Portfolio (Quarterly)
Guide ↗
Lynx1 Capital Management LP
· CIK 0001910456| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GHRS | GH RESEARCH PLC | Healthcare | 13,263,288.0 | $356.5M | 41.19% | NEW | — | $26.88 | +11.5% |
| 2 | CGEM | CULLINAN THERAPEUTICS INC | Healthcare | 8,963,500.0 | $163.2M | 18.86% | NEW | — | $18.21 | +13.1% |
| 3 | STOK | STOKE THERAPEUTICS INC | Healthcare | 4,038,404.0 | $132.1M | 15.27% | NEW | — | $32.72 | -1.8% |
| 4 | AGIO | AGIOS PHARMACEUTICALS INC | Healthcare | 3,408,937.0 | $126.5M | 14.62% | NEW | — | $37.11 | -9.4% |
| 5 | CCCC | C4 THERAPEUTICS INC | Healthcare | 7,326,691.0 | $34.2M | 3.95% | NEW | — | $4.67 | -8.7% |
| 6 | KRRO | KORRO BIO INC | Healthcare | 1,538,296.0 | $20.3M | 2.34% | NEW | — | $13.18 | -0.3% |
| 7 | TCRX | TSCAN THERAPEUTICS INC | Healthcare | 8,019,148.0 | $7.9M | 0.91% | NEW | — | $0.98 | -20.1% |
| 8 | — | PRECISION BIOSCIENCES INC | — | 950,466.0 | $7.5M | 0.86% | NEW | — | $7.86 | — |
| 9 | — | NEUPHORIA THERAPEUTICS INC | — | 875,328.0 | $3.8M | 0.44% | NEW | — | $4.37 | — |
| 10 | PASG | PASSAGE BIO INC | Healthcare | 673,759.0 | $3.3M | 0.38% | NEW | — | $4.88 | -7.0% |
| 11 | CGON | CG ONCOLOGY INC | Healthcare | 31,391.0 | $2.2M | 0.26% | NEW | — | $71.05 | +8.5% |
| 12 | PLRX | PLIANT THERAPEUTICS INC | Healthcare | 1,798,070.0 | $2.0M | 0.24% | NEW | — | $1.14 | -3.5% |
| 13 | TRDA | ENTRADA THERAPEUTICS INC | Healthcare | 178,606.0 | $1.3M | 0.15% | NEW | — | $7.36 | -0.5% |
| 14 | — | VYNE THERAPEUTICS INC | — | 1,628,700.0 | $1.1M | 0.12% | NEW | — | $0.65 | — |
| 15 | PRQR | PROQR THRAPEUTICS N V | Healthcare | 521,413.0 | $970K | 0.11% | NEW | — | $1.86 | +3.8% |
| 16 | TRAW | TRAWS PHARMA INC | Healthcare | 559,470.0 | $472K | 0.06% | NEW | — | $0.84 | -36.0% |
| 17 | FHTX | FOGHORN THERAPEUTICS INC | Healthcare | 61,588.0 | $301K | 0.04% | NEW | — | $4.88 | +38.1% |
| 18 | DNLI | DENALI THERAPEUTICS INC | Healthcare | 11,658.0 | $300K | 0.04% | NEW | — | $25.72 | -5.3% |
| 19 | XNCR | XENCOR INC | Healthcare | 18,194.0 | $293K | 0.03% | NEW | — | $16.10 | +43.6% |
| 20 | ABSI | ABSCI CORPORATION | Healthcare | 21,245.0 | $246K | 0.03% | NEW | — | $11.59 | -20.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Healthcare
100.0%