LCM

Lynx1 Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$8.1M
3
+$5.3M
4
DNLI icon
Denali Therapeutics
DNLI
+$3.8M
5
PASG icon
Passage Bio
PASG
+$1.29M

Top Sells

1
+$13M
2
+$3.27M
3
+$2.41M
4
PTGX icon
Protagonist Therapeutics
PTGX
+$2.19M
5
IBIO icon
iBio
IBIO
+$400K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRUS icon
1
Merus
MRUS
$7.33B
$144M 29.4%
1,534,141
-34,700
STOK icon
2
Stoke Therapeutics
STOK
$1.97B
$110M 22.37%
5,404,674
GHRS icon
3
GH Research
GHRS
$881M
$104M 21.23%
8,601,189
+1,854,238
PTGX icon
4
Protagonist Therapeutics
PTGX
$5.79B
$46.5M 9.47%
700,014
-33,000
CGEM icon
5
Cullinan Oncology
CGEM
$734M
$34.2M 6.96%
5,766,090
+1,365,248
CCCC icon
6
C4 Therapeutics
CCCC
$251M
$15.8M 3.21%
7,098,133
TCRX icon
7
TScan Therapeutics
TCRX
$60.2M
$14.3M 2.91%
7,857,347
DTIL icon
8
Precision BioSciences
DTIL
$120M
$5.76M 1.17%
1,042,596
+6,545
ADCT icon
9
ADC Therapeutics
ADCT
$509M
$5.3M 1.08%
+1,325,848
PASG icon
10
Passage Bio
PASG
$33.3M
$5.01M 1.02%
623,704
+160,856
DNLI icon
11
Denali Therapeutics
DNLI
$2.58B
$3.8M 0.77%
+261,687
IBIO icon
12
iBio
IBIO
$55.5M
$874K 0.18%
1,055,897
-482,676
ALLO icon
13
Allogene Therapeutics
ALLO
$348M
$677K 0.14%
546,119
-10,510,890
DSGN icon
14
Design Therapeutics
DSGN
$534M
$497K 0.1%
65,954
ASMB icon
15
Assembly Biosciences
ASMB
$558M
– –
-10,366
UPB
16
Upstream Bio Inc
UPB
$1.56B
– –
-219,247
NEUP
17
Neuphoria Therapeutics
NEUP
$22.5M
– –
-45,806