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Lynx1 Capital Management LP
Lynx1 Capital Management LP is an investment advisory firm headquartered in Dorado, Puerto Rico. The firm is SEC-registered and operates as a hedge fund specializing in public equity investments, primarily focusing on biotechnology and healthcare sectors. It was founded in the early 2020s and manages portfolios on behalf of institutional and high-net-worth individuals. The firm maintains a small, specialized team with an emphasis on scientific, data-driven approaches to investment decisions.
Investment Strategy
Lynx1 Capital Management LP primarily invests in publicly-listed biotechnology and life sciences companies. Their strategy involves concentrated positions in a select number of companies with significant growth potential, utilizing in-depth fundamental analysis and sector expertise to identify opportunities. They focus on early-stage and innovative healthcare businesses, rebalancing holdings dynamically to capitalize on sector developments.
Latest 13F Filing Activity
Lynx1 Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 14 equity positions with a total 13F market value of $346M. The fund increased holdings in Stoke Therapeutics Inc., Merus N V, GH Research PLC among other positions. Lynx1 Capital Management LP reduced exposure to Allogene Therapeutics Inc., Ibio Inc., C4 Therapeutics Inc. among others.
Top Holdings
Equity Positions (14)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MRUS | MERUS N V | 23.84% | $82.5M | 1,568,841 | $36.34 | $52.60 | +$16.5M |
G GHRS | GH RESEARCH PLC | 23.76% | $82.2M | 6,746,951 | $10.15 | $12.19 | +$11.2M |
S STOK | STOKE THERAPEUTICS INC | 17.72% | $61.3M | 5,404,674 | $8.50 | $11.35 | +$26.2M |
P PTGX | PROTAGONIST THERAPEUTICS INC | 11.70% | $40.5M | 733,014 | $48.36 | $55.27 | +$5.1M |
C CGEM | CULLINAN THERAPEUTICS INC | 9.57% | $33.1M | 4,400,842 | $9.30 | $7.53 | +$8.8M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
B Brian Chait | President | Delray Beach, FL , United States | |
D Deidre Holt | Associate Partner | Sacramento, CA , United States |
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