MINERALYS THERAPEUTICS INC

$MLYS
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Smart money positioned

13 of the Top-200 alpha managers hold $MLYS as of the latest 13F snapshot.

13F holders
210
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

13 holders · Q1 2026

$MLYS is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.77%, with an average of 0.35% of portfolio. Largest holder: Fidelis Capital Partners, LLC at 2.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Fidelis Capital Partners, LLC
2.77% NEW
α +19.5pts
02
Sectoral Asset Management Inc.
0.74% NEW
α +39.3pts
03
Caption Management, LLC
0.52% held
α +15.5pts
04
ADAR1 Capital Management, LLC
0.25% held
α +74.0pts
05
Diadema Partners LP
0.12% held
α +13.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 210 · Source: 13F-HR
01
Balanced Wealth Group LLC
92.81% of portfolio
7,903,838 sh
02
Samsara BioCapital, LLC
31.09% of portfolio
6,263,151 sh
03
Castleview Partners, LLC
15.45% of portfolio
5,871,018 sh
04
Northeast Financial Consultants Inc
0.07% of portfolio
3,822,866 sh
05
Callan Capital, LLC
0.64% of portfolio
3,725,084 sh
06
Narus Financial Partners, LLC
0.52% of portfolio
3,502,400 sh
07
State Street
—
3,184,999 sh
08
Axa S.a.
—
2,935,940 sh
09
Cahaba Wealth Management, Inc.
5.00% of portfolio
2,772,654 sh
10
Caligan Partners LP
13.77% of portfolio
2,772,654 sh
See all 210 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 8 filers
13 Feb 2026
Rodman David Malcom —
▼ SOLD
6,348
$27.58
S
13 Feb 2026
Rodman David Malcom —
▼ SOLD
4,166
$27.33
S
13 Feb 2026
Rodman David Malcom —
▼ SOLD
3,541
$27.33
S
12 Feb 2026
Rodman David Malcom —
▼ SOLD
521
$29.64
S
12 Feb 2026
Rodman David Malcom —
▼ SOLD
5,828
$28.94
S
09 Feb 2026
Rodman David Malcom —
▼ SOLD
2,171
$30.21
S
20 Jan 2026
Rodman David Malcom —
▼ SOLD
416
$32.10
S
14 Jan 2026
Rodman David Malcom —
▼ SOLD
11,367
$32.61
S
13 Jan 2026
Rodman David Malcom —
▼ SOLD
7,709
$32.75
S
12 Jan 2026
Levy Adam Scott —
▼ SOLD
10,758
$32.14
S
12 Jan 2026
Rodman David Malcom —
▼ SOLD
6,348
$32.32
S
09 Jan 2026
Rodman David Malcom —
▼ SOLD
2,170
$33.27
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MLYS in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:19 UTC.