Samsara BioCapital, LLC: MINERALYS THERAPEUTICS INC (MLYS): Quarterly 13F Position History
As of Q1 2026, Samsara BioCapital, LLC reported 5,871,018 shares of MINERALYS THERAPEUTICS INC (MLYS), worth $159.0M and representing 15.5% of its 13F equity book. The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.
- 5,871,018Shares Held (Latest Filing)
- $159.0MReported Market Value (Latest Filing)
- 15.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$54.0MQuarter-over-Quarter Value Change
- 6,263,151Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,871,018 | 0 | — | $159.0M | 15.5% | $27.1 |
| Q4 2025 | 5,871,018 | 392,133 | -6.3% | $213.1M | 22.0% | $36.3 |
| Q3 2025 | 6,263,151 | +588,235 | +10.4% | $237.5M | 31.0% | $37.9 |
| Q2 2025 | 5,674,916 | 0 | — | $76.8M | 15.7% | $13.5 |
| Q1 2025 | 5,674,916 | +600,000 | +11.8% | $90.1M | 16.1% | $15.9 |
| Q4 2024 | 5,074,916 | 0 | — | $62.5M | 8.6% | $12.3 |
| Q3 2024 | 5,074,916 | 0 | — | $61.5M | 11.8% | $12.1 |
| Q2 2024 | 5,074,916 | 0 | — | $59.4M | 12.4% | $11.7 |
| Q1 2024 | 5,074,916 | +555,555 | +12.3% | $65.5M | 10.1% | $12.9 |
| Q4 2023 | 4,519,361 | 0 | — | $38.9M | 6.0% | $8.6 |
| Q3 2023 | 4,519,361 | 0 | — | $43.0M | 13.2% | $9.5 |
| Q2 2023 | 4,519,361 | 0 | — | $77.1M | 13.5% | $17.1 |
| Q1 2023 | 4,519,361 | — | — | $70.8M | 14.6% | $15.7 |
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 Samsara BioCapital, LLC first disclose a MLYS position in 13F-HR filings?
Samsara BioCapital, LLC first reported MINERALYS THERAPEUTICS INC (MLYS) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.
What was Samsara BioCapital, LLC's most recent quarter-over-quarter share-count change in MLYS?
Samsara BioCapital, LLC held the same 5,871,018 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 Samsara BioCapital, LLC'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.