Lynx1 Capital Management LP

CIK 1910456 · View on SEC EDGAR ↗

Portfolio value
$865.5M
#2,694 of 9,443 by 13F value · top 28.5%
Positions
27
As of
June 30, 2026

Portfolio value QoQ: +36.8% 13F does not disclose cash

Top 10 holdings weight
98.82%
Top 25 holdings weight
99.99%
Positions above 1%
6
Effective number of positions
4.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 11.22% Est. buys $102,601,678 · sells $84,029,041

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 58.7% still held

New positions
6
Increased
6
Decreased
7
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+157.5%
S&P 500 total return (same window)
+28.1%
Excess return
+129.4%

Annualized: +88.2% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.8% · Options excluded: 0.0%

Sector breakdown

Healthcare
100.0%

Full portfolio 27 positions

Type Streak 8Q trend
GHRS GH Research PLC - Ordinary Shares $356,517,181 41.19% 13,263,288 $205,185,352 Up ×6
CGEM Cullinan Therapeutics, Inc. - Common Stock $163,225,335 18.86% 8,963,500 $35,854,000
STOK Stoke Therapeutics, Inc. - Common Stock $132,136,579 15.27% 4,038,404 $-22,968,614 Down ×2
AGIO Agios Pharmaceuticals, Inc. - Common Stock $126,505,652 14.62% 3,408,937 $38,156,307 Up ×2
CCCC C4 Therapeutics, Inc. - Common Stock $34,215,647 3.95% 7,326,691 $15,808,535 Up ×1
KRRO Korro Bio, Inc. - Common Stock $20,274,741 2.34% 1,538,296 $2,861,230
TCRX TScan Therapeutics, Inc. - Common Stock $7,859,567 0.91% 8,019,148 $-239,772
DTIL Precision BioSciences, Inc. - Common Stock $7,470,663 0.86% 950,466 $2,052,541 Down ×3
NEUP Neuphoria Therapeutics Inc. - Common Stock $3,825,183 0.44% 875,328 $262,598
PASG Passage Bio, Inc. - Common Stock $3,287,942 0.38% 673,759 $-1,608,134 Up ×1
CGON CG Oncology, Inc. - Common stock $2,230,331 0.26% 31,391 $92,252 Down ×1
PLRX Pliant Therapeutics, Inc. - Common Stock $2,049,800 0.24% 1,798,070 Up ×1
TRDA Entrada Therapeutics, Inc. - Common Stock $1,314,540 0.15% 178,606 $-1,356,975 Down ×1
VYNE VYNE Therapeutics Inc. - Common Stock $1,059,795 0.12% 1,628,700 $86,647
PRQR ProQR Therapeutics N.V. - Ordinary Shares $969,828 0.11% 521,413 $858,881 Up ×1
TRAW Traws Pharma, Inc. - Common Stock $471,801 0.05% 559,470 $444,208 Up ×1
FHTX Foghorn Therapeutics Inc. - Common Stock $300,549 0.03% 61,588 Up ×1
DNLI Denali Therapeutics Inc. - Common Stock $299,844 0.03% 11,658 $-35,801,974 Down ×1
XNCR Xencor, Inc. - Common Stock $292,923 0.03% 18,194 $-6,176,037 Down ×2
ABSI Absci Corporation - Common Stock $246,230 0.03% 21,245 $182,495
HOWL Werewolf Therapeutics, Inc. - Common Stock $236,737 0.03% 657,786 $-310,936
IMTX Immatics N.V. - Ordinary Shares $235,381 0.03% 23,236 $-1,899,633 Down ×2
AVTX Avalo Therapeutics, Inc. - Common Stock $186,648 0.02% 10,100 Up ×1
BOLT Bolt Biotherapeutics, Inc. - Common Stock $118,580 0.01% 30,800 $-5,852
NUVB Nuvation Bio Inc. Class A Common Stock $91,045 0.01% 16,029 Up ×1
EPRX Eupraxia Pharmaceuticals Inc. - Common Stock $66,100 0.01% 10,000 Up ×1
IKT Inhibikase Therapeutics, Inc. - Common Stock $40,600 0.00% 20,000 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
GHRS $356,517,181 41.19% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
PLRX $2,049,800 1,798,070 0.24%
FHTX $300,549 61,588 0.03%
AVTX $186,648 10,100 0.02%
NUVB $91,045 16,029 0.01%
EPRX $66,100 10,000 0.01%
IKT $40,600 20,000 0.00%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GHRS Bought more +2.5M +$205.2M
AGIO Bought more +797K +$38.2M
CGEM Price move only +0 +$35.9M
STOK Trimmed -725K -$23.0M
CCCC Bought more +328K +$15.8M
KRRO Price move only +0 +$2.9M
DTIL Trimmed -35K +$2.1M
PASG Bought more +50K -$1.6M
TRDA Trimmed -33K -$1.4M
HOWL Price move only +0 -$311K

5 positions hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MRUS Dec. 31, 2025 1,534,141 $144,439,375 No longer tracked
PTGX Dec. 31, 2025 700,014 $46,501,930 73.9%
KROS March 31, 2025 544,001 $8,611,536 7.3%
ADCT Dec. 31, 2025 1,325,848 $5,303,392 -72.2%
ALLK March 31, 2025 3,628,144 $4,390,054 No longer tracked
UPB Sept. 30, 2025 219,247 $2,407,332 -63.0%
DSGN June 30, 2026 119,516 $1,271,650 5.9%
CRBU March 31, 2025 680,189 $1,081,501 78.5%
IBIO Dec. 31, 2025 1,055,897 $874,072 -22.8%
ARWR March 31, 2026 12,043 $799,535 40.7%
VORXXXX March 31, 2025 637,218 $707,312 No longer tracked
ALLO Dec. 31, 2025 546,119 $677,188 54.4%
NEUP Sept. 30, 2025 45,806 $325,223 -66.5%
CNTA March 31, 2025 17,400 $291,450 No longer tracked
MPLT March 31, 2026 13,477 $236,724 -44.9%
ASMB Sept. 30, 2025 10,366 $187,832 34.5%
GBIO March 31, 2026 25,000 $142,000 No longer tracked
IBIO June 30, 2026 68,076 $129,344 -14.9%
RPTX March 31, 2025 79,176 $103,721 No longer tracked
APLT March 31, 2026 410,500 $41,050 No longer tracked