VarCov Co’s Mineralys Therapeutics MLYS Stock Holding History

VarCov Co’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	–	Sell	-9,759	Closed	-$264K	–	481
2026 Q1	$264K	Buy	+9,759	New	+$286K	0.1%	301

Other funds holding MLYS

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

VarCov Co's MLYS Position: Q2 2026 in Review

VarCov Co sold out of Mineralys Therapeutics (MLYS) in Q2 2026, closing a stake of 9,759 shares — an estimated $264K sold.

VarCov Co first reported a position in MLYS in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 224 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

VarCov Co reported no remaining Mineralys Therapeutics position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 9,759 Mineralys Therapeutics shares in Q2 2026, an estimated $264K.
VarCov Co first reported a position in Mineralys Therapeutics in Q1 2026 and held it in 1 quarter.
VarCov Co's Mineralys Therapeutics position peaked at $264K in Q1 2026.
224 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.