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: 31 Mar 2026; the date the book describes
Filed: 18 May 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 3 listed it in both
Shares listed: 16,426,847; combined, among listed positions
Reported value: $454m; 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: 14 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -240,395.

Managers listing MLYS in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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

22 of 22 holders

				Action		Filing
Fidelity (FMR LLC)	4,861,104	$132m	under 0.1%	Trimmed	-196,405	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	3,359,068	$91m	under 0.1%	Added	+2,574,801	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	1,911,433	$52m	0.07%	Added	+704,213	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,343,313	$36m	under 0.1%	Added	+18,193	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	975,961	$35m	under 0.1%	Added	+53,445	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	887,192	$24m	under 0.1%	Trimmed	-263,478	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	600,041	$16m	under 0.1%	Added	+200,122	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	525,260	$14m	under 0.1%	Added	+446,635	15 May 2026 (the filing on sec.gov)
Capital World Investors	398,179	$11m	under 0.1%	New	new	13 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	382,800	$10m	under 0.1%	Added	+60,700	14 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	311,488	$8.4m	under 0.1%	Trimmed	-298,915	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	177,585	$4.8m	under 0.1%	Added	+127,764	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	155,740	$4.2m	under 0.1%	Added	+116,694	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	149,086	$4.0m	under 0.1%	Added	+86,786	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	105,491	$2.9m	under 0.1%	Trimmed	-141,313	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	95,122	$2.6m	under 0.1%	Added	+11,282	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	90,929	$2.5m	under 0.1%	Trimmed	-48,364	15 May 2026 (the filing on sec.gov)
Invesco Ltd	42,311	$1.1m	under 0.1%	Added	+13,170	12 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	19,848	$537k	under 0.1%	Trimmed	-1,193,417	18 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	15,770	$427k	under 0.1%	Trimmed	-127,438	15 May 2026 (the filing on sec.gov)
Man Group PLC	10,139	$275k	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	8,987	$243k	under 0.1%	Trimmed	-240,143	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Wellington Management Group LLPexisting position · 3,359,068 shares now+2,574,801
Point72 Asset Management LPexisting position · 1,911,433 shares now+704,213
Millennium Management LLCexisting position · 525,260 shares now+446,635
Capital World Investorsnew position · 398,179 shares now+398,179
Citadel Advisors LLCexisting position · 600,041 shares now+200,122

Reductions

Janus Henderson Group Ltdexisting position · 19,848 shares now-1,193,417
Two Sigma Investments LPexisting position · 311,488 shares now-298,915
D. E. Shaw & Co.existing position · 887,192 shares now-263,478
Marshall Wace LLPexisting position · 8,987 shares now-240,143
Fidelity (FMR LLC)existing position · 4,861,104 shares now-196,405

New positions and exits

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

New (2)

Capital World Investors$11m
Man Group PLC$275k

Exited (5)

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