Lynx1 Capital Management LP
CIK: 0001910456Latest portfolio: $494.0M · Q4 2025
Holdings
22
Total Value
$494.0M
New Positions
13
Closed Positions
5
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | STOKSTOKE THERAPEUTICS INC | 5,404,674 | $171.5M | 34.73% | — | |
| 2 | GHRSGH RESEARCH PLC | 10,406,575 | $132.2M | 26.75% | +1.8M | |
| 3 | CGEMCULLINAN THERAPEUTICS INC | 8,963,500 | $92.8M | 18.78% | +3.2M | |
| 4 | DNLIDENALI THERAPEUTICS INC | 1,738,750 | $28.7M | 5.81% | +1.5M | |
| 5 | CCCCC4 THERAPEUTICS INC | 7,098,133 | $13.6M | 2.74% | — | |
| 6 | XNCRXENCOR INC | 705,558 | $10.8M | 2.19% | NEW | |
| 7 | IMTXIMMATICS N.V | 921,950 | $9.7M | 1.96% | NEW | |
| 8 | TCRXTSCAN THERAPEUTICS INC | 8,019,148 | $8.0M | 1.62% | +162K | |
| 9 | PASGPASSAGE BIO INC | 623,704 | $7.4M | 1.49% | — | |
| 10 | KRROKORRO BIO INC | 677,915 | $5.4M | 1.10% | NEW | |
| 11 | DTILPRECISION BIOSCIENCES INC | 993,913 | $4.1M | 0.84% | -48,683 | |
| 12 | NEUPNEUPHORIA THERAPEUTICS INC | 875,228 | $3.4M | 0.69% | NEW | |
| 13 | AGIOAGIOS PHARMACEUTICALS INC | 79,624 | $2.2M | 0.44% | NEW | |
| 14 | CGONCG ONCOLOGY INC | 31,591 | $1.3M | 0.27% | NEW | |
| 15 | ARWRARROWHEAD PHARMACEUTICALS IN | 12,043 | $799K | 0.16% | NEW | |
| 16 | DSGNDESIGN THERAPEUTICS INC | 69,516 | $652K | 0.13% | +4K | |
| 17 | TRDAENTRADA THERAPEUTICS INC | 51,689 | $531K | 0.11% | NEW | |
| 18 | HOWLWEREWOLF THERAPEUTICS INC | 655,926 | $415K | 0.08% | NEW | |
| 19 | MPLTMAPLIGHT THERAPEUTICS INC | 13,477 | $236K | 0.05% | NEW | |
| 20 | GBIOGENERATION BIO CO | 25,000 | $142K | 0.03% | NEW | |
| 21 | PRQRPROQR THRAPEUTICS N V | 68,486 | $138K | 0.03% | NEW | |
| 22 | APLTAPPLIED THERAPEUTICS INC | 410,500 | $41K | 0.01% | NEW |
Quarterly Changes
New Positions
Sector Breakdown
Healthcare0.1% ($1.7154413216392773e+75T)
Unknown0.0% ($41K)
Filing History
Fund Information
Lynx1 Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $494.0M across 22 holdings. The largest position is STOKE THERAPEUTICS INC (STOK), representing 34.7% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.