MLYS
Mineralys Therapeutics, Inc. · Healthcare · Biotechnology
动量输入(同类管理人):
持有人广度 +13.3% ·
股份流向 +30.0% ·
净新建仓位 +11.8%
· 公式
广泛增持:持股数量上升,持有人数量增加
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q3 2025
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +2 | 43.69M | $1.18B | +8 | −6 |
| 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 | n/a |
| Q2 2025 | 12 | -1 | 9.30M | $125.82M | n/a | −1 |
| Q1 2025 | 10 | +4 | 2.76M | $43.90M | +4 | n/a |
| Q4 2024 | 6 | 0 | 2.45M | $30.15M | +1 | −1 |
| Q3 2024 | 5 | 0 | 890.52K | $10.79M | +1 | −1 |
| Q2 2024 | 5 | n/a | 738.83K | $8.65M | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 3.67M | +18.5% | $139.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 2 | The Vanguard Group ✦ (被动) | 3.02M | +29.8% | $114.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 2.07M | +579.4% | $78.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Citadel Advisors ✦ | 2.07M | +14273.7% | $78.39M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Point72 Asset Management ✦ | 1.80M | 新增 | $68.24M | 0.2% | New | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.38M | n/a | $52.22M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 7 | State Street Global Advisors ✦ (被动) | 1.30M | -9.7% | $49.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Geode Capital Management ✦ (被动) | 1.12M | +17.7% | $42.61M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Wellington Management ✦ | 783.45K | +578.6% | $29.71M | 0.0% | ▲ Add | 5 | SEC ↗ ×7 |
| 10 | Goldman Sachs Group ✦ | 711.66K | n/a | $26.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | D. E. Shaw & Co. ✦ | 610.92K | +6.4% | $23.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Millennium Management ✦ | 404.59K | +66.1% | $15.34M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 367.36K | n/a | $13.93M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 14 | Adage Capital Partners ✦ | 105.00K | 新增 | $3.98M | 0.0% | New | 1 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 47.40K | -73.2% | $1.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 21.38K | +9.3% | $811,000 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 18.12K | -35.0% | $687,187 | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Point72 Asset Management | $68.24M | 0.2% |
| Adage Capital Partners | $3.98M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 213 持有人, 90.27M 股份, $2.39B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 75.00K 股 · $1.91M
Director · 104.32K 股 · $3.01M
Officer · 7.44K 股 · $209,136
Director · 3.00K 股 · $85,740
Officer · 7.44K 股 · $193,189
Officer · 2.17K 股 · $58,785
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论