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 $26.9 億；沒有大師持有。
2025 年第 1 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2025/3/31 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
- 149
- 較 2024 年第 4 季 +41 家
- 持有股數
- 6,085 萬
- 較 2024 年第 4 季 +1,443 萬 (+31.1%)
- 總市值
- $9.66 億
- 較 2024 年第 4 季 +$3.95 億 (+69.1%)
- 新進機構
- 54
- 另有 53 家加碼
- 清倉機構
- 13
- 另有 26 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 | $26.9 億 |
| 2026 年第 1 季 | 215 | $24.6 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 | $5.17 億 |
| 2024 年第 1 季 | 92 | $5.41 億 |
| 2023 年第 4 季 | 87 | $2.99 億 |
| 2023 年第 3 季 | 77 | $2.52 億 |
| 2023 年第 2 季 | 68 | $4.29 億 |
| 2023 年第 1 季 | 68 | $3.85 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 8,903,838 | $1.41 億 | 95.08% | +259,259+3.0% | 加碼 |
| Ra Capital Management, L.P. | 6,147,280 | $9,762 萬 | 1.63% | +1,296,296+26.7% | 加碼 |
| Samsara BioCapital, LLC | 5,674,916 | $9,012 萬 | 16.07% | +600,000+11.8% | 加碼 |
| Sr One Capital Management, LP | 3,127,933 | $4,967 萬 | 12.76% | +1,111,111+55.1% | 加碼 |
| TCG Crossover Management, LLC | 2,470,265 | $3,923 萬 | 5.35% | 00.0% | 不變 |
| BlackRock, Inc. | 2,450,027 | $3,891 萬 | 0.00% | +311,505+14.6% | 加碼 |
| Integral Health Asset Management, LLC | 2,300,000 | $3,652 萬 | 4.05% | +1,425,000+162.9% | 加碼 |
| Caligan Partners LP | 2,149,667 | $3,414 萬 | 7.12% | +1,138,512+112.6% | 加碼 |
| Vanguard Group Inc | 2,035,506 | $3,232 萬 | 0.00% | +603,464+42.1% | 加碼 |
| Jennison Associates LLC | 1,979,033 | $3,143 萬 | 0.02% | +897,027+82.9% | 加碼 |
| Laurion Capital Management LP | 1,898,184 | $3,014 萬 | 2.32% | +485,795+34.4% | 加碼 |
| Franklin Resources Inc | 1,780,041 | $2,827 萬 | 0.01% | +34,444+2.0% | 加碼 |
| Suvretta Capital Management, LLC | 1,667,759 | $2,648 萬 | 1.07% | +1,667,759 | 新進 |
| Pictet Asset Management Holding SA | 1,214,373 | $1,928 萬 | 0.02% | +1,214,373 | 新進 |
| Affinity Asset Advisors, LLC | 1,100,000 | $1,747 萬 | 2.73% | +750,000+214.3% | 加碼 |
| Boothbay Fund Management, LLC | 923,403 | $1,466 萬 | 0.52% | +273,380+42.1% | 加碼 |
| Candriam Luxembourg S.C.A. | 882,833 | $1,402 萬 | 0.09% | +577,561+189.2% | 加碼 |
| American Century Companies Inc | 823,616 | $1,308 萬 | 0.01% | −25,014−2.9% | 減碼 |
| Geode Capital Management, LLC | 802,000 | $1,274 萬 | 0.00% | +181,967+29.3% | 加碼 |
| Nantahala Capital Management, LLC | 787,740 | $1,251 萬 | 1.03% | +155,234+24.5% | 加碼 |
| Morgan Stanley | 619,748 | $984.2 萬 | 0.00% | +30,304+5.1% | 加碼 |
| State Street Corp | 520,180 | $826.0 萬 | 0.00% | +15,647+3.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 478,430 | $759.7 萬 | 0.01% | +478,430 | 新進 |
| Sphera Funds Management Ltd. | 465,526 | $739.3 萬 | 1.82% | +274,854+144.2% | 加碼 |
| 22NW, LP | 461,344 | $732.6 萬 | 4.91% | +461,344 | 新進 |
| Millennium Management LLC | 424,691 | $674.4 萬 | 0.01% | −676,983−61.5% | 減碼 |
| Findell Capital Management LLC | 400,000 | $635.2 萬 | 3.05% | +400,000 | 新進 |
| Pale Fire Capital SE | 399,498 | $634.4 萬 | 0.76% | +262,601+191.8% | 加碼 |
| Sectoral Asset Management Inc | 370,513 | $588.4 萬 | 4.58% | −10,370−2.7% | 減碼 |
| Silverarc Capital Management, LLC | 338,354 | $537.3 萬 | 1.12% | +338,354 | 新進 |
| Rock Springs Capital Management LP | 320,813 | $509.5 萬 | 0.29% | +320,813 | 新進 |
| DAFNA Capital Management LLC | 309,200 | $491.0 萬 | 1.39% | +162,700+111.1% | 加碼 |
| Invesco Ltd. | 308,310 | $489.6 萬 | 0.00% | +308,310 | 新進 |
| FMR LLC | 304,758 | $484.0 萬 | 0.00% | +574+0.2% | 加碼 |
| Goldman Sachs Group Inc | 298,395 | $473.9 萬 | 0.00% | +186,480+166.6% | 加碼 |
| Deutsche Bank AG | 296,015 | $470.1 萬 | 0.00% | +269,283+1,007.3% | 加碼 |
| Parkman Healthcare Partners LLC | 293,928 | $466.8 萬 | 0.55% | +293,928 | 新進 |
| Canada Pension Plan Investment Board | 279,500 | $443.8 萬 | 0.00% | +279,500 | 新進 |
| Charles Schwab Investment Management Inc | 270,175 | $429.0 萬 | 0.00% | +55,269+25.7% | 加碼 |
| Northern Trust Corp | 265,056 | $420.9 萬 | 0.00% | +18,943+7.7% | 加碼 |
| ADAR1 Capital Management, LLC | 263,425 | $418.3 萬 | 0.80% | −578,116−68.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 217,462 | $345.3 萬 | 0.02% | +217,462 | 新進 |
| Blue Owl Capital Holdings LP | 206,296 | $327.6 萬 | 1.06% | +206,296 | 新進 |
| Tang Capital Management LLC | 200,000 | $317.6 萬 | 0.18% | +200,000 | 新進 |
| J. Goldman & Co LP | 178,304 | $283.1 萬 | 0.10% | +178,304 | 新進 |
| Renaissance Technologies LLC | 177,300 | $281.6 萬 | 0.00% | +57,800+48.4% | 加碼 |
| EAM Investors, LLC | 164,273 | $260.9 萬 | 0.45% | +164,273 | 新進 |
| Velan Capital Investment Management LP | 150,600 | $239.2 萬 | 2.46% | +150,600 | 新進 |
| Balyasny Asset Management LLC | 149,273 | $237.0 萬 | 0.01% | +131,487+739.3% | 加碼 |
| Bank of America Corp | 147,222 | $233.8 萬 | 0.00% | +39,519+36.7% | 加碼 |
| Citadel Advisors LLC | 144,362 | $229.2 萬 | 0.00% | +144,362 | 新進 |
| Prudential Financial Inc | 127,410 | $202.3 萬 | 0.00% | +1,760+1.4% | 加碼 |
| Trexquant Investment LP | 126,535 | $200.9 萬 | 0.02% | +126,535 | 新進 |
| Wellington Management Group LLP | 121,557 | $193.0 萬 | 0.00% | +30,028+32.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 112,500 | $178.7 萬 | 0.00% | +112,500 | 新進 |
| Monashee Investment Management LLC | 112,457 | $178.6 萬 | 0.21% | +112,457 | 新進 |
| Dimensional Fund Advisors LP | 80,792 | $128.1 萬 | 0.00% | +64,380+392.3% | 加碼 |
| Lion Point Capital, LP | 79,000 | $125.5 萬 | 8.00% | 00.0% | 不變 |
| UBS Oconnor LLC | 73,348 | $116.5 萬 | 0.03% | +45,280+161.3% | 加碼 |
| Quadrature Capital Ltd | 73,008 | $116.0 萬 | 0.03% | +73,008 | 新進 |
| Nuveen, LLC | 67,877 | $107.8 萬 | 0.00% | +67,877 | 新進 |
| Bank of New York Mellon Corp | 67,868 | $107.8 萬 | 0.00% | +2,550+3.9% | 加碼 |
| Susquehanna International Group, LLP | 62,144 | $98.7 萬 | 0.00% | +49,798+403.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 61,193 | $97.2 萬 | 0.00% | +57,298+1,471.1% | 加碼 |
| Schroder Investment Management Group | 62,893 | $92.2 萬 | 0.00% | +62,893 | 新進 |
| Weiss Asset Management LP | 50,000 | $79.4 萬 | 0.02% | +50,000 | 新進 |
| Two Sigma Investments, LP | 48,532 | $77.1 萬 | 0.00% | +48,532 | 新進 |
| Woodline Partners LP | 47,662 | $75.7 萬 | 0.00% | +47,662 | 新進 |
| Jain Global LLC | 43,765 | $69.5 萬 | 0.01% | +43,765 | 新進 |
| Erste Asset Management GmbH | 45,000 | $66.0 萬 | 0.01% | +45,000 | 新進 |
| Rhumbline Advisers | 39,361 | $62.5 萬 | 0.00% | −1,195−2.9% | 減碼 |
| Ensign Peak Advisors, Inc | 37,493 | $59.5 萬 | 0.00% | +37,493 | 新進 |
| UBS Group AG | 37,161 | $59.0 萬 | 0.00% | −11,724−24.0% | 減碼 |
| Alps Advisors Inc | 34,664 | $55.0 萬 | 0.00% | −5,584−13.9% | 減碼 |
| AQR Capital Management LLC | 34,615 | $55.0 萬 | 0.00% | +34,615 | 新進 |
| Barclays PLC | 32,900 | $52.2 萬 | 0.00% | −13,496−29.1% | 減碼 |
| Wells Fargo & Company | 26,883 | $42.7 萬 | 0.00% | +3,169+13.4% | 加碼 |
| Simplex Trading, LLC | 25,543 | $40.5 萬 | 0.01% | +25,206+7,479.5% | 加碼 |
| Virtu Financial LLC | 25,203 | $40.0 萬 | 0.02% | +25,203 | 新進 |
| Alliancebernstein L.P. | 22,997 | $36.5 萬 | 0.00% | −27−0.1% | 減碼 |
| STRS Ohio | 22,600 | $35.9 萬 | 0.00% | −4,300−16.0% | 減碼 |
| Citigroup Inc | 20,993 | $33.3 萬 | 0.00% | −2,371−10.1% | 減碼 |
| JPMorgan Chase & Co | 20,554 | $32.6 萬 | 0.00% | −483,036−95.9% | 減碼 |
| Polar Asset Management Partners Inc. | 20,130 | $32.0 萬 | 0.01% | −78,970−79.7% | 減碼 |
| Dark Forest Capital Management LP | 20,005 | $31.8 萬 | 0.01% | +20,005 | 新進 |
| Greenland Capital Management LP | 20,000 | $31.8 萬 | 0.05% | +20,000 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 18,245 | $29.0 萬 | 0.12% | +18,245 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 17,085 | $27.1 萬 | 0.00% | +702+4.3% | 加碼 |
| MetLife Investment Management | 16,782 | $26.6 萬 | 0.00% | −342−2.0% | 減碼 |
| Letko, Brosseau & Associates Inc | 16,500 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Bellevue Group AG | 16,499 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Voya Investment Management LLC | 16,058 | $25.5 萬 | 0.00% | +16,058 | 新進 |
| Quest Partners LLC | 15,925 | $25.3 萬 | 0.03% | +703+4.6% | 加碼 |
| Gsa Capital Partners LLP | 15,288 | $24.3 萬 | 0.02% | +15,288 | 新進 |
| Martingale Asset Management L P | 14,960 | $23.8 萬 | 0.01% | −50.0% | 減碼 |
| Man Group plc | 14,559 | $23.1 萬 | 0.00% | +14,559 | 新進 |
| Cinctive Capital Management LP | 14,219 | $22.6 萬 | 0.02% | +14,219 | 新進 |
| Corebridge Financial, Inc. | 13,989 | $22.2 萬 | 0.00% | −208−1.5% | 減碼 |
| XTX Topco Ltd | 13,785 | $21.9 萬 | 0.01% | +13,785 | 新進 |
| Virtus Investment Advisers, Inc. | 13,494 | $21.4 萬 | 0.06% | +13,494 | 新進 |