Filed: 2/14/2025ACC: 0001892688-25-000089
📋 What this filing means
LYNX1 CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $266.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$266.71M
Total AUM (reported)
52.73M
Total Shares
Allocation by class
COM$202.71M76.0%
ORDINARY SHARES$34.01M12.8%
COM STK$24.67M9.2%
COM NEW$2.92M1.1%
CON NEW$2.11M0.8%
SPONSORED ADS$291.4K0.1%
Portfolio Concentration
Top 3$157.70M59.1%
4–10$97.69M36.6%
11–25$11.32M4.2%
Top 3 weight
59.1%
Top 10 weight
95.8%
Voting Authority Distribution
Total shares with voting rights: 52.73M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
52.73M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other18
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings18
Rows:
MERUS N V
OTRShares1.58M
TypeSH
Market value$66.47M
24.92%
Sole
0.00
Shared
1.58M
None
0.00
STOKE THERAPEUTICS INC
OTRShares5.19M
TypeSH
Market value$57.21M
21.45%
Sole
0.00
Shared
5.19M
None
0.00
GH RESEARCH PLC
OTRShares4.86M
TypeSH
Market value$34.01M
12.75%
Sole
0.00
Shared
4.86M
None
0.00
C4 THERAPEUTICS INC
OTRShares6.85M
TypeSH
Market value$24.67M
9.25%
Sole
0.00
Shared
6.85M
None
0.00
ALLOGENE THERAPEUTICS INC
OTRShares10.87M
TypeSH
Market value$23.16M
8.68%
Sole
0.00
Shared
10.87M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares5.36M
TypeSH
Market value$16.29M
6.11%
Sole
0.00
Shared
5.36M
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares1.26M
TypeSH
Market value$15.32M
5.74%
Sole
0.00
Shared
1.26M
None
0.00
KEROS THERAPEUTICS INC
OTRShares544K
TypeSH
Market value$8.61M
3.23%
Sole
0.00
Shared
544K
None
0.00
PASSAGE BIO INC
OTRShares9.26M
TypeSH
Market value$5.25M
1.97%
Sole
0.00
Shared
9.26M
None
0.00
ALLAKOS INC
OTRShares3.63M
TypeSH
Market value$4.39M
1.65%
Sole
0.00
Shared
3.63M
None
0.00
UPSTREAM BIO INC
OTRShares240.04K
TypeSH
Market value$3.95M
1.48%
Sole
0.00
Shared
240.04K
None
0.00
PRECISION BIOSCIENCES INC
OTRShares766.05K
TypeSH
Market value$2.92M
1.09%
Sole
0.00
Shared
766.05K
None
0.00
IBIO INC
OTRShares862.28K
TypeSH
Market value$2.11M
0.79%
Sole
0.00
Shared
862.28K
None
0.00
CARIBOU BIOSCIENCES INC
OTRShares680.19K
TypeSH
Market value$1.08M
0.41%
Sole
0.00
Shared
680.19K
None
0.00
VOR BIOPHARMA INC
OTRShares637.22K
TypeSH
Market value$707.3K
0.27%
Sole
0.00
Shared
637.22K
None
0.00
CENTESSA PHARMACEUTICALS PLC
OTRShares17.40K
TypeSH
Market value$291.4K
0.11%
Sole
0.00
Shared
17.40K
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares45.81K
TypeSH
Market value$157.1K
0.06%
Sole
0.00
Shared
45.81K
None
0.00
REPARE THERAPEUTICS INC
OTRShares79.18K
TypeSH
Market value$103.7K
0.04%
Sole
0.00
Shared
79.18K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MERUS N VOTR | COM | 1.58M | SH | $66.47M 24.92% | 0.00 | 1.58M | 0.00 |
STOKE THERAPEUTICS INCOTR | COM | 5.19M | SH | $57.21M 21.45% | 0.00 | 5.19M | 0.00 |
GH RESEARCH PLCOTR | ORDINARY SHARES | 4.86M | SH | $34.01M 12.75% | 0.00 | 4.86M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 6.85M | SH | $24.67M 9.25% | 0.00 | 6.85M | 0.00 |
ALLOGENE THERAPEUTICS INCOTR | COM | 10.87M | SH | $23.16M 8.68% | 0.00 | 10.87M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 5.36M | SH | $16.29M 6.11% | 0.00 | 5.36M | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 1.26M | SH | $15.32M 5.74% | 0.00 | 1.26M | 0.00 |
KEROS THERAPEUTICS INCOTR | COM | 544K | SH | $8.61M 3.23% | 0.00 | 544K | 0.00 |
PASSAGE BIO INCOTR | COM | 9.26M | SH | $5.25M 1.97% | 0.00 | 9.26M | 0.00 |
ALLAKOS INCOTR | COM | 3.63M | SH | $4.39M 1.65% | 0.00 | 3.63M | 0.00 |
UPSTREAM BIO INCOTR | COM | 240.04K | SH | $3.95M 1.48% | 0.00 | 240.04K | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 766.05K | SH | $2.92M 1.09% | 0.00 | 766.05K | 0.00 |
IBIO INCOTR | CON NEW | 862.28K | SH | $2.11M 0.79% | 0.00 | 862.28K | 0.00 |
CARIBOU BIOSCIENCES INCOTR | COM | 680.19K | SH | $1.08M 0.41% | 0.00 | 680.19K | 0.00 |
VOR BIOPHARMA INCOTR | COM | 637.22K | SH | $707.3K 0.27% | 0.00 | 637.22K | 0.00 |
CENTESSA PHARMACEUTICALS PLCOTR | SPONSORED ADS | 17.40K | SH | $291.4K 0.11% | 0.00 | 17.40K | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 45.81K | SH | $157.1K 0.06% | 0.00 | 45.81K | 0.00 |
REPARE THERAPEUTICS INCOTR | COM | 79.18K | SH | $103.7K 0.04% | 0.00 | 79.18K | 0.00 |