Lynx1 Capital Management LP Diversified Active

Location: Dorado, Puerto Rico

CIK: 0001910456 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value: $491M (100.0% shares, 0.0% debt)

Holdings (14)

— MERUS N V 29.4%

Value $144M Shares 1,534,141 Est. Cost $36.34 Unrealized —

STOK STOKE THERAPEUTICS INC 22.4%

Value $110M Shares 5,404,674 Est. Cost $8.00 Unrealized +114.3%

GHRS GH RESEARCH PLC 21.2%

Value $104M Shares 8,601,189 Est. Cost $10.57 Unrealized +32.3%

PTGX PROTAGONIST THERAPEUTICS INC 9.5%

Value $46.5M Shares 700,014 Est. Cost $41.90 Unrealized +35.6%

CGEM CULLINAN THERAPEUTICS INC 7.0%

Value $34.19M Shares 5,766,090 Est. Cost $10.25 Unrealized -28.6%

CCCC C4 THERAPEUTICS INC 3.2%

Value $15.76M Shares 7,098,133 Est. Cost $4.48 Unrealized -46.4%

TCRX TSCAN THERAPEUTICS INC 2.9%

Value $14.3M Shares 7,857,347 Est. Cost $2.32 Unrealized -23.6%

DTIL PRECISION BIOSCIENCES INC 1.2%

Value $5.755M Shares 1,042,596 Est. Cost $6.69 Unrealized -28.4%

ADCT ADC THERAPEUTICS SA 1.1%

Value $5.303M Shares 1,325,848 Est. Cost $3.15 Unrealized 0.0%

PASG PASSAGE BIO INC 1.0%

Value $5.008M Shares 623,704 Est. Cost $6.96 Unrealized 0.0%

DNLI DENALI THERAPEUTICS INC 0.8%

Value $3.8M Shares 261,687 Est. Cost $14.37 Unrealized 0.0%

IBIO IBIO INC 0.2%

Value $874K Shares 1,055,897 Est. Cost $1.47 Unrealized -47.8%

ALLO ALLOGENE THERAPEUTICS INC 0.1%

Value $677K Shares 546,119 Est. Cost $2.63 Unrealized -54.6%

DSGN DESIGN THERAPEUTICS INC 0.1%

Value $497K Shares 65,954 Est. Cost $4.77 Unrealized +5.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	MERUS N V	1,534,141	$144M	29.4%	$36.34	—	COM	N5749R100
STOK	STOKE THERAPEUTICS INC	5,404,674	$110M	22.4%	$8.00	+114.3%	COM	86150R107
GHRS	GH RESEARCH PLC	8,601,189	$104M	21.2%	$10.57	+32.3%	ORDINARY SHARES	G3855L106
PTGX	PROTAGONIST THERAPEUTICS INC	700,014	$46.5M	9.5%	$41.90	+35.6%	COM	74366E102
CGEM	CULLINAN THERAPEUTICS INC	5,766,090	$34.19M	7.0%	$10.25	-28.6%	COM	230031106
CCCC	C4 THERAPEUTICS INC	7,098,133	$15.76M	3.2%	$4.48	-46.4%	COM STK	12529R107
TCRX	TSCAN THERAPEUTICS INC	7,857,347	$14.3M	2.9%	$2.32	-23.6%	COM	89854M101
DTIL	PRECISION BIOSCIENCES INC	1,042,596	$5.755M	1.2%	$6.69	-28.4%	COM NEW	74019P207
ADCT	ADC THERAPEUTICS SA	1,325,848	$5.303M	1.1%	$3.15	0.0%	SHS	H0036K147
PASG	PASSAGE BIO INC	623,704	$5.008M	1.0%	$6.96	0.0%	COM NEW	702712209
DNLI	DENALI THERAPEUTICS INC	261,687	$3.8M	0.8%	$14.37	0.0%	COM	24823R105
IBIO	IBIO INC	1,055,897	$874K	0.2%	$1.47	-47.8%	COM NEW	451033708
ALLO	ALLOGENE THERAPEUTICS INC	546,119	$677K	0.1%	$2.63	-54.6%	COM	019770106
DSGN	DESIGN THERAPEUTICS INC	65,954	$497K	0.1%	$4.77	+5.0%	COM	25056L103