Lynx1 Capital Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Lynx1 Capital Management LP disclosed 18 US equity positions worth $266.7m in its Q4 2024 13F filing. The largest position was MERUS N V at 24.9% of the reported book, followed by STOK and GHRS. Against the Q3 2024 filing, it opened 7 new positions, added to 5 and reduced 1 among the top 18 holdings.
What did Lynx1 Capital Management LP own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MERUS N V | 24.9% | $66.5m | 1,580,841 | -12% | reduced | |
| 2 | STOK STOKE THERAPEUTICS INC | Healthcare | 21.5% | $57.2m | 5,187,191 | 0% | held |
| 3 | GHRS GH RESEARCH PLC | 12.8% | $34.0m | 4,858,994 | 16% | added | |
| 4 | CCCC C4 THERAPEUTICS INC | Healthcare | 9.2% | $24.7m | 6,852,744 | -0% | held |
| 5 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 8.7% | $23.2m | 10,874,723 | 75% | added |
| 6 | TCRX TSCAN THERAPEUTICS INC | 6.1% | $16.3m | 5,357,347 | 3% | added | |
| 7 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 5.7% | $15.3m | 1,257,795 | 206% | added |
| 8 | KROS KEROS THERAPEUTICS INC | Healthcare | 3.2% | $8.6m | 544,001 | – | new |
| 9 | PASG PASSAGE BIO INC | 2.0% | $5.2m | 9,256,953 | 10% | added | |
| 10 | ALLKGUSD ALLAKOS INC | 1.6% | $4.4m | 3,628,144 | – | new | |
| 11 | UPB UPSTREAM BIO INC | 1.5% | $3.9m | 240,042 | – | new | |
| 12 | DTIL PRECISION BIOSCIENCES INC | 1.1% | $2.9m | 766,051 | – | new | |
| 13 | IBIO IBIO INC | 0.8% | $2.1m | 862,279 | 0% | held | |
| 14 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.4% | $1.1m | 680,189 | 0% | held |
| 15 | VOR VOR BIOPHARMA INC | 0.3% | $707.3k | 637,218 | – | new | |
| 16 | CNTA CENTESSA PHARMACEUTICALS PLC | 0.1% | $291.4k | 17,400 | 0% | held | |
| 17 | NEUP NEUPHORIA THERAPEUTICS INC | 0.1% | $157.1k | 45,806 | – | new | |
| 18 | RPTX REPARE THERAPEUTICS INC | 0.0% | $103.7k | 79,176 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.