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.
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 |