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CIK: 0001910456
Total reported value
$865.5M
$865.5M
17 檔
28.9%
At the close of Q2 2024, Lynx1 Capital Management LP disclosed equity holdings valued at approximately $865.5M, spread across 17 reported holdings.
In Q2 2024, Lynx1 Capital Management LP displayed an active expansion posture, initiating 8 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Merus N V | Stock-Other | 25.88% | — | -20.03% | |
| 2 | STOK | Stoke Therapeutics Inc | Stock-Other | 25.39% | -9.24% | +40.26% | |
| 3 | GHRS | GH Research PLC | Stock-Other | 16.76% | +17.27% | +19.82% | |
| 4 | CCCC | C4 Therapeutics Inc | Stock-Other | 11.52% | +1.04% | +89.30% | |
| 5 | TCRX | Tscan Therapeutics Inc | Stock-Other | 11.08% | -0.37% | — | |
| 6 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.38% | -1.27% | — | |
| 7 | ALLO | Allogene Therapeutics Inc | Stock-Other | 1.88% | — | — | |
| 8 | ✓ | Longboard Pharmaceuticals In | Stock-Other | 1.64% | — | — | |
| 9 | ✓ | Passage Bio Inc | Stock-Other | 1.46% | — | +4.37% | |
| 10 | CABA | Cabaletta Bio Inc | Stock-Other | 1.33% | — | -76.38% | |
| 11 | IBIO | Ibio Inc | Stock-Other | 0.18% | -0.02% | EXIT | |
| 12 | BNOXN | Bionomics Ltd-adr | Stock-Other | 0.17% | — | -26.37% | |
| 13 | ✓ | Stock-Other | 0.15% | — | — | ||
| 14 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.06% | — | — | |
| 15 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.06% | — | — | |
| 16 | KRRO | Korro Bio Inc | Stock-Other | 0.05% | -0.41% | — | |
| 17 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.01% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +12.5% | +40.26% | Add |
| 2 | ✓ | Merus N V | +8.3% | -20.03% | Trim |
| 3 | GHRS | GH Research PLC | +7.6% | +19.82% | Add |
| 4 | CCCC | C4 Therapeutics Inc | +3.8% | +89.30% | Add |
| 5 | CGEM | Cullinan Therapeutics Inc | +2.4% | NEW | New buy |
| 6 | ALLO | Allogene Therapeutics Inc | +1.9% | NEW | New buy |
| 7 | ✓ | Longboard Pharmaceuticals In | +1.6% | NEW | New buy |
| 8 | TCRX | Tscan Therapeutics Inc | +0.3% | — | Unchanged |
| 9 | IBIO | Ibio Inc | +0.2% | NEW | New buy |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | NEW | New buy |
| 12 | KRRO | Korro Bio Inc | +0.1% | NEW | New buy |
| 13 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 14 | VYNE | Vyne Therapeutics Inc | 0% | NEW | New buy |
| 15 | BNOXN | Bionomics Ltd-adr | -0.1% | -26.37% | Trim |
| 16 | ✓ | Passage Bio Inc | -0.2% | +4.37% | Add |
| 17 | PIRSEUR | Pieris Pharmaceuticals Inc | -0.4% | EXIT | Sold out |
| 18 | NKTREUR | Nektar Therapeutics | -0.5% | EXIT | Sold out |
| 19 | KNTEUSD | Kinnate Biopharma Inc | -1.4% | EXIT | Sold out |
| 20 | AUTL | Autolus Therapeutics PLC | -2.3% | EXIT | Sold out |
| 21 | SLN | Silence Therapeutics Plc-adr | -3% | EXIT | Sold out |
| 22 | CABA | Cabaletta Bio Inc | -7.9% | -76.38% | Trim |
| 23 | NVLSEUR | Alpine Immune Sciences Inc | -23.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Lynx1 Capital Management LP reported a total U.S. public equity portfolio value of $865.5M across 17 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MERUS N V, STOK, GHRS) accounted for 28.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
CGEM
市值: $6.6M
Top Position Liquidated / Trimmed
NVLSEUR
前期市值: $89.3M
During Q2 2024, Lynx1 Capital Management LP's top holdings by market value included MERUS N V (25.9%)、STOK (25.4%)、GHRS (16.8%). The largest single position, MERUS N V, represented 25.9% of total portfolio value.
In Q2 2024, Lynx1 Capital Management LP made 21 total portfolio adjustments, initiating 8 new buys, adding to 4 positions, trimming 3 holdings, and fully liquidating 6 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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