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Latest Lynx1 Capital Management LP Stock Portfolio

$254Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Lynx1 Capital Management LP and it’s 13F Hedge Fund Stock Holdings

Lynx1 Capital Management LP is a hedge fund based in San Juan, PR. On 03-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $136.4 Millions. In it's latest 13F Holdings report, Lynx1 Capital Management LP reported an equity portfolio of $151.2 Millions as of 30 Sep, 2023.

The top stock holdings of Lynx1 Capital Management LP are CABA, ALPN, MRUS. The fund has invested 21.2% of it's portfolio in CABALETTA BIO INC and 18.2% of portfolio in ALPINE IMMUNE SCIENCES INC.

The fund managers got completely rid off PARDES BIOSCIENCES INC, NEOLEUKIN THERAPEUTICS INC (NLTX) and CULLINAN ONCOLOGY INC (CGEM) stocks. They significantly reduced their stock positions in PASSAGE BIO INC (PASG), CYMABAY THERAPEUTICS INC (CBAY) and ALPINE IMMUNE SCIENCES INC (ALPN). Lynx1 Capital Management LP opened new stock positions in STOKE THERAPEUTICS INC (STOK), AUTOLUS THERAPEUTICS PLC and C4 THERAPEUTICS INC (CCCC). The fund showed a lot of confidence in some stocks as they added substantially to GH RESEARCH PLC.

New Buys

No new stocks were added by Lynx1 Capital Management LP

Additions

Ticker% Inc.
C4 THERAPEUTICS INC207
PASSAGE BIO INC99.43
STOKE THERAPEUTICS INC72.9
GH RESEARCH PLC66.67
ALPINE IMMUNE SCIENCES INC58.61
AUTOLUS THERAPEUTICS PLC36.34
NEKTAR THERAPEUTICS9.19
BIONOMICS LIMITED1.08
Additions to existing portfolio by Lynx1 Capital Management LP

Reductions

Ticker% Reduced
MERUS N V-1.3
Lynx1 Capital Management LP reduced stake in above stock

Sold off

Ticker$ Sold
CYMABAY THERAPEUTICS INC-14,822,900
DBV TECHNOLOGIES S A-24,840
ZURA BIO LTD-65,452
Lynx1 Capital Management LP got rid off the above stocks

Current Stock Holdings of Lynx1 Capital Management LP

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ALPNALPINE IMMUNE SCIENCES INC28.583,813,93072,693,400ADDED58.61
AUTLAUTOLUS THERAPEUTICS PLC4.711,858,41011,968,200ADDED36.34
BNOXBIONOMICS LIMITED0.48824,3051,219,970ADDED1.08
CABACABALETTA BIO INC18.842,110,40047,906,100ADDED0.21
CBAYCYMABAY THERAPEUTICS INC0.000.000.00SOLD OFF-100
CCCCC4 THERAPEUTICS INC6.963,134,40017,709,300ADDED207
DBVTDBV TECHNOLOGIES S A0.000.000.00SOLD OFF-100
GHRSGH RESEARCH PLC4.191,838,62010,664,000ADDED66.67
KNTEKINNATE BIOPHARMA INC1.861,997,0104,732,900UNCHANGED0.00
MRUSMERUS N V12.281,135,22031,218,700REDUCED-1.3
NKTRNEKTAR THERAPEUTICS0.431,929,2001,090,000ADDED9.19
PASGPASSAGE BIO INC0.15379,159382,951ADDED99.43
PIRSPIERIS PHARMACEUTICALS INC0.709,775,8501,779,200UNCHANGED0.00
SLNSILENCE THERAPEUTICS PLC1.61235,7874,095,620UNCHANGED0.00
STOKSTOKE THERAPEUTICS INC6.122,956,92015,553,400ADDED72.9
TCRXTSCAN THERAPEUTICS INC11.985,224,60030,459,400UNCHANGED0.00
THRXTHESEUS PHARMACEUTICALS INC1.12702,4152,844,780UNCHANGED0.00
ZURA BIO LTD0.000.000.00SOLD OFF-100