Lynx1 Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Lynx1 Capital Management LP reported 16 stock positions worth $388.2 million. Its top holding was Alpine Immune Sciences (ALPN) at 23.0% of the portfolio, followed by Merus (MRUS, 17.5%) and Stoke Therapeutics (STOK, 12.9%). Compared with Q4 2023, it opened 2 new positions, sold out of 1, added to 7 and reduced 6. The biggest buy was Stoke Therapeutics (STOK, shares +25%) and the biggest sale Cabaletta Bio (CABA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $388.2M (Q1 2024)
- SEC Filing
- 0001892688-24-000060 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $388.2M
| ALPN Alpine Immune Sciences Inc. | 23.00% | 2,253,183 | $89.3M | Reduce -40.9% |
| MRUS Merus NV | 17.50% | 1,509,007 | $68.0M | Add +32.9% |
| STOK Stoke Therapeutics Inc. | 12.85% | 3,696,820 | $49.9M | Add +25.0% |
| TCRX Tscan Therapeutics Inc. | 10.68% | 5,224,600 | $41.5M | No change |
| CABA Cabaletta Bio Inc. | 9.15% | 2,082,973 | $35.5M | Reduce -1.3% |
| GHRS GH Research PLC | 9.09% | 3,310,563 | $35.3M | Add +80.1% |
| CCCC C4 Therapeutics Inc. | 7.65% | 3,634,662 | $29.7M | Add +16.0% |
| SLN Silence Therapeutics PLC-ADR | 2.93% | 526,642 | $11.4M | Add +123.3% |
| AUTL Autolus Therapeutics PLC | 2.28% | 1,390,160 | $8.9M | Reduce -25.2% |
| PASG Passage Bio Inc. | 1.69% | 4,845,871 | $6.5M | Add +1178.1% |
| KNTE Kinnate Biopharma Inc. | 1.36% | 1,981,106 | $5.3M | Reduce -0.8% |
| IBIO Ibio Inc. | 0.63% | 600,000 | $2.4M | New |
| NKTR Nektar Therapeutics | 0.50% | 2,068,842 | $1.9M | Add +7.2% |
| PIERIS PHARMACEUTICALS INC | 0.41% | 8,779,162 | $1.6M | Reduce -10.2% |
| BNOX Bionomics Ltd.-ADR | 0.22% | 814,467 | $839K | Reduce -1.2% |
| CNTA Centessa Pharmaceuticals Ltd. | 0.05% | 17,400 | $197K | New |
Portfolio Sells Q4 2023 → Q1 2024
| CABA Cabaletta Bio Inc. | Reduce -1.3% | 9.15% | −9.68 |
| ALPN Alpine Immune Sciences Inc. | Reduce -40.9% | 23.00% | −5.58 |
| AUTL Autolus Therapeutics PLC | Reduce -25.2% | 2.28% | −2.42 |
| THRX Theseus Pharmaceuticals Inc. | Sold out | 0.00% | −1.12 |
| KNTE Kinnate Biopharma Inc. | Reduce -0.8% | 1.36% | −0.50 |
| PIERIS PHARMACEUTICALS INC | Reduce -10.2% | 0.41% | −0.29 |
| BNOX Bionomics Ltd.-ADR | Reduce -1.2% | 0.22% | −0.26 |
Portfolio Buys Q4 2023 → Q1 2024
| STOK Stoke Therapeutics Inc. | Add +25.0% | 12.85% | +6.74 |
| MRUS Merus NV | Add +32.9% | 17.50% | +5.23 |
| GHRS GH Research PLC | Add +80.1% | 9.09% | +4.90 |
| PASG Passage Bio Inc. | Add +1178.1% | 1.69% | +1.53 |
| SLN Silence Therapeutics PLC-ADR | Add +123.3% | 2.93% | +1.32 |
| CCCC C4 Therapeutics Inc. | Add +16.0% | 7.65% | +0.69 |
| IBIO Ibio Inc. | New | 0.63% | +0.63 |
| NKTR Nektar Therapeutics | Add +7.2% | 0.50% | +0.07 |
| CNTA Centessa Pharmaceuticals Ltd. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 27 | $865.5M | GHRS, CGEM, STOK, AGIO, CCCC |
| Q1 2026 | 23 | $632.7M | STOK, GHRS, CGEM, AGIO, DNLI |
| Q4 2025 | 22 | $494.0M | STOK, GHRS, CGEM, DNLI, CCCC |
| Q3 2025 | 14 | $491.3M | MRUS, STOK, GHRS, PTGX, CGEM |
| Q2 2025 | 15 | $346.2M | MRUS, GHRS, STOK, PTGX, CGEM |
| Q1 2025 | 14 | $279.2M | GHRS, MRUS, PTGX, STOK, CGEM |
| Q4 2024 | 18 | $266.7M | MRUS, STOK, GHRS, CCCC, ALLO |
| Q3 2024 | 18 | $282.2M | MRUS, STOK, CCCC, GHRS, TCRX |
| Q2 2024Amended | 17 | $277.2M | MRUS, STOK, GHRS, CCCC, TCRX |
| Q1 2024Amended | 16 | $388.2M | ALPN, MRUS, STOK, TCRX, CABA |