Lynx1 Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lynx1 Capital Management LP disclosed 27 US equity positions worth $865.5m in its Q2 2026 13F filing. The largest position was GHRS at 41.2% of the reported book, followed by CGEM and STOK. Against the Q1 2026 filing, it opened 6 new positions, added to 6 and reduced 7 among the top 27 holdings.
What did Lynx1 Capital Management LP own in Q2 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.