Caligan Partners LP: MINERALYS THERAPEUTICS INC (MLYS): Quarterly 13F Position History
As of Q1 2026, Caligan Partners LP reported 2,772,654 shares of MINERALYS THERAPEUTICS INC (MLYS), worth $75.1M and representing 5.3% of its 13F equity book. The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 2,772,654Shares Held (Latest Filing)
- $75.1MReported Market Value (Latest Filing)
- 5.3%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$25.5MQuarter-over-Quarter Value Change
- 2,772,654Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,772,654 | 0 | — | $75.1M | 5.3% | $27.1 |
| Q4 2025 | 2,772,654 | 0 | — | $100.6M | 9.2% | $36.3 |
| Q3 2025 | 2,772,654 | +755,302 | +37.4% | $105.1M | 14.6% | $37.9 |
| Q2 2025 | 2,017,352 | 132,315 | -6.2% | $27.3M | 5.3% | $13.5 |
| Q1 2025 | 2,149,667 | +1,138,512 | +112.6% | $34.1M | 7.1% | $15.9 |
| Q4 2024 | 1,011,155 | +30,000 | +3.1% | $12.4M | 3.2% | $12.3 |
| Q3 2024 | 981,155 | +235,397 | +31.6% | $11.9M | 3.8% | $12.1 |
| Q2 2024 | 745,758 | — | — | $8.7M | 2.0% | $11.7 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Caligan Partners LP first disclose a MLYS position in 13F-HR filings?
Caligan Partners LP first reported MINERALYS THERAPEUTICS INC (MLYS) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Caligan Partners LP's most recent quarter-over-quarter share-count change in MLYS?
Caligan Partners LP held the same 2,772,654 shares of MLYS between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Caligan Partners LP's cost basis in MLYS?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.