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Cliff Asness’s MLYS Holdings & Trades

First Buy
Q1 2025
Duration Held
4 Quarters
Largest Add
Q4 2025
+44,178 Shares
Current Position
62,300 Shares
$2.26 M Value

Cliff Asness's MLYS Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 62,300 shares of Mineralys Therapeutics, Inc. (MLYS) worth $2.26 M, representing 0.00% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.

Based on 13F filings, Cliff Asness has maintained this position in MLYS for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 44,178 shares. Largest reduction occurred in Q3 2025, reducing 9,779 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's Mineralys Therapeutics (MLYS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Mineralys Therapeutics (MLYS) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +44,178 Add 243.78% 62,300 $36.29
Q3 2025 -9,779 Reduce 35.05% 18,122 $37.92
Q2 2025 -6,714 Reduce 19.40% 27,901 $13.53
Q1 2025 +34,615 New Buy 34,615 $15.88

Cliff Asness's Mineralys Therapeutics Investment FAQs

Cliff Asness first purchased Mineralys Therapeutics, Inc. (MLYS) in Q1 2025, acquiring 34,615 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Mineralys Therapeutics, Inc. (MLYS) for 4 quarters since Q1 2025.

Cliff Asness's largest addition to Mineralys Therapeutics, Inc. (MLYS) was in Q4 2025, adding 62,300 shares worth $2.26 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 62,300 shares of Mineralys Therapeutics, Inc. (MLYS), valued at approximately $2.26 M.

As of the Q4 2025 filing, Mineralys Therapeutics, Inc. (MLYS) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in Mineralys Therapeutics, Inc. (MLYS) was 62,300 shares, as reported at the end of Q4 2025.