Lynx1 Capital Management LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1910456) · Explore on the interactive board
Lynx1 Capital Management LP disclosed 27 US equity positions worth $865.5m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is GHRS at 41.2% of the reported book, followed by CGEM, STOK. The top ten holdings are 98.8% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 6, reduced 7 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Lynx1 Capital Management LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 6 added, 7 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | GHRS GH RESEARCH PLC | Healthcare | 41.2% | $356.5m | 13,263,288 | 23% | added |
| 2 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 18.9% | $163.2m | 8,963,500 | 0% | held |
| 3 | STOK STOKE THERAPEUTICS INC | Healthcare | 15.3% | $132.1m | 4,038,404 | -15% | reduced |
| 4 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 14.6% | $126.5m | 3,408,937 | 31% | added |
| 5 | CCCC C4 THERAPEUTICS INC | Healthcare | 4.0% | $34.2m | 7,326,691 | 5% | added |
| 6 | KRRO KORRO BIO INC | Healthcare | 2.3% | $20.3m | 1,538,296 | 0% | held |
| 7 | TCRX TSCAN THERAPEUTICS INC | 0.9% | $7.9m | 8,019,148 | 0% | held | |
| 8 | DTIL PRECISION BIOSCIENCES INC | 0.9% | $7.5m | 950,466 | -4% | reduced | |
| 9 | NEUP NEUPHORIA THERAPEUTICS INC | 0.4% | $3.8m | 875,328 | 0% | held | |
| 10 | PASG PASSAGE BIO INC | 0.4% | $3.3m | 673,759 | 8% | added | |
| 11 | CGON CG ONCOLOGY INC | Healthcare | 0.3% | $2.2m | 31,391 | -1% | reduced |
| 12 | PLRX PLIANT THERAPEUTICS INC | Healthcare | 0.2% | $2.0m | 1,798,070 | – | new |
| 13 | TRDA ENTRADA THERAPEUTICS INC | 0.2% | $1.3m | 178,606 | -16% | reduced | |
| 14 | MNLOUSD VYNE THERAPEUTICS INC | 0.1% | $1.1m | 1,628,700 | 0% | held | |
| 15 | PROQR THRAPEUTICS N V | 0.1% | $969.8k | 521,413 | 661% | added | |
| 16 | TRAW TRAWS PHARMA INC | 0.1% | $471.8k | 559,470 | 3611% | added | |
| 17 | FHTX FOGHORN THERAPEUTICS INC | Healthcare | 0.0% | $300.5k | 61,588 | – | new |
| 18 | DNLI DENALI THERAPEUTICS INC | Healthcare | 0.0% | $299.8k | 11,658 | -99% | reduced |
| 19 | XNCR XENCOR INC | Healthcare | 0.0% | $292.9k | 18,194 | -97% | reduced |
| 20 | ABSI ABSCI CORPORATION | Healthcare | 0.0% | $246.2k | 21,245 | 0% | held |
| 21 | HOWL WEREWOLF THERAPEUTICS INC | 0.0% | $236.7k | 657,786 | 0% | held | |
| 22 | IMTX IMMATICS N.V | Healthcare | 0.0% | $235.4k | 23,236 | -89% | reduced |
| 23 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.0% | $186.6k | 10,100 | – | new |
| 24 | BOLT BOLT BIOTHERAPEUTICS INC | 0.0% | $118.6k | 30,800 | 0% | held | |
| 25 | NUVB NUVATION BIO INC | Healthcare | 0.0% | $91.0k | 16,029 | – | new |
| 26 | EPRX EUPRAXIA PHARMACEUTICALS INC | 0.0% | $66.1k | 10,000 | – | new | |
| 27 | IKT INHIBIKASE THERAPEUTICS INC | 0.0% | $40.6k | 20,000 | – | new |
What did Lynx1 Capital Management LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| DSGN DESIGN THERAPEUTICS INC | 90.8% | $1.3m |
| IBIO IBIO INC | 9.2% | $129.3k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 96.9% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Lynx1 Capital Management LP's portfolio?
Across every quarter Lynx1 Capital Management LP has filed, its median largest position is 32.9% of the book and its median top-ten weight is 97.9%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 27.0 positions are still open and their final length is unknown.