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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 $632.72 million in total holdings as of March 31, 2026.
  • Lynx1 Capital Management Lp owns shares of 23 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 16.91% of the portfolio was purchased this quarter.
  • About 4.96% of the portfolio was sold this quarter.
  • This quarter, Lynx1 Capital Management Lp has purchased 22 new stocks and bought additional shares in 8 stocks.
  • Lynx1 Capital Management Lp sold shares of 5 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Stoke Therapeutics
$155,105,193
GH Research
$151,331,829

Largest New Holdings this Quarter

92941V308 - VYNE Therapeutics
$973,148 Holding
451033708 - IBIO INC
$129,344 Holding
097702203 - BOLT BIOTHERAPEUTICS INC
$124,432 Holding
00091E109 - Absci
$63,735 Holding
68232V884 - TRAWS PHARMA INC
$27,593 Holding

Largest Purchases this Quarter

Agios Pharmaceuticals
2,531,944 shares (about $85.66M)
KORRO BIO INC
860,381 shares (about $9.74M)
GH Research
356,713 shares (about $5.02M)
Denali Therapeutics
141,553 shares (about $2.72M)
Entrada Therapeutics
160,000 shares (about $2.02M)

Largest Sales this Quarter

Stoke Therapeutics
641,001 shares (about $20.87M)
Immatics
704,977 shares (about $6.94M)
Xencor
169,160 shares (about $2.04M)
C4 Therapeutics
99,231 shares (about $260.98K)
PRECISION BIOSCIENCES INC
8,800 shares (about $48.40K)

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
Stoke Therapeutics, Inc. stock logo
STOK
Stoke Therapeutics
$155,105,193$20,870,993 -11.9%4,763,67324.5%Medical
GH Research PLC stock logo
GHRS
GH Research
$151,331,829$5,015,385 3.4%10,763,28823.9%Medical
Cullinan Therapeutics, Inc. stock logo
CGEM
Cullinan Therapeutics
$127,371,3350.0%8,963,50020.1%Medical
Agios Pharmaceuticals, Inc. stock logo
AGIO
Agios Pharmaceuticals
$88,349,345$85,655,665 3,179.9%2,611,56814.0%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$36,101,818$2,717,818 8.1%1,880,3035.7%Medical
C4 Therapeutics, Inc. stock logo
CCCC
C4 Therapeutics
$18,407,112$260,978 -1.4%6,998,9022.9%Medical
KORRO BIO INC
$17,413,511$9,739,513 126.9%1,538,2962.8%COM
TScan Therapeutics, Inc. stock logo
TCRX
TScan Therapeutics
$8,099,3390.0%8,019,1481.3%Medical
Xencor, Inc. stock logo
XNCR
Xencor
$6,468,960$2,040,070 -24.0%536,3981.0%Medical
PRECISION BIOSCIENCES INC
$5,418,122$48,400 -0.9%985,1130.9%COM NEW
PASSAGE BIO INC
$4,896,0760.0%623,7040.8%COM NEW
NEUPHORIA THERAPEUTICS INC
$3,562,585$407 0.0%875,3280.6%COM
Entrada Therapeutics, Inc. stock logo
TRDA
Entrada Therapeutics
$2,671,515$2,019,200 309.5%211,6890.4%Medical
CG ONCOLOGY INC
$2,138,0790.0%31,5910.3%COM
Immatics N.V. stock logo
IMTX
Immatics
$2,135,014$6,936,973 -76.5%216,9730.3%Medical
Design Therapeutics, Inc. stock logo
DSGN
Design Therapeutics
$1,271,650$532,000 71.9%119,5160.2%Medical
VYNE Therapeutics Inc. stock logo
VYNE
VYNE Therapeutics
$973,148$973,148 New Holding1,628,7000.2%Medical
Werewolf Therapeutics, Inc. stock logo
HOWL
Werewolf Therapeutics
$547,673$1,549 0.3%657,7860.1%Medical
IBIO INC
$129,344$129,344 New Holding68,0760.0%COM NEW
BOLT BIOTHERAPEUTICS INC
$124,432$124,432 New Holding30,8000.0%COM NEW
ProQR Therapeutics N.V. stock logo
PRQR
ProQR Therapeutics
$110,9470.0%68,4860.0%Medical
Absci Corporation stock logo
ABSI
Absci
$63,735$63,735 New Holding21,2450.0%Medical
TRAWS PHARMA INC
$27,593$27,593 New Holding15,0780.0%COM NEW
Arrowhead Pharmaceuticals, Inc. stock logo
ARWR
Arrowhead Pharmaceuticals
$0$799,535 -100.0%00.0%Medical
MAPLIGHT THERAPEUTICS INC
$0$236,724 -100.0%00.0%COM
GENERATION BIO CO
$0$142,000 -100.0%00.0%COM NEW
Applied Therapeutics Inc. stock logo
APLT
Applied Therapeutics
$0$41,050 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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