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CIK: 0001910456
Total reported value
$865.5M
$865.5M
22 檔
50.7%
In Q4 2025, Lynx1 Capital Management LP's U.S. equity holdings reached a combined market value of $865.5M, distributed across 22 disclosed stock positions.
In Q4 2025, Lynx1 Capital Management LP displayed an active expansion posture, initiating 13 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | Stock-Other | 34.73% | -9.24% | — | |
| 2 | GHRS | GH Research PLC | Stock-Other | 26.75% | +17.27% | +20.99% | |
| 3 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 18.78% | -1.27% | +55.45% | |
| 4 | DNLI | Denali Therapeutics Inc | Stock-Other | 5.81% | -5.68% | +564.44% | |
| 5 | CCCC | C4 Therapeutics Inc | Stock-Other | 2.74% | +1.04% | — | |
| 6 | XNCR | Xencor Inc | Stock-Other | 2.19% | -0.99% | — | |
| 7 | ✓ | Immatics NV | Stock-Other | 1.96% | -0.31% | — | |
| 8 | TCRX | Tscan Therapeutics Inc | Stock-Other | 1.62% | -0.37% | +2.06% | |
| 9 | PASG | Passage Bio Inc | Stock-Other | 1.49% | -0.39% | — | |
| 10 | KRRO | Korro Bio Inc | Stock-Other | 1.10% | -0.41% | — | |
| 11 | DTIL | Precision Biosciences Inc | Stock-Other | 0.84% | — | -4.67% | |
| 12 | NEUP | Neuphoria Therapeutics Inc | Stock-Other | 0.69% | -0.12% | — | |
| 13 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 0.44% | +0.66% | — | |
| 14 | CGON | Cg Oncology Inc | Stock-Other | 0.27% | -0.08% | — | |
| 15 | ARWR | Arrowhead Pharmaceuticals In | Stock-Healthcare | 0.16% | — | — | |
| 16 | DSGN | Design Therapeutics Inc | Stock-Other | 0.13% | -0.20% | EXIT | |
| 17 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.11% | -0.27% | — | |
| 18 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.08% | -0.06% | — | |
| 19 | MPLT | Maplight Therapeutics Inc | Stock-Other | 0.05% | — | — | |
| 20 | ✓ | Stock-Other | 0.03% | — | — | ||
| 21 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.03% | +0.09% | — | |
| 22 | APLT | Applied Therapeutics Inc | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | +12.4% | — | Unchanged |
| 2 | CGEM | Cullinan Therapeutics Inc | +11.8% | +55.45% | Add |
| 3 | GHRS | GH Research PLC | +5.5% | +20.99% | Add |
| 4 | DNLI | Denali Therapeutics Inc | +5% | +564.44% | Add |
| 5 | PASG | Passage Bio Inc | +0.5% | — | Unchanged |
| 6 | DSGN | Design Therapeutics Inc | 0% | +5.40% | Add |
| 7 | DTIL | Precision Biosciences Inc | -0.3% | -4.67% | Trim |
| 8 | CCCC | C4 Therapeutics Inc | -0.5% | — | Unchanged |
| 9 | TCRX | Tscan Therapeutics Inc | -1.3% | +2.06% | Add |
| 10 | ✓ | Merus N V | — | EXIT | Sold out |
| 11 | PTGX | Protagonist Therapeutics Inc | — | EXIT | Sold out |
| 12 | XNCR | Xencor Inc | — | NEW | New buy |
| 13 | ✓ | Immatics NV | — | NEW | New buy |
| 14 | KRRO | Korro Bio Inc | — | NEW | New buy |
| 15 | ✓ | Adc Therapeutics SA | — | EXIT | Sold out |
| 16 | NEUP | Neuphoria Therapeutics Inc | — | NEW | New buy |
| 17 | AGIO | Agios Pharmaceuticals Inc | — | NEW | New buy |
| 18 | CGON | Cg Oncology Inc | — | NEW | New buy |
| 19 | IBIO | Ibio Inc | — | EXIT | Sold out |
| 20 | ARWR | Arrowhead Pharmaceuticals In | — | NEW | New buy |
| 21 | ALLO | Allogene Therapeutics Inc | — | EXIT | Sold out |
| 22 | TRDA | Entrada Therapeutics Inc | — | NEW | New buy |
| 23 | HOWL | Werewolf Therapeutics Inc | — | NEW | New buy |
| 24 | MPLT | Maplight Therapeutics Inc | — | NEW | New buy |
| 25 | ✓ | — | NEW | New buy | |
| 26 | ✓ | Proqr Therapeutics N.v. | — | NEW | New buy |
| 27 | APLT | Applied Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lynx1 Capital Management LP reported a total U.S. public equity portfolio value of $865.5M across 22 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including STOK, GHRS, CGEM) accounted for 50.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
XNCR
市值: $10.8M
Top Position Liquidated / Trimmed
MERUS N V
前期市值: $144.4M
During Q4 2025, Lynx1 Capital Management LP's top holdings by market value included STOK (34.7%)、GHRS (26.8%)、CGEM (18.8%). The largest single position, STOK, represented 34.7% of total portfolio value.
In Q4 2025, Lynx1 Capital Management LP made 24 total portfolio adjustments, initiating 13 new buys, adding to 5 positions, trimming 1 holdings, and fully liquidating 5 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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