
3,127,933
+1,111,111
+55% +$12.8M 12.76% 3
2024
Q4 		$24.8M Hold
2,016,822
– – 6.05% 6
2024
Q3 		$24.4M Hold
2,016,822
– – 4.9% 6
2024
Q2 		$23.6M Hold
2,016,822
– – 7.39% 5
2024
Q1 		$26M Buy
2,016,822
+222,222
+12% +$2.74M 7.15% 6
2023
Q4 		$15.4M Hold
1,794,600
– – 6.48% 4
2023
Q3 		$17.1M Hold
1,794,600
– – 8.75% 2
2023
Q2 		$30.6M Hold
1,794,600
– – 13.19% 3
2023
Q1 		$28.1M Buy
+1,794,600
New +$30.2M 10.47% 3

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 $3.38T AUM 44.17% 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

SR One Capital Management's MLYS Position: Q2 2026 in Review

SR One Capital Management held its Mineralys Therapeutics (MLYS) position steady in Q2 2026 at 1,563,966 shares worth $42.2M. The position accounts for 4.06% of the portfolio, ranked #9.

SR One Capital Management first reported a position in MLYS in Q1 2023 and has held it in 14 quarters since. The position peaked at $80.2M in Q3 2025. 225 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • SR One Capital Management held 1,563,966 shares of Mineralys Therapeutics worth $42.2M as of Q2 2026.
  • SR One Capital Management left its Mineralys Therapeutics share count unchanged in Q2 2026.
  • Mineralys Therapeutics made up 4.06% of SR One Capital Management's portfolio in Q2 2026, its #9 holding.
  • SR One Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 14 quarters since.
  • SR One Capital Management's Mineralys Therapeutics position peaked at $80.2M in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on SR One Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.