Filed: 5/15/2025ACC: 0001892688-25-000120
📋 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 $279.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$279.23M
Total AUM (reported)
51.98M
Total Shares
Allocation by class
COM$189.68M67.9%
ORDINARY SHARES$71.08M25.5%
COM STK$11.36M4.1%
COM NEW$3.65M1.3%
CON NEW$3.47M1.2%
Portfolio Concentration
Top 3$172.56M61.8%
4–10$101.55M36.4%
11–25$5.13M1.8%
Top 3 weight
61.8%
Top 10 weight
98.2%
Voting Authority Distribution
Total shares with voting rights: 51.98M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
51.98M
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:
GH RESEARCH PLC
OTRShares6.44M
TypeSH
Market value$71.08M
25.45%
Sole
0.00
Shared
6.44M
None
0.00
MERUS N V
OTRShares1.57M
TypeSH
Market value$66.03M
23.65%
Sole
0.00
Shared
1.57M
None
0.00
PROTAGONIST THERAPEUTICS INC
OTRShares733.01K
TypeSH
Market value$35.45M
12.69%
Sole
0.00
Shared
733.01K
None
0.00
STOKE THERAPEUTICS INC
OTRShares5.29M
TypeSH
Market value$35.19M
12.60%
Sole
0.00
Shared
5.29M
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares3.22M
TypeSH
Market value$24.34M
8.72%
Sole
0.00
Shared
3.22M
None
0.00
ALLOGENE THERAPEUTICS INC
OTRShares11.06M
TypeSH
Market value$16.14M
5.78%
Sole
0.00
Shared
11.06M
None
0.00
C4 THERAPEUTICS INC
OTRShares7.10M
TypeSH
Market value$11.36M
4.07%
Sole
0.00
Shared
7.10M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares5.36M
TypeSH
Market value$7.39M
2.65%
Sole
0.00
Shared
5.36M
None
0.00
PRECISION BIOSCIENCES INC
OTRShares766.05K
TypeSH
Market value$3.65M
1.31%
Sole
0.00
Shared
766.05K
None
0.00
IBIO INC
OTRShares862.28K
TypeSH
Market value$3.47M
1.24%
Sole
0.00
Shared
862.28K
None
0.00
PASSAGE BIO INC
OTRShares9.26M
TypeSH
Market value$3.27M
1.17%
Sole
0.00
Shared
9.26M
None
0.00
UPSTREAM BIO INC
OTRShares219.25K
TypeSH
Market value$1.34M
0.48%
Sole
0.00
Shared
219.25K
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares45.81K
TypeSH
Market value$263.8K
0.09%
Sole
0.00
Shared
45.81K
None
0.00
DESIGN THERAPEUTICS INC
OTRShares65.95K
TypeSH
Market value$254.6K
0.09%
Sole
0.00
Shared
65.95K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GH RESEARCH PLCOTR | ORDINARY SHARES | 6.44M | SH | $71.08M 25.45% | 0.00 | 6.44M | 0.00 |
MERUS N VOTR | COM | 1.57M | SH | $66.03M 23.65% | 0.00 | 1.57M | 0.00 |
PROTAGONIST THERAPEUTICS INCOTR | COM | 733.01K | SH | $35.45M 12.69% | 0.00 | 733.01K | 0.00 |
STOKE THERAPEUTICS INCOTR | COM | 5.29M | SH | $35.19M 12.60% | 0.00 | 5.29M | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 3.22M | SH | $24.34M 8.72% | 0.00 | 3.22M | 0.00 |
ALLOGENE THERAPEUTICS INCOTR | COM | 11.06M | SH | $16.14M 5.78% | 0.00 | 11.06M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7.10M | SH | $11.36M 4.07% | 0.00 | 7.10M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 5.36M | SH | $7.39M 2.65% | 0.00 | 5.36M | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 766.05K | SH | $3.65M 1.31% | 0.00 | 766.05K | 0.00 |
IBIO INCOTR | CON NEW | 862.28K | SH | $3.47M 1.24% | 0.00 | 862.28K | 0.00 |
PASSAGE BIO INCOTR | COM | 9.26M | SH | $3.27M 1.17% | 0.00 | 9.26M | 0.00 |
UPSTREAM BIO INCOTR | COM | 219.25K | SH | $1.34M 0.48% | 0.00 | 219.25K | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 45.81K | SH | $263.8K 0.09% | 0.00 | 45.81K | 0.00 |
DESIGN THERAPEUTICS INCOTR | COM | 65.95K | SH | $254.6K 0.09% | 0.00 | 65.95K | 0.00 |