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Lynx1 Capital Management LP13F | |
| Lynx1 Capital Management LP | |
| Last update 2025-05-21 | 14 Stocks (2 new) |
| Value $279.00 Mil | Turnover 25 % |
Lynx1 Capital Management LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GHRS | GH Research PLC | 6,443,940 | 71,076.7 | +32.62% | 25.450 | +6.26% | 10.390 | +50.13% | +103.74% | 884.7 | Biotechnology | |
MRUS | Merus NV | 1,568,841 | 66,032.5 | -0.76% | 23.650 | -0.19% | 2.270 | +54.32% | +53.51% | 4,807.5 | Biotechnology | |
PTGX | Protagonist Therapeutics Inc | 733,014 | 35,448.6 | New Holding | 12.690 | +12.69% | 1.180 | +16.36% | +39.15% | 3,329.0 | Biotechnology | |
STOK | Stoke Therapeutics Inc | 5,291,929 | 35,191.3 | +2.02% | 12.600 | +0.25% | 9.690 | +50.79% | +30.15% | 783.7 | Biotechnology | |
CGEM | Cullinan Therapeutics Inc | 3,215,722 | 24,343.0 | +155.66% | 8.720 | +5.31% | 5.450 | -0.48% | -31.53% | 492.2 | Biotechnology | |
ALLO | Allogene Therapeutics Inc | 11,057,009 | 16,143.2 | +1.68% | 5.780 | +0.10% | 5.060 | +1.28% | -23.45% | 356.7 | Biotechnology | |
CCCC | C4 Therapeutics Inc | 7,098,133 | 11,357.0 | +3.58% | 4.070 | +0.14% | 10.000 | +51.55% | -32.22% | 173.3 | Biotechnology | |
TCRX | TScan Therapeutics Inc | 5,357,347 | 7,393.1 | 0% | 2.650 | 0% | 9.470 | +13.80% | -38.98% | 105.0 | Biotechnology | |
DTIL | Precision BioSciences Inc | 766,051 | 3,654.1 | 0% | 1.310 | 0% | 7.260 | -12.15% | +30.97% | 55.3 | Biotechnology | |
IBIO | iBio Inc | 862,279 | 3,466.4 | 0% | 1.240 | 0% | 5.220 | +0.57% | -68.90% | 12.4 | Biotechnology |
Lynx1 Capital Management LP's Historical Top Holdings Breakdowns
Lynx1 Capital Management LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PTGX | Protagonist Therapeutics Inc | 2025-03-31 | New Buy New Buy | +12.69% | 35.09 ($41.9) 59.76 | $53.71 | 28.19% | New holding | 733,014 | 733,014 | |
GHRS | GH Research PLC | 2025-03-31 | Add Add | +6.26% | 7.91 ($11.18) 17.99 | $14.45 | 29.20% | Add 32.62% | 6,443,940 | 1,584,946 | |
CGEM | Cullinan Therapeutics Inc | 2025-03-31 | Add Add | +5.31% | 7.57 ($9.6) 12.68 | $8.34 | -13.13% | Add 155.66% | 3,215,722 | 1,957,927 | |
KROS | Keros Therapeutics Inc | 2025-03-31 | Sold Out Sold Out | -3.23% | 10.15 ($11.61) 16.1 | $14.58 | 25.61% | Sold Out | 0 | -544,001 | |
ALLK | Allakos Inc | 2025-03-31 | Sold Out Sold Out | -1.65% | 0.23 ($0.45) 1.24 | $0.33 | -26.87% | Sold Out | 0 | -3,628,144 | |
CRBU | Caribou Biosciences Inc | 2025-03-31 | Sold Out Sold Out | -0.41% | 0.88 ($1.3) 1.88 | $2.48 | 90.72% | Sold Out | 0 | -680,189 | |
VOR | Vor Biopharma Inc | 2025-03-31 | Sold Out Sold Out | -0.27% | 0.72 ($1.2) 1.74 | $2.10 | 75.42% | Sold Out | 0 | -637,218 | |
STOK | Stoke Therapeutics Inc | 2025-03-31 | Add Add | +0.25% | 6.65 ($9.32) 12.74 | $14.34 | 53.81% | Add 2.02% | 5,291,929 | 104,738 | |
MRUS | Merus NV | 2025-03-31 | Reduce Reduce | -0.19% | 39.01 ($43.61) 49.16 | $64.71 | 48.38% | Reduce -0.76% | 1,568,841 | -12,000 | |
CCCC | C4 Therapeutics Inc | 2025-03-31 | Add Add | +0.14% | 1.6 ($2.98) 4.09 | $2.40 | -19.30% | Add 3.58% | 7,098,133 | 245,389 |
Lynx1 Capital Management LP Total Holding History ($B)
Lynx1 Capital Management LP's Asset Allocation
Lynx1 Capital Management LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lynx1 Capital Management LP's Hypothetical Growth since 2025-03-31
Lynx1 Capital Management LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lynx1 Capital Management LP's Holdings Heat Map
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Lynx1 Capital Management LP's Holdings Bubble Chart
Lynx1 Capital Management LP News
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