TimesSquare Capital Management, LLC
Position in MLYS — Mineralys Therapeutics, Inc.
CIK 1313816
NEW YORK, NY
Position in MLYS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,363,448
-$2,814,589 QoQ
Shares Held
235,858
-30.4% QoQ
Ownership
0.267%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#66
of 224 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in MLYS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026TimesSquare Capital Management, LLC holds $522,649,738 across 18 Biotechnology names. MLYS ranks #18 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INSM |
INSMED Inc
|
728,096 | $77,629,595 | |
| 2 | ARGX |
Argenx SE
|
83,114 | $77,110,675 | |
| 3 | IONS |
Ionis Pharmaceuticals Inc
|
614,070 | $48,689,610 | |
| 4 | MIRM |
Mirum Pharmaceuticals, Inc.
|
367,281 | $42,997,586 | |
| 5 | KRYS |
Krystal Biotech, Inc.
|
111,545 | $41,457,930 | |
| 6 | XENE |
Xenon Pharmaceuticals Inc.
|
451,593 | $27,258,153 | |
| 7 | NAMS |
NewAmsterdam Pharma Co N.V.
|
796,162 | $26,981,930 | |
| 8 | VCEL |
Vericel Corp
|
549,846 | $24,462,648 |
All Filings in MLYS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,363,448 | 235,858 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,178,037 | 338,798 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,793,829 | 380,100 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||