Which hedge funds own MLYS? MINERALYS THERAPEUTICS INC, Q2 2026 13F holders
63 tracked hedge funds disclosed a position in MLYS (MINERALYS THERAPEUTICS INC) in their Q2 2026 13F filings, worth $1.0bn in total. The largest holder by portfolio weight is Troluce Capital Advisors LLC at 17.5% of its book. 12 opened a new position this quarter: Prosight Management, LP, KVP Capital Advisors, LP, Logos Global Management LP, Deerfield Management Company, L.P.. 8 exited: Caligan Partners LP, Buckley Capital Advisors, LLC, Findell Capital Management LLC.
- 63
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 12
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $203m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $145m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $1.0bn
- Combined value Sum of the holders' reported positions in the security.
- 5.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Caligan Partners LP | 5.3% | $75.1m |
| Buckley Capital Advisors, LLC | 4.0% | $4.7m |
| Findell Capital Management LLC | 1.6% | $5.5m |
| Seven Fleet Capital Management LP | 0.6% | $1.9m |
| J. Goldman & Co LP | 0.1% | $2.5m |
| Point72 Asset Management, L.P. | 0.09% | $51.8m |
| Y-Intercept (Hong Kong) Ltd | 0.07% | $3.6m |
| Fox Run Management, L.L.C. | 0.05% | $298k |
Ownership over time
Who discovered MLYS first? Beta
The run: Q3 2024 → Q3 2025, +213%
| Lion Point Capital, LP high conviction | Q1 2024 | 3.8% | +12.5 pts |
| Caligan Partners LP high conviction | Q2 2024 | 3.8% | +6.6 pts |
| Stempoint Capital LP | Q4 2024 | – | +4.4 pts |
| Laurion Capital Management LP high conviction | Q3 2024 | 1.1% | +3.4 pts |
| ADAR1 Capital Management, LLC | Q3 2024 | 1.5% | +1.6 pts |
| Ikarian Capital, LLC | Q4 2024 | 0.7% | 0.0 pts |
| Octagon Capital Advisors LP | Q2 2024 | 1.2% | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.