Lynx1 Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Lynx1 Capital Management LP reported 17 stock positions worth $277.2 million. Its top holding was Merus (MRUS) at 25.8% of the portfolio, followed by Stoke Therapeutics (STOK, 25.3%) and GH Research (GHRS, 16.7%). Compared with Q1 2024, it opened 6 new positions, sold out of 5, added to 5 and reduced 4. The biggest buy was Stoke Therapeutics (STOK, shares +40%) and the biggest sale an exit from Alpine Immune Sciences (ALPN).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $277.2M (Q2 2024)
- SEC Filing
- 0001892688-24-000091 ↗ filed Aug 14, 2024
Holdings Value
Holdings 17 stocks · $277.2M
| MRUS Merus NV | 25.76% | 1,206,707 | $71.4M | Reduce -20.0% |
| STOK Stoke Therapeutics Inc. | 25.27% | 5,185,191 | $70.1M | Add +40.3% |
| GHRS GH Research PLC | 16.69% | 3,966,726 | $46.3M | Add +19.8% |
| CCCC C4 Therapeutics Inc. | 11.47% | 6,880,527 | $31.8M | Add +89.3% |
| TCRX Tscan Therapeutics Inc. | 11.03% | 5,224,600 | $30.6M | No change |
| CGEM Cullinan Therapeutics Inc. | 2.37% | 377,323 | $6.6M | New |
| ALLO Allogene Therapeutics Inc. | 1.87% | 2,228,295 | $5.2M | New |
| LBPH Longboard Pharmaceuticals Inc. | 1.63% | 167,317 | $4.5M | New |
| PASG Passage Bio Inc. | 1.45% | 5,057,629 | $4.0M | Add +4.4% |
| CABA Cabaletta Bio Inc. | 1.33% | 492,103 | $3.7M | Reduce -76.4% |
| IBIO Ibio Inc. | 0.64% | 840,763 | $1.8M | Add +40.1% |
| BNOX Bionomics Ltd.-ADR | 0.17% | 599,673 | $460K | Reduce -26.4% |
| PIERIS PHARMACEUTICALS INC | 0.15% | 43,499 | $427K | Reduce -60.4% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.06% | 9,500 | $177K | New |
| CNTA Centessa Pharmaceuticals Ltd. | 0.06% | 17,400 | $157K | No change |
| KRRO Korro Bio Inc. | 0.05% | 3,800 | $129K | New |
| VYNE THERAPEUTICS INC | 0.01% | 16,194 | $32K | New |
Portfolio Sells Q1 2024 → Q2 2024
| ALPN Alpine Immune Sciences Inc. | Sold out | 0.00% | −23.00 |
| CABA Cabaletta Bio Inc. | Reduce -76.4% | 1.33% | −7.82 |
| SLN Silence Therapeutics PLC-ADR | Sold out | 0.00% | −2.93 |
| AUTL Autolus Therapeutics PLC | Sold out | 0.00% | −2.28 |
| KNTE Kinnate Biopharma Inc. | Sold out | 0.00% | −1.36 |
| NKTR Nektar Therapeutics | Sold out | 0.00% | −0.50 |
| PIERIS PHARMACEUTICALS INC | Reduce -60.4% | 0.15% | −0.26 |
| BNOX Bionomics Ltd.-ADR | Reduce -26.4% | 0.17% | −0.05 |
| MRUS Merus NV | Reduce -20.0% | 25.76% | +8.26 |
Portfolio Buys Q1 2024 → Q2 2024
| STOK Stoke Therapeutics Inc. | Add +40.3% | 25.27% | +12.42 |
| GHRS GH Research PLC | Add +19.8% | 16.69% | +7.60 |
| CCCC C4 Therapeutics Inc. | Add +89.3% | 11.47% | +3.82 |
| CGEM Cullinan Therapeutics Inc. | New | 2.37% | +2.37 |
| ALLO Allogene Therapeutics Inc. | New | 1.87% | +1.87 |
| LBPH Longboard Pharmaceuticals Inc. | New | 1.63% | +1.63 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.06% | +0.06 |
| KRRO Korro Bio Inc. | New | 0.05% | +0.05 |
| IBIO Ibio Inc. | Add +40.1% | 0.64% | +0.01 |
| VYNE THERAPEUTICS INC | New | 0.01% | +0.01 |
| PASG Passage Bio Inc. | Add +4.4% | 1.45% | −0.24 |
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 |