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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
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 $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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SR One Capital Management's MLYS Position: Q1 2026 in Review

SR One Capital Management held its Mineralys Therapeutics (MLYS) position steady in Q1 2026 at 1,563,966 shares worth $42.4M. The position accounts for 4.63% of the portfolio, ranked #8.

SR One Capital Management first reported a position in MLYS in Q1 2023 and has held it in 13 quarters since. The position peaked at $80.2M in Q3 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • SR One Capital Management held 1,563,966 shares of Mineralys Therapeutics worth $42.4M as of Q1 2026.
  • SR One Capital Management left its Mineralys Therapeutics share count unchanged in Q1 2026.
  • Mineralys Therapeutics made up 4.63% of SR One Capital Management's portfolio in Q1 2026, its #8 holding.
  • SR One Capital Management first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 13 quarters since.
  • SR One Capital Management's Mineralys Therapeutics position peaked at $80.2M in Q3 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on SR One Capital Management's 13F filing for Q1 2026, filed 14 May 2026.