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MLYS position history

The shares of Mineralys Therapeutics (MLYS) that DAFNA Capital Management LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q4: 15,200 shares, $131K, 0.03% of portfolio, New
  2. 2024 Q1: 90,000 shares, $1.2M, 0.26% of portfolio, Add +492.1%
  3. 2024 Q2: 119,000 shares, $1.4M, 0.33% of portfolio, Add +32.2%
  4. 2024 Q3: 146,500 shares, $1.8M, 0.42% of portfolio, Add +23.1%
  5. 2024 Q4: 146,500 shares, $1.8M, 0.46% of portfolio
  6. 2025 Q1: 309,200 shares, $4.9M, 1.4% of portfolio, Add +111.1%
  7. 2025 Q2: 371,523 shares, $5M, 1.4% of portfolio, Add +20.2%
  8. 2025 Q3: 83,490 shares, $3.2M, 0.78% of portfolio, Reduce −77.5%
  9. 2025 Q4: 38,490 shares, $1.4M, 0.32% of portfolio, Reduce −53.9%
  10. 2026 Q1: 38,490 shares, $1M, 0.24% of portfolio
  11. 2026 Q2: 44,490 shares, $1.2M, 0.23% of portfolio, Add +15.6%
Holdings date Value % of holdings Shares Filing date All 13F holders