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CIK: 0001910456
Total reported value
$865.5M
$865.5M
14 檔
50.8%
According to the latest 13F quarterly dataset, Lynx1 Capital Management LP managed an equity portfolio of $865.5M at the end of Q3 2025, spanning 14 distinct U.S. exchange-listed positions.
In Q3 2025, Lynx1 Capital Management LP displayed an active expansion posture, initiating 3 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 | 29.40% | — | -2.21% | |
| 2 | STOK | Stoke Therapeutics Inc | Stock-Other | 22.37% | -9.24% | — | |
| 3 | GHRS | GH Research PLC | Stock-Other | 21.23% | +17.27% | +27.48% | |
| 4 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 9.47% | — | -4.50% | |
| 5 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 6.96% | -1.27% | +31.02% | |
| 6 | CCCC | C4 Therapeutics Inc | Stock-Other | 3.21% | +1.04% | — | |
| 7 | TCRX | Tscan Therapeutics Inc | Stock-Other | 2.91% | -0.37% | — | |
| 8 | DTIL | Precision Biosciences Inc | Stock-Other | 1.17% | — | +0.63% | |
| 9 | ✓ | Adc Therapeutics SA | Stock-Other | 1.08% | — | — | |
| 10 | PASG | Passage Bio Inc | Stock-Other | 1.02% | -0.39% | — | |
| 11 | DNLI | Denali Therapeutics Inc | Stock-Other | 0.77% | -5.68% | — | |
| 12 | IBIO | Ibio Inc | Stock-Other | 0.18% | -0.02% | EXIT | |
| 13 | ALLO | Allogene Therapeutics Inc | Stock-Other | 0.14% | — | -95.06% | |
| 14 | DSGN | Design Therapeutics Inc | Stock-Other | 0.10% | -0.20% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +9.8% | — | Add |
| 2 | ✓ | Merus N V | +5.8% | -2.21% | Trim |
| 3 | TCRX | Tscan Therapeutics Inc | +0.3% | — | Add |
| 4 | DSGN | Design Therapeutics Inc | 0% | — | Unchanged |
| 5 | DTIL | Precision Biosciences Inc | -0.1% | +0.63% | Add |
| 6 | CCCC | C4 Therapeutics Inc | -0.9% | — | Unchanged |
| 7 | IBIO | Ibio Inc | -1.1% | -31.37% | Add |
| 8 | CGEM | Cullinan Therapeutics Inc | -1.8% | +31.02% | Add |
| 9 | PTGX | Protagonist Therapeutics Inc | -3.2% | -4.50% | Trim |
| 10 | GHRS | GH Research PLC | -4.2% | +27.48% | Add |
| 11 | ALLO | Allogene Therapeutics Inc | -5.6% | -95.06% | Trim |
| 12 | ✓ | Adc Therapeutics SA | — | NEW | New buy |
| 13 | PASG | Passage Bio Inc | — | NEW | New buy |
| 14 | DNLI | Denali Therapeutics Inc | — | NEW | New buy |
| 15 | ✓ | Passage Bio Inc | — | EXIT | Sold out |
| 16 | UPB | Upstream Bio Inc | — | EXIT | Sold out |
| 17 | NEUP | Neuphoria Therapeutics Inc | — | 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 14 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MERUS N V, STOK, GHRS) accounted for 50.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
ADC THERAPEUTICS SA
市值: $5.3M
Top Position Liquidated / Trimmed
PASSAGE BIO INC
前期市值: $3.3M
During Q3 2025, Lynx1 Capital Management LP's top holdings by market value included MERUS N V (29.4%)、STOK (22.4%)、GHRS (21.2%). The largest single position, MERUS N V, represented 29.4% of total portfolio value.
In Q3 2025, Lynx1 Capital Management LP made 15 total portfolio adjustments, initiating 3 new buys, adding to 6 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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