Position in MLYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,260,468
+$1,811,258 QoQ
Shares Held
602,686
+13.0% QoQ
Ownership
0.682%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#42
of 224 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in MLYS Over Time
Shares Held
Position Value (USD)
Derivatives in MLYS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$93,750
PutShares
125,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026STEMPOINT CAPITAL LP holds $524,439,182 across 65 Biotechnology names. MLYS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TNGX |
Tango Therapeutics, Inc.
|
1,223,019 | $38,231,573 | |
| 2 | ABVX |
Abivax S.A.
|
283,657 | $37,800,131 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
159,943 | $29,954,125 | |
| 4 | ERAS |
Erasca, Inc.
|
1,565,913 | $28,687,526 | |
| 5 | TYRA |
Tyra Biosciences, Inc.
|
632,754 | $20,210,162 | |
| 6 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
200,851 | $19,578,955 | |
| 7 | ELVN |
Enliven Therapeutics, Inc.
|
346,914 | $17,605,885 | |
| 8 | MLYS |
Mineralys Therapeutics, Inc.
This page
|
602,686 | $16,260,468 |
All Filings in MLYS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,260,468 | 602,686 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,449,210 | 533,378 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,525,878 | 290,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,995,607 | 158,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,545,358 | 631,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $93,750 | 125,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $4,925,243 | 400,101 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||