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CIK: 0001910456
Total reported value
$865.5M
$865.5M
18 檔
28.5%
In Q3 2024, Lynx1 Capital Management LP's U.S. equity holdings reached a combined market value of $865.5M, distributed across 18 disclosed stock positions.
In Q3 2024, Lynx1 Capital Management LP displayed an active expansion posture, initiating 4 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Merus N V | Stock-Other | 31.75% | — | +48.66% | |
| 2 | STOK | Stoke Therapeutics Inc | Stock-Other | 22.59% | -9.24% | +0.04% | |
| 3 | CCCC | C4 Therapeutics Inc | Stock-Other | 13.90% | +1.04% | — | |
| 4 | GHRS | GH Research PLC | Stock-Other | 9.95% | +17.27% | +5.78% | |
| 5 | TCRX | Tscan Therapeutics Inc | Stock-Other | 9.22% | -0.37% | — | |
| 6 | ALLO | Allogene Therapeutics Inc | Stock-Other | 6.15% | — | +178.35% | |
| 7 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 2.44% | -1.27% | +8.88% | |
| 8 | ✓ | Passage Bio Inc | Stock-Other | 2.09% | — | +66.62% | |
| 9 | IBIO | Ibio Inc | Stock-Other | 0.68% | -0.02% | EXIT | |
| 10 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.47% | — | — | |
| 11 | KOD | Kodiak Sciences Inc | Stock-Other | 0.25% | — | — | |
| 12 | ✓ | Stock-Other | 0.22% | — | -13.94% | ||
| 13 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.10% | — | — | |
| 14 | BNOXN | Bionomics Ltd-adr | Stock-Other | 0.09% | — | -8.34% | |
| 15 | KNSA | Kiniksa Pharmaceuticals International, plc | Stock-Other | 0.07% | — | -13.36% | |
| 16 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.02% | — | — | |
| 17 | IPSC | Century Therapeutics Inc | Stock-Other | 0.01% | — | — | |
| 18 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.01% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Merus N V | +5.9% | +48.66% | Add |
| 2 | ALLO | Allogene Therapeutics Inc | +4.3% | +178.35% | Add |
| 3 | CCCC | C4 Therapeutics Inc | +2.4% | — | Unchanged |
| 4 | ✓ | Passage Bio Inc | +0.6% | +66.62% | Add |
| 5 | IBIO | Ibio Inc | +0.5% | +258.14% | Add |
| 6 | CRBU | Caribou Biosciences Inc | +0.5% | NEW | New buy |
| 7 | KOD | Kodiak Sciences Inc | +0.3% | NEW | New buy |
| 8 | ✓ | +0.1% | -13.94% | Trim | |
| 9 | CGEM | Cullinan Therapeutics Inc | +0.1% | +8.88% | Add |
| 10 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 11 | TENX | Tenax Therapeutics Inc | 0% | NEW | New buy |
| 12 | IPSC | Century Therapeutics Inc | 0% | NEW | New buy |
| 13 | KNSA | Kiniksa Pharmaceuticals International, plc | 0% | -13.36% | Trim |
| 14 | VYNE | Vyne Therapeutics Inc | — | — | Unchanged |
| 15 | KRRO | Korro Bio Inc | -0.1% | EXIT | Sold out |
| 16 | BNOXN | Bionomics Ltd-adr | -0.1% | -8.34% | Trim |
| 17 | CABA | Cabaletta Bio Inc | -1.3% | EXIT | Sold out |
| 18 | ✓ | Longboard Pharmaceuticals In | -1.6% | EXIT | Sold out |
| 19 | TCRX | Tscan Therapeutics Inc | -1.9% | — | Unchanged |
| 20 | STOK | Stoke Therapeutics Inc | -2.8% | +0.04% | Add |
| 21 | GHRS | GH Research PLC | -6.8% | +5.78% | Add |
According to official SEC Form 13F filings, Lynx1 Capital Management LP reported a total U.S. public equity portfolio value of $865.5M across 18 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MERUS N V, STOK, CCCC) accounted for 28.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
CRBU
市值: $1.3M
Top Position Liquidated / Trimmed
LONGBOARD PHARMACEUTICALS IN
前期市值: $4.5M
During Q3 2024, Lynx1 Capital Management LP's top holdings by market value included MERUS N V (31.8%)、STOK (22.6%)、CCCC (13.9%). The largest single position, MERUS N V, represented 31.8% of total portfolio value.
In Q3 2024, Lynx1 Capital Management LP made 17 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 3 holdings, and fully liquidating 3 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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