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TimesSquare Capital Management’s Mineralys Therapeutics MLYS Stock Holding History

TimesSquare 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 		$6.36M Sell
235,858
-102,940
-30% -$2.82M 0.09% 147
2026
Q1 		$9.18M Sell
338,798
-41,302
-11% -$1.21M 0.16% 135
2025
Q4 		$13.8M Buy
+380,100
New +$15.2M 0.21% 131

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

TimesSquare Capital Management's MLYS Position: Q2 2026 in Review

TimesSquare Capital Management reduced its Mineralys Therapeutics (MLYS) stake by 30% in Q2 2026, selling an estimated $2.82M and leaving 235,858 shares worth $6.36M. The position accounts for 0.09% of the portfolio, ranked #147.

TimesSquare Capital Management first reported a position in MLYS in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.8M in Q4 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

  • TimesSquare Capital Management held 235,858 shares of Mineralys Therapeutics worth $6.36M as of Q2 2026.
  • TimesSquare Capital Management sold 102,940 Mineralys Therapeutics shares in Q2 2026, an estimated $2.82M.
  • Mineralys Therapeutics made up 0.09% of TimesSquare Capital Management's portfolio in Q2 2026, its #147 holding.
  • TimesSquare Capital Management first reported a position in Mineralys Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • TimesSquare Capital Management's Mineralys Therapeutics position peaked at $13.8M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.