Twin Securities’s Mineralys Therapeutics MLYS Stock Holding History

Twin Securities’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	–	Sell	-16,737	Closed	-$607K	–	22
2025 Q4	$607K	Buy	+16,737	New	+$671K	0.23%	15

Other funds holding MLYS

Catalys Pacific Tokyo, Japan $231M AUM 83.19% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Twin Securities's MLYS Position: Q1 2026 in Review

Twin Securities sold out of Mineralys Therapeutics (MLYS) in Q1 2026, closing a stake of 16,737 shares — an estimated $607K sold.

Twin Securities first reported a position in MLYS in Q4 2025 and held it in 1 quarter. The position peaked at $607K in Q4 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

Twin Securities reported no remaining Mineralys Therapeutics position as of Q1 2026 after selling out during the quarter.
Twin Securities sold 16,737 Mineralys Therapeutics shares in Q1 2026, an estimated $607K.
Twin Securities first reported a position in Mineralys Therapeutics in Q4 2025 and held it in 1 quarter.
Twin Securities's Mineralys Therapeutics position peaked at $607K in Q4 2025.
214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Twin Securities's 13F filing for Q1 2026, filed 15 May 2026.