13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910456
Total reported value
$865.5M
$865.5M
15 檔
34.6%
During the Q2 2025 filing period, Lynx1 Capital Management LP (CIK: 0001910456) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $865.5M across 15 reported positions.
In Q2 2025, Lynx1 Capital Management LP displayed an active expansion posture, initiating 1 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Merus N V | Stock-Other | 23.84% | — | — | |
| 2 | GHRS | GH Research PLC | Stock-Other | 23.76% | +17.27% | +4.70% | |
| 3 | STOK | Stoke Therapeutics Inc | Stock-Other | 17.72% | -9.24% | +2.13% | |
| 4 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 11.70% | — | — | |
| 5 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 9.57% | -1.27% | +36.85% | |
| 6 | ALLO | Allogene Therapeutics Inc | Stock-Other | 3.61% | — | — | |
| 7 | TCRX | Tscan Therapeutics Inc | Stock-Other | 3.29% | -0.37% | +46.66% | |
| 8 | CCCC | C4 Therapeutics Inc | Stock-Other | 2.93% | +1.04% | — | |
| 9 | DTIL | Precision Biosciences Inc | Stock-Other | 1.26% | — | +35.25% | |
| 10 | ✓ | Passage Bio Inc | Stock-Other | 1.07% | — | — | |
| 11 | UPB | Upstream Bio Inc | Stock-Other | 0.70% | — | — | |
| 12 | IBIO | Ibio Inc | Stock-Other | 0.34% | -0.02% | EXIT | |
| 13 | NEUP | Neuphoria Therapeutics Inc | Stock-Other | 0.09% | -0.12% | — | |
| 14 | DSGN | Design Therapeutics Inc | Stock-Other | 0.06% | -0.20% | EXIT | |
| 15 | ASMB | Assembly Biosciences Inc | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +5.1% | +2.13% | Add |
| 2 | CGEM | Cullinan Therapeutics Inc | +0.9% | +36.85% | Add |
| 3 | TCRX | Tscan Therapeutics Inc | +0.6% | +46.66% | Add |
| 4 | UPB | Upstream Bio Inc | +0.2% | — | Unchanged |
| 5 | ✓ | Merus N V | +0.2% | — | Unchanged |
| 6 | ASMB | Assembly Biosciences Inc | +0.1% | NEW | New buy |
| 7 | NEUP | Neuphoria Therapeutics Inc | — | — | Unchanged |
| 8 | DSGN | Design Therapeutics Inc | 0% | — | Unchanged |
| 9 | DTIL | Precision Biosciences Inc | -0.1% | +35.25% | Add |
| 10 | ✓ | Passage Bio Inc | -0.1% | — | Unchanged |
| 11 | IBIO | Ibio Inc | -0.9% | +78.43% | Add |
| 12 | PTGX | Protagonist Therapeutics Inc | -1% | — | Unchanged |
| 13 | CCCC | C4 Therapeutics Inc | -1.1% | — | Unchanged |
| 14 | GHRS | GH Research PLC | -1.7% | +4.70% | Add |
| 15 | ALLO | Allogene Therapeutics Inc | -2.2% | — | Unchanged |
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 Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MERUS N V, GHRS, STOK) accounted for 34.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ASMB
市值: $187.8K
During Q2 2025, Lynx1 Capital Management LP's top holdings by market value included MERUS N V (23.8%)、GHRS (23.8%)、STOK (17.7%). The largest single position, MERUS N V, represented 23.8% of total portfolio value.
In Q2 2025, Lynx1 Capital Management LP made 7 total portfolio adjustments, initiating 1 new buys, adding to 6 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.