Lynx1 Capital Management LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001910456

Type: FundHoldings: 14Value: $279.2MLatest: 2025Q1

Lynx1 Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MRUS",
  "TCRX",
  "ALLO",
  "STOK",
  "GHRS",
  null,
  "UPB",
  "PTGX",
  "DTIL",
  "IBIO",
  "PASG",
  "DSGN",
  "CCCC",
  "CGEM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 14
Total Value: 279234734
Accession Number: 0001892688-25-000120
Form Type: 13F-HR
CIK: lynx1-capital-management-lp
Manager Name: Lynx1-Capital-Management-Lp

Data Enrichment

93% identified

13 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $279.2M total value

SEC FilingSEC DataHachi Filing

Manager:

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GH Research PLC

GHRS|G3855L106

Shares:6.4M

Value:$71.1M

% of Portfolio:25.5% ($71.1M/$279.2M)

Merus N.V.

MRUS|N5749R100

Shares:1.6M

Value:$66.0M

% of Portfolio:23.6% ($66.0M/$279.2M)

Protagonist Therapeutics, Inc

PTGX|74366E102

Shares:733.0K

Value:$35.4M

% of Portfolio:12.7% ($35.4M/$279.2M)

Stoke Therapeutics, Inc.

STOK|86150R107

Shares:5.3M

Value:$35.2M

% of Portfolio:12.6% ($35.2M/$279.2M)

Cullinan Therapeutics, Inc.

CGEM|230031106

Shares:3.2M

Value:$24.3M

% of Portfolio:8.7% ($24.3M/$279.2M)

Allogene Therapeutics, Inc.

ALLO|019770106

Shares:11.1M

Value:$16.1M

% of Portfolio:5.8% ($16.1M/$279.2M)

C4 Therapeutics, Inc.

CCCC|12529R107

Shares:7.1M

Value:$11.4M

% of Portfolio:4.1% ($11.4M/$279.2M)

TScan Therapeutics, Inc.

TCRX|89854M101

Shares:5.4M

Value:$7.4M

% of Portfolio:2.6% ($7.4M/$279.2M)

PRECISION BIOSCIENCES INC

DTIL|74019P207

Shares:766.1K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$279.2M)

iBio, Inc.

IBIO|451033708

Shares:862.3K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$279.2M)

Passage BIO, Inc.

PASG|702712100

Shares:9.3M

Value:$3.3M

% of Portfolio:1.2% ($3.3M/$279.2M)

Upstream Bio, Inc.

UPB|91678A107

Shares:219.2K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$279.2M)

64136E102

Shares:45.8K

Value:$263.8K

% of Portfolio:0.1% ($263.8K/$279.2M)

Design Therapeutics, Inc.

DSGN|25056L103

Shares:66.0K

Value:$254.6K

% of Portfolio:0.1% ($254.6K/$279.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GH Research PLC(GHRScusipG3855L106)	6.4M	QoQ +32.61% (+1.6M) YoY NEW(+6.4M)	All Managers (Combined)	$71.1M	25.5% ($71.1M/$279.2M)	QoQ +108.96% (+$37.1M) YoY NEW(+$71.1M)
Merus N.V.(MRUScusipN5749R100)	1.6M	QoQ -0.75% (-12.0K) YoY NEW(+1.6M)	All Managers (Combined)	$66.0M	23.6% ($66.0M/$279.2M)	QoQ -0.66% (-$441.8K) YoY NEW(+$66.0M)
Protagonist Therapeutics, Inc(PTGXcusip74366E102)	733.0K	QoQ NEW(+733.0K) YoY NEW(+733.0K)	All Managers (Combined)	$35.4M	12.7% ($35.4M/$279.2M)	QoQ NEW(+$35.4M) YoY NEW(+$35.4M)
Stoke Therapeutics, Inc.(STOKcusip86150R107)	5.3M	QoQ +2.01% (-104.7K) YoY NEW(+5.3M)	All Managers (Combined)	$35.2M	12.6% ($35.2M/$279.2M)	QoQ -38.49% (-$22.0M) YoY NEW(+$35.2M)
Cullinan Therapeutics, Inc.(CGEMcusip230031106)	3.2M	QoQ +155.66% (+2.0M) YoY NEW(+3.2M)	All Managers (Combined)	$24.3M	8.7% ($24.3M/$279.2M)	QoQ +58.89% (+$9.0M) YoY NEW(+$24.3M)
Allogene Therapeutics, Inc.(ALLOcusip019770106)	11.1M	QoQ +1.67% (-182.3K) YoY NEW(+11.1M)	All Managers (Combined)	$16.1M	5.8% ($16.1M/$279.2M)	QoQ -30.30% (-$7.0M) YoY NEW(+$16.1M)
C4 Therapeutics, Inc.(CCCCcusip12529R107)	7.1M	QoQ +3.58% (-245.4K) YoY NEW(+7.1M)	All Managers (Combined)	$11.4M	4.1% ($11.4M/$279.2M)	QoQ -53.96% (-$13.3M) YoY NEW(+$11.4M)
TScan Therapeutics, Inc.(TCRXcusip89854M101)	5.4M	QoQ 0.00% (-0) YoY NEW(+5.4M)	All Managers (Combined)	$7.4M	2.6% ($7.4M/$279.2M)	QoQ -54.60% (-$8.9M) YoY NEW(+$7.4M)
PRECISION BIOSCIENCES INC(DTILcusip74019P207)	766.1K	QoQ 0.00% (+0) YoY NEW(+766.1K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$279.2M)	QoQ +25.19% (+$735.4K) YoY NEW(+$3.7M)
iBio, Inc.(IBIOcusip451033708)	862.3K	QoQ 0.00% (+0) YoY +43.71% (+262.3K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$279.2M)	QoQ +64.08% (+$1.4M) YoY +42.29% (+$1.0M)
Passage BIO, Inc.(PASGcusip702712100)	9.3M	QoQ 0.00% (-0) YoY NEW(+9.3M)	All Managers (Combined)	$3.3M	1.2% ($3.3M/$279.2M)	QoQ -37.73% (-$2.0M) YoY NEW(+$3.3M)
Upstream Bio, Inc.(UPBcusip91678A107)	219.2K	QoQ -8.66% (-20.8K) YoY NEW(+219.2K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$279.2M)	QoQ -65.99% (-$2.6M) YoY NEW(+$1.3M)
(cusip64136E102)✕	45.8K	QoQ 0.00% (+0) YoY NEW(+45.8K)	All Managers (Combined)	$263.8K	0.1% ($263.8K/$279.2M)	QoQ +67.92% (+$106.7K) YoY NEW(+$263.8K)
Design Therapeutics, Inc.(DSGNcusip25056L103)	66.0K	QoQ NEW(+66.0K) YoY NEW(+66.0K)	All Managers (Combined)	$254.6K	0.1% ($254.6K/$279.2M)	QoQ NEW(+$254.6K) YoY NEW(+$254.6K)