MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Señales de momentum (gestores comparables):
amplitud de titulares -7.7% ·
flujo de acciones +9.5% ·
nuevas posiciones netas -8.3%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (pasivo) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (pasivo) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (pasivo) | 1.44M | +177.5% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Geode Capital Management ✦ (pasivo) | 954.56K | +19.0% | $12.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 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 ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Two Sigma Investments | $770,688 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 213 tenedores, 90.27M acciones, $2.39B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 7.44K acc. · $193,189
Officer · 2.17K acc. · $58,785
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología