Filed: 8/14/2025ACC: 0001085146-25-005127
📋 What this filing means
LYNX1 CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $346.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$346.17M
Total AUM (reported)
57.04M
Total Shares
Allocation by class
COM$248.06M71.7%
ORDINARY SHARES$82.25M23.8%
COM STK$10.15M2.9%
COM NEW$5.71M1.7%
Portfolio Concentration
Top 3$226.11M65.3%
4–10$115.75M33.4%
11–25$4.32M1.2%
Top 3 weight
65.3%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 57.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
57.04M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other15
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings15
Rows:
MERUS N V
OTRShares1.57M
TypeSH
Market value$82.52M
23.84%
Sole
0.00
Shared
1.57M
None
0.00
GH RESEARCH PLC
OTRShares6.75M
TypeSH
Market value$82.25M
23.76%
Sole
0.00
Shared
6.75M
None
0.00
STOKE THERAPEUTICS INC
OTRShares5.40M
TypeSH
Market value$61.34M
17.72%
Sole
0.00
Shared
5.40M
None
0.00
PROTAGONIST THERAPEUTICS INC
OTRShares733.01K
TypeSH
Market value$40.51M
11.70%
Sole
0.00
Shared
733.01K
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares4.40M
TypeSH
Market value$33.14M
9.57%
Sole
0.00
Shared
4.40M
None
0.00
ALLOGENE THERAPEUTICS INC
OTRShares11.06M
TypeSH
Market value$12.49M
3.61%
Sole
0.00
Shared
11.06M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares7.86M
TypeSH
Market value$11.39M
3.29%
Sole
0.00
Shared
7.86M
None
0.00
C4 THERAPEUTICS INC
OTRShares7.10M
TypeSH
Market value$10.15M
2.93%
Sole
0.00
Shared
7.10M
None
0.00
PRECISION BIOSCIENCES INC
OTRShares1.04M
TypeSH
Market value$4.35M
1.26%
Sole
0.00
Shared
1.04M
None
0.00
PASSAGE BIO INC
OTRShares9.26M
TypeSH
Market value$3.71M
1.07%
Sole
0.00
Shared
9.26M
None
0.00
UPSTREAM BIO INC
OTRShares219.25K
TypeSH
Market value$2.41M
0.70%
Sole
0.00
Shared
219.25K
None
0.00
IBIO INC
OTRShares1.54M
TypeSH
Market value$1.17M
0.34%
Sole
0.00
Shared
1.54M
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares45.81K
TypeSH
Market value$325.2K
0.09%
Sole
0.00
Shared
45.81K
None
0.00
DESIGN THERAPEUTICS INC
OTRShares65.95K
TypeSH
Market value$222.3K
0.06%
Sole
0.00
Shared
65.95K
None
0.00
ASSEMBLY BIOSCIENCES INC
OTRShares10.37K
TypeSH
Market value$187.8K
0.05%
Sole
0.00
Shared
10.37K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERUS N VOTR | COM | 1.57M | SH | $82.52M 23.84% | 0.00 | 1.57M | 0.00 |
GH RESEARCH PLCOTR | ORDINARY SHARES | 6.75M | SH | $82.25M 23.76% | 0.00 | 6.75M | 0.00 |
STOKE THERAPEUTICS INCOTR | COM | 5.40M | SH | $61.34M 17.72% | 0.00 | 5.40M | 0.00 |
PROTAGONIST THERAPEUTICS INCOTR | COM | 733.01K | SH | $40.51M 11.70% | 0.00 | 733.01K | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 4.40M | SH | $33.14M 9.57% | 0.00 | 4.40M | 0.00 |
ALLOGENE THERAPEUTICS INCOTR | COM | 11.06M | SH | $12.49M 3.61% | 0.00 | 11.06M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 7.86M | SH | $11.39M 3.29% | 0.00 | 7.86M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7.10M | SH | $10.15M 2.93% | 0.00 | 7.10M | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 1.04M | SH | $4.35M 1.26% | 0.00 | 1.04M | 0.00 |
PASSAGE BIO INCOTR | COM | 9.26M | SH | $3.71M 1.07% | 0.00 | 9.26M | 0.00 |
UPSTREAM BIO INCOTR | COM | 219.25K | SH | $2.41M 0.70% | 0.00 | 219.25K | 0.00 |
IBIO INCOTR | COM NEW | 1.54M | SH | $1.17M 0.34% | 0.00 | 1.54M | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 45.81K | SH | $325.2K 0.09% | 0.00 | 45.81K | 0.00 |
DESIGN THERAPEUTICS INCOTR | COM | 65.95K | SH | $222.3K 0.06% | 0.00 | 65.95K | 0.00 |
ASSEMBLY BIOSCIENCES INCOTR | COM NEW | 10.37K | SH | $187.8K 0.05% | 0.00 | 10.37K | 0.00 |