Walleye Capital’s Mineralys Therapeutics MLYS Stock Holding History

Walleye Capital’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	$271K	Buy	+10,052	New	+$276K	﹤0.01%	3249
2025 Q3	–	Sell	-73,921	Closed	-$1M	–	4882
2025 Q2	$1M	Buy	+73,921	New	+$1.07M	﹤0.01%	2054
2024 Q1	–	Sell	-55,971	Closed	-$481K	–	5704
2023 Q4	$481K	Buy	55,971 +40,716	+267%	+$320K	﹤0.01%	2982
2023 Q3	$145K	Buy	+15,255	New	+$199K	﹤0.01%	3752
2023 Q2	–	Sell	-25,996	Closed	-$407K	–	4666
2023 Q1	$407K	Buy	+25,996	New	+$438K	0.01%	1872

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

Walleye Capital's MLYS Position: Q2 2026 in Review

Walleye Capital opened a new position in Mineralys Therapeutics (MLYS) in Q2 2026: 10,052 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #3249 among its holdings. This is a return to the name: Walleye Capital previously reported a position in MLYS as recently as Q2 2025.

Walleye Capital first reported a position in MLYS in Q1 2023 and has held it in 5 quarters since. The position peaked at $1M in Q2 2025. 226 funds tracked by Wall St. Rank hold MLYS as of Q2 2026.

Walleye Capital held 10,052 shares of Mineralys Therapeutics worth $271K as of Q2 2026.
Mineralys Therapeutics was a new Walleye Capital position in Q2 2026.
Mineralys Therapeutics made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #3249 holding.
Walleye Capital first reported a position in Mineralys Therapeutics in Q1 2023 and has held it in 5 quarters since.
Walleye Capital's Mineralys Therapeutics position peaked at $1M in Q2 2025.
226 funds tracked by Wall St. Rank held Mineralys Therapeutics as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.