Mineralys Therapeutics, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
—
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Mineralys Therapeutics, Inc.
18.15
Expected move
Inputs8Q avg ±4.3%·×3.19·rich
straddle ±19.3%
spot 18.18exp Nov 20ATM strike 17.5ATM straddle 4.13IV 120%
−1.02%
vs ±9.5% implied · ×0.11
shaded = implied · ▲▼ = realized
226 managers report $2.8B of Mineralys Therapeutics on form 13F for the quarter ended Jun 30 '26. 35 of them hold 80% of it; Catalys Pacific is largest at 7.72%.
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | Catalys PacificCatalys Pacific | $213.2M | 7.72% | 0.00% | |
| 2 | RA Capital ManagementRA Capital Management | $207.6M | 7.51% | 0.00% | |
| 3 | BlackRockBlackRockindex-like | $158.8M | 5.75% | +31.36% | |
| 4 | Samsara BioCapitalSamsara BioCapital | $158.4M | 5.73% | 0.00% | |
| 5 | FMRFMR | $121.7M | 4.41% | −7.19% | |
| 6 | State StreetState Streetindex-like | $111.7M | 4.04% | +41.07% | |
| 7 | Deerfield ManagementDeerfield | $106.8M | 3.86% | new | |
| 8 | Armistice CapitalArmistice Capital | $74.9M | 2.71% | +136.05% | |
| 9 | Vanguard Capital ManagementVanguardindex-like | $74.4M | 2.69% | +12.32% | |
| 10 | Laurion Capital ManagementLaurion | $67.6M | 2.45% | +12.28% | |
| 11 | T. Rowe Price AssociatesT. Rowe Price | $61.0M | 2.21% | +68.43% | |
| 12 | Orbimed AdvisorsOrbimed | $56.9M | 2.06% | +2.80% | |
| 13 | Capital World InvestorsCapital World Investors | $53.9M | 1.95% | +401.69% | |
| 14 | Troluce Capital AdvisorsTroluce Capital | $48.0M | 1.74% | +171.57% | |
| 15 | Franklin ResourcesFranklin Resources | $44.1M | 1.60% | −8.36% | |
| 16 | Andera PartnersAndera Partners | $42.9M | 1.55% | 0.00% | |
| 17 | Geode Capital ManagementGeodeindex-like | $42.8M | 1.55% | +21.76% | |
| 18 | SR One Capital ManagementSR One | $42.2M | 1.53% | 0.00% | |
| 19 | Bank of AmericaBank of America | $40.6M | 1.47% | +36.82% | |
| 20 | Goldman Sachs GroupGoldman Sachs | $40.3M | 1.46% | +82.26% | |
| 21 | Sphera Funds ManagementSphera Funds | $39.7M | 1.44% | +9.70% | |
| 22 | Pictet Asset Management HoldingPictet | $38.6M | 1.40% | +38.30% | |
| 23 | Polar Capital HoldingsPolar Capital | $38.3M | 1.39% | −5.32% | |
| 24 | Caption ManagementCaption | $38.0M | 1.38% | −56.97% | |
| 25 | Millennium ManagementMillennium | $33.8M | 1.22% | +138.54% |
No thesis.