Logos Global Management LP MLYS β€” MINERALYS THERAPEUTICS INC

Ownership history in Logos Global Management LP  Β·  2 quarters on record

AI Ownership Summary

Logos Global Management LP reported MINERALYS THERAPEUTICS INC (MLYS) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 1.22% in 2026 Q2. The latest visible filing shows MLYS at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MLYS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Logos Global Management LP's position in MINERALYS THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MLYS was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MLYS stock page Logos Global Management LP fund profile Logos Global Management LP full holdings
How Logos Global Management LP held MLYS β€” position size vs. price
% of Fund (quarterly)    MLYS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,050,000 +750,000 +250.0% 1.22% $28.3M 2026-08-14 $25.64
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MLYS

As of 2026 Q2 β€” sorted by position size

Catalys Pacific, LLC 92.94% Andera Partners 20.8% Samsara BioCapital, LLC 3Y 7Y 13.01% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 5.17% Troluce Capital Advisors LLC 3Y 4.8% SR ONE CAPITAL MANAGEMENT, LP 3Y 4.06% Davern Capital Partners, LP 3.95% Catalio Capital Management, LP 3.29% 22NW, LP 3Y 7Y 2.93% STEMPOINT CAPITAL LP 2.8%

FAQ About Logos Global Management LP and MLYS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Logos Global Management LP reported owning MLYS?

Logos Global Management LP reported MLYS across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported MLYS position in Logos Global Management LP's portfolio?

The largest reported portfolio weight for MLYS was 1.22% in 2026 Q2.

What is the latest reported MLYS position on this page?

The most recent filing on this page is 2026 Q2, when Logos Global Management LP reported 1,050,000 shares, equal to 1.22% of portfolio, with an estimated market value of $28.3M.

What does the chart on this MLYS ownership page compare?

The chart compares Logos Global Management LP's quarterly MLYS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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