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Mineralys Therapeutics, Inc.

MLYS Healthcare
$26.86 $-2.4 (-8.20%)
Market Cap: $2.22 B
Gurus Holding
5
Popularity Rank
#1961
% of Shares Held
2.05%
Net Activity (Q4 2025)
-$12.32 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 Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $45.41 M.

Top institutional holders include Steven Cohen and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $12.32 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 579.5%. Conversely, Louis Moore Bacon reduced exposure by 63.6%.

Key Holders

Recent Activity Breakdown (Q4 2025)

+$12.99 M
Total Buy Value
New Buys 1
Additions 2
-$25.31 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Mineralys Therapeutics, Inc. (MLYS)

Major holders include Steven Cohen ($43.81 M), Renaissance Technologies (RenTech) ($11.69 M), Cliff Asness ($2.26 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.69 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $12.32 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MLYS. The total reported sell value was $25.31 M.

Yes, 1 managers opened new positions in MLYS, and 2 increased their existing holdings. The total reported buy value was $12.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -32.9% 1,207,220 $43.81 M Q4 2025
0.02% Add 579.5% 322,100 $11.69 M Q4 2025
0.00% Add 243.8% 62,300 $2.26 M Q4 2025
0.03% Reduce -63.6% 60,000 $2.18 M Q4 2025
0.00% New Buy 39,046 $1.42 M Q4 2025
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