Mineralys Therapeutics, Inc.
MLYS- 交易所
- Nasdaq
- 產業
- Pharmaceutical Preparations
- SEC CIK
- 0001933414
近 90 天，Mineralys Therapeutics, Inc. 內部人申報 0 筆公開市場買進、12 筆賣出；2026 年第 2 季末有 225 家機構在 13F 申報持有，市值合計 $27.1 億；沒有大師持有。
2026 年第 2 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 225
- 較 2026 年第 1 季 +12 家
- 持有股數
- 1.00 億
- 較 2026 年第 1 季 +963.0 萬 (+10.6%)
- 總市值
- $27.1 億
- 較 2026 年第 1 季 +$2.42 億 (+9.8%)
- 新進機構
- 35
- 另有 91 家加碼
- 清倉機構
- 23
- 另有 65 家減碼
另有 2 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MLYS 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 225 | $27.1 億 |
| 2026 年第 1 季 | 215 | $24.7 億 |
| 2025 年第 4 季 | 223 | $32.1 億 |
| 2025 年第 3 季 | 193 | $30.1 億 |
| 2025 年第 2 季 | 166 | $8.89 億 |
| 2025 年第 1 季 | 149 | $9.66 億 |
| 2024 年第 4 季 | 109 | $5.72 億 |
| 2024 年第 3 季 | 106 | $5.40 億 |
| 2024 年第 2 季 | 94 | $5.23 億 |
| 2024 年第 1 季 | 92 | $5.54 億 |
| 2023 年第 4 季 | 87 | $3.03 億 |
| 2023 年第 3 季 | 77 | $2.52 億 |
| 2023 年第 2 季 | 68 | $4.29 億 |
| 2023 年第 1 季 | 67 | $3.86 億 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2026 年第 2 季持有機構
每家機構持有 Mineralys Therapeutics, Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $2.13 億 | 92.94% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 7,692,750 | $2.08 億 | 1.80% | 00.0% | 不變 |
| BlackRock, Inc. | 5,887,038 | $1.59 億 | 0.00% | +1,405,456+31.4% | 加碼 |
| Samsara BioCapital, LLC | 5,871,018 | $1.58 億 | 13.01% | 00.0% | 不變 |
| FMR LLC | 4,511,689 | $1.22 億 | 0.01% | −349,415−7.2% | 減碼 |
| State Street Corp | 4,141,636 | $1.12 億 | 0.00% | +1,205,696+41.1% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 3,958,000 | $1.07 億 | 1.11% | +3,958,000 | 新進 |
| Vanguard Capital Management LLC | 2,756,770 | $7,438 萬 | 0.00% | +302,407+12.3% | 加碼 |
| Laurion Capital Management LP | 2,506,152 | $6,762 萬 | 4.90% | +274,112+12.3% | 加碼 |
| Price T Rowe Associates Inc | 2,262,476 | $6,104 萬 | 0.01% | +919,163+68.4% | 加碼 |
| OrbiMed Advisors LLC | 2,110,300 | $5,694 萬 | 1.08% | +57,400+2.8% | 加碼 |
| Capital World Investors | 1,997,607 | $5,390 萬 | 0.01% | +1,599,428+401.7% | 加碼 |
| Armistice Capital, LLC | 1,736,000 | $4,684 萬 | 1.30% | +560,000+47.6% | 加碼 |
| Troluce Capital Advisors LLC | 1,728,753 | $4,664 萬 | 17.47% | +1,073,753+163.9% | 加碼 |
| Nantahala Capital Management, LLC | 1,640,962 | $4,427 萬 | 1.34% | +745,481+83.2% | 加碼 |
| Franklin Resources Inc | 1,635,520 | $4,413 萬 | 0.01% | −149,142−8.4% | 減碼 |
| Andera Partners | 1,591,917 | $4,295 萬 | 20.80% | 00.0% | 不變 |
| Geode Capital Management, LLC | 1,584,326 | $4,275 萬 | 0.00% | +283,191+21.8% | 加碼 |
| Sr One Capital Management, LP | 1,563,966 | $4,220 萬 | 4.06% | 00.0% | 不變 |
| Bank of America Corp | 1,505,547 | $4,062 萬 | 0.00% | +405,175+36.8% | 加碼 |
| Sphera Funds Management Ltd. | 1,469,971 | $3,966 萬 | 5.68% | +130,000+9.7% | 加碼 |
| Goldman Sachs Group Inc | 1,458,676 | $3,936 萬 | 0.00% | +673,633+85.8% | 加碼 |
| Pictet Asset Management Holding SA | 1,430,649 | $3,860 萬 | 0.04% | +396,211+38.3% | 加碼 |
| Polar Capital Holdings Plc | 1,420,854 | $3,833 萬 | 0.11% | −79,895−5.3% | 減碼 |
| Millennium Management LLC | 1,221,758 | $3,296 萬 | 0.02% | +696,498+132.6% | 加碼 |
| Ghisallo Capital Management LLC | 1,125,000 | $3,035 萬 | 0.60% | +1,125,000 | 新進 |
| Invesco Ltd. | 1,091,180 | $2,944 萬 | 0.00% | +1,048,869+2,479.0% | 加碼 |
| Alliancebernstein L.P. | 1,067,541 | $2,892 萬 | 0.01% | +91,580+9.4% | 加碼 |
| Logos Global Management LP | 1,050,000 | $2,833 萬 | 1.22% | +1,050,000 | 新進 |
| American Century Companies Inc | 1,036,767 | $2,797 萬 | 0.01% | +152,660+17.3% | 加碼 |
| Morgan Stanley | 917,213 | $2,475 萬 | 0.00% | +68,029+8.0% | 加碼 |
| Davern Capital Partners, LP | 858,753 | $2,317 萬 | 3.95% | +411,600+92.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 857,037 | $2,310 萬 | 0.10% | +55,133+6.9% | 加碼 |
| Wellington Management Group LLP | 806,716 | $2,177 萬 | 0.00% | −2,552,352−76.0% | 減碼 |
| Affinity Asset Advisors, LLC | 750,000 | $2,024 萬 | 0.99% | 00.0% | 不變 |
| Vanguard Portfolio Management LLC | 747,657 | $2,017 萬 | 0.00% | +40,999+5.8% | 加碼 |
| Tudor Investment Corp Et Al | 738,370 | $1,992 萬 | 0.08% | +582,630+374.1% | 加碼 |
| Standard Life Aberdeen plc | 689,235 | $1,860 萬 | 0.03% | +689,235 | 新進 |
| Algert Global LLC | 649,027 | $1,751 萬 | 0.21% | +388,763+149.4% | 加碼 |
| Catalio Capital Management, LP | 648,722 | $1,750 萬 | 3.29% | +209,681+47.8% | 加碼 |
| Pale Fire Capital SE | 614,284 | $1,657 萬 | 1.18% | +248,658+68.0% | 加碼 |
| StemPoint Capital LP | 602,686 | $1,626 萬 | 2.81% | −464,070−43.5% | 減碼 |
| Northern Trust Corp | 551,491 | $1,488 萬 | 0.00% | +108,617+24.5% | 加碼 |
| Charles Schwab Investment Management Inc | 521,216 | $1,406 萬 | 0.00% | +77,318+17.4% | 加碼 |
| Rock Springs Capital Management LP | 484,951 | $1,308 萬 | 0.64% | +45,200+10.3% | 加碼 |
| Citadel Advisors LLC | 467,598 | $1,262 萬 | 0.01% | −132,443−22.1% | 減碼 |
| Dimensional Fund Advisors LP | 463,387 | $1,250 萬 | 0.00% | +325,954+237.2% | 加碼 |
| Vanguard Fiduciary Trust Co | 450,370 | $1,215 萬 | 0.00% | +75,108+20.0% | 加碼 |
| Integral Health Asset Management, LLC | 450,000 | $1,214 萬 | 0.50% | −300,000−40.0% | 減碼 |
| Prosight Management, LP | 449,795 | $1,214 萬 | 2.09% | +449,795 | 新進 |
| Rhenman & Partners Asset Management AB | 416,371 | $1,123 萬 | 1.06% | +153,300+58.3% | 加碼 |
| Caption Management, LLC | 413,087 | $1,115 萬 | 0.39% | +413,087 | 新進 |
| Jennison Associates LLC | 382,747 | $1,033 萬 | 0.01% | −883,427−69.8% | 減碼 |
| Parkman Healthcare Partners LLC | 380,354 | $1,026 萬 | 1.05% | +217+0.1% | 加碼 |
| Renaissance Technologies LLC | 378,300 | $1,021 萬 | 0.01% | −4,500−1.2% | 減碼 |
| CenterBook Partners LP | 365,630 | $986.5 萬 | 0.48% | +276,300+309.3% | 加碼 |
| UBS Group AG | 361,596 | $975.6 萬 | 0.00% | +263,567+268.9% | 加碼 |
| Susquehanna International Group, LLP | 355,570 | $959.3 萬 | 0.01% | +339,800+2,154.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 352,729 | $951.7 萬 | 0.01% | −534,463−60.2% | 減碼 |
| Eversept Partners, LP | 309,689 | $835.5 萬 | 0.46% | +309,689 | 新進 |
| Schroder Investment Management Group | 307,214 | $825.8 萬 | 0.01% | +176,622+135.2% | 加碼 |
| ADAR1 Capital Management, LLC | 298,886 | $806.4 萬 | 0.38% | +144,200+93.2% | 加碼 |
| Longaeva Partners L.P. | 281,104 | $758.4 萬 | 0.22% | +281,104 | 新進 |
| Nuveen, LLC | 274,843 | $741.5 萬 | 0.00% | +162,836+145.4% | 加碼 |
| Qube Research & Technologies Ltd | 249,776 | $673.9 萬 | 0.01% | −664,952−72.7% | 減碼 |
| TimesSquare Capital Management, LLC | 235,858 | $636.3 萬 | 0.09% | −102,940−30.4% | 減碼 |
| Suvretta Capital Management, LLC | 173,886 | $469.1 萬 | 0.10% | −1,364,776−88.7% | 減碼 |
| Trexquant Investment LP | 169,715 | $457.9 萬 | 0.03% | +112,515+196.7% | 加碼 |
| Two Sigma Investments, LP | 162,082 | $437.3 萬 | 0.00% | −149,406−48.0% | 減碼 |
| Bank of New York Mellon Corp | 158,550 | $427.8 萬 | 0.00% | +28,586+22.0% | 加碼 |
| Brevan Howard Capital Management LP | 153,722 | $414.7 萬 | 0.06% | +62,793+69.1% | 加碼 |
| AQR Capital Management LLC | 152,504 | $411.5 萬 | 0.00% | +3,418+2.3% | 加碼 |
| Burkehill Global Management, LP | 150,000 | $404.7 萬 | 0.15% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 147,402 | $397.7 萬 | 0.07% | −854,326−85.3% | 減碼 |
| Artia Global Partners LP | 137,800 | $371.8 萬 | 0.71% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 128,247 | $346.0 萬 | 0.00% | −75,257−37.0% | 減碼 |
| Voya Investment Management LLC | 125,991 | $339.9 萬 | 0.00% | −90,098−41.7% | 減碼 |
| Ensign Peak Advisors, Inc | 118,382 | $319.4 萬 | 0.01% | +6,192+5.5% | 加碼 |
| 22NW, LP | 113,840 | $307.1 萬 | 2.93% | −330,485−74.4% | 減碼 |
| Swiss National Bank | 111,600 | $301.1 萬 | 0.00% | +21,500+23.9% | 加碼 |
| Ishara Investments LP | 102,500 | $276.5 萬 | 2.03% | +20,500+25.0% | 加碼 |
| Mark Asset Management LP | 101,289 | $273.3 萬 | 0.28% | −43,586−30.1% | 減碼 |
| ExodusPoint Capital Management, LP | 101,052 | $272.6 萬 | 0.03% | +101,052 | 新進 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 100,869 | $272.1 萬 | 0.55% | +100,869 | 新進 |
| Citigroup Inc | 99,332 | $268.0 萬 | 0.00% | +84,247+558.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 95,242 | $257.0 萬 | 0.01% | −82,343−46.4% | 減碼 |
| Alps Advisors Inc | 88,976 | $240.1 萬 | 0.01% | +24,557+38.1% | 加碼 |
| Squarepoint Ops LLC | 86,327 | $232.9 萬 | 0.00% | −19,164−18.2% | 減碼 |
| HighVista Strategies LLC | 86,085 | $232.3 萬 | 0.53% | +39,307+84.0% | 加碼 |
| BlueCrest Capital Management Ltd | 85,157 | $229.8 萬 | 0.10% | +85,157 | 新進 |
| KVP Capital Advisors, LP | 84,168 | $227.1 萬 | 1.67% | +84,168 | 新進 |
| UBS Asset Management Americas Inc | 79,199 | $213.7 萬 | 0.00% | −338−0.4% | 減碼 |
| Rafferty Asset Management, LLC | 78,186 | $210.9 萬 | 0.00% | −16,172−17.1% | 減碼 |
| State of Wisconsin Investment Board | 73,265 | $197.7 萬 | 0.00% | +9,127+14.2% | 加碼 |
| Rhumbline Advisers | 70,205 | $189.4 萬 | 0.00% | +12,761+22.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 69,580 | $187.7 萬 | 0.05% | −609−0.9% | 減碼 |
| HRT Financial LP | 68,565 | $184.9 萬 | 0.00% | −27,355−28.5% | 減碼 |
| California State Teachers Retirement System | 67,221 | $181.4 萬 | 0.00% | +5,955+9.7% | 加碼 |
| Wells Fargo & Company | 66,057 | $178.2 萬 | 0.00% | +39,976+153.3% | 加碼 |
| PFM Health Sciences, LP | 62,418 | $168.4 萬 | 0.15% | −80,259−56.3% | 減碼 |