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CIK: 0001910456
Total reported value
$865.5M
$865.5M
15 檔
32.8%
At the close of Q1 2024, Lynx1 Capital Management LP disclosed equity holdings valued at approximately $865.5M, spread across 15 reported holdings.
Lynx1 Capital Management LP executed strategic sector rebalancing during Q1 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 6 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVLSEUR | Alpine Immune Sciences Inc | Stock-Other | 23.15% | — | -40.92% | |
| 2 | ✓ | Merus N V | Stock-Other | 17.61% | — | +32.93% | |
| 3 | STOK | Stoke Therapeutics Inc | Stock-Other | 12.94% | -9.24% | +25.02% | |
| 4 | TCRX | Tscan Therapeutics Inc | Stock-Other | 10.75% | -0.37% | — | |
| 5 | CABA | Cabaletta Bio Inc | Stock-Other | 9.21% | — | -1.30% | |
| 6 | GHRS | GH Research PLC | Stock-Other | 9.15% | +17.27% | +80.06% | |
| 7 | CCCC | C4 Therapeutics Inc | Stock-Other | 7.70% | +1.04% | +15.96% | |
| 8 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 2.95% | — | +123.36% | |
| 9 | AUTL | Autolus Therapeutics PLC | Stock-Other | 2.30% | — | -25.20% | |
| 10 | ✓ | Passage Bio Inc | Stock-Other | 1.70% | — | +1178.06% | |
| 11 | KNTEUSD | Kinnate Biopharma Inc | Stock-Other | 1.37% | — | -0.80% | |
| 12 | NKTREUR | Nektar Therapeutics | Stock-Other | 0.50% | — | +7.24% | |
| 13 | PIRSEUR | Pieris Pharmaceuticals Inc | Stock-Other | 0.42% | — | -10.20% | |
| 14 | BNOXN | Bionomics Ltd-adr | Stock-Other | 0.22% | — | -1.19% | |
| 15 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +6.8% | +25.02% | Add |
| 2 | ✓ | Merus N V | +5.3% | +32.93% | Add |
| 3 | GHRS | GH Research PLC | +5% | +80.06% | Add |
| 4 | ✓ | Passage Bio Inc | +1.6% | +1178.06% | Add |
| 5 | SLN | Silence Therapeutics Plc-adr | +1.3% | +123.36% | Add |
| 6 | CCCC | C4 Therapeutics Inc | +0.7% | +15.96% | Add |
| 7 | NKTREUR | Nektar Therapeutics | +0.1% | +7.24% | Add |
| 8 | 260 | Centessa Pharmaceuticals-adr | +0.1% | NEW | New buy |
| 9 | BNOXN | Bionomics Ltd-adr | -0.3% | -1.19% | Trim |
| 10 | PIRSEUR | Pieris Pharmaceuticals Inc | -0.3% | -10.20% | Trim |
| 11 | KNTEUSD | Kinnate Biopharma Inc | -0.5% | -0.80% | Trim |
| 12 | ✓ | Theseus Pharmaceuticals Inc | -1.1% | EXIT | Sold out |
| 13 | TCRX | Tscan Therapeutics Inc | -1.2% | — | Unchanged |
| 14 | AUTL | Autolus Therapeutics PLC | -2.4% | -25.20% | Trim |
| 15 | NVLSEUR | Alpine Immune Sciences Inc | -5.4% | -40.92% | Trim |
| 16 | CABA | Cabaletta Bio Inc | -9.6% | -1.30% | Trim |
According to official SEC Form 13F filings, Lynx1 Capital Management LP reported a total U.S. public equity portfolio value of $865.5M across 15 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVLSEUR, MERUS N V, STOK) accounted for 32.8% of total reported equity market value during Q1 2024.
Top New Position Initiated
260
市值: $196.6K
Top Position Liquidated / Trimmed
THESEUS PHARMACEUTICALS INC
前期市值: $2.8M
During Q1 2024, Lynx1 Capital Management LP's top holdings by market value included NVLSEUR (23.1%)、MERUS N V (17.6%)、STOK (12.9%). The largest single position, NVLSEUR, represented 23.1% of total portfolio value.
In Q1 2024, Lynx1 Capital Management LP made 15 total portfolio adjustments, initiating 1 new buys, adding to 7 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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