Lynx1 Capital Management LP Portfolio Holdings

Lynx1 Capital Management LP

  • $515 Million
  • Q3 2025

Lynx1 Capital Management LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $515 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Merus N.V. with a value of $144M, Stoke Therapeutics, Inc. with a value of $127M, Gh Research PLC with a value of $123M, Protagonist Therapeutics, Inc with a value of $46.5M, and Cullinan Oncology, Inc. with a value of $34.2M.

Examining the 13F form we can see an increase of $177M in the current position value, from $338M to 515M.

Lynx1 Capital Management LP is based out at San Juan, PR

Below you can find more details about Lynx1 Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $515 Million
Healthcare: $515 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.4B
$144 Million 28.04% of portfolio
1,534,141
Q3 2025 Reduced 2.21%
$1.05B
$127 Million 24.66% of portfolio
5,404,674
Q2 2025 Added 2.13%
$728M
$123 Million 23.88% of portfolio
8,601,189
Q3 2025 Added 27.48%
$4.15B
$46.5 Million 9.03% of portfolio
700,014
Q3 2025 Reduced 4.5%
$390M
$34.2 Million 6.64% of portfolio
5,766,090
Q3 2025 Added 31.02%
$121M
$15.8 Million 3.06% of portfolio
7,098,133
Q1 2025 Added 3.58%
$21.6M
$13.9 Million 2.7% of portfolio
7,857,347
Q2 2025 Added 46.66%
$307M
$5.3 Million 1.03% of portfolio
1,325,848
Q3 2025 New
$2.34B
$3.8 Million 0.74% of portfolio
261,687
Q3 2025 New
$177M
$677,000 0.13% of portfolio
546,119
Q3 2025 Reduced 95.06%
$411M
$496,000 0.1% of portfolio
65,954
Q1 2025 New
Passage Bio Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Precision Biosciences Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.63%
Ibio Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 31.37%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $515 Million
  • Prior Value $338 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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