SPHERA FUNDS MANAGEMENT LTD.

CIK

1496201

City

TEL AVIV

State / Country

L3

Stock

MLYS — Mineralys Therapeutics, Inc.

Top Portfolio Positions

92 positions · $593,159,262 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
MLYS	Mineralys Therapeutics, Inc. Healthcare	1,339,971	$36,299,814	6.12%
TEVA	Teva Pharmaceutical Industries Ltd Healthcare	1,136,975	$34,245,687	5.77%
TSEM	Tower Semiconductor Ltd Technology	145,735	$25,573,577	4.31%
NVMI	Nova Ltd. Technology	53,366	$23,175,786	3.91%
CYTK	Cytokinetics Inc Healthcare	299,117	$19,714,801	3.32%
BBIO	BridgeBio Pharma, Inc. Healthcare	245,246	$18,211,967	3.07%
BIIB	Biogen Inc. Healthcare	92,526	$16,962,791	2.86%
RARE	Ultragenyx Pharmaceutical Inc. Healthcare	809,333	$16,955,526	2.86%
SNDX	Syndax Pharmaceuticals Inc Healthcare	724,563	$16,925,791	2.85%
COGT	Cogent Biosciences, Inc. Healthcare	416,340	$16,024,926	2.70%

Portfolio Trend

25 quarters · across all stocks

Holdings in MLYS

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$36,299,814	1,339,971	+198.4%	Shares	Defined	2026-05-15
2025-12-31	$16,294,318	449,003	+104.2%	Shares	Defined	2026-02-17
2025-09-30	$8,338,987	219,910	-54.3%	Shares	Defined	2025-11-14
2025-06-30	$6,507,578	480,974	+3.3%	Shares	Defined	2025-08-14
2025-03-31	$7,392,552	465,526	+144.2%	Shares	Defined	2025-05-15
2024-12-31	$2,347,172	190,672	-30.0%	Shares	Defined	2025-02-14
2024-09-30	$3,299,635	272,472	-38.5%	Shares	Defined	2024-11-14
2024-06-30	$5,180,198	442,752	-32.8%	Shares	Defined	2024-08-14
2024-03-31	$8,505,146	658,803	-11.4%	Shares	Defined	2024-05-15
2023-12-31	$6,394,882	743,591	+63.3%	Shares	Defined	2024-02-15
2023-09-30	$4,330,854	455,400	+12.3%	Shares	Defined	2023-11-14
2023-06-30	$6,912,070	405,400	+19.6%	Shares	Defined	2023-08-14
2023-03-31	$5,308,740	339,000	—	Shares	Defined	2023-05-15
No 13F history on record for this holder in this stock.