Lynx1 Capital Management LP 13F holdings
Lynx1 Capital Management LP reported 27 positions with a total reported value of $1.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: GHRS GH RESEARCH PLC (26.0%), CGEM CULLINAN THERAPEUTICS INC (23.8%), STOK STOKE THERAPEUTICS INC (19.2%), AGIO AGIOS PHARMACEUTICALS INC (18.4%), CCCC C4 THERAPEUTICS INC (5.0%). Against 2026-03-31 it opened 6 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 27 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GHRS GH RESEARCH PLC | 13,263,288 | $356.5M | 26.0% |
| CGEM CULLINAN THERAPEUTICS INC | 17,927,000 | $326.5M | 23.8% |
| STOK STOKE THERAPEUTICS INC | 8,076,808 | $264.3M | 19.2% |
| AGIO AGIOS PHARMACEUTICALS INC | 6,817,874 | $253.0M | 18.4% |
| CCCC C4 THERAPEUTICS INC | 14,653,382 | $68.4M | 5.0% |
| KRRO KORRO BIO INC | 3,076,592 | $40.5M | 3.0% |
| TCRX TSCAN THERAPEUTICS INC | 16,038,296 | $15.7M | 1.1% |
| DTIL PRECISION BIOSCIENCES INC | 1,900,932 | $14.9M | 1.1% |
| NEUP NEUPHORIA THERAPEUTICS INC | 1,750,656 | $7.7M | 0.6% |
| PASG PASSAGE BIO INC | 1,347,518 | $6.6M | 0.5% |
| CGON CG ONCOLOGY INC | 62,782 | $4.5M | 0.3% |
| PLRX PLIANT THERAPEUTICS INC | 3,596,140 | $4.1M | 0.3% |
| TRDA ENTRADA THERAPEUTICS INC | 357,212 | $2.6M | 0.2% |
| VYNE THERAPEUTICS INC | 3,257,400 | $2.1M | 0.2% |
| PROQR THRAPEUTICS N V | 521,413 | $969.8K | <0.1% |
| TRAW TRAWS PHARMA INC | 1,118,940 | $943.6K | <0.1% |
| FHTX FOGHORN THERAPEUTICS INC | 123,176 | $601.1K | <0.1% |
| DNLI DENALI THERAPEUTICS INC | 23,316 | $599.7K | <0.1% |
| XNCR XENCOR INC | 36,388 | $585.8K | <0.1% |
| HOWL WEREWOLF THERAPEUTICS INC | 1,315,572 | $473.5K | <0.1% |
| AVTX AVALO THERAPEUTICS INC | 20,200 | $373.3K | <0.1% |
| ABSI ABSCI CORPORATION | 21,245 | $246.2K | <0.1% |
| BOLT BOLT BIOTHERAPEUTICS INC | 61,600 | $237.2K | <0.1% |
| IMTX IMMATICS N.V | 23,236 | $235.4K | <0.1% |
| NUVB NUVATION BIO INC | 32,058 | $182.1K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| PLRX PLIANT THERAPEUTICS INC | 3,596,140 | $4.1M | 0.3% |
| FHTX FOGHORN THERAPEUTICS INC | 123,176 | $601.1K | <0.1% |
| AVTX AVALO THERAPEUTICS INC | 20,200 | $373.3K | <0.1% |
| NUVB NUVATION BIO INC | 32,058 | $182.1K | <0.1% |
| EPRX EUPRAXIA PHARMACEUTICALS INC | 20,000 | $132.2K | <0.1% |
| IKT INHIBIKASE THERAPEUTICS INC | 40,000 | $81.2K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CGEM CULLINAN THERAPEUTICS INC | 8,963,500 | 17,927,000 | +100.0% | $326.5M |
| AGIO AGIOS PHARMACEUTICALS INC | 2,611,568 | 6,817,874 | +161.1% | $253.0M |
| STOK STOKE THERAPEUTICS INC | 4,763,673 | 8,076,808 | +69.6% | $264.3M |
| GHRS GH RESEARCH PLC | 10,763,288 | 13,263,288 | +23.2% | $356.5M |
| CCCC C4 THERAPEUTICS INC | 6,998,902 | 14,653,382 | +109.4% | $68.4M |
| KRRO KORRO BIO INC | 1,538,296 | 3,076,592 | +100.0% | $40.5M |
| TCRX TSCAN THERAPEUTICS INC | 8,019,148 | 16,038,296 | +100.0% | $15.7M |
| DTIL PRECISION BIOSCIENCES INC | 985,113 | 1,900,932 | +93.0% | $14.9M |
| NEUP NEUPHORIA THERAPEUTICS INC | 875,328 | 1,750,656 | +100.0% | $7.7M |
| PASG PASSAGE BIO INC | 623,704 | 1,347,518 | +116.1% | $6.6M |
| CGON CG ONCOLOGY INC | 31,591 | 62,782 | +98.7% | $4.5M |
| TRDA ENTRADA THERAPEUTICS INC | 211,689 | 357,212 | +68.7% | $2.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DNLI DENALI THERAPEUTICS INC | 1,880,303 | 23,316 | -98.8% | $599.7K |
| XNCR XENCOR INC | 536,398 | 36,388 | -93.2% | $585.8K |
| IMTX IMMATICS N.V | 216,973 | 23,236 | -89.3% | $235.4K |
CIK 1910456 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
