Lynx1 Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Lynx1 Capital Management LP disclosed 15 US equity positions worth $346.2m in its Q2 2025 13F filing. The largest position was MERUS N V at 23.8% of the reported book, followed by GHRS and STOK. Against the Q1 2025 filing, it opened 1 new position, added to 6 and reduced 0 among the top 15 holdings.
What did Lynx1 Capital Management LP own in Q2 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MERUS N V | 23.8% | $82.5m | 1,568,841 | 0% | held | |
| 2 | GHRS GH RESEARCH PLC | 23.8% | $82.2m | 6,746,951 | 5% | added | |
| 3 | STOK STOKE THERAPEUTICS INC | Healthcare | 17.7% | $61.3m | 5,404,674 | 2% | added |
| 4 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 11.7% | $40.5m | 733,014 | 0% | held |
| 5 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 9.6% | $33.1m | 4,400,842 | 37% | added |
| 6 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 3.6% | $12.5m | 11,057,009 | 0% | held |
| 7 | TCRX TSCAN THERAPEUTICS INC | 3.3% | $11.4m | 7,857,347 | 47% | added | |
| 8 | CCCC C4 THERAPEUTICS INC | Healthcare | 2.9% | $10.2m | 7,098,133 | 0% | held |
| 9 | DTIL PRECISION BIOSCIENCES INC | 1.3% | $4.4m | 1,036,051 | 35% | added | |
| 10 | PASG PASSAGE BIO INC | 1.1% | $3.7m | 9,256,953 | 0% | held | |
| 11 | UPB UPSTREAM BIO INC | 0.7% | $2.4m | 219,247 | 0% | held | |
| 12 | IBIO IBIO INC | 0.3% | $1.2m | 1,538,573 | 78% | added | |
| 13 | NEUP NEUPHORIA THERAPEUTICS INC | 0.1% | $325.2k | 45,806 | 0% | held | |
| 14 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.1% | $222.3k | 65,954 | 0% | held |
| 15 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.1% | $187.8k | 10,366 | – | 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.