Nantahala Capital Management, LLC
Position in MLYS — Mineralys Therapeutics, Inc.
CIK 1472322
New Canaan, CT
Position in MLYS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$22,136,577
-$2,122,003 QoQ
Shares Held
820,481
-8.4% QoQ
Ownership
0.928%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#33
of 224 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MLYS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Nantahala Capital Management, LLC holds $620,287,047 across 52 Biotechnology names. MLYS ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SVRA |
Savara Inc
|
6,976,810 | $42,977,149 | |
| 2 | AVTX |
Avalo Therapeutics, Inc.
|
1,862,250 | $34,414,380 | |
| 3 | LBRX |
Lb Pharmaceuticals Inc
|
1,052,894 | $34,171,674 | |
| 4 | ABEO |
Abeona Therapeutics Inc.
|
5,136,490 | $31,743,508 | |
| 5 | ZVRA |
Zevra Therapeutics, Inc.
|
1,797,476 | $25,775,805 | |
| 6 | MLYS |
Mineralys Therapeutics, Inc.
This page
|
820,481 | $22,136,577 | |
| 7 | QURE |
uniQure N.V.
|
455,660 | $20,987,699 | |
| 8 | AURA |
Aura Biosciences, Inc.
|
2,951,030 | $20,952,313 |
All Filings in MLYS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,136,577 | 820,481 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $24,258,580 | 895,481 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,111,112 | 113,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,018,396 | 158,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,789,376 | 353,982 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,509,311 | 787,740 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,786,148 | 632,506 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,659,647 | 632,506 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,230,320 | 532,506 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,292,652 | 332,506 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||