Lynx1 Capital Management LP: CULLINAN THERAPEUTICS INC (CGEM): Quarterly 13F Position History
As of Q1 2026, Lynx1 Capital Management LP reported 8,963,500 shares of CULLINAN THERAPEUTICS INC (CGEM), worth $127.4M and representing 20.1% of its 13F equity book. The position first appeared in Q2 2023 and has been disclosed across 12 13F-HR filings in Pactolio's tracked window.
- 8,963,500Shares Held (Latest Filing)
- $127.4MReported Market Value (Latest Filing)
- 20.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$34.6MQuarter-over-Quarter Value Change
- 8,963,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 12 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 8,963,500 | 0 | — | $127.4M | 20.1% | $14.2 |
| Q4 2025 | 8,963,500 | +3,197,410 | +55.5% | $92.8M | 18.8% | $10.3 |
| Q3 2025 | 5,766,090 | +1,365,248 | +31.0% | $34.2M | 7.0% | $5.9 |
| Q2 2025 | 4,400,842 | +1,185,120 | +36.9% | $33.1M | 9.6% | $7.5 |
| Q1 2025 | 3,215,722 | +1,957,927 | +155.7% | $24.3M | 8.7% | $7.6 |
| Q4 2024 | 1,257,795 | +846,965 | +206.2% | $15.3M | 5.7% | $12.2 |
| Q3 2024 | 410,830 | +33,507 | +8.9% | $6.9M | 2.4% | $16.7 |
| Q2 2024 | 377,323 | +377,323 | — | $6.6M | 2.4% | $17.4 |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 115,063 | -100.0% | $0 | 0.0% | — |
| Q2 2023 | 115,063 | — | — | $1.2M | 0.8% | $10.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lynx1 Capital Management LP first disclose a CGEM position in 13F-HR filings?
Lynx1 Capital Management LP first reported CULLINAN THERAPEUTICS INC (CGEM) on its 13F-HR filing for the period ending 2023-06-30 (Q2 2023). The position has appeared on 12 reported quarters within Pactolio's tracked window.
What was Lynx1 Capital Management LP's most recent quarter-over-quarter share-count change in CGEM?
Lynx1 Capital Management LP held the same 8,963,500 shares of CGEM between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Lynx1 Capital Management LP's cost basis in CGEM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.