Lynx1 Capital Management LP
CIK: 0001910456SEC EDGAR →
Portfolio Value
$494.0M
Holdings
22
As of
Q4 2025
New Positions
2
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STOKE THERAPEUTICS INC | 5,404,674 | $171.5M | 34.73% |
| 2 | GH RESEARCH PLC | 10,406,575 | $132.2M | 26.75% |
| 3 | CULLINAN THERAPEUTICS INC | 8,963,500 | $92.8M | 18.78% |
| 4 | APPLIED THERAPEUTICS INC | 410,500 | $41.0M | 8.30% |
| 5 | DENALI THERAPEUTICS INC | 1,738,750 | $28.7M | 5.81% |
| 6 | C4 THERAPEUTICS INC | 7,098,133 | $13.6M | 2.74% |
| 7 | XENCOR INC | 705,558 | $10.8M | 2.19% |
| 8 | IMMATICS N.V | 921,950 | $9.7M | 1.96% |
| 9 | TSCAN THERAPEUTICS INC | 8,019,148 | $8.0M | 1.62% |
| 10 | PASSAGE BIO INC | 623,704 | $7.4M | 1.49% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 21 | $494.0M | 92.3% |
| Unknown | 1 | $41.0M | 7.7% |