Lynx1 Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Lynx1 Capital Management LP reported 18 stock positions worth $282.2 million. Its top holding was Merus (MRUS) at 31.8% of the portfolio, followed by Stoke Therapeutics (STOK, 22.6%) and C4 Therapeutics (CCCC, 13.9%). Compared with Q2 2024, it opened 4 new positions, sold out of 3, added to 7 and reduced 3. The biggest buy was Merus (MRUS, shares +49%) and the biggest sale an exit from Longboard Pharmaceuticals (LBPH).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $282.2M (Q3 2024)
- SEC Filing
- 0001892688-24-000144 ↗ filed Nov 14, 2024
Holdings Value
Holdings 18 stocks · $282.2M
| MRUS Merus NV | 31.75% | 1,793,866 | $89.6M | Add +48.7% |
| STOK Stoke Therapeutics Inc. | 22.59% | 5,187,191 | $63.8M | Add +0.0% |
| CCCC C4 Therapeutics Inc. | 13.90% | 6,880,527 | $39.2M | No change |
| GHRS GH Research PLC | 9.95% | 4,195,894 | $28.1M | Add +5.8% |
| TCRX Tscan Therapeutics Inc. | 9.22% | 5,224,600 | $26.0M | No change |
| ALLO Allogene Therapeutics Inc. | 6.15% | 6,202,374 | $17.4M | Add +178.3% |
| CGEM Cullinan Therapeutics Inc. | 2.44% | 410,830 | $6.9M | Add +8.9% |
| PASG Passage Bio Inc. | 2.09% | 8,426,955 | $5.9M | Add +66.6% |
| IBIO Ibio Inc. | 0.68% | 862,279 | $1.9M | Add +2.6% |
| CRBU Caribou Biosciences Inc. | 0.47% | 680,189 | $1.3M | New |
| KOD Kodiak Sciences Inc. | 0.25% | 271,177 | $708K | New |
| PIERIS PHARMACEUTICALS INC | 0.22% | 37,436 | $621K | Reduce -13.9% |
| CNTA Centessa Pharmaceuticals Ltd. | 0.10% | 17,400 | $278K | No change |
| BNOX Bionomics Ltd.-ADR | 0.09% | 549,673 | $241K | Reduce -8.3% |
| KNSA Kiniksa Pharmaceuticals Inte | 0.07% | 8,231 | $206K | Reduce -13.4% |
| TENX Tenax Therapeutics Inc. | 0.02% | 14,751 | $51K | New |
| IPSC Century Therapeutics Inc. | 0.01% | 19,028 | $33K | New |
| VYNE THERAPEUTICS INC | 0.01% | 16,194 | $30K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| LBPH Longboard Pharmaceuticals Inc. | Sold out | 0.00% | −1.63 |
| CABA Cabaletta Bio Inc. | Sold out | 0.00% | −1.33 |
| BNOX Bionomics Ltd.-ADR | Reduce -8.3% | 0.09% | −0.08 |
| KRRO Korro Bio Inc. | Sold out | 0.00% | −0.05 |
| KNSA Kiniksa Pharmaceuticals Inte | Reduce -13.4% | 0.07% | +0.01 |
| PIERIS PHARMACEUTICALS INC | Reduce -13.9% | 0.22% | +0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| MRUS Merus NV | Add +48.7% | 31.75% | +6.00 |
| ALLO Allogene Therapeutics Inc. | Add +178.3% | 6.15% | +4.28 |
| PASG Passage Bio Inc. | Add +66.6% | 2.09% | +0.64 |
| CRBU Caribou Biosciences Inc. | New | 0.47% | +0.47 |
| KOD Kodiak Sciences Inc. | New | 0.25% | +0.25 |
| CGEM Cullinan Therapeutics Inc. | Add +8.9% | 2.44% | +0.06 |
| IBIO Ibio Inc. | Add +2.6% | 0.68% | +0.04 |
| TENX Tenax Therapeutics Inc. | New | 0.02% | +0.02 |
| IPSC Century Therapeutics Inc. | New | 0.01% | +0.01 |
| STOK Stoke Therapeutics Inc. | Add +0.0% | 22.59% | −2.68 |
| GHRS GH Research PLC | Add +5.8% | 9.95% | −6.74 |
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 |