MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.7% ·
aandelenstroom +9.5% ·
netto nieuwe posities -8.3%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 3.10M | — | $41.91M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (passief) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | The Vanguard Group ✦ (passief) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | The Vanguard Group ✦ (passief) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (passief) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passief) | 2.33M | — | $31.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passief) | 1.44M | +177.5% | $19.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passief) | 954.56K | +19.0% | $12.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passief) | 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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $770,688 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 213 houders, 90.27M aandelen, $2.39B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 7.44K aand · $193,189
Officer · 2.17K aand · $58,785
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie