Two Sigma Investments
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Two Sigma Investments’s Mineralys Therapeutics MLYS Stock Holding History

Two Sigma Investments’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 		$8.44M Sell
311,488
-298,915
-49% -$8.77M 0.01% 1533
2025
Q4 		$22.2M Buy
+610,403
New +$24.5M 0.03% 679
2025
Q2 		– Sell
-48,532
Closed -$771K – 3394
2025
Q1 		$771K Buy
+48,532
New +$558K ﹤0.01% 2318
2024
Q3 		– Sell
-16,134
Closed -$189K – 3256
2024
Q2 		$189K Buy
16,134
+510
+3% +$6.42K ﹤0.01% 2741
2024
Q1 		$202K Sell
15,624
-49,099
-76% -$606K ﹤0.01% 2715
2023
Q4 		$557K Buy
64,723
+28,620
+79% +$225K ﹤0.01% 2405
2023
Q3 		$343K Buy
+36,103
New +$471K ﹤0.01% 2438

Other funds holding MLYS

CP
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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Two Sigma Investments's MLYS Position: Q1 2026 in Review

Two Sigma Investments reduced its Mineralys Therapeutics (MLYS) stake by 49% in Q1 2026, selling an estimated $8.77M and leaving 311,488 shares worth $8.44M. The position accounts for 0.01% of the portfolio, ranked #1533.

Two Sigma Investments first reported a position in MLYS in Q3 2023 and has held it in 7 quarters since. The position peaked at $22.2M in Q4 2025. 214 funds tracked by Wall St. Rank hold MLYS as of Q1 2026.

  • Two Sigma Investments held 311,488 shares of Mineralys Therapeutics worth $8.44M as of Q1 2026.
  • Two Sigma Investments sold 298,915 Mineralys Therapeutics shares in Q1 2026, an estimated $8.77M.
  • Mineralys Therapeutics made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1533 holding.
  • Two Sigma Investments first reported a position in Mineralys Therapeutics in Q3 2023 and has held it in 7 quarters since.
  • Two Sigma Investments's Mineralys Therapeutics position peaked at $22.2M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.