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Caligan Partners LP MLYS holdings history

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MINERALYS THERAPEUTICS INC · CUSIP 603170101 · CIK 1727492

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-03-31, Caligan Partners LP reported 2.77M MLYS (shares), valued at $75.11M, or 5.31% of its reported non-derivative portfolio. Filed 2026-05-15.

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Portfolio weight and quantity history
Reported portfolio weight
5.31%
Shares
2.77M
2,772,654
Reported value
$75.11M
USD

Shares unchanged; reported value decreased 25.35%, and weight changed -3.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 2026Not reportedNot reported—
Q1 20265.31%2,772,654SEC filing ↗Filed May 15, 2026
Q4 20259.21%2,772,654SEC filing ↗Filed Feb 17, 2026
Q3 202514.59%2,772,654SEC filing ↗Filed Nov 14, 2025
Q2 20255.30%2,017,352SEC filing ↗Filed Aug 14, 2025
Q1 20257.12%2,149,667SEC filing ↗Filed May 15, 2025
Q4 20243.15%1,011,155SEC filing ↗Filed Feb 14, 2025
Q3 20243.77%981,155SEC filing ↗Filed Nov 14, 2024
Q2 20242.04%745,758SEC filing ↗Filed Aug 14, 2024
Q1 2024Not reportedNot reported—
Q4 2023Not reportedNot reported—
Q3 2023Not reportedNot reported—

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 2023Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q4 2023Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q1 2024Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Q2 20242.04%745,758$8.73MA comparable prior-quarter record is unavailable; changes are not inferred.SEC filing ↗
Filed Aug 14, 2024
Q3 20243.77%981,155$11.88MShares increased 31.56%; reported value increased 36.18%, and weight changed +1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2024
Q4 20243.15%1,011,155$12.45MShares increased 3.06%; reported value increased 4.76%, and weight changed -0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 14, 2025
Q1 20257.12%2,149,667$34.14MShares increased 112.60%; reported value increased 174.25%, and weight changed +3.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2025
Q2 20255.30%2,017,352$27.29MShares decreased 6.16%; reported value decreased 20.04%, and weight changed -1.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 14, 2025
Q3 202514.59%2,772,654$105.14MShares increased 37.44%; reported value increased 285.20%, and weight changed +9.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 14, 2025
Q4 20259.21%2,772,654$100.62MShares unchanged; reported value decreased 4.30%, and weight changed -5.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 17, 2026
Q1 20265.31%2,772,654$75.11MShares unchanged; reported value decreased 25.35%, and weight changed -3.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 15, 2026
Q2 2026Not reported——This security is absent from this quarter's filing; a missing record is not treated as zero holdings.—
Caligan Partners LP · MINERALYS THERAPEUTICS INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.