Lynx1 Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Lynx1 Capital Management LP reported 18 stock positions worth $266.7 million. Its top holding was Merus (MRUS) at 24.9% of the portfolio, followed by Stoke Therapeutics (STOK, 21.5%) and GH Research (GHRS, 12.8%). Compared with Q3 2024, it opened 7 new positions, sold out of 7, added to 5 and reduced 2. The biggest buy was Cullinan Therapeutics (CGEM, shares +206%) and the biggest sale Merus (MRUS, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $266.7M (Q4 2024)
- SEC Filing
- 0001892688-25-000089 ↗ filed Feb 14, 2025
Holdings Value
Holdings 18 stocks · $266.7M
| MRUS Merus NV | 24.92% | 1,580,841 | $66.5M | Reduce -11.9% |
| STOK Stoke Therapeutics Inc. | 21.45% | 5,187,191 | $57.2M | No change |
| GHRS GH Research PLC | 12.75% | 4,858,994 | $34.0M | Add +15.8% |
| CCCC C4 Therapeutics Inc. | 9.25% | 6,852,744 | $24.7M | Reduce -0.4% |
| ALLO Allogene Therapeutics Inc. | 8.68% | 10,874,723 | $23.2M | Add +75.3% |
| TCRX Tscan Therapeutics Inc. | 6.11% | 5,357,347 | $16.3M | Add +2.5% |
| CGEM Cullinan Therapeutics Inc. | 5.74% | 1,257,795 | $15.3M | Add +206.2% |
| KROS Keros Therapeutics Inc. | 3.23% | 544,001 | $8.6M | New |
| PASG Passage Bio Inc. | 1.97% | 9,256,953 | $5.2M | Add +9.8% |
| ALLK Allakos LLC | 1.65% | 3,628,144 | $4.4M | New |
| UPB Upstream Bio Inc. | 1.48% | 240,042 | $3.9M | New |
| DTIL Precision Biosciences Inc. | 1.09% | 766,051 | $2.9M | New |
| IBIO Ibio Inc. | 0.79% | 862,279 | $2.1M | No change |
| CRBU Caribou Biosciences Inc. | 0.41% | 680,189 | $1.1M | No change |
| VOR Vor Biopharma Inc. | 0.27% | 637,218 | $707K | New |
| CNTA Centessa Pharmaceuticals Ltd. | 0.11% | 17,400 | $291K | No change |
| NEUP Neuphoria Therapeutics Inc. | 0.06% | 45,806 | $157K | New |
| RPTX Repare Therapeutics Inc. | 0.04% | 79,176 | $104K | New |
Portfolio Sells Q3 2024 → Q4 2024
| MRUS Merus NV | Reduce -11.9% | 24.92% | −6.83 |
| CCCC C4 Therapeutics Inc. | Reduce -0.4% | 9.25% | −4.65 |
| KOD Kodiak Sciences Inc. | Sold out | 0.00% | −0.25 |
| PIERIS PHARMACEUTICALS INC | Sold out | 0.00% | −0.22 |
| BNOX Bionomics Ltd.-ADR | Sold out | 0.00% | −0.09 |
| KNSA Kiniksa Pharmaceuticals Inte | Sold out | 0.00% | −0.07 |
| TENX Tenax Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| IPSC Century Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| VYNE THERAPEUTICS INC | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CGEM Cullinan Therapeutics Inc. | Add +206.2% | 5.74% | +3.31 |
| KROS Keros Therapeutics Inc. | New | 3.23% | +3.23 |
| GHRS GH Research PLC | Add +15.8% | 12.75% | +2.81 |
| ALLO Allogene Therapeutics Inc. | Add +75.3% | 8.68% | +2.53 |
| ALLK Allakos LLC | New | 1.65% | +1.65 |
| UPB Upstream Bio Inc. | New | 1.48% | +1.48 |
| DTIL Precision Biosciences Inc. | New | 1.09% | +1.09 |
| VOR Vor Biopharma Inc. | New | 0.27% | +0.27 |
| NEUP Neuphoria Therapeutics Inc. | New | 0.06% | +0.06 |
| RPTX Repare Therapeutics Inc. | New | 0.04% | +0.04 |
| PASG Passage Bio Inc. | Add +9.8% | 1.97% | −0.12 |
| TCRX Tscan Therapeutics Inc. | Add +2.5% | 6.11% | −3.11 |
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 |