Position in MLYS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,573,382
+$6,668,574 QoQ
Shares Held
614,284
+68.0% QoQ
Ownership
0.695%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#41
of 224 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in MLYS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Pale Fire Capital SE holds $45,363,888 across 27 Biotechnology names. MLYS ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MLYS |
Mineralys Therapeutics, Inc.
This page
|
614,284 | $16,573,382 | |
| 2 | GERN |
Geron Corp
|
5,307,204 | $6,793,221 | |
| 3 | RGNX |
REGENXBIO Inc.
|
466,209 | $5,585,183 | |
| 4 | GUTS |
Fractyl Health, Inc.
|
5,003,237 | $3,972,570 | |
| 5 | SNDX |
Syndax Pharmaceuticals Inc
|
125,550 | $2,744,523 | |
| 6 | SGMT |
Sagimet Biosciences Inc.
|
221,875 | $1,715,093 | |
| 7 | HRTX |
Heron Therapeutics, Inc. /De/
|
2,511,478 | $1,079,935 | |
| 8 | HELP |
Cybin Inc.
|
153,505 | $1,014,668 |
All Filings in MLYS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,573,382 | 614,284 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,904,808 | 365,626 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $375,746 | 10,354 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,188,873 | 532,407 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,042,849 | 446,626 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,344,028 | 399,498 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,685,202 | 136,897 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,657,822 | 136,897 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $408,189 | 34,888 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $373,292 | 28,915 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $298,789 | 34,743 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||