Lynx1 Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lynx1 Capital Management LP reported 15 stock positions worth $346.2 million. Its top holding was Merus (MRUS) at 23.8% of the portfolio, followed by GH Research (GHRS, 23.8%) and Stoke Therapeutics (STOK, 17.7%). Compared with Q1 2025, it opened 1 new position and added to 6. The biggest buy was Stoke Therapeutics (STOK, shares +2%).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $346.2M (Q2 2025)
- SEC Filing
- 0001085146-25-005127 ↗ filed Aug 14, 2025
Holdings Value
Holdings 15 stocks · $346.2M
| MRUS Merus NV | 23.84% | 1,568,841 | $82.5M | No change |
| GHRS GH Research PLC | 23.76% | 6,746,951 | $82.2M | Add +4.7% |
| STOK Stoke Therapeutics Inc. | 17.72% | 5,404,674 | $61.3M | Add +2.1% |
| PTGX Protagonist Therapeutics Inc. | 11.70% | 733,014 | $40.5M | No change |
| CGEM Cullinan Therapeutics Inc. | 9.57% | 4,400,842 | $33.1M | Add +36.9% |
| ALLO Allogene Therapeutics Inc. | 3.61% | 11,057,009 | $12.5M | No change |
| TCRX Tscan Therapeutics Inc. | 3.29% | 7,857,347 | $11.4M | Add +46.7% |
| CCCC C4 Therapeutics Inc. | 2.93% | 7,098,133 | $10.2M | No change |
| DTIL Precision Biosciences Inc. | 1.26% | 1,036,051 | $4.4M | Add +35.3% |
| PASG Passage Bio Inc. | 1.07% | 9,256,953 | $3.7M | No change |
| UPB Upstream Bio Inc. | 0.70% | 219,247 | $2.4M | No change |
| IBIO Ibio Inc. | 0.34% | 1,538,573 | $1.2M | Add +78.4% |
| NEUP Neuphoria Therapeutics Inc. | 0.09% | 45,806 | $325K | No change |
| DSGN Design Therapeutics Inc. | 0.06% | 65,954 | $222K | No change |
| ASMB Assembly Biosciences Inc. | 0.05% | 10,366 | $188K | New |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| STOK Stoke Therapeutics Inc. | Add +2.1% | 17.72% | +5.12 |
| CGEM Cullinan Therapeutics Inc. | Add +36.9% | 9.57% | +0.85 |
| TCRX Tscan Therapeutics Inc. | Add +46.7% | 3.29% | +0.64 |
| ASMB Assembly Biosciences Inc. | New | 0.05% | +0.05 |
| DTIL Precision Biosciences Inc. | Add +35.3% | 1.26% | −0.05 |
| IBIO Ibio Inc. | Add +78.4% | 0.34% | −0.90 |
| GHRS GH Research PLC | Add +4.7% | 23.76% | −1.70 |
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 |