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Mineralys Therapeutics, Inc.

MLYS Healthcare
$20.3 $-1.34 (-6.19%)
Market Cap: $1.79 B
Gurus Holding
3
Popularity Rank
#2872
% of Shares Held
1.44%
Net Activity (Q2 2026)
-$36.09 M

Guru Ownership Trend

Guru Analysis for Mineralys Therapeutics, Inc. (MLYS)

Mineralys Therapeutics, Inc. (MLYS), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q2 2026, a total of 3 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $25.76 M.

Top institutional holders include Paul Tudor Jones and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.09 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 374.1%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 1.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$15.81 M
Total Buy Value
New Buys 0
Additions 2
-$51.9 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Mineralys Therapeutics, Inc. (MLYS)

Major holders include Paul Tudor Jones ($19.92 M), Renaissance Technologies (RenTech) ($10.21 M), Cliff Asness ($4.11 M). According to the latest reported data, 3 tracked investment managers collectively hold approximately 1.27 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.09 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited MLYS. The total reported sell value was $51.9 M.

Yes, 0 managers opened new positions in MLYS, and 2 increased their existing holdings. The total reported buy value was $15.81 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 374.1% 738,370 $19.92 M Q2 2026
0.01% Reduce -1.2% 378,300 $10.21 M Q2 2026
0.00% Add 2.3% 152,504 $4.11 M Q2 2026
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