Sr One Capital Management, LP / MLYS
Sr One Capital Management, LP’s Mineralys Therapeutics Inc Position
Does Sr One Capital Management, LP own Mineralys Therapeutics Inc (MLYS)? Yes — 1.56M shares worth $42M (+4.63% of its 13F portfolio) as of Q1 2026.
Position Value
$42M
Q1 2026
Shares
1.56M
% of Portfolio
+4.63%
Quarters Held
13
currently held
Position History MLYS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.56M | $42M | +4.63% |
| Q4 2025 | 1.56M | $57M | +8.03% |
| Q3 2025 | 2.11M | $80M | +11.59% |
| Q2 2025 | 3.13M | $42M | +9.17% |
| Q1 2025 | 3.13M | $50M | +12.76% |
| Q4 2024 | 2.02M | $25M | +6.05% |
| Q3 2024 | 2.02M | $24M | +4.90% |
| Q2 2024 | 2.02M | $24M | +7.39% |
| Q1 2024 | 2.02M | $26M | +7.15% |
| Q4 2023 | 1.79M | $15M | +6.48% |
| Q3 2023 | 1.79M | $17M | +8.75% |
| Q2 2023 | 1.79M | $31M | +13.19% |
| Q1 2023 | 1.79M | $28M | +10.47% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sr One Capital Management, LP’s full portfolio or all institutional holders of MLYS.