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 4 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2025/12/31 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
- 223
- 較 2025 年第 3 季 +32 家
- 持有股數
- 8,839 萬
- 較 2025 年第 3 季 +905.6 萬 (+11.4%)
- 總市值
- $32.1 億
- 較 2025 年第 3 季 +$2.00 億 (+6.6%)
- 新進機構
- 52
- 另有 82 家加碼
- 清倉機構
- 20
- 另有 72 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 | 67 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $2.87 億 | 92.37% | −1,000,000−11.2% | 減碼 |
| Ra Capital Management, L.P. | 7,323,750 | $2.66 億 | 2.72% | 00.0% | 不變 |
| Samsara BioCapital, LLC | 5,871,018 | $2.13 億 | 21.98% | −392,133−6.3% | 減碼 |
| FMR LLC | 5,057,509 | $1.84 億 | 0.01% | +2,986,254+144.2% | 加碼 |
| BlackRock, Inc. | 4,327,678 | $1.57 億 | 0.00% | +656,064+17.9% | 加碼 |
| Vanguard Group Inc | 3,352,880 | $1.22 億 | 0.00% | +333,881+11.1% | 加碼 |
| State Street Corp | 3,184,999 | $1.16 億 | 0.00% | +1,881,976+144.4% | 加碼 |
| Caligan Partners LP | 2,772,654 | $1.01 億 | 9.21% | 00.0% | 不變 |
| Franklin Resources Inc | 1,788,747 | $6,491 萬 | 0.02% | −21,021−1.2% | 減碼 |
| Laurion Capital Management LP | 1,713,485 | $6,218 萬 | 4.24% | −6,960−0.4% | 減碼 |
| Holocene Advisors, LP | 1,602,035 | $5,814 萬 | 0.12% | +396,658+32.9% | 加碼 |
| Andera Partners | 1,591,917 | $5,777 萬 | 32.71% | +1,591,917 | 新進 |
| Sr One Capital Management, LP | 1,563,966 | $5,676 萬 | 8.03% | −549,967−26.0% | 減碼 |
| Suvretta Capital Management, LLC | 1,538,662 | $5,584 萬 | 1.39% | −593,471−27.8% | 減碼 |
| Goldman Sachs Group Inc | 1,450,933 | $5,265 萬 | 0.01% | +739,272+103.9% | 加碼 |
| Polar Capital Holdings Plc | 1,401,141 | $5,085 萬 | 0.23% | +342,365+32.3% | 加碼 |
| Price T Rowe Associates Inc | 1,325,120 | $4,809 萬 | 0.01% | +1,303,737+6,097.1% | 加碼 |
| Samlyn Capital, LLC | 1,304,932 | $4,736 萬 | 0.76% | +1,304,932 | 新進 |
| Jennison Associates LLC | 1,258,653 | $4,568 萬 | 0.03% | +882,307+234.4% | 加碼 |
| Geode Capital Management, LLC | 1,257,582 | $4,564 萬 | 0.00% | +134,171+11.9% | 加碼 |
| Janus Henderson Group PLC | 1,213,265 | $4,401 萬 | 0.02% | +1,193,417+6,012.8% | 加碼 |
| Point72 Asset Management, L.P. | 1,207,220 | $4,381 萬 | 0.07% | −592,408−32.9% | 減碼 |
| Capital International Investors | 1,163,290 | $4,222 萬 | 0.01% | −1,230,106−51.4% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,150,670 | $4,176 萬 | 0.03% | +539,747+88.3% | 加碼 |
| Boothbay Fund Management, LLC | 992,082 | $3,600 萬 | 0.95% | +49,456+5.2% | 加碼 |
| Bank of America Corp | 987,280 | $3,583 萬 | 0.00% | +219,015+28.5% | 加碼 |
| OrbiMed Advisors LLC | 980,400 | $3,558 萬 | 0.73% | −489,094−33.3% | 減碼 |
| Alliancebernstein L.P. | 922,516 | $3,348 萬 | 0.01% | +40,101+4.5% | 加碼 |
| American Century Companies Inc | 908,093 | $3,295 萬 | 0.02% | +28,411+3.2% | 加碼 |
| Pictet Asset Management Holding SA | 852,883 | $3,095 萬 | 0.03% | −76,286−8.2% | 減碼 |
| Farallon Capital Management, L.L.C. | 823,296 | $2,988 萬 | 0.16% | −849,757−50.8% | 減碼 |
| Wellington Management Group LLP | 784,267 | $2,846 萬 | 0.00% | +822+0.1% | 加碼 |
| Integral Health Asset Management, LLC | 750,000 | $2,722 萬 | 1.38% | −750,000−50.0% | 減碼 |
| Affinity Asset Advisors, LLC | 730,000 | $2,649 萬 | 1.90% | −20,000−2.7% | 減碼 |
| Siren, L.L.C. | 699,999 | $2,540 萬 | 0.76% | +699,999 | 新進 |
| Candriam Luxembourg S.C.A. | 678,387 | $2,462 萬 | 0.12% | +110,606+19.5% | 加碼 |
| Armistice Capital, LLC | 676,035 | $2,453 萬 | 0.60% | +168,385+33.2% | 加碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 659,076 | $2,392 萬 | 2.12% | +659,076 | 新進 |
| Morgan Stanley | 639,507 | $2,321 萬 | 0.00% | −737,491−53.6% | 減碼 |
| Two Sigma Investments, LP | 610,403 | $2,215 萬 | 0.03% | +610,403 | 新進 |
| Qube Research & Technologies Ltd | 496,549 | $1,802 萬 | 0.03% | +316,123+175.2% | 加碼 |
| Charles Schwab Investment Management Inc | 461,300 | $1,674 萬 | 0.00% | +52,113+12.7% | 加碼 |
| Sphera Funds Management Ltd. | 449,003 | $1,629 萬 | 3.41% | +229,093+104.2% | 加碼 |
| Rock Springs Capital Management LP | 427,596 | $1,552 萬 | 0.80% | +19,283+4.7% | 加碼 |
| Parkman Healthcare Partners LLC | 410,249 | $1,489 萬 | 1.42% | −45,274−9.9% | 減碼 |
| Citadel Advisors LLC | 399,919 | $1,451 萬 | 0.01% | −1,667,308−80.7% | 減碼 |
| TimesSquare Capital Management, LLC | 380,100 | $1,379 萬 | 0.21% | +380,100 | 新進 |
| 22NW, LP | 358,325 | $1,300 萬 | 10.02% | 00.0% | 不變 |
| Two Sigma Advisers, LP | 353,700 | $1,284 萬 | 0.02% | +353,700 | 新進 |
| Catalio Capital Management, LP | 331,849 | $1,204 萬 | 2.13% | +331,849 | 新進 |
| Renaissance Technologies LLC | 322,100 | $1,169 萬 | 0.02% | +274,700+579.5% | 加碼 |
| Lord, Abbett & Co. LLC | 312,396 | $1,134 萬 | 0.03% | +312,396 | 新進 |
| Northern Trust Corp | 299,863 | $1,088 萬 | 0.00% | −90,944−23.3% | 減碼 |
| StemPoint Capital LP | 290,049 | $1,053 萬 | 1.81% | +131,937+83.4% | 加碼 |
| Iron Triangle Partners LP | 257,085 | $933.0 萬 | 1.07% | +257,085 | 新進 |
| Marshall Wace, LLP | 249,130 | $904.1 萬 | 0.01% | +249,130 | 新進 |
| Squarepoint Ops LLC | 246,804 | $895.7 萬 | 0.02% | +203,791+473.8% | 加碼 |
| SG Americas Securities, LLC | 230,795 | $837.6 萬 | 0.01% | +130,758+130.7% | 加碼 |
| Barclays PLC | 223,283 | $810.3 萬 | 0.00% | −430,547−65.8% | 減碼 |
| Swedbank AB | 221,400 | $803.5 萬 | 0.01% | −77,900−26.0% | 減碼 |
| Davern Capital Partners, LP | 210,648 | $764.4 萬 | 2.47% | +210,648 | 新進 |
| UBS Group AG | 201,280 | $730.4 萬 | 0.00% | +111,776+124.9% | 加碼 |
| Ikarian Capital, LLC | 200,000 | $725.8 萬 | 0.94% | +200,000 | 新進 |
| Russell Investments Group, Ltd. | 175,361 | $636.4 萬 | 0.01% | +172,097+5,272.6% | 加碼 |
| Buckley Capital Advisors, LLC | 174,300 | $632.5 萬 | 5.50% | +174,300 | 新進 |
| BNP Paribas Arbitrage, SA | 172,929 | $627.6 萬 | 0.00% | −453,219−72.4% | 減碼 |
| Velan Capital Investment Management LP | 151,000 | $548.0 萬 | 3.19% | −24,600−14.0% | 減碼 |
| Burkehill Global Management, LP | 150,000 | $544.4 萬 | 0.36% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 143,208 | $519.7 萬 | 0.01% | +85,985+150.3% | 加碼 |
| Rhenman & Partners Asset Management AB | 142,571 | $517.4 萬 | 0.48% | −22,429−13.6% | 減碼 |
| Artia Global Partners LP | 137,800 | $500.1 萬 | 0.80% | +81,200+143.5% | 加碼 |
| Dimensional Fund Advisors LP | 137,636 | $499.3 萬 | 0.00% | −9,142−6.2% | 減碼 |
| Brevan Howard Capital Management LP | 139,293 | $498.4 萬 | 0.10% | +139,293 | 新進 |
| ADAR1 Capital Management, LLC | 136,231 | $494.4 萬 | 0.37% | +57,993+74.1% | 加碼 |
| Bank of New York Mellon Corp | 131,839 | $478.4 萬 | 0.00% | +18,042+15.9% | 加碼 |
| Rafferty Asset Management, LLC | 127,917 | $464.2 萬 | 0.02% | +96,232+303.7% | 加碼 |
| Schroder Investment Management Group | 130,592 | $463.6 萬 | 0.00% | +130,592 | 新進 |
| HighVista Strategies LLC | 124,544 | $452.0 萬 | 1.16% | −85,285−40.6% | 減碼 |
| Nuveen, LLC | 122,947 | $446.2 萬 | 0.00% | +36,031+41.5% | 加碼 |
| Simplify Asset Management Inc. | 114,182 | $414.4 萬 | 0.07% | −104,544−47.8% | 減碼 |
| Nantahala Capital Management, LLC | 113,285 | $411.1 萬 | 0.25% | −45,428−28.6% | 減碼 |
| Trexquant Investment LP | 112,788 | $409.3 萬 | 0.04% | +68,815+156.5% | 加碼 |
| Voya Investment Management LLC | 112,672 | $408.9 萬 | 0.00% | −25,854−18.7% | 減碼 |
| Ensign Peak Advisors, Inc | 112,190 | $407.1 萬 | 0.01% | +4,550+4.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 111,753 | $405.6 萬 | 0.00% | +111,753 | 新進 |
| EAM Investors, LLC | 96,135 | $348.9 萬 | 0.39% | −31,412−24.6% | 減碼 |
| Silverarc Capital Management, LLC | 94,983 | $344.7 萬 | 0.50% | +14,983+18.7% | 加碼 |
| Swiss National Bank | 90,100 | $327.0 萬 | 0.00% | +1,600+1.8% | 加碼 |
| Prudential Financial Inc | 89,065 | $323.2 萬 | 0.00% | +38,640+76.6% | 加碼 |
| Verition Fund Management LLC | 83,840 | $304.3 萬 | 0.02% | +65,377+354.1% | 加碼 |
| Millennium Management LLC | 78,625 | $285.3 萬 | 0.00% | −325,964−80.6% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 78,092 | $283.4 萬 | 0.04% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 75,897 | $275.4 萬 | 0.00% | +16,855+28.5% | 加碼 |
| XTX Topco Ltd | 73,678 | $267.4 萬 | 0.07% | +54,838+291.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 69,362 | $251.7 萬 | 0.09% | +16,514+31.2% | 加碼 |
| Greenland Capital Management LP | 69,000 | $250.4 萬 | 0.36% | −36,853−34.8% | 減碼 |
| Blue Owl Capital Holdings LP | 65,944 | $239.3 萬 | 0.74% | −35,000−34.7% | 減碼 |
| Alps Advisors Inc | 64,987 | $235.8 萬 | 0.01% | +64,987 | 新進 |
| Winton Group Ltd | 64,806 | $235.2 萬 | 0.08% | +64,806 | 新進 |
| AQR Capital Management LLC | 62,300 | $226.1 萬 | 0.00% | +44,178+243.8% | 加碼 |