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Lynx1 Capital Management LP

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13F filer, CIK 1910456, DORADO, PR

Lynx1 Capital Management LP reported $491,299,832 across 14 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 98.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005988

Period
2025-09-30
Reported value
$491M
Holdings
14
Top 10 weight
98.81%
New
3
Sold out
4

Part of the filer group Lynx1 Capital Management LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GHRSadded+1,854,238$22.5M
CGEMadded+1,365,248$8.1M
ADCTnew+1,325,848$5.3M
PASGnew+623,704$5.01M
DNLInew+261,687$3.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ALLOreduced-10,510,890-$13M
PASSAGE BIO INCexited-9,256,953-$3.71M
MERUS N Vreduced-34,700-$3.27M
UPBexited-219,247-$2.41M
PTGXreduced-33,000-$2.19M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001085146-25-005988, largest first. % of portfolio is the value over $491,299,832, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MERUS N VMERUS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,793,866 shares; 2024Q4: 1,580,841 shares; 2025Q1: 1,568,841 shares; 2025Q2: 1,568,841 shares; 2025Q3: 1,534,141 shares 1,534,141$144M29.4%-34,700
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,187,191 shares; 2024Q4: 5,187,191 shares; 2025Q1: 5,291,929 shares; 2025Q2: 5,404,674 shares; 2025Q3: 5,404,674 shares 5,404,674$110M22.37%0Timeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,195,894 shares; 2024Q4: 4,858,994 shares; 2025Q1: 6,443,940 shares; 2025Q2: 6,746,951 shares; 2025Q3: 8,601,189 shares 8,601,189$104M21.23%+1,854,238Timeline
PTGXPROTAGONIST THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 733,014 shares; 2025Q2: 733,014 shares; 2025Q3: 700,014 shares 700,014$46.5M9.47%-33,000Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,830 shares; 2024Q4: 1,257,795 shares; 2025Q1: 3,215,722 shares; 2025Q2: 4,400,842 shares; 2025Q3: 5,766,090 shares 5,766,090$34.2M6.96%+1,365,248Timeline
CCCCC4 THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,880,527 shares; 2024Q4: 6,852,744 shares; 2025Q1: 7,098,133 shares; 2025Q2: 7,098,133 shares; 2025Q3: 7,098,133 shares 7,098,133$15.8M3.21%0Timeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,224,600 shares; 2024Q4: 5,357,347 shares; 2025Q1: 5,357,347 shares; 2025Q2: 7,857,347 shares; 2025Q3: 7,857,347 shares 7,857,347$14.3M2.91%0Timeline
DTILPRECISION BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766,051 shares; 2025Q1: 766,051 shares; 2025Q2: 1,036,051 shares; 2025Q3: 1,042,596 shares 1,042,596$5.76M1.17%+6,545Timeline
ADCTADC THERAPEUTICS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,325,848 shares 1,325,848$5.3M1.08%newTimeline
PASGPASSAGE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623,704 shares 623,704$5.01M1.02%newTimeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,687 shares 261,687$3.8M0.77%newTimeline
IBIOIBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 862,279 shares; 2024Q4: 862,279 shares; 2025Q1: 862,279 shares; 2025Q2: 1,538,573 shares; 2025Q3: 1,055,897 shares 1,055,897$874K0.18%-482,676Timeline
ALLOALLOGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,202,374 shares; 2024Q4: 10,874,723 shares; 2025Q1: 11,057,009 shares; 2025Q2: 11,057,009 shares; 2025Q3: 546,119 shares 546,119$677K0.14%-10,510,890Timeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,954 shares; 2025Q2: 65,954 shares; 2025Q3: 65,954 shares 65,954$497K0.1%0Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PASSAGE BIO INCPASSAGE BIO INC9,256,953$3.71Mshares
UPBUPSTREAM BIO INC219,247$2.41Mshares
NEUPNEUPHORIA THERAPEUTICS INC45,806$325Kshares
ASMBASSEMBLY BIOSCIENCES INC10,366$188Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005988 base2025-11-13acceptance time not in the bulk data set