Lynx1 Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERUS N V | 1,568,841 | 1,534,141 | -34,700 | 82,521,037 | 144,439,375 | 29.40% | +61,918,338 |
| STOKE THERAPEUTICS INC(STOK) | 5,404,674 | 5,404,674 | 0 | 61,343,050 | 109,881,253 | 22.37% | +48,538,203 |
| GH RESEARCH PLC(GHRS) | 6,746,951 | 8,601,189 | +1,854,238 | 82,245,333 | 104,311,679 | 21.23% | +22,066,346 |
| PROTAGONIST THERAPEUTICS INC | 733,014 | 700,014 | -33,000 | 40,513,684 | 46,501,930 | 9.47% | +5,988,246 |
| C4 THERAPEUTICS INC | 7,098,133 | 7,098,133 | 0 | 10,150,330 | 15,757,855 | 3.21% | +5,607,525 |
| ADC THERAPEUTICS SA | 0 | 1,325,848 | +1,325,848 | 0 | 5,303,392 | 1.08% | +5,303,392 |
| PASSAGE BIO INC | 0 | 623,704 | +623,704 | 0 | 5,008,343 | 1.02% | +5,008,343 |
| DENALI THERAPEUTICS INC(DNLI) | 0 | 261,687 | +261,687 | 0 | 3,799,695 | 0.77% | +3,799,695 |
| TSCAN THERAPEUTICS INC | 7,857,347 | 7,857,347 | 0 | 11,393,153 | 14,300,372 | 2.91% | +2,907,219 |
| PRECISION BIOSCIENCES INC | 1,036,051 | 1,042,596 | +6,545 | 4,351,414 | 5,755,130 | 1.17% | +1,403,716 |
| CULLINAN THERAPEUTICS INC(CGEM) | 4,400,842 | 5,766,090 | +1,365,248 | 33,138,340 | 34,192,914 | 6.96% | +1,054,574 |
| DESIGN THERAPEUTICS INC | 65,954 | 65,954 | 0 | 222,265 | 496,634 | 0.10% | +274,369 |
| ASSEMBLY BIOSCIENCES INC | 10,366 | 0 | -10,366 | 187,832 | 0 | — | -187,832 |
| IBIO INC | 1,538,573 | 1,055,897 | -482,676 | 1,174,085 | 874,072 | 0.18% | -300,013 |
| NEUPHORIA THERAPEUTICS INC | 45,806 | 0 | -45,806 | 325,223 | 0 | — | -325,223 |
| UPSTREAM BIO INC | 219,247 | 0 | -219,247 | 2,407,332 | 0 | — | -2,407,332 |
| PASSAGE BIO INC | 9,256,953 | 0 | -9,256,953 | 3,705,558 | 0 | — | -3,705,558 |
| ALLOGENE THERAPEUTICS INC | 11,057,009 | 546,119 | -10,510,890 | 12,494,420 | 677,188 | 0.14% | -11,817,232 |