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Lynx1 Capital Management Lp Top Holdings and 13F Report (2025)

About Lynx1 Capital Management Lp

Investment Activity

  • Lynx1 Capital Management Lp has $266.71 million in total holdings as of December 31, 2024.
  • Lynx1 Capital Management Lp owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 17.48% of the portfolio was purchased this quarter.
  • About 4.10% of the portfolio was sold this quarter.
  • This quarter, Lynx1 Capital Management Lp has purchased 18 new stocks and bought additional shares in 5 stocks.
  • Lynx1 Capital Management Lp sold shares of 2 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Merus
$66,474,364
Stoke Therapeutics
$57,214,717
GH Research
$34,012,958
C4 Therapeutics
$24,669,878

Largest New Holdings this Quarter

Keros Therapeutics
$8,611,536 Holding
Allakos
$4,390,054 Holding
UPSTREAM BIO INC
$3,946,290 Holding
PRECISION BIOSCIENCES INC
$2,918,654 Holding
Vor Biopharma
$707,312 Holding

Largest Purchases this Quarter

Cullinan Therapeutics
846,965 shares (about $10.32M)
Allogene Therapeutics
4,672,349 shares (about $9.95M)
Keros Therapeutics
544,001 shares (about $8.61M)
GH Research
663,100 shares (about $4.64M)
Allakos
3,628,144 shares (about $4.39M)

Largest Sales this Quarter

Merus
213,025 shares (about $8.96M)
C4 Therapeutics
27,783 shares (about $100.02K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynx1 Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Merus stock logo
MRUS
Merus
$66,474,364$8,957,701 -11.9%1,580,84124.9%Medical
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$57,214,7170.0%5,187,19121.5%Medical
GH Research PLC stock logo
GHRS
GH Research
$34,012,958$4,641,700 15.8%4,858,99412.8%Medical
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$24,669,878$100,019 -0.4%6,852,7449.2%Medical
Allogene Therapeutics, Inc. stock logo
ALLO
Allogene Therapeutics
$23,163,160$9,952,103 75.3%10,874,7238.7%Medical
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$16,286,335$403,551 2.5%5,357,3476.1%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$15,319,943$10,316,034 206.2%1,257,7955.7%Medical
Keros Therapeutics, Inc. stock logo
KROS
Keros Therapeutics
$8,611,536$8,611,536 New Holding544,0013.2%Medical
Passage Bio, Inc. stock logo
PASG
Passage Bio
$5,249,618$470,692 9.8%9,256,9532.0%Medical
Allakos Inc. stock logo
ALLK
Allakos
$4,390,054$4,390,054 New Holding3,628,1441.6%Medical
UPSTREAM BIO INC
$3,946,290$3,946,290 New Holding240,0421.5%COM
PRECISION BIOSCIENCES INC
$2,918,654$2,918,654 New Holding766,0511.1%COM NEW
IBIO INC
$2,112,5840.0%862,2790.8%CON NEW
Caribou Biosciences, Inc. stock logo
CRBU
Caribou Biosciences
$1,081,5010.0%680,1890.4%Medical
Vor Biopharma Inc. stock logo
VOR
Vor Biopharma
$707,312$707,312 New Holding637,2180.3%Medical
Centessa Pharmaceuticals plc stock logo
CNTA
Centessa Pharmaceuticals
$291,4500.0%17,4000.1%Medical
NEUPHORIA THERAPEUTICS INC
$157,115$157,115 New Holding45,8060.1%COM
Repare Therapeutics Inc. stock logo
RPTX
Repare Therapeutics
$103,721$103,721 New Holding79,1760.0%Medical
Kodiak Sciences Inc. stock logo
KOD
Kodiak Sciences
$0$707,772 -100.0%00.0%Medical
PIERIS PHARMACEUTICALS INC
$0$620,689 -100.0%00.0%COM NEW
Bionomics Limited stock logo
BNOX
Bionomics
$0$241,471 -100.0%00.0%Medical
KINIKSA PHARMACEUTICALS INTL
$0$205,693 -100.0%00.0%ORD SHS CL A
TENAX THERAPEUTICS INC
$0$51,038 -100.0%00.0%COM NEW
Century Therapeutics, Inc. stock logo
IPSC
Century Therapeutics
$0$32,538 -100.0%00.0%Medical
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$0$30,445 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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