MLYS in the 13F filings

Mineralys Therapeutics Inc · CUSIP 603170101

Sector · Pharmaceuticals and biotechnology Theme · Healthcare: biopharma and medtech· L3VLUP-defined Theme · Pharmaceutical preparations

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2023 Q3 2023 Q2 2023 Q1 2023

Quarter end: 30 Jun 2026; the date the book describes
Filed: 2 Sep 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 24; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 1 listed it in both
Shares listed: 16,187,335; combined, among listed positions
Reported value: $437m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -239,512.

Managers listing MLYS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

24 of 24 holders

				Action		Filing
Fidelity (FMR LLC)	4,511,689	$122m	under 0.1%	Trimmed	-349,415	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	2,262,476	$61m	under 0.1%	Added	+919,163	14 Aug 2026 (the filing on sec.gov)
Capital World Investors	1,997,607	$54m	under 0.1%	Added	+1,599,428	12 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	1,221,758	$33m	under 0.1%	Added	+696,498	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	1,091,180	$29m	under 0.1%	Added	+1,048,869	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	1,067,541	$29m	under 0.1%	Added	+91,580	14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	806,716	$22m	under 0.1%	Trimmed	-2,552,352	14 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp	738,370	$20m	under 0.1%	Added	+582,630	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	467,598	$13m	under 0.1%	Trimmed	-132,443	2 Sep 2026 (the filing on sec.gov)
Renaissance Technologies LLC	378,300	$10m	under 0.1%	Trimmed	-4,500	13 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	355,570	$9.6m	under 0.1%	Added	+339,800	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	352,729	$9.5m	under 0.1%	Trimmed	-534,463	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	162,082	$4.4m	under 0.1%	Trimmed	-149,406	14 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	153,722	$4.1m	under 0.1%	Added	+62,793	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	152,504	$4.1m	under 0.1%	Added	+3,418	14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	101,052	$2.7m	under 0.1%	New	new	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	95,242	$2.6m	under 0.1%	Trimmed	-82,343	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	86,327	$2.3m	under 0.1%	Trimmed	-19,164	14 Aug 2026 (the filing on sec.gov)
Man Group PLC	59,640	$1.6m	under 0.1%	Added	+49,501	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	34,732	$937k	under 0.1%	Trimmed	-60,390	14 Aug 2026 (the filing on sec.gov)
Winton Group Ltd	33,800	$912k	under 0.1%	New	new	7 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	28,648	$773k	under 0.1%	Added	+8,800	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	18,000	$486k	under 0.1%	Added	+9,013	13 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	10,052	$271k	under 0.1%	New	new	3 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Capital World Investorsexisting position · 1,997,607 shares now+1,599,428
Invesco Ltdexisting position · 1,091,180 shares now+1,048,869
T. Rowe Price Associates Incexisting position · 2,262,476 shares now+919,163
Millennium Management LLCexisting position · 1,221,758 shares now+696,498
Tudor Investment Corpexisting position · 738,370 shares now+582,630

Reductions

Wellington Management Group LLPexisting position · 806,716 shares now-2,552,352
D. E. Shaw & Co.existing position · 352,729 shares now-534,463
Fidelity (FMR LLC)existing position · 4,511,689 shares now-349,415
Two Sigma Investments LPexisting position · 162,082 shares now-149,406
Citadel Advisors LLCexisting position · 467,598 shares now-132,443

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Point72 Asset Management LPwas $52m

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q1 2023 to 3 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MLYS and LLY →MLYS and JNJ →MLYS and VRTX →Choose a stock to compare with MLYS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MLYS, latest filings →Back to the 13F Explorer →

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Quarter	Holders	Reported value	Buyers	Sellers
Q1 2023	1	$2.7m	n.a.	n.a.
Q2 2023	1	$3.0m	n.a.	n.a.
Q3 2023	1	$1.7m	n.a.	n.a.
Q4 2023	1	$1.5m	0	0
Q3 2025	4	$184m	4	0
Q4 2025	8	$198m	20	11
Q1 2026	2	$54m	14	13
Q2 2026	3	$78m	15	10