Lynx1 Capital Management LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Lynx1 Capital Management LP disclosed 22 US equity positions worth $494.0m in its Q4 2025 13F filing. The largest position was STOK at 34.7% of the reported book, followed by GHRS and CGEM. Against the Q3 2025 filing, it opened 13 new positions, added to 5 and reduced 1 among the top 22 holdings.
What did Lynx1 Capital Management LP own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | STOK STOKE THERAPEUTICS INC | Healthcare | 34.7% | $171.5m | 5,404,674 | 0% | held |
| 2 | GHRS GH RESEARCH PLC | 26.8% | $132.2m | 10,406,575 | 21% | added | |
| 3 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 18.8% | $92.8m | 8,963,500 | 55% | added |
| 4 | DNLI DENALI THERAPEUTICS INC | Healthcare | 5.8% | $28.7m | 1,738,750 | 564% | added |
| 5 | CCCC C4 THERAPEUTICS INC | Healthcare | 2.7% | $13.6m | 7,098,133 | 0% | held |
| 6 | XNCR XENCOR INC | Healthcare | 2.2% | $10.8m | 705,558 | – | new |
| 7 | IMTX IMMATICS N.V | Healthcare | 2.0% | $9.7m | 921,950 | – | new |
| 8 | TCRX TSCAN THERAPEUTICS INC | 1.6% | $8.0m | 8,019,148 | 2% | added | |
| 9 | PASG PASSAGE BIO INC | 1.5% | $7.4m | 623,704 | 0% | held | |
| 10 | KRRO KORRO BIO INC | Healthcare | 1.1% | $5.4m | 677,915 | – | new |
| 11 | DTIL PRECISION BIOSCIENCES INC | 0.8% | $4.1m | 993,913 | -5% | reduced | |
| 12 | NEUP NEUPHORIA THERAPEUTICS INC | 0.7% | $3.4m | 875,228 | – | new | |
| 13 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.4% | $2.2m | 79,624 | – | new |
| 14 | CGON CG ONCOLOGY INC | Healthcare | 0.3% | $1.3m | 31,591 | – | new |
| 15 | ARWR ARROWHEAD PHARMACEUTICALS IN | Healthcare | 0.2% | $799.5k | 12,043 | – | new |
| 16 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.1% | $652.1k | 69,516 | 5% | added |
| 17 | TRDA ENTRADA THERAPEUTICS INC | 0.1% | $531.4k | 51,689 | – | new | |
| 18 | HOWL WEREWOLF THERAPEUTICS INC | 0.1% | $415.5k | 655,926 | – | new | |
| 19 | MPLT MAPLIGHT THERAPEUTICS INC | 0.0% | $236.7k | 13,477 | – | new | |
| 20 | GENERATION BIO CO | 0.0% | $142.0k | 25,000 | – | new | |
| 21 | PROQR THRAPEUTICS N V | 0.0% | $138.3k | 68,486 | – | new | |
| 22 | APLT APPLIED THERAPEUTICS INC | 0.0% | $41.0k | 410,500 | – | 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.