MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -7.7% ·
Aktienfluss +9.5% ·
neue Nettopositionen -8.3%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +3 | 43.72M | $1.18B | +8 | −5 |
| Q1 2026 | 87 | +2 | 39.40M | $1.08B | +7 | −5 |
| Q4 2025 | 84 | +1 | 40.64M | $1.47B | +2 | −1 |
| Q3 2025 | 17 | +2 | 19.50M | $739.53M | +2 | — |
| Q2 2025 | 12 | -1 | 9.30M | $125.82M | — | −1 |
| Q1 2025 | 10 | +4 | 2.76M | $43.90M | +4 | — |
| Q4 2024 | 6 | 0 | 2.45M | $30.15M | +1 | −1 |
| Q3 2024 | 5 | 0 | 890.52K | $10.79M | +1 | −1 |
| Q2 2024 | 5 | — | 738.83K | $8.65M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passiv) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passiv) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passiv) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passiv) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passiv) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passiv) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passiv) | 1.44M | +177.5% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passiv) | 954.56K | +19.0% | $12.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passiv) | 954.56K | +19.0% | $12.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 574.21K | +20.0% | $7.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 304.89K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 304.89K | — | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Millennium Management ✦ | 243.57K | -42.6% | $3.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 176.93K | -0.2% | $2.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Wellington Management ✦ | 115.45K | -5.0% | $1.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Wellington Management ✦ | 115.45K | -5.0% | $1.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Wellington Management ✦ | 115.45K | -5.0% | $1.56M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 27.90K | -19.4% | $377,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 27.90K | -19.4% | $377,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 27.90K | -19.4% | $377,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 27.90K | -19.4% | $377,501 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 19.57K | +57.6% | $265,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 14.38K | -90.0% | $194,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Two Sigma Investments | $770,688 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 213 Inhaber, 90.27M Anteile, $2.39B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Käufe auf dem offenen Markt (P)
Keine Insider-Käufe auf dem offenen Markt in unserem Erfassungszeitraum.
Verkäufe auf dem offenen Markt (S)
Officer · 7.44K Ant. · $193,189
Officer · 2.17K Ant. · $58,785
Zuteilungen, Ausübungen und Steuereinbehalte werden hier nie als Käufe oder Verkäufe gezählt. Methodik