$MLYS is held by 13 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.77%, with an average of 0.35% of portfolio. Largest holder: Fidelis Capital Partners, LLC at 2.77%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
MINERALYS THERAPEUTICS INC
13F holders
210
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 210 · Source: 13F-HR01
Balanced Wealth Group LLC
—
—
02
Samsara BioCapital, LLC
—
—
03
Castleview Partners, LLC
—
—
04
Northeast Financial Consultants Inc
—
—
05
Callan Capital, LLC
—
—
06
Narus Financial Partners, LLC
—
—
07
State Street
—
—
08
Axa S.a.
—
—
09
Cahaba Wealth Management, Inc.
—
—
10
Caligan Partners LP
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
13 holders · Q1 202601
Fidelis Capital Partners, LLC
2.77% NEW
α +19.5pts
02
Sectoral Asset Management Inc.
0.74% NEW
α +39.3pts
03
Caption Management, LLC
0.52% held
α +15.5pts
04
ADAR1 Capital Management, LLC
0.25% held
α +74.0pts
05
Diadema Partners LP
0.12% held
α +13.2pts
06
Quarry LP
0.05% held
α +10.6pts
07
Bellevue Group AG
0.02% held
α +12.2pts
08
Wellington Management Group LLP
0.02% held
α +10.5pts
09
Erste Asset Management GmbH
0.01% held
α +33.4pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Citigroup Inc.
0.00% held
α +26.3pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
13
Level Financial Advisors
0.00% held
α +30.9pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 8 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $MLYS in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $MLYS lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $MLYS — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:48 UTC.