Lynx1 Capital Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Lynx1 Capital Management LP disclosed 14 US equity positions worth $491.3m in its Q3 2025 13F filing. The largest position was MERUS N V at 29.4% of the reported book, followed by STOK and GHRS. Against the Q2 2025 filing, it opened 3 new positions, added to 3 and reduced 4 among the top 14 holdings.
What did Lynx1 Capital Management LP own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MERUS N V | 29.4% | $144.4m | 1,534,141 | -2% | reduced | |
| 2 | STOK STOKE THERAPEUTICS INC | Healthcare | 22.4% | $109.9m | 5,404,674 | 0% | held |
| 3 | GHRS GH RESEARCH PLC | 21.2% | $104.3m | 8,601,189 | 27% | added | |
| 4 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 9.5% | $46.5m | 700,014 | -5% | reduced |
| 5 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 7.0% | $34.2m | 5,766,090 | 31% | added |
| 6 | CCCC C4 THERAPEUTICS INC | Healthcare | 3.2% | $15.8m | 7,098,133 | 0% | held |
| 7 | TCRX TSCAN THERAPEUTICS INC | 2.9% | $14.3m | 7,857,347 | 0% | held | |
| 8 | DTIL PRECISION BIOSCIENCES INC | 1.2% | $5.8m | 1,042,596 | 1% | added | |
| 9 | ADCT ADC THERAPEUTICS SA | Healthcare | 1.1% | $5.3m | 1,325,848 | – | new |
| 10 | PASG PASSAGE BIO INC | 1.0% | $5.0m | 623,704 | – | new | |
| 11 | DNLI DENALI THERAPEUTICS INC | Healthcare | 0.8% | $3.8m | 261,687 | – | new |
| 12 | IBIO IBIO INC | 0.2% | $874.1k | 1,055,897 | -31% | reduced | |
| 13 | ALLO ALLOGENE THERAPEUTICS INC | Healthcare | 0.1% | $677.2k | 546,119 | -95% | reduced |
| 14 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.1% | $496.6k | 65,954 | 0% | held |
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.