LYNX1 CAPITAL MANAGEMENT LP
LYNX1 CAPITAL MANAGEMENT LP runs LYNX1 CAPITAL MANAGEMENT LP and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $507.56M. Their top holdings are CGEM, STOK, AGIO, CCCC, KRRO. The top five represent 93.9% of reported portfolio weight. LYNX1 CAPITAL MANAGEMENT LP ranks #69 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LYNX1 CAPITAL MANAGEMENT LP initiated 1 new position. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is CCCC with returns of +77.57%.
23 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
CGEM CULLINAN THERAPEUTICS INC | 32.16% | $9.16 | $21.68 | +136.68% | Held |
STOK STOKE THERAPEUTICS INC | 26.03% | $8.50 | $32.29 | +279.88% | Trimmed -15.22% |
AGIO AGIOS PHARMACEUTICALS INC | 24.92% | $34.44 | $33.09 | -3.92% | Added +30.53% |
CCCC C4 THERAPEUTICS INC | 6.74% | $4.77 | $4.00 | -16.14% | Added +4.68% |
KRRO KORRO BIO INC | 3.99% | $9.86 | $13.18 | +33.67% | Held |
CGON CG ONCOLOGY INC | 0.44% | $41.52 | $79.81 | +92.22% | Trimmed -0.63% |
TRDA ENTRADA THERAPEUTICS INC | 0.26% | $12.05 | $7.57 | -37.18% | Trimmed -15.63% |
DNLI DENALI THERAPEUTICS INC | 0.06% | $16.44 | $24.92 | +51.58% | Trimmed -99.38% |
XNCR XENCOR INC | 0.06% | $15.31 | $27.80 | +81.58% | Trimmed -96.61% |
NUVB NUVATION BIO INC | 0.02% | $5.68 | $6.93 | +21.92% | New Buy |
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