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CIK: 0001910456
Total reported value
$865.5M
$865.5M
14 檔
26.8%
As reported in its official Q1 2025 Form 13F filing, Lynx1 Capital Management LP's tracked investment portfolio stood at $865.5M with 14 total positions.
In Q1 2025, Lynx1 Capital Management LP adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GHRS | GH Research PLC | Stock-Other | 25.45% | +17.27% | +32.62% | |
| 2 | ✓ | Merus N V | Stock-Other | 23.65% | — | -0.76% | |
| 3 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 12.69% | — | — | |
| 4 | STOK | Stoke Therapeutics Inc | Stock-Other | 12.60% | -9.24% | +2.02% | |
| 5 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 8.72% | -1.27% | +155.66% | |
| 6 | ALLO | Allogene Therapeutics Inc | Stock-Other | 5.78% | — | +1.68% | |
| 7 | CCCC | C4 Therapeutics Inc | Stock-Other | 4.07% | +1.04% | +3.58% | |
| 8 | TCRX | Tscan Therapeutics Inc | Stock-Other | 2.65% | -0.37% | — | |
| 9 | DTIL | Precision Biosciences Inc | Stock-Other | 1.31% | — | — | |
| 10 | IBIO | Ibio Inc | Stock-Other | 1.24% | -0.02% | EXIT | |
| 11 | ✓ | Passage Bio Inc | Stock-Other | 1.17% | — | — | |
| 12 | UPB | Upstream Bio Inc | Stock-Other | 0.48% | — | -8.66% | |
| 13 | NEUP | Neuphoria Therapeutics Inc | Stock-Other | 0.09% | -0.12% | — | |
| 14 | DSGN | Design Therapeutics Inc | Stock-Other | 0.09% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GHRS | GH Research PLC | +12.7% | +32.62% | Add |
| 2 | PTGX | Protagonist Therapeutics Inc | +12.7% | NEW | New buy |
| 3 | CGEM | Cullinan Therapeutics Inc | +3% | +155.66% | Add |
| 4 | IBIO | Ibio Inc | +0.5% | — | Unchanged |
| 5 | DTIL | Precision Biosciences Inc | +0.2% | — | Unchanged |
| 6 | DSGN | Design Therapeutics Inc | +0.1% | NEW | New buy |
| 7 | NEUP | Neuphoria Therapeutics Inc | 0% | — | Unchanged |
| 8 | RPTX | Repare Therapeutics Inc | 0% | EXIT | Sold out |
| 9 | 260 | Centessa Pharmaceuticals-adr | -0.1% | EXIT | Sold out |
| 10 | VOR | Vor Biopharma Inc. | -0.3% | EXIT | Sold out |
| 11 | CRBU | Caribou Biosciences Inc | -0.4% | EXIT | Sold out |
| 12 | ✓ | Passage Bio Inc | -0.8% | — | Unchanged |
| 13 | UPB | Upstream Bio Inc | -1% | -8.66% | Trim |
| 14 | ✓ | Merus N V | -1.3% | -0.76% | Trim |
| 15 | ALLKGUSD | Allakos Inc | -1.7% | EXIT | Sold out |
| 16 | ALLO | Allogene Therapeutics Inc | -2.9% | +1.68% | Add |
| 17 | KROS | Keros Therapeutics Inc | -3.2% | EXIT | Sold out |
| 18 | TCRX | Tscan Therapeutics Inc | -3.5% | — | Unchanged |
| 19 | CCCC | C4 Therapeutics Inc | -5.2% | +3.58% | Add |
| 20 | STOK | Stoke Therapeutics Inc | -8.9% | +2.02% | 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 14 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GHRS, MERUS N V, PTGX) accounted for 26.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
PTGX
市值: $35.4M
Top Position Liquidated / Trimmed
KROS
前期市值: $8.6M
During Q1 2025, Lynx1 Capital Management LP's top holdings by market value included GHRS (25.4%)、MERUS N V (23.6%)、PTGX (12.7%). The largest single position, GHRS, represented 25.4% of total portfolio value.
In Q1 2025, Lynx1 Capital Management LP made 15 total portfolio adjustments, initiating 2 new buys, adding to 5 positions, trimming 2 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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