SEC 13F Intelligence

Orbimed Advisors LLC / MLYS

Orbimed Advisors LLC’s Mineralys Therapeutics Inc Position

Does Orbimed Advisors LLC own Mineralys Therapeutics Inc (MLYS)? Yes — 2.05M shares worth $56M (+1.10% of its 13F portfolio) as of Q1 2026, up from 980.4K shares the prior filed quarter.

Position Value
$56M
Q1 2026
Shares
2.05M
% of Portfolio
+1.10%
Quarters Held
8
currently held

Position History MLYS

Reported value by quarter
Q1 ’24: $26MQ1 ’24Q2 ’24: $24MQ2 ’24Q3 ’24: $24MQ3 ’24Q4 ’24: $20MQ4 ’24Q2 ’25: $10MQ2 ’25Q3 ’25: $56MQ3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $56MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.05M$56M+1.10%
Q4 2025980.4K$36M+0.73%
Q3 20251.47M$56M+1.31%
Q2 2025760.4K$10M+0.26%
Q4 20241.61M$20M+0.41%
Q3 20242.00M$24M+0.44%
Q2 20242.02M$24M+0.47%
Q1 20242.02M$26M+0.48%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Orbimed Advisors LLC’s full portfolio or all institutional holders of MLYS.