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CIK: 0001910456
Total reported value
$865.5M
$865.5M
18 檔
23.7%
According to the latest 13F quarterly dataset, Lynx1 Capital Management LP managed an equity portfolio of $865.5M at the end of Q4 2024, spanning 18 distinct U.S. exchange-listed positions.
Lynx1 Capital Management LP executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 7 holdings and trimming 2 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Merus N V | Stock-Other | 24.92% | — | -11.88% | |
| 2 | STOK | Stoke Therapeutics Inc | Stock-Other | 21.45% | -9.24% | — | |
| 3 | GHRS | GH Research PLC | Stock-Other | 12.75% | +17.27% | +15.80% | |
| 4 | CCCC | C4 Therapeutics Inc | Stock-Other | 9.25% | +1.04% | -0.40% | |
| 5 | ALLO | Allogene Therapeutics Inc | Stock-Other | 8.68% | — | +75.33% | |
| 6 | TCRX | Tscan Therapeutics Inc | Stock-Other | 6.11% | -0.37% | +2.54% | |
| 7 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 5.74% | -1.27% | +206.16% | |
| 8 | KROS | Keros Therapeutics Inc | Stock-Other | 3.23% | — | — | |
| 9 | ✓ | Passage Bio Inc | Stock-Other | 1.97% | — | +9.85% | |
| 10 | ALLKGUSD | Allakos Inc | Stock-Other | 1.65% | — | — | |
| 11 | UPB | Upstream Bio Inc | Stock-Other | 1.48% | — | — | |
| 12 | DTIL | Precision Biosciences Inc | Stock-Other | 1.09% | — | — | |
| 13 | IBIO | Ibio Inc | Stock-Other | 0.79% | -0.02% | EXIT | |
| 14 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.41% | — | — | |
| 15 | VOR | Vor Biopharma Inc. | Stock-Other | 0.27% | — | — | |
| 16 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.11% | — | — | |
| 17 | NEUP | Neuphoria Therapeutics Inc | Stock-Other | 0.06% | -0.12% | — | |
| 18 | RPTX | Repare Therapeutics Inc | Stock-Other | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGEM | Cullinan Therapeutics Inc | +3.3% | +206.16% | Add |
| 2 | KROS | Keros Therapeutics Inc | +3.2% | NEW | New buy |
| 3 | GHRS | GH Research PLC | +2.8% | +15.80% | Add |
| 4 | ALLO | Allogene Therapeutics Inc | +2.5% | +75.33% | Add |
| 5 | ALLKGUSD | Allakos Inc | +1.7% | NEW | New buy |
| 6 | UPB | Upstream Bio Inc | +1.5% | NEW | New buy |
| 7 | DTIL | Precision Biosciences Inc | +1.1% | NEW | New buy |
| 8 | VOR | Vor Biopharma Inc. | +0.3% | NEW | New buy |
| 9 | IBIO | Ibio Inc | +0.1% | — | Unchanged |
| 10 | NEUP | Neuphoria Therapeutics Inc | +0.1% | NEW | New buy |
| 11 | RPTX | Repare Therapeutics Inc | 0% | NEW | New buy |
| 12 | 260 | Centessa Pharmaceuticals-adr | 0% | — | Unchanged |
| 13 | IPSC | Century Therapeutics Inc | 0% | EXIT | Sold out |
| 14 | VYNE | Vyne Therapeutics Inc | 0% | EXIT | Sold out |
| 15 | TENX | Tenax Therapeutics Inc | 0% | EXIT | Sold out |
| 16 | CRBU | Caribou Biosciences Inc | -0.1% | — | Unchanged |
| 17 | KNSA | Kiniksa Pharmaceuticals International, plc | -0.1% | EXIT | Sold out |
| 18 | BNOXN | Bionomics Ltd-adr | -0.1% | EXIT | Sold out |
| 19 | ✓ | Passage Bio Inc | -0.1% | +9.85% | Add |
| 20 | ✓ | -0.2% | EXIT | Sold out | |
| 21 | KOD | Kodiak Sciences Inc | -0.3% | EXIT | Sold out |
| 22 | STOK | Stoke Therapeutics Inc | -1.1% | — | Unchanged |
| 23 | TCRX | Tscan Therapeutics Inc | -3.1% | +2.54% | Add |
| 24 | CCCC | C4 Therapeutics Inc | -4.7% | -0.40% | Trim |
| 25 | ✓ | Merus N V | -6.8% | -11.88% | 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 18 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MERUS N V, STOK, GHRS) accounted for 23.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
KROS
市值: $8.6M
Top Position Liquidated / Trimmed
KOD
前期市值: $707.8K
During Q4 2024, Lynx1 Capital Management LP's top holdings by market value included MERUS N V (24.9%)、STOK (21.4%)、GHRS (12.8%). The largest single position, MERUS N V, represented 24.9% of total portfolio value.
In Q4 2024, Lynx1 Capital Management LP made 21 total portfolio adjustments, initiating 7 new buys, adding to 5 positions, trimming 2 holdings, and fully liquidating 7 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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