Institutional Manager · CIK 0001910456
Lynx1 Capital Management LP
SAN JUAN, PR · File #028-22151
Latest AUM
$494.0M
Positions
22
Top-10 Concentration
97.2%
Filings
11
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | MERUS N V | N5749R100 | -1,534,141 | -$144.4M | $0 |
| EXITED | PROTAGONIST THERAPEUTICS INC | 74366E102 | -700,014 | -$46.5M | $0 |
| ADD | CULLINAN THERAPEUTICS INC | CGEM | +3,197,410 | +$33.1M | +$25.5M |
| ADD | DENALI THERAPEUTICS INC | DNLI | +1,477,063 | +$24.4M | +$520,757 |
| ADD | GH RESEARCH PLC | GHRS | +1,805,386 | +$22.9M | +$4.9M |
| NEW | XENCOR INC | XNCR | +705,558 | +$10.8M | $0 |
| NEW | IMMATICS N.V | IMTX | +921,950 | +$9.7M | $0 |
| NEW | KORRO BIO INC | KRRO | +677,915 | +$5.4M | $0 |
| EXITED | ADC THERAPEUTICS SA | H0036K147 | -1,325,848 | -$5.3M | $0 |
| NEW | NEUPHORIA THERAPEUTICS INC | NEUP | +875,228 | +$3.4M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202522 pos · $494.0M
- 13F HOLDINGS REPORTQ/E Sep 202514 pos · $491.3M
- 13F HOLDINGS REPORTQ/E Jun 202515 pos · $346.2M
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $279.2M
- 13F HOLDINGS REPORTQ/E Dec 202418 pos · $266.7M
- 13F HOLDINGS REPORTQ/E Sep 202418 pos · $282.2M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20241 pos · $1.3M
- 13F HOLDINGS REPORTQ/E Jun 202417 pos · $275.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 20241 pos · $2.4M
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $385.8M
- 13F HOLDINGS REPORTQ/E Dec 202318 pos · $151.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | STOKE THERAPEUTICS INC | STOK | 5,404,674 | $171.5M | 34.73% |
| 2 | GH RESEARCH PLC | GHRS | 10,406,575 | $132.2M | 26.75% |
| 3 | CULLINAN THERAPEUTICS INC | CGEM | 8,963,500 | $92.8M | 18.78% |
| 4 | DENALI THERAPEUTICS INC | DNLI | 1,738,750 | $28.7M | 5.81% |
| 5 | C4 THERAPEUTICS INC | CCCC | 7,098,133 | $13.6M | 2.74% |
| 6 | XENCOR INC | XNCR | 705,558 | $10.8M | 2.19% |
| 7 | IMMATICS N.V | IMTX | 921,950 | $9.7M | 1.96% |
| 8 | TSCAN THERAPEUTICS INC | TCRX | 8,019,148 | $8.0M | 1.62% |
| 9 | PASSAGE BIO INC | PASG | 623,704 | $7.4M | 1.49% |
| 10 | KORRO BIO INC | KRRO | 677,915 | $5.4M | 1.10% |
| 11 | PRECISION BIOSCIENCES INC | DTIL | 993,913 | $4.1M | 0.84% |
| 12 | NEUPHORIA THERAPEUTICS INC | NEUP | 875,228 | $3.4M | 0.69% |
| 13 | AGIOS PHARMACEUTICALS INC | AGIO | 79,624 | $2.2M | 0.44% |
| 14 | CG ONCOLOGY INC | CGON | 31,591 | $1.3M | 0.27% |
| 15 | ARROWHEAD PHARMACEUTICALS IN | ARWR | 12,043 | $799,535 | 0.16% |
| 16 | DESIGN THERAPEUTICS INC | DSGN | 69,516 | $652,060 | 0.13% |
| 17 | ENTRADA THERAPEUTICS INC | TRDA | 51,689 | $531,363 | 0.11% |
| 18 | WEREWOLF THERAPEUTICS INC | HOWL | 655,926 | $415,529 | 0.08% |
| 19 | MAPLIGHT THERAPEUTICS INC | MPLT | 13,477 | $236,724 | 0.05% |
| 20 | GENERATION BIO CO | 37148K209 | 25,000 | $142,000 | 0.03% |