Lynx1 Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Lynx1 Capital Management LP reported 27 stock positions worth $865.5 million. Its top holding was GH Research (GHRS) at 41.2% of the portfolio, followed by Cullinan Therapeutics (CGEM, 18.9%) and Stoke Therapeutics (STOK, 15.3%). Compared with Q1 2026, it opened 6 new positions, sold out of 2, added to 6 and reduced 7. The biggest buy was GH Research (GHRS, shares +23%) and the biggest sale Stoke Therapeutics (STOK, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $865.5M (Q2 2026)
- SEC Filing
- 0001910456-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 27 stocks · $865.5M
| GHRS GH Research PLC | 41.19% | 13,263,288 | $356.5M | Add +23.2% |
| CGEM Cullinan Therapeutics Inc. | 18.86% | 8,963,500 | $163.2M | No change |
| STOK Stoke Therapeutics Inc. | 15.27% | 4,038,404 | $132.1M | Reduce -15.2% |
| AGIO Agios Pharmaceuticals Inc. | 14.62% | 3,408,937 | $126.5M | Add +30.5% |
| CCCC C4 Therapeutics Inc. | 3.95% | 7,326,691 | $34.2M | Add +4.7% |
| KRRO Korro Bio Inc. | 2.34% | 1,538,296 | $20.3M | No change |
| TCRX Tscan Therapeutics Inc. | 0.91% | 8,019,148 | $7.9M | No change |
| DTIL Precision Biosciences Inc. | 0.86% | 950,466 | $7.5M | Reduce -3.5% |
| NEUP Neuphoria Therapeutics Inc. | 0.44% | 875,328 | $3.8M | No change |
| PASG Passage Bio Inc. | 0.38% | 673,759 | $3.3M | Add +8.0% |
| CGON CG Oncology Inc. | 0.26% | 31,391 | $2.2M | Reduce -0.6% |
| PLRX Pliant Therapeutics Inc. | 0.24% | 1,798,070 | $2.0M | New |
| TRDA Entrada Therapeutics Inc. | 0.15% | 178,606 | $1.3M | Reduce -15.6% |
| VYNE THERAPEUTICS INC | 0.12% | 1,628,700 | $1.1M | No change |
| PRQR Proqr Therapeutics NV | 0.11% | 521,413 | $970K | Add +661.3% |
| TRAW Traws Pharma Inc. | 0.05% | 559,470 | $472K | Add +3610.5% |
| FHTX Foghorn Therapeutics Inc. | 0.03% | 61,588 | $301K | New |
| DNLI Denali Therapeutics Inc. | 0.03% | 11,658 | $300K | Reduce -99.4% |
| XNCR Xencor Inc. | 0.03% | 18,194 | $293K | Reduce -96.6% |
| ABSI Absci Corp. | 0.03% | 21,245 | $246K | No change |
| HOWL Werewolf Therapeutics Inc. | 0.03% | 657,786 | $237K | No change |
| IMTX Immatics NV | 0.03% | 23,236 | $235K | Reduce -89.3% |
| AVTX Avalo Therapeutics Inc. | 0.02% | 10,100 | $187K | New |
| BOLT Bolt Biotherapeutics Inc. | 0.01% | 30,800 | $119K | No change |
| NUVB Nuvation Bio Inc. | 0.01% | 16,029 | $91K | New |
| EPRX Eupraxia Pharmaceuticals Inc. | 0.01% | 10,000 | $66K | New |
| IKT Inhibikase Therapeutics Inc. | 0.00% | 20,000 | $41K | New |
Portfolio Sells Q1 2026 → Q2 2026
| STOK Stoke Therapeutics Inc. | Reduce -15.2% | 15.27% | −9.25 |
| DNLI Denali Therapeutics Inc. | Reduce -99.4% | 0.03% | −5.67 |
| XNCR Xencor Inc. | Reduce -96.6% | 0.03% | −0.99 |
| IMTX Immatics NV | Reduce -89.3% | 0.03% | −0.31 |
| TRDA Entrada Therapeutics Inc. | Reduce -15.6% | 0.15% | −0.27 |
| DSGN Design Therapeutics Inc. | Sold out | 0.00% | −0.20 |
| CGON CG Oncology Inc. | Reduce -0.6% | 0.26% | −0.08 |
| IBIO Ibio Inc. | Sold out | 0.00% | −0.02 |
| DTIL Precision Biosciences Inc. | Reduce -3.5% | 0.86% | +0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| GHRS GH Research PLC | Add +23.2% | 41.19% | +17.27 |
| CCCC C4 Therapeutics Inc. | Add +4.7% | 3.95% | +1.04 |
| AGIO Agios Pharmaceuticals Inc. | Add +30.5% | 14.62% | +0.65 |
| PLRX Pliant Therapeutics Inc. | New | 0.24% | +0.24 |
| PRQR Proqr Therapeutics NV | Add +661.3% | 0.11% | +0.09 |
| TRAW Traws Pharma Inc. | Add +3610.5% | 0.05% | +0.05 |
| FHTX Foghorn Therapeutics Inc. | New | 0.03% | +0.03 |
| AVTX Avalo Therapeutics Inc. | New | 0.02% | +0.02 |
| NUVB Nuvation Bio Inc. | New | 0.01% | +0.01 |
| EPRX Eupraxia Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| IKT Inhibikase Therapeutics Inc. | New | 0.00% | +0.00 |
| PASG Passage Bio Inc. | Add +8.0% | 0.38% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 27 | $865.5M | GHRS, CGEM, STOK, AGIO, CCCC |
| Q1 2026 | 23 | $632.7M | STOK, GHRS, CGEM, AGIO, DNLI |
| Q4 2025 | 22 | $494.0M | STOK, GHRS, CGEM, DNLI, CCCC |
| Q3 2025 | 14 | $491.3M | MRUS, STOK, GHRS, PTGX, CGEM |
| Q2 2025 | 15 | $346.2M | MRUS, GHRS, STOK, PTGX, CGEM |
| Q1 2025 | 14 | $279.2M | GHRS, MRUS, PTGX, STOK, CGEM |
| Q4 2024 | 18 | $266.7M | MRUS, STOK, GHRS, CCCC, ALLO |
| Q3 2024 | 18 | $282.2M | MRUS, STOK, CCCC, GHRS, TCRX |
| Q2 2024Amended | 17 | $277.2M | MRUS, STOK, GHRS, CCCC, TCRX |
| Q1 2024Amended | 16 | $388.2M | ALPN, MRUS, STOK, TCRX, CABA |