LCM
Lynx1 Capital Management Portfolio holdings
AUM
$491M
1-Year Est. Return
63.48%
1 Year Est. Return
+63.48%
AUM
$346M
AUM Growth
+$66.9M
(+24%)
Holding
15
Top Buys
| 1 | +$8.92M | |
| 2 | +$3.69M | |
| 3 | +$3.63M | |
| 4 |
Stoke Therapeutics
STOK
|
+$1.28M |
| 5 |
Precision BioSciences
DTIL
|
+$1.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Merus
MRUS
$7.28B
| $82.5M | 23.84% |
1,568,841
|
|
||
2
GH Research
GHRS
$868M
| $82.2M | 23.76% |
6,746,951
+303,011
|
|
||
|
3
Stoke Therapeutics
STOK
$1.51B
| $61.3M | 17.72% |
5,404,674
+112,745
|
|
||
4
Protagonist Therapeutics
PTGX
$5.29B
| $40.5M | 11.7% |
733,014
|
|
||
5
Cullinan Oncology
CGEM
$505M
| $33.1M | 9.57% |
4,400,842
+1,185,120
|
|
||
6
Allogene Therapeutics
ALLO
$276M
| $12.5M | 3.61% |
11,057,009
|
|
||
7
TScan Therapeutics
TCRX
$62.4M
| $11.4M | 3.29% |
7,857,347
+2,500,000
|
|
||
8
C4 Therapeutics
CCCC
$239M
| $10.2M | 2.93% |
7,098,133
|
|
||
|
9
Precision BioSciences
DTIL
$142M
| $4.35M | 1.26% |
1,036,051
+270,000
|
|
||
10
Passage Bio
PASG
$28.1M
| $3.71M | 1.07% |
462,848
|
|
||
|
UPB
11
Upstream Bio Inc
UPB
$1.33B
| $2.41M | 0.7% |
219,247
|
|
||
12
iBio
IBIO
$23.5M
| $1.17M | 0.34% |
1,538,573
+676,294
|
|
||
|
NEUP
13
Neuphoria Therapeutics
NEUP
$11.3M
| $325K | 0.09% |
45,806
|
|
||
14
Design Therapeutics
DSGN
$420M
| $222K | 0.06% |
65,954
|
|
||
15
Assembly Biosciences
ASMB
$581M
| $188K | 0.05% |
+10,366
|
|