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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 $507.56 million in total holdings as of June 30, 2026.
  • Lynx1 Capital Management Lp owns shares of 23 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 6.81% of the portfolio was purchased this quarter.
  • About 46.44% of the portfolio was sold this quarter.
  • This quarter, Lynx1 Capital Management Lp has purchased 23 new stocks and bought additional shares in 4 stocks.
  • Lynx1 Capital Management Lp sold shares of 6 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Stoke Therapeutics
$132,136,579
C4 Therapeutics
$34,215,647
KORRO BIO INC
$20,274,741

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

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)
TRAWS PHARMA INC
544,392 shares (about $459.09K)
Foghorn Therapeutics
61,588 shares (about $300.55K)

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)
PRECISION BIOSCIENCES INC
34,647 shares (about $272.33K)
Entrada Therapeutics
33,083 shares (about $243.49K)

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
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$163,225,3350.0%8,963,50032.2%Healthcare
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$132,136,579$23,730,802 â–¼-15.2%4,038,40426.0%Healthcare
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$126,505,652$29,590,364 â–²30.5%3,408,93724.9%Healthcare
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$34,215,647$1,530,775 â–²4.7%7,326,6916.7%Healthcare
KORRO BIO INC
$20,274,7410.0%1,538,2964.0%COM
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$7,859,5670.0%8,019,1481.5%Healthcare
PRECISION BIOSCIENCES INC
$7,470,663$272,325 â–¼-3.5%950,4661.5%COM NEW
NEUPHORIA THERAPEUTICS INC
$3,825,1830.0%875,3280.8%COM
PASSAGE BIO INC
$3,287,942$244,268 â–²8.0%673,7590.6%COM NEW
CG ONCOLOGY INC
$2,230,331$14,210 â–¼-0.6%31,3910.4%COM
Pliant Therapeutics, Inc. stock logo
PLRX
Pliant Therapeutics
$2,049,800$2,049,800 â–²New Holding1,798,0700.4%Healthcare
Entrada Therapeutics, Inc. stock logo
TRDA
Entrada Therapeutics
$1,314,540$243,491 â–¼-15.6%178,6060.3%Healthcare
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$1,059,7950.0%1,628,7000.2%Healthcare
TRAWS PHARMA INC
$471,801$459,086 â–²3,610.5%559,4700.1%COM NEW
Foghorn Therapeutics Inc. stock logo
FHTX
Foghorn Therapeutics
$300,549$300,549 â–²New Holding61,5880.1%Healthcare
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$299,844$48,061,588 â–¼-99.4%11,6580.1%Healthcare
Xencor, Inc. stock logo
XNCR
Xencor
$292,923$8,343,073 â–¼-96.6%18,1940.1%Healthcare
Werewolf Therapeutics, Inc. stock logo
HOWL
Werewolf Therapeutics
$236,7370.0%657,7860.0%Healthcare
AVALO THERAPEUTICS INC
$186,648$186,648 â–²New 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 â–²New Holding16,0290.0%Healthcare
EUPRAXIA PHARMACEUTICALS INC
$66,100$66,100 â–²New Holding10,0000.0%COM
INHIBIKASE THERAPEUTICS INC
$40,600$40,600 â–²New Holding20,0000.0%COM NEW
GH Research PLC stock logo
GHRS
GH Research
$0$151,331,829 â–¼-100.0%00.0%Healthcare
Immatics N.V. stock logo
IMTX
Immatics
$0$2,135,014 â–¼-100.0%00.0%Healthcare
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$0$1,271,650 â–¼-100.0%00.0%Healthcare
IBIO INC
$0$129,344 â–¼-100.0%00.0%COM NEW
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$0$110,947 â–¼-100.0%00.0%Healthcare
Absci Corporation stock logo
ABSI
Absci
$0$63,735 â–¼-100.0%00.0%Healthcare

Showing largest 100 holdings. View all holdings.
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