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Lynx1 Capital Management Lp Top Holdings and 13F Report (2025)

About Lynx1 Capital Management Lp

Investment Activity

  • Lynx1 Capital Management Lp has $279.23 million in total holdings as of March 31, 2025.
  • Lynx1 Capital Management Lp owns shares of 14 different stocks, but just 5 companies or ETFs make up 80% of its holdings.
  • Approximately 24.84% of the portfolio was purchased this quarter.
  • About 5.66% of the portfolio was sold this quarter.
  • This quarter, Lynx1 Capital Management Lp has purchased 18 new stocks and bought additional shares in 5 stocks.
  • Lynx1 Capital Management Lp sold shares of 2 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

GH Research
$71,076,658
Merus
$66,032,518
Stoke Therapeutics
$35,191,328

Largest New Holdings this Quarter

74366E102 - Protagonist Therapeutics
$35,448,557 Holding
25056L103 - Design Therapeutics
$254,582 Holding

Largest Purchases this Quarter

Protagonist Therapeutics
733,014 shares (about $35.45M)
GH Research
1,584,946 shares (about $17.48M)
Cullinan Therapeutics
1,957,927 shares (about $14.82M)
Stoke Therapeutics
104,738 shares (about $696.51K)
C4 Therapeutics
245,389 shares (about $392.62K)

Largest Sales this Quarter

Merus
12,000 shares (about $505.08K)
UPSTREAM BIO INC
20,795 shares (about $127.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynx1 Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
GH Research PLC stock logo
GHRS
GH Research
$71,076,658$17,481,954 32.6%6,443,94025.5%Medical
Merus stock logo
MRUS
Merus
$66,032,518$505,080 -0.8%1,568,84123.6%Medical
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$35,448,557$35,448,557 New Holding733,01412.7%Medical
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$35,191,328$696,508 2.0%5,291,92912.6%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$24,343,016$14,821,508 155.7%3,215,7228.7%Medical
Allogene Therapeutics, Inc. stock logo
ALLO
Allogene Therapeutics
$16,143,233$266,138 1.7%11,057,0095.8%Medical
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$11,357,013$392,622 3.6%7,098,1334.1%Medical
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$7,393,1390.0%5,357,3472.6%Medical
PRECISION BIOSCIENCES INC
$3,654,0630.0%766,0511.3%COM NEW
IBIO INC
$3,466,3620.0%862,2791.2%CON NEW
Passage Bio, Inc. stock logo
PASG
Passage Bio
$3,268,6300.0%9,256,9531.2%Medical
UPSTREAM BIO INC
$1,341,792$127,265 -8.7%219,2470.5%COM
NEUPHORIA THERAPEUTICS INC
$263,8430.0%45,8060.1%COM
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$254,582$254,582 New Holding65,9540.1%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$0$8,611,536 -100.0%00.0%Medical
Allakos Inc. stock logo
ALLK
Allakos
$0$4,390,054 -100.0%00.0%Medical
Caribou Biosciences, Inc. stock logo
CRBU
Caribou Biosciences
$0$1,081,501 -100.0%00.0%Medical
Vor Biopharma Inc. stock logo
VOR
Vor Biopharma
$0$707,312 -100.0%00.0%Medical
Centessa Pharmaceuticals plc stock logo
CNTA
Centessa Pharmaceuticals
$0$291,450 -100.0%00.0%Medical
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$0$103,721 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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