RA Capital Raises Its $MLYS Stake to 9.9%

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Mineralys Therapeutics $MLYS – RA Capital Healthcare Fund filed a 13D, raising its stake to 9.90%. 

RA is one of the sharpest operators in biotech, and when they push a position this high, it’s never just a casual hold.

📌 Ameresco $AMRC – Wellington Management nearly doubled their position, jumping from 5.05% to 11.10%. 

That’s a big endorsement from one of the most respected long-term-focused institutions.

Here’s The Hot Corner, with data from September 8, 2025:

Click the table to enlarge it.

📌 Netstreit Corp $NTST – President and CEO Mark Manheimer filed a $100,000 buy. Always worth paying attention when the top executive steps in.

📌 Crinetics Pharma $CRNX – Farallon Capital disclosed a fresh 6% stake via 13G. 

Farallon runs concentrated, conviction-driven books — when they get involved, it tends to mean they see serious upside.