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Lynx1 Capital Management LP

D81 CALLE C SUITE 301 PMB 1202, DORADO 00646 • 703-963-7214

Q2 2025 · Filed 2025-08-14
Market Value
$337M
+25.3%
Holdings
11
-5
New Purchases
0
Added To
4
Closed
0
Reduced
0
Top 10 Concentration
99.9%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STOK 18.22% 13.09% +5.13% $61M
CGEM 9.84% 9.05% +0.79% $33M
TCRX 3.38% 2.75% +0.63% $11M
UPB 0.71% 0.50% +0.22% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALLO 3.71% 6.00% -2.29% $12M
GHRS 24.42% 26.44% -2.01% $82M
CCCC 3.01% 4.22% -1.21% $10M
PTGX 12.03% 13.19% -1.15% $41M
MRUS 24.50% 24.56% -0.06% $83M
DSGN 0.07% 0.09% -0.03% $222K
NEUP 0.10% 0.10% -0.00% $325K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Healthcare 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $123M 36.5%
Small Cap 6 $192M 57.0%
Micro Cap 3 $22M 6.5%

Portfolio Analytics

Avg Market Cap
$1.8B
Median Market Cap
$685M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
1.22
# Stocks
11
# ETFs / Funds
0

Top Holdings (11 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MRUS 24.50% 1,568,841 $83M $52.60 $16M
2 GHRS 24.42% 6,746,951 $82M $12.19 $11M +303,011 +4.7%
3 STOK 18.22% 5,404,674 $61M $11.35 $26M +112,745 +2.1%
4 PTGX 12.03% 733,014 $41M $55.27 $5M
5 CGEM 9.84% 4,400,842 $33M $7.53 $9M +1,185,120 +36.9%
6 ALLO 3.71% 11,057,009 $12M $1.13 -$4M
7 TCRX 3.38% 7,857,347 $11M $1.45 $4M +2,500,000 +46.7%
8 CCCC 3.01% 7,098,133 $10M $1.43 -$1M
9 UPB 0.71% 219,247 $2M $10.98 $1M
10 NEUP 0.10% 45,806 $325K $7.10 $61K
11 DSGN 0.07% 65,954 $222K $3.37 -$32K
View SEC EDGAR Filings for Lynx1 Capital Management LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms