Lynx1 Capital Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Lynx1 Capital Management LP disclosed 14 US equity positions worth $279.2m in its Q1 2025 13F filing. The largest position was GHRS at 25.5% of the reported book, followed by MERUS N V and PTGX. Against the Q4 2024 filing, it opened 2 new positions, added to 5 and reduced 2 among the top 14 holdings.
What did Lynx1 Capital Management LP own in Q1 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GHRS GH RESEARCH PLC | 25.5% | $71.1m | 6,443,940 | 33% | added | |
| 2 | MERUS N V | 23.6% | $66.0m | 1,568,841 | -1% | reduced | |
| 3 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 12.7% | $35.4m | 733,014 | – | new |
| 4 | STOK STOKE THERAPEUTICS INC | Healthcare | 12.6% | $35.2m | 5,291,929 | 2% | added |
| 5 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 8.7% | $24.3m | 3,215,722 | 156% | added |
| 6 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 5.8% | $16.1m | 11,057,009 | 2% | added |
| 7 | CCCC C4 THERAPEUTICS INC | Healthcare | 4.1% | $11.4m | 7,098,133 | 4% | added |
| 8 | TCRX TSCAN THERAPEUTICS INC | 2.6% | $7.4m | 5,357,347 | 0% | held | |
| 9 | DTIL PRECISION BIOSCIENCES INC | 1.3% | $3.7m | 766,051 | 0% | held | |
| 10 | IBIO IBIO INC | 1.2% | $3.5m | 862,279 | 0% | held | |
| 11 | PASG PASSAGE BIO INC | 1.2% | $3.3m | 9,256,953 | 0% | held | |
| 12 | UPB UPSTREAM BIO INC | 0.5% | $1.3m | 219,247 | -9% | reduced | |
| 13 | NEUP NEUPHORIA THERAPEUTICS INC | 0.1% | $263.8k | 45,806 | 0% | held | |
| 14 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.1% | $254.6k | 65,954 | – | 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.