SR One Capital Management, LP
Position in MLYS — Mineralys Therapeutics, Inc.
CIK 1910264
Redwood City, CA
Position in MLYS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,195,802
-$172,036 QoQ
Shares Held
1,563,966
0.0% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
4.06%
of 13F equity value
Holder Rank
#18
of 224 holders
Holding Since
Mar 2023
14 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, 2026SR One Capital Management, LP holds $1,012,394,333 across 14 Biotechnology names. MLYS ranks #9 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MANE |
Veradermics, Inc
|
2,401,868 | $295,285,651 | |
| 2 | ZBIO |
Zenas BioPharma, Inc.
|
5,037,854 | $127,860,734 | |
| 3 | CRSP |
CRISPR Therapeutics AG
|
2,038,763 | $111,194,134 | |
| 4 | AVLN |
Avalyn Pharma Inc.
|
3,308,649 | $108,920,725 | |
| 5 | DSGN |
Design Therapeutics, Inc.
|
6,526,476 | $94,438,107 | |
| 6 | ODTX |
Odyssey Therapeutics, Inc.
|
3,794,883 | $71,002,260 | |
| 7 | ALMS |
Alumis Inc.
|
1,959,896 | $55,151,473 | |
| 8 | ORIC |
Oric Pharmaceuticals, Inc.
|
4,615,384 | $49,984,608 |
All Filings in MLYS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,195,802 | 1,563,966 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $42,367,838 | 1,563,966 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $56,756,326 | 1,563,966 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $80,160,339 | 2,113,933 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,320,933 | 3,127,933 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,671,576 | 3,127,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,827,078 | 2,016,822 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,423,714 | 2,016,822 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,596,817 | 2,016,822 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,037,172 | 2,016,822 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,433,560 | 1,794,600 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $17,066,646 | 1,794,600 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,597,930 | 1,794,600 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $28,103,436 | 1,794,600 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||