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、10 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 2 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2025/6/30 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
- 166
- 較 2025 年第 1 季 +18 家
- 持有股數
- 6,569 萬
- 較 2025 年第 1 季 +483.6 萬 (+7.9%)
- 總市值
- $8.89 億
- 較 2025 年第 1 季 −$7,741 萬 (−8.0%)
- 新進機構
- 42
- 另有 75 家加碼
- 清倉機構
- 24
- 另有 30 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 | $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 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| UBS Oconnor LLC | 79,723 | $107.9 萬 | 0.03% | +6,375+8.7% | 加碼 |
| Woodline Partners LP | 87,868 | $118.9 萬 | 0.01% | +40,206+84.4% | 加碼 |
| Bank of New York Mellon Corp | 96,415 | $130.4 萬 | 0.00% | +28,547+42.1% | 加碼 |
| Ensign Peak Advisors, Inc | 107,640 | $145.6 萬 | 0.00% | +70,147+187.1% | 加碼 |
| UBS Group AG | 115,139 | $155.8 萬 | 0.00% | +77,978+209.8% | 加碼 |
| Silverarc Capital Management, LLC | 115,282 | $156.0 萬 | 0.32% | −223,072−65.9% | 減碼 |
| Wellington Management Group LLP | 115,448 | $156.2 萬 | 0.00% | −6,109−5.0% | 減碼 |
| SG Americas Securities, LLC | 123,987 | $167.8 萬 | 0.01% | +113,530+1,085.7% | 加碼 |
| Dark Forest Capital Management LP | 126,726 | $171.5 萬 | 0.07% | +106,721+533.5% | 加碼 |
| Barclays PLC | 143,884 | $194.7 萬 | 0.00% | +110,984+337.3% | 加碼 |
| HighVista Strategies LLC | 150,138 | $203.1 萬 | 0.75% | +150,138 | 新進 |
| Susquehanna Portfolio Strategies, LLC | 161,134 | $218.0 萬 | 0.05% | +142,889+783.2% | 加碼 |
| Zimmer Partners, LP | 162,733 | $220.2 萬 | 0.05% | +162,733 | 新進 |
| ExodusPoint Capital Management, LP | 172,552 | $233.5 萬 | 0.03% | +172,552 | 新進 |
| Velan Capital Investment Management LP | 174,600 | $236.2 萬 | 2.36% | +24,000+15.9% | 加碼 |
| Renaissance Technologies LLC | 176,926 | $239.4 萬 | 0.00% | −374−0.2% | 減碼 |
| Armistice Capital, LLC | 178,000 | $240.8 萬 | 0.09% | +178,000 | 新進 |
| Trexquant Investment LP | 182,665 | $247.1 萬 | 0.03% | +56,130+44.4% | 加碼 |
| Dimensional Fund Advisors LP | 187,384 | $253.6 萬 | 0.00% | +106,592+131.9% | 加碼 |
| Tang Capital Management LLC | 200,000 | $270.6 萬 | 0.14% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 205,723 | $278.3 萬 | 0.01% | +56,450+37.8% | 加碼 |
| Millennium Management LLC | 243,569 | $329.5 萬 | 0.00% | −181,122−42.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 253,199 | $342.6 萬 | 0.03% | +35,737+16.4% | 加碼 |
| Bank of America Corp | 263,356 | $356.3 萬 | 0.00% | +116,134+78.9% | 加碼 |
| ADAR1 Capital Management, LLC | 302,125 | $408.8 萬 | 0.66% | +38,700+14.7% | 加碼 |
| FMR LLC | 304,886 | $412.5 萬 | 0.00% | +1280.0% | 加碼 |
| Charles Schwab Investment Management Inc | 324,205 | $438.6 萬 | 0.00% | +54,030+20.0% | 加碼 |
| Rock Springs Capital Management LP | 324,513 | $439.1 萬 | 0.27% | +3,700+1.2% | 加碼 |
| Blue Owl Capital Holdings LP | 335,944 | $454.5 萬 | 1.47% | +129,648+62.8% | 加碼 |
| Northern Trust Corp | 339,025 | $458.7 萬 | 0.00% | +73,969+27.9% | 加碼 |
| Qube Research & Technologies Ltd | 351,113 | $475.1 萬 | 0.01% | +351,113 | 新進 |
| Prudential Financial Inc | 352,225 | $476.6 萬 | 0.01% | +224,815+176.5% | 加碼 |
| Nantahala Capital Management, LLC | 353,982 | $478.9 萬 | 0.34% | −433,758−55.1% | 減碼 |
| DAFNA Capital Management LLC | 371,523 | $502.7 萬 | 1.39% | +62,323+20.2% | 加碼 |
| Sectoral Asset Management Inc | 382,415 | $517.4 萬 | 3.42% | +11,902+3.2% | 加碼 |
| Swedbank AB | 383,800 | $519.3 萬 | 0.01% | +383,800 | 新進 |
| Pale Fire Capital SE | 446,626 | $604.3 萬 | 0.63% | +47,128+11.8% | 加碼 |
| Deutsche Bank AG | 456,914 | $618.2 萬 | 0.00% | +160,899+54.4% | 加碼 |
| Parkman Healthcare Partners LLC | 463,601 | $627.3 萬 | 0.73% | +169,673+57.7% | 加碼 |
| Sphera Funds Management Ltd. | 480,974 | $650.8 萬 | 1.70% | +15,448+3.3% | 加碼 |
| 22NW, LP | 560,042 | $757.7 萬 | 5.56% | +98,698+21.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 574,207 | $776.9 萬 | 0.01% | +95,777+20.0% | 加碼 |
| Morgan Stanley | 587,830 | $795.3 萬 | 0.00% | −31,918−5.2% | 減碼 |
| Goldman Sachs Group Inc | 626,787 | $848.0 萬 | 0.00% | +328,392+110.1% | 加碼 |
| StemPoint Capital LP | 631,586 | $855.1 萬 | 2.75% | +631,586 | 新進 |
| OrbiMed Advisors LLC | 760,351 | $1,029 萬 | 0.26% | +760,351 | 新進 |
| Boothbay Fund Management, LLC | 816,926 | $1,105 萬 | 0.35% | −106,477−11.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 824,187 | $1,115 萬 | 0.06% | −58,646−6.6% | 減碼 |
| American Century Companies Inc | 834,781 | $1,129 萬 | 0.01% | +11,165+1.4% | 加碼 |
| Affinity Asset Advisors, LLC | 900,000 | $1,218 萬 | 1.80% | −200,000−18.2% | 減碼 |
| Geode Capital Management, LLC | 954,560 | $1,292 萬 | 0.00% | +152,560+19.0% | 加碼 |
| Jennison Associates LLC | 1,235,322 | $1,671 萬 | 0.01% | −743,711−37.6% | 減碼 |
| Pictet Asset Management Holding SA | 1,267,993 | $1,716 萬 | 0.02% | +53,620+4.4% | 加碼 |
| State Street Corp | 1,443,559 | $1,953 萬 | 0.00% | +923,379+177.5% | 加碼 |
| Suvretta Capital Management, LLC | 1,744,492 | $2,360 萬 | 0.89% | +76,733+4.6% | 加碼 |
| Laurion Capital Management LP | 1,762,582 | $2,385 萬 | 2.75% | −135,602−7.1% | 減碼 |
| Franklin Resources Inc | 1,803,597 | $2,440 萬 | 0.01% | +23,556+1.3% | 加碼 |
| Caligan Partners LP | 2,017,352 | $2,729 萬 | 5.30% | −132,315−6.2% | 減碼 |
| Vanguard Group Inc | 2,326,449 | $3,148 萬 | 0.00% | +290,943+14.3% | 加碼 |
| Integral Health Asset Management, LLC | 2,700,000 | $3,653 萬 | 3.41% | +400,000+17.4% | 加碼 |
| Capital International Investors | 2,899,020 | $3,922 萬 | 0.01% | +2,899,020 | 新進 |
| BlackRock, Inc. | 3,097,760 | $4,191 萬 | 0.00% | +647,733+26.4% | 加碼 |
| Sr One Capital Management, LP | 3,127,933 | $4,232 萬 | 9.17% | 00.0% | 不變 |
| Samsara BioCapital, LLC | 5,674,916 | $7,678 萬 | 15.70% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 6,147,280 | $8,317 萬 | 1.40% | 00.0% | 不變 |
| Catalys Pacific, LLC | 8,903,838 | $1.20 億 | 91.50% | 00.0% | 不變 |
| TCG Crossover Management, LLC | 0 | $0 | 0.00% | −2,470,265−100.0% | 清倉 |
| Findell Capital Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −279,500−100.0% | 清倉 |
| EAM Investors, LLC | 0 | $0 | 0.00% | −164,273−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −112,500−100.0% | 清倉 |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −112,457−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −62,893−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −48,532−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −43,765−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −34,664−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,543−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −25,203−100.0% | 清倉 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −20,130−100.0% | 清倉 |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −14,960−100.0% | 清倉 |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −13,989−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,785−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,175−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −10,375−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −779−100.0% | 清倉 |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Signaturefd, LLC | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Lindbrook Capital, LLC | – | – | – | – | 本季未申報 |