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。
2026 年第 1 季 13F 持有人
Mineralys Therapeutics, Inc. 在 2026/3/31 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
- 215
- 較 2025 年第 4 季 −5 家
- 持有股數
- 9,033 萬
- 較 2025 年第 4 季 +555.9 萬 (+6.6%)
- 總市值
- $24.6 億
- 較 2025 年第 4 季 −$6.21 億 (−20.2%)
- 新進機構
- 33
- 另有 98 家加碼
- 清倉機構
- 38
- 另有 52 家減碼
另有 3 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Catalys Pacific, LLC | 7,903,838 | $2.14 億 | 92.81% | 00.0% | 不變 |
| Ra Capital Management, L.P. | 7,692,750 | $2.08 億 | 2.21% | +369,000+5.0% | 加碼 |
| Samsara BioCapital, LLC | 5,871,018 | $1.59 億 | 15.45% | 00.0% | 不變 |
| FMR LLC | 4,861,104 | $1.32 億 | 0.01% | −196,405−3.9% | 減碼 |
| BlackRock, Inc. | 4,481,582 | $1.21 億 | 0.00% | +153,904+3.6% | 加碼 |
| Wellington Management Group LLP | 3,359,068 | $9,100 萬 | 0.02% | +2,574,801+328.3% | 加碼 |
| State Street Corp | 2,935,940 | $7,953 萬 | 0.00% | −249,059−7.8% | 減碼 |
| Caligan Partners LP | 2,772,654 | $7,511 萬 | 5.31% | 00.0% | 不變 |
| Vanguard Capital Management LLC | 2,454,363 | $6,649 萬 | 0.00% | +2,454,363 | 新進 |
| Laurion Capital Management LP | 2,232,040 | $6,047 萬 | 5.67% | +518,555+30.3% | 加碼 |
| OrbiMed Advisors LLC | 2,052,900 | $5,561 萬 | 1.26% | +1,072,500+109.4% | 加碼 |
| Point72 Asset Management, L.P. | 1,911,433 | $5,178 萬 | 0.09% | +704,213+58.3% | 加碼 |
| Franklin Resources Inc | 1,784,662 | $4,835 萬 | 0.01% | −4,085−0.2% | 減碼 |
| Andera Partners | 1,591,917 | $4,313 萬 | 24.38% | 00.0% | 不變 |
| Sr One Capital Management, LP | 1,563,966 | $4,237 萬 | 4.63% | 00.0% | 不變 |
| Suvretta Capital Management, LLC | 1,538,662 | $4,168 萬 | 1.13% | 00.0% | 不變 |
| Polar Capital Holdings Plc | 1,500,749 | $4,066 萬 | 0.18% | +99,608+7.1% | 加碼 |
| Price T Rowe Associates Inc | 1,343,313 | $3,639 萬 | 0.00% | +18,193+1.4% | 加碼 |
| Sphera Funds Management Ltd. | 1,339,971 | $3,630 萬 | 6.24% | +890,968+198.4% | 加碼 |
| Alliancebernstein L.P. | 975,961 | $3,542 萬 | 0.01% | +53,445+5.8% | 加碼 |
| Geode Capital Management, LLC | 1,301,135 | $3,525 萬 | 0.00% | +43,553+3.5% | 加碼 |
| Jennison Associates LLC | 1,266,174 | $3,430 萬 | 0.02% | +7,521+0.6% | 加碼 |
| Armistice Capital, LLC | 1,176,000 | $3,186 萬 | 1.05% | +499,965+74.0% | 加碼 |
| Bank of America Corp | 1,100,372 | $2,981 萬 | 0.00% | +113,092+11.5% | 加碼 |
| Pictet Asset Management Holding SA | 1,034,438 | $2,802 萬 | 0.03% | +181,555+21.3% | 加碼 |
| Boothbay Fund Management, LLC | 1,001,728 | $2,714 萬 | 0.64% | +9,646+1.0% | 加碼 |
| Qube Research & Technologies Ltd | 914,728 | $2,478 萬 | 0.04% | +418,179+84.2% | 加碼 |
| Nantahala Capital Management, LLC | 895,481 | $2,426 萬 | 1.51% | +782,196+690.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 887,192 | $2,403 萬 | 0.02% | −263,478−22.9% | 減碼 |
| American Century Companies Inc | 884,107 | $2,395 萬 | 0.01% | −23,986−2.6% | 減碼 |
| Morgan Stanley | 849,184 | $2,300 萬 | 0.00% | +209,677+32.8% | 加碼 |
| Candriam Luxembourg S.C.A. | 801,904 | $2,172 萬 | 0.11% | +123,517+18.2% | 加碼 |
| Goldman Sachs Group Inc | 785,043 | $2,127 萬 | 0.00% | −665,890−45.9% | 減碼 |
| Integral Health Asset Management, LLC | 750,000 | $2,032 萬 | 1.08% | 00.0% | 不變 |
| Affinity Asset Advisors, LLC | 750,000 | $2,032 萬 | 1.19% | +20,000+2.7% | 加碼 |
| Vanguard Portfolio Management LLC | 706,658 | $1,914 萬 | 0.00% | +706,658 | 新進 |
| Troluce Capital Advisors LLC | 655,000 | $1,774 萬 | 1.88% | +655,000 | 新進 |
| Citadel Advisors LLC | 600,041 | $1,626 萬 | 0.01% | +200,122+50.0% | 加碼 |
| StemPoint Capital LP | 533,378 | $1,445 萬 | 2.78% | +243,329+83.9% | 加碼 |
| Millennium Management LLC | 525,260 | $1,423 萬 | 0.01% | +446,635+568.1% | 加碼 |
| Davern Capital Partners, LP | 447,153 | $1,211 萬 | 3.32% | +236,505+112.3% | 加碼 |
| 22NW, LP | 444,325 | $1,204 萬 | 9.47% | +86,000+24.0% | 加碼 |
| Charles Schwab Investment Management Inc | 443,898 | $1,203 萬 | 0.00% | −17,402−3.8% | 減碼 |
| Northern Trust Corp | 442,874 | $1,200 萬 | 0.00% | +143,011+47.7% | 加碼 |
| Rock Springs Capital Management LP | 439,751 | $1,191 萬 | 0.70% | +12,155+2.8% | 加碼 |
| Catalio Capital Management, LP | 439,041 | $1,189 萬 | 2.48% | +107,192+32.3% | 加碼 |
| Capital World Investors | 398,179 | $1,079 萬 | 0.00% | +398,179 | 新進 |
| Renaissance Technologies LLC | 382,800 | $1,037 萬 | 0.02% | +60,700+18.8% | 加碼 |
| Parkman Healthcare Partners LLC | 380,137 | $1,030 萬 | 1.07% | −30,112−7.3% | 減碼 |
| Vanguard Fiduciary Trust Co | 375,262 | $1,017 萬 | 0.00% | +375,262 | 新進 |
| Pale Fire Capital SE | 365,626 | $990.5 萬 | 0.87% | +355,272+3,431.3% | 加碼 |
| TimesSquare Capital Management, LLC | 338,798 | $917.8 萬 | 0.16% | −41,302−10.9% | 減碼 |
| Two Sigma Investments, LP | 311,488 | $843.8 萬 | 0.01% | −298,915−49.0% | 減碼 |
| Lord, Abbett & Co. LLC | 300,913 | $815.2 萬 | 0.03% | −11,483−3.7% | 減碼 |
| Rhenman & Partners Asset Management AB | 263,071 | $712.7 萬 | 0.88% | +120,500+84.5% | 加碼 |
| Algert Global LLC | 260,264 | $705.1 萬 | 0.11% | +212,764+447.9% | 加碼 |
| SG Americas Securities, LLC | 225,833 | $611.8 萬 | 0.01% | −4,962−2.1% | 減碼 |
| Ameriprise Financial Inc | 221,305 | $599.5 萬 | 0.00% | +175,059+378.5% | 加碼 |
| Voya Investment Management LLC | 216,089 | $585.4 萬 | 0.01% | +103,417+91.8% | 加碼 |
| Russell Investments Group, Ltd. | 203,504 | $551.3 萬 | 0.01% | +28,143+16.0% | 加碼 |
| Findell Capital Management LLC | 202,000 | $547.2 萬 | 1.61% | +152,000+304.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 177,585 | $481.1 萬 | 0.04% | +127,764+256.4% | 加碼 |
| Buckley Capital Advisors, LLC | 173,100 | $468.9 萬 | 3.97% | −1,200−0.7% | 減碼 |
| Tudor Investment Corp Et Al | 155,740 | $421.9 萬 | 0.02% | +116,694+298.9% | 加碼 |
| ADAR1 Capital Management, LLC | 154,686 | $419.0 萬 | 0.25% | +18,455+13.5% | 加碼 |
| Burkehill Global Management, LP | 150,000 | $406.4 萬 | 0.20% | 00.0% | 不變 |
| AQR Capital Management LLC | 149,086 | $403.9 萬 | 0.00% | +86,786+139.3% | 加碼 |
| Mark Asset Management LP | 144,875 | $392.5 萬 | 0.52% | +144,875 | 新進 |
| PFM Health Sciences, LP | 142,677 | $386.5 萬 | 0.41% | +95,040+199.5% | 加碼 |
| Artia Global Partners LP | 137,800 | $373.3 萬 | 0.84% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 137,433 | $371.6 萬 | 0.00% | −203−0.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 132,099 | $357.9 萬 | 0.07% | +100,740+321.2% | 加碼 |
| Bank of New York Mellon Corp | 129,964 | $352.1 萬 | 0.00% | −1,875−1.4% | 減碼 |
| Swedbank AB | 122,100 | $330.8 萬 | 0.00% | −99,300−44.9% | 減碼 |
| Schroder Investment Management Group | 130,592 | $307.0 萬 | 0.00% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 112,190 | $303.9 萬 | 0.01% | 00.0% | 不變 |
| Nuveen, LLC | 112,007 | $303.4 萬 | 0.00% | −10,940−8.9% | 減碼 |
| Squarepoint Ops LLC | 105,491 | $285.8 萬 | 0.01% | −141,313−57.3% | 減碼 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 104,961 | $284.3 萬 | 0.24% | −554,115−84.1% | 減碼 |
| Capital Fund Management S.A. | 102,202 | $276.9 萬 | 0.02% | +102,202 | 新進 |
| UBS Group AG | 98,029 | $265.6 萬 | 0.00% | −103,251−51.3% | 減碼 |
| HRT Financial LP | 95,920 | $259.8 萬 | 0.01% | +58,684+157.6% | 加碼 |
| Verition Fund Management LLC | 95,122 | $257.7 萬 | 0.02% | +11,282+13.5% | 加碼 |
| Rafferty Asset Management, LLC | 94,358 | $255.6 萬 | 0.01% | −33,559−26.2% | 減碼 |
| J. Goldman & Co LP | 94,101 | $254.9 萬 | 0.12% | +46,813+99.0% | 加碼 |
| Brevan Howard Capital Management LP | 90,929 | $246.3 萬 | 0.03% | −48,364−34.7% | 減碼 |
| Swiss National Bank | 90,100 | $244.1 萬 | 0.00% | 00.0% | 不變 |
| CenterBook Partners LP | 89,330 | $242.0 萬 | 0.13% | +63,330+243.6% | 加碼 |
| Ishara Investments LP | 82,000 | $222.1 萬 | 2.24% | +82,000 | 新進 |
| UBS Asset Management Americas Inc | 79,537 | $215.5 萬 | 0.00% | +3,640+4.8% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 78,092 | $211.6 萬 | 0.03% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 70,189 | $190.1 萬 | 0.06% | +827+1.2% | 加碼 |
| Seven Fleet Capital Management LP | 69,571 | $188.5 萬 | 0.59% | +27,546+65.5% | 加碼 |
| XTX Topco Ltd | 68,407 | $185.3 萬 | 0.03% | −5,271−7.2% | 減碼 |
| Alps Advisors Inc | 64,419 | $174.5 萬 | 0.01% | −568−0.9% | 減碼 |
| State of Wisconsin Investment Board | 64,138 | $173.7 萬 | 0.00% | +14,197+28.4% | 加碼 |
| California State Teachers Retirement System | 61,266 | $166.0 萬 | 0.00% | +17,918+41.3% | 加碼 |
| Prudential Financial Inc | 59,555 | $161.3 萬 | 0.00% | −29,510−33.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 59,242 | $160.5 萬 | 0.00% | −52,511−47.0% | 減碼 |
| Greenland Capital Management LP | 57,500 | $155.8 萬 | 0.31% | −11,500−16.7% | 減碼 |