Filed: 11/13/2025ACC: 0001085146-25-005988
📋 What this filing means
LYNX1 CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $491.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$491.30M
Total AUM (reported)
41.88M
Total Shares
Allocation by class
COM$354.29M72.1%
ORDINARY SHARES$104.31M21.2%
COM STK$15.76M3.2%
COM NEW$11.64M2.4%
SHS$5.30M1.1%
Portfolio Concentration
Top 3$358.63M73.0%
4–10$126.82M25.8%
11–25$5.85M1.2%
Top 3 weight
73.0%
Top 10 weight
98.8%
Voting Authority Distribution
Total shares with voting rights: 41.88M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
41.88M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other14
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings14
Rows:
MERUS N V
OTRShares1.53M
TypeSH
Market value$144.44M
29.40%
Sole
0.00
Shared
1.53M
None
0.00
STOKE THERAPEUTICS INC
OTRShares5.40M
TypeSH
Market value$109.88M
22.37%
Sole
0.00
Shared
5.40M
None
0.00
GH RESEARCH PLC
OTRShares8.60M
TypeSH
Market value$104.31M
21.23%
Sole
0.00
Shared
8.60M
None
0.00
PROTAGONIST THERAPEUTICS INC
OTRShares700.01K
TypeSH
Market value$46.50M
9.47%
Sole
0.00
Shared
700.01K
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares5.77M
TypeSH
Market value$34.19M
6.96%
Sole
0.00
Shared
5.77M
None
0.00
C4 THERAPEUTICS INC
OTRShares7.10M
TypeSH
Market value$15.76M
3.21%
Sole
0.00
Shared
7.10M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares7.86M
TypeSH
Market value$14.30M
2.91%
Sole
0.00
Shared
7.86M
None
0.00
PRECISION BIOSCIENCES INC
OTRShares1.04M
TypeSH
Market value$5.76M
1.17%
Sole
0.00
Shared
1.04M
None
0.00
ADC THERAPEUTICS SA
OTRShares1.33M
TypeSH
Market value$5.30M
1.08%
Sole
0.00
Shared
1.33M
None
0.00
PASSAGE BIO INC
OTRShares623.70K
TypeSH
Market value$5.01M
1.02%
Sole
0.00
Shared
623.70K
None
0.00
DENALI THERAPEUTICS INC
OTRShares261.69K
TypeSH
Market value$3.80M
0.77%
Sole
0.00
Shared
261.69K
None
0.00
IBIO INC
OTRShares1.06M
TypeSH
Market value$874.1K
0.18%
Sole
0.00
Shared
1.06M
None
0.00
ALLOGENE THERAPEUTICS INC
OTRShares546.12K
TypeSH
Market value$677.2K
0.14%
Sole
0.00
Shared
546.12K
None
0.00
DESIGN THERAPEUTICS INC
OTRShares65.95K
TypeSH
Market value$496.6K
0.10%
Sole
0.00
Shared
65.95K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERUS N VOTR | COM | 1.53M | SH | $144.44M 29.40% | 0.00 | 1.53M | 0.00 |
STOKE THERAPEUTICS INCOTR | COM | 5.40M | SH | $109.88M 22.37% | 0.00 | 5.40M | 0.00 |
GH RESEARCH PLCOTR | ORDINARY SHARES | 8.60M | SH | $104.31M 21.23% | 0.00 | 8.60M | 0.00 |
PROTAGONIST THERAPEUTICS INCOTR | COM | 700.01K | SH | $46.50M 9.47% | 0.00 | 700.01K | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 5.77M | SH | $34.19M 6.96% | 0.00 | 5.77M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7.10M | SH | $15.76M 3.21% | 0.00 | 7.10M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 7.86M | SH | $14.30M 2.91% | 0.00 | 7.86M | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 1.04M | SH | $5.76M 1.17% | 0.00 | 1.04M | 0.00 |
ADC THERAPEUTICS SAOTR | SHS | 1.33M | SH | $5.30M 1.08% | 0.00 | 1.33M | 0.00 |
PASSAGE BIO INCOTR | COM NEW | 623.70K | SH | $5.01M 1.02% | 0.00 | 623.70K | 0.00 |
DENALI THERAPEUTICS INCOTR | COM | 261.69K | SH | $3.80M 0.77% | 0.00 | 261.69K | 0.00 |
IBIO INCOTR | COM NEW | 1.06M | SH | $874.1K 0.18% | 0.00 | 1.06M | 0.00 |
ALLOGENE THERAPEUTICS INCOTR | COM | 546.12K | SH | $677.2K 0.14% | 0.00 | 546.12K | 0.00 |
DESIGN THERAPEUTICS INCOTR | COM | 65.95K | SH | $496.6K 0.10% | 0.00 | 65.95K | 0.00 |