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 3 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2025/9/30 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
- 193
- 較 2025 年第 2 季 +27 家
- 持有股數
- 7,934 萬
- 較 2025 年第 2 季 +1,365 萬 (+20.8%)
- 總市值
- $30.1 億
- 較 2025 年第 2 季 +$21.2 億 (+238.4%)
- 新進機構
- 42
- 另有 69 家加碼
- 清倉機構
- 15
- 另有 63 家減碼
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 8,903,838 | $3.38 億 | 96.09% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 7,323,750 | $2.78 億 | 3.42% | +1,176,470+19.1% | 加碼 |
| Samsara BioCapital, LLC | 6,263,151 | $2.37 億 | 31.01% | +588,235+10.4% | 加碼 |
| BlackRock, Inc. | 3,671,614 | $1.39 億 | 0.00% | +573,854+18.5% | 加碼 |
| Vanguard Group Inc | 3,018,999 | $1.14 億 | 0.00% | +692,550+29.8% | 加碼 |
| Caligan Partners LP | 2,772,654 | $1.05 億 | 14.59% | +755,302+37.4% | 加碼 |
| Capital International Investors | 2,393,396 | $9,076 萬 | 0.01% | −505,624−17.4% | 減碼 |
| Suvretta Capital Management, LLC | 2,132,133 | $8,085 萬 | 2.45% | +387,641+22.2% | 加碼 |
| Sr One Capital Management, LP | 2,113,933 | $8,016 萬 | 11.59% | −1,014,000−32.4% | 減碼 |
| FMR LLC | 2,071,255 | $7,854 萬 | 0.00% | +1,766,369+579.4% | 加碼 |
| Citadel Advisors LLC | 2,067,227 | $7,839 萬 | 0.06% | +2,052,845+14,273.7% | 加碼 |
| Franklin Resources Inc | 1,809,768 | $6,863 萬 | 0.02% | +6,171+0.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,799,628 | $6,824 萬 | 0.15% | +1,799,628 | 新進 |
| Laurion Capital Management LP | 1,720,445 | $6,524 萬 | 8.90% | −42,137−2.4% | 減碼 |
| Farallon Capital Management, L.L.C. | 1,673,053 | $6,344 萬 | 0.36% | +1,673,053 | 新進 |
| Integral Health Asset Management, LLC | 1,500,000 | $5,688 萬 | 4.15% | −1,200,000−44.4% | 減碼 |
| OrbiMed Advisors LLC | 1,469,494 | $5,572 萬 | 1.34% | +709,143+93.3% | 加碼 |
| Morgan Stanley | 1,376,998 | $5,222 萬 | 0.00% | +789,168+134.3% | 加碼 |
| State Street Corp | 1,303,023 | $4,941 萬 | 0.00% | −140,536−9.7% | 減碼 |
| Holocene Advisors, LP | 1,205,377 | $4,571 萬 | 0.11% | +1,205,377 | 新進 |
| Geode Capital Management, LLC | 1,123,411 | $4,261 萬 | 0.00% | +168,851+17.7% | 加碼 |
| Polar Capital Holdings Plc | 1,058,776 | $4,015 萬 | 0.19% | +1,058,776 | 新進 |
| Boothbay Fund Management, LLC | 942,626 | $3,574 萬 | 0.92% | +125,700+15.4% | 加碼 |
| Pictet Asset Management Holding SA | 929,169 | $3,523 萬 | 0.03% | −338,824−26.7% | 減碼 |
| Alliancebernstein L.P. | 882,415 | $3,346 萬 | 0.01% | +855,348+3,160.1% | 加碼 |
| American Century Companies Inc | 879,682 | $3,336 萬 | 0.02% | +44,901+5.4% | 加碼 |
| Wellington Management Group LLP | 783,445 | $2,971 萬 | 0.01% | +667,997+578.6% | 加碼 |
| Bank of America Corp | 768,265 | $2,913 萬 | 0.00% | +504,909+191.7% | 加碼 |
| Affinity Asset Advisors, LLC | 750,000 | $2,844 萬 | 2.65% | −150,000−16.7% | 減碼 |
| Goldman Sachs Group Inc | 711,661 | $2,699 萬 | 0.00% | +84,874+13.5% | 加碼 |
| Barclays PLC | 653,830 | $2,479 萬 | 0.01% | +509,946+354.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 626,148 | $2,374 萬 | 0.02% | +622,040+15,142.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 610,923 | $2,317 萬 | 0.02% | +36,716+6.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 567,781 | $2,153 萬 | 0.11% | −256,406−31.1% | 減碼 |
| Pale Fire Capital SE | 532,407 | $2,019 萬 | 2.21% | +85,781+19.2% | 加碼 |
| Armistice Capital, LLC | 507,650 | $1,925 萬 | 0.60% | +329,650+185.2% | 加碼 |
| Parkman Healthcare Partners LLC | 455,523 | $1,727 萬 | 1.90% | −8,078−1.7% | 減碼 |
| Nearwater Capital Markets, Ltd | 450,000 | $1,706 萬 | 0.23% | +450,000 | 新進 |
| Charles Schwab Investment Management Inc | 409,187 | $1,552 萬 | 0.00% | +84,982+26.2% | 加碼 |
| Rock Springs Capital Management LP | 408,313 | $1,548 萬 | 0.91% | +83,800+25.8% | 加碼 |
| Millennium Management LLC | 404,589 | $1,534 萬 | 0.01% | +161,020+66.1% | 加碼 |
| Northern Trust Corp | 390,807 | $1,482 萬 | 0.00% | +51,782+15.3% | 加碼 |
| Jennison Associates LLC | 376,346 | $1,427 萬 | 0.01% | −858,976−69.5% | 減碼 |
| 22NW, LP | 358,325 | $1,359 萬 | 7.07% | −201,717−36.0% | 減碼 |
| Swedbank AB | 299,300 | $1,135 萬 | 0.01% | −84,500−22.0% | 減碼 |
| Findell Capital Management LLC | 250,000 | $948.0 萬 | 4.33% | +250,000 | 新進 |
| Sphera Funds Management Ltd. | 219,910 | $833.9 萬 | 1.98% | −261,064−54.3% | 減碼 |
| Simplify Asset Management Inc. | 218,726 | $829.4 萬 | 0.17% | +218,726 | 新進 |
| HighVista Strategies LLC | 209,829 | $795.7 萬 | 1.95% | +59,691+39.8% | 加碼 |
| Tang Capital Management LLC | 200,000 | $758.4 萬 | 0.29% | 00.0% | 不變 |
| Invesco Ltd. | 187,986 | $712.8 萬 | 0.00% | +162,243+630.2% | 加碼 |
| JPMorgan Chase & Co | 183,680 | $696.5 萬 | 0.00% | +158,180+620.3% | 加碼 |
| Qube Research & Technologies Ltd | 180,426 | $684.2 萬 | 0.01% | −170,687−48.6% | 減碼 |
| Velan Capital Investment Management LP | 175,600 | $665.9 萬 | 6.25% | +1,000+0.6% | 加碼 |
| Atika Capital Management LLC | 174,000 | $659.8 萬 | 0.56% | +174,000 | 新進 |
| Moore Capital Management, LP | 165,000 | $625.7 萬 | 0.12% | +165,000 | 新進 |
| Rhenman & Partners Asset Management AB | 165,000 | $625.7 萬 | 0.69% | +165,000 | 新進 |
| Citigroup Inc | 163,168 | $618.7 萬 | 0.00% | +136,050+501.7% | 加碼 |
| Nantahala Capital Management, LLC | 158,713 | $601.8 萬 | 0.37% | −195,269−55.2% | 減碼 |
| StemPoint Capital LP | 158,112 | $599.6 萬 | 1.21% | −473,474−75.0% | 減碼 |
| Burkehill Global Management, LP | 150,000 | $568.8 萬 | 0.32% | +150,000 | 新進 |
| Dimensional Fund Advisors LP | 146,778 | $556.8 萬 | 0.00% | −40,606−21.7% | 減碼 |
| Voya Investment Management LLC | 138,526 | $525.3 萬 | 0.01% | +88,050+174.4% | 加碼 |
| HRT Financial LP | 134,038 | $508.2 萬 | 0.02% | +123,961+1,230.1% | 加碼 |
| EAM Investors, LLC | 127,547 | $475.8 萬 | 0.55% | +127,547 | 新進 |
| Jain Global LLC | 120,854 | $458.3 萬 | 0.06% | +120,854 | 新進 |
| Bank of New York Mellon Corp | 113,797 | $431.5 萬 | 0.00% | +17,382+18.0% | 加碼 |
| Ensign Peak Advisors, Inc | 107,640 | $408.2 萬 | 0.01% | 00.0% | 不變 |
| Greenland Capital Management LP | 105,853 | $401.4 萬 | 0.59% | +95,853+958.5% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 105,000 | $398.2 萬 | 0.01% | +105,000 | 新進 |
| Blue Owl Capital Holdings LP | 100,944 | $382.8 萬 | 1.19% | −235,000−70.0% | 減碼 |
| SG Americas Securities, LLC | 100,037 | $379.3 萬 | 0.01% | −23,950−19.3% | 減碼 |
| Zimmer Partners, LP | 100,000 | $379.2 萬 | 0.09% | −62,733−38.5% | 減碼 |
| Ameriprise Financial Inc | 97,147 | $368.4 萬 | 0.00% | +46,290+91.0% | 加碼 |
| UBS Group AG | 89,504 | $339.4 萬 | 0.00% | −25,635−22.3% | 減碼 |
| Swiss National Bank | 88,500 | $335.6 萬 | 0.00% | +26,600+43.0% | 加碼 |
| Nuveen, LLC | 86,916 | $329.6 萬 | 0.00% | +9,269+11.9% | 加碼 |
| DAFNA Capital Management LLC | 83,490 | $316.6 萬 | 0.78% | −288,033−77.5% | 減碼 |
| Silverarc Capital Management, LLC | 80,000 | $303.4 萬 | 0.44% | −35,282−30.6% | 減碼 |
| ADAR1 Capital Management, LLC | 78,238 | $296.7 萬 | 0.29% | −223,887−74.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 78,092 | $296.1 萬 | 0.05% | −83,042−51.5% | 減碼 |
| Hudson Bay Capital Management LP | 75,768 | $287.3 萬 | 0.02% | +75,768 | 新進 |
| Cinctive Capital Management LP | 71,713 | $271.9 萬 | 0.14% | +55,600+345.1% | 加碼 |
| UBS Asset Management Americas Inc | 59,042 | $223.9 萬 | 0.00% | +34,638+141.9% | 加碼 |
| Susquehanna International Group, LLP | 57,223 | $217.0 萬 | 0.00% | +1,137+2.0% | 加碼 |
| Artia Global Partners LP | 56,600 | $214.6 萬 | 0.38% | +15,500+37.7% | 加碼 |
| Rhumbline Advisers | 55,291 | $209.7 萬 | 0.00% | +1,695+3.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 52,848 | $200.4 萬 | 0.07% | +21,753+70.0% | 加碼 |
| Prudential Financial Inc | 50,425 | $191.2 萬 | 0.00% | −301,800−85.7% | 減碼 |
| Algert Global LLC | 47,500 | $180.1 萬 | 0.03% | +47,500 | 新進 |
| Renaissance Technologies LLC | 47,400 | $179.7 萬 | 0.00% | −129,526−73.2% | 減碼 |
| Erste Asset Management GmbH | 45,000 | $177.1 萬 | 0.02% | 00.0% | 不變 |
| Legal & General Group Plc | 45,429 | $172.3 萬 | 0.00% | +9,380+26.0% | 加碼 |
| Trexquant Investment LP | 43,973 | $166.7 萬 | 0.02% | −138,692−75.9% | 減碼 |
| J. Goldman & Co LP | 43,868 | $166.3 萬 | 0.06% | −13,767−23.9% | 減碼 |
| Squarepoint Ops LLC | 43,013 | $163.1 萬 | 0.00% | +31,498+273.5% | 加碼 |
| Capstone Investment Advisors, LLC | 42,276 | $160.3 萬 | 0.01% | +42,276 | 新進 |
| Resolute Capital Asset Partners LLC | 40,000 | $151.7 萬 | 0.79% | +40,000 | 新進 |
| Lion Point Capital, LP | 39,000 | $147.9 萬 | 8.40% | −40,000−50.6% | 減碼 |
| Jane Street Group, LLC | 37,145 | $140.9 萬 | 0.00% | +37,145 | 新進 |