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Lynx1 Capital Management Lp Top Holdings and 13F Report (2026)

About Lynx1 Capital Management Lp

Investment Activity

  • Lynx1 Capital Management Lp has $865.53 million in total holdings as of June 30, 2026.
  • Lynx1 Capital Management Lp owns shares of 27 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 11.85% of the portfolio was purchased this quarter.
  • About 9.71% of the portfolio was sold this quarter.
  • This quarter, Lynx1 Capital Management Lp has purchased 23 new stocks and bought additional shares in 6 stocks.
  • Lynx1 Capital Management Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

GH Research
$356,517,181
Stoke Therapeutics
$132,136,579
C4 Therapeutics
$34,215,647

Largest New Holdings this Quarter

729139105 - Pliant Therapeutics
$2,049,800 Holding
344174107 - Foghorn Therapeutics
$300,549 Holding
05338F306 - AVALO THERAPEUTICS INC
$186,648 Holding
67080N101 - Nuvation Bio
$91,045 Holding
29842P105 - EUPRAXIA PHARMACEUTICALS INC
$66,100 Holding

Largest Purchases this Quarter

GH Research
2,500,000 shares (about $67.20M)
Agios Pharmaceuticals
797,369 shares (about $29.59M)
Pliant Therapeutics
1,798,070 shares (about $2.05M)
C4 Therapeutics
327,789 shares (about $1.53M)
ProQR Therapeutics
452,927 shares (about $842.44K)

Largest Sales this Quarter

Denali Therapeutics
1,868,645 shares (about $48.06M)
Stoke Therapeutics
725,269 shares (about $23.73M)
Xencor
518,204 shares (about $8.34M)
Immatics
193,737 shares (about $1.96M)
PRECISION BIOSCIENCES INC
34,647 shares (about $272.33K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLynx1 Capital Management Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
GH Research PLC stock logo
GHRS
GH Research
$356,517,181$67,200,000 23.2%13,263,28841.2%Healthcare
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$163,225,3350.0%8,963,50018.9%Healthcare
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$132,136,579$23,730,802 -15.2%4,038,40415.3%Healthcare
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$126,505,652$29,590,364 30.5%3,408,93714.6%Healthcare
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$34,215,647$1,530,775 4.7%7,326,6914.0%Healthcare
KORRO BIO INC
$20,274,7410.0%1,538,2962.3%COM
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$7,859,5670.0%8,019,1480.9%Healthcare
PRECISION BIOSCIENCES INC
$7,470,663$272,325 -3.5%950,4660.9%COM NEW
NEUPHORIA THERAPEUTICS INC
$3,825,1830.0%875,3280.4%COM
PASSAGE BIO INC
$3,287,942$244,268 8.0%673,7590.4%COM NEW
CG ONCOLOGY INC
$2,230,331$14,210 -0.6%31,3910.3%COM
Pliant Therapeutics, Inc. stock logo
PLRX
Pliant Therapeutics
$2,049,800$2,049,800 New Holding1,798,0700.2%Healthcare
Entrada Therapeutics, Inc. stock logo
TRDA
Entrada Therapeutics
$1,314,540$243,491 -15.6%178,6060.2%Healthcare
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$1,059,7950.0%1,628,7000.1%Healthcare
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$969,828$842,444 661.3%521,4130.1%Healthcare
TRAWS PHARMA INC
$471,801$459,086 3,610.5%559,4700.1%COM NEW
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$300,549$300,549 New Holding61,5880.0%Healthcare
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$299,844$48,061,588 -99.4%11,6580.0%Healthcare
Xencor, Inc. stock logo
XNCR
Xencor
$292,923$8,343,073 -96.6%18,1940.0%Healthcare
Absci Corporation stock logo
ABSI
Absci
$246,2300.0%21,2450.0%Healthcare
Werewolf Therapeutics, Inc. stock logo
HOWL
Werewolf Therapeutics
$236,7370.0%657,7860.0%Healthcare
Immatics N.V. stock logo
IMTX
Immatics
$235,381$1,962,558 -89.3%23,2360.0%Healthcare
AVALO THERAPEUTICS INC
$186,648$186,648 New Holding10,1000.0%COM NEW
BOLT BIOTHERAPEUTICS INC
$118,5800.0%30,8000.0%COM NEW
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$91,045$91,045 New Holding16,0290.0%Healthcare
EUPRAXIA PHARMACEUTICALS INC
$66,100$66,100 New Holding10,0000.0%COM
INHIBIKASE THERAPEUTICS INC
$40,600$40,600 New Holding20,0000.0%COM NEW
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$0$1,271,650 -100.0%00.0%Healthcare
IBIO INC
$0$129,344 -100.0%00.0%COM NEW

Showing largest 100 holdings. View all holdings.
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