Stempoint Capital’s Mineralys Therapeutics MLYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-125,000
Closed -$93.8K 69
2025
Q1
$93.8K Buy
+125,000
New +$1.44M 0.03% 55

Other funds holding MLYS

Stempoint Capital's MLYS Position: Q1 2026 in Review

Stempoint Capital increased its Mineralys Therapeutics (MLYS) stake by 84% in Q1 2026, buying an estimated $7.14M and bringing the position to 533,378 shares worth $14.4M. The position accounts for 2.77% of the portfolio, ranked #8.

Stempoint Capital first reported a position in MLYS in Q4 2024 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Stempoint Capital held 533,378 shares of Mineralys Therapeutics worth $14.4M as of Q1 2026.
  • Stempoint Capital bought 243,329 Mineralys Therapeutics shares in Q1 2026, an estimated $7.14M.
  • Mineralys Therapeutics made up 2.77% of Stempoint Capital's portfolio in Q1 2026, its #8 holding.
  • Stempoint Capital first reported a position in Mineralys Therapeutics in Q4 2024 and has held it in 5 quarters since.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Stempoint Capital's 13F filing for Q1 2026, filed 15 May 2026.