Fund HoldingsLynx1 Capital Management LP

Total Portfolio Value
$494.00M
Total Bought
$152.87M
Total Sold
$199.42M
Net Transaction
-$46.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
STOKE THERAPEUTICS INC(STOK)5,404,6745,404,6740109,881171,54434.73%+61,663
CULLINAN THERAPEUTICS INC(CGEM)5,766,0908,963,500+3,197,41034,19392,77218.78%+58,579
GH RESEARCH PLC(GHRS)8,601,18910,406,575+1,805,386104,312132,16426.75%+27,852
DENALI THERAPEUTICS INC(DNLI)261,6871,738,750+1,477,0633,80028,7075.81%+24,907
XENCOR INC(XNCR)0705,558+705,558010,8022.19%+10,802
IMMATICS N.V(IMTX)0921,950+921,95009,6801.96%+9,680
KORRO BIO INC0677,915+677,91505,4301.10%+5,430
NEUPHORIA THERAPEUTICS INC0875,228+875,22803,3960.69%+3,396
PASSAGE BIO INC623,704623,70405,0087,3601.49%+2,351
AGIOS PHARMACEUTICALS INC(AGIO)079,624+79,62402,1670.44%+2,167
CG ONCOLOGY INC(CGON)031,591+31,59101,3120.27%+1,312
ARROWHEAD PHARMACEUTICALS IN(ARWR)012,043+12,04308000.16%+800
ENTRADA THERAPEUTICS INC051,689+51,68905310.11%+531
WEREWOLF THERAPEUTICS INC0655,926+655,92604160.08%+416
MAPLIGHT THERAPEUTICS INC(MPLT)013,477+13,47702370.05%+237
DESIGN THERAPEUTICS INC65,95469,516+3,5624976520.13%+155
GENERATION BIO CO025,000+25,00001420.03%+142
PROQR THRAPEUTICS N V
SHS EURO
068,486+68,48601380.03%+138
APPLIED THERAPEUTICS INC0410,500+410,5000410.01%+41
ALLOGENE THERAPEUTICS INC546,1190-546,1196770-677
IBIO INC1,055,8970-1,055,8978740-874
PRECISION BIOSCIENCES INC1,042,596993,913-48,6835,7554,1350.84%-1,620
C4 THERAPEUTICS INC7,098,1337,098,133015,75813,5572.74%-2,200
ADC THERAPEUTICS SA1,325,8480-1,325,8485,3030-5,303
TSCAN THERAPEUTICS INC7,857,3478,019,148+161,80114,3008,0191.62%-6,281
PROTAGONIST THERAPEUTICS INC700,0140-700,01446,5020-46,502
MERUS N V1,534,1410-1,534,141144,4390-144,439
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