Lynx1 Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Lynx1 Capital Management LP reported 23 stock positions worth $632.7 million. Its top holding was Stoke Therapeutics (STOK) at 24.5% of the portfolio, followed by GH Research (GHRS, 23.9%) and Cullinan Therapeutics (CGEM, 20.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 4, added to 8 and reduced 5. The biggest buy was Agios Pharmaceuticals (AGIO, shares +3180%) and the biggest sale Stoke Therapeutics (STOK, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- DORADO, PR
- CIK
- 0001910456
- Portfolio Value
- $632.7M (Q1 2026)
- SEC Filing
- 0001910456-26-000002 ↗ filed May 4, 2026
Holdings Value
Holdings 23 stocks · $632.7M
| STOK Stoke Therapeutics Inc. | 24.51% | 4,763,673 | $155.1M | Reduce -11.9% |
| GHRS GH Research PLC | 23.92% | 10,763,288 | $151.3M | Add +3.4% |
| CGEM Cullinan Therapeutics Inc. | 20.13% | 8,963,500 | $127.4M | No change |
| AGIO Agios Pharmaceuticals Inc. | 13.96% | 2,611,568 | $88.3M | Add +3179.9% |
| DNLI Denali Therapeutics Inc. | 5.71% | 1,880,303 | $36.1M | Add +8.1% |
| CCCC C4 Therapeutics Inc. | 2.91% | 6,998,902 | $18.4M | Reduce -1.4% |
| KRRO Korro Bio Inc. | 2.75% | 1,538,296 | $17.4M | Add +126.9% |
| TCRX Tscan Therapeutics Inc. | 1.28% | 8,019,148 | $8.1M | No change |
| XNCR Xencor Inc. | 1.02% | 536,398 | $6.5M | Reduce -24.0% |
| DTIL Precision Biosciences Inc. | 0.86% | 985,113 | $5.4M | Reduce -0.9% |
| PASG Passage Bio Inc. | 0.77% | 623,704 | $4.9M | No change |
| NEUP Neuphoria Therapeutics Inc. | 0.56% | 875,328 | $3.6M | Add +0.0% |
| TRDA Entrada Therapeutics Inc. | 0.42% | 211,689 | $2.7M | Add +309.5% |
| CGON CG Oncology Inc. | 0.34% | 31,591 | $2.1M | No change |
| IMTX Immatics NV | 0.34% | 216,973 | $2.1M | Reduce -76.5% |
| DSGN Design Therapeutics Inc. | 0.20% | 119,516 | $1.3M | Add +71.9% |
| VYNE THERAPEUTICS INC | 0.15% | 1,628,700 | $973K | New |
| HOWL Werewolf Therapeutics Inc. | 0.09% | 657,786 | $548K | Add +0.3% |
| IBIO Ibio Inc. | 0.02% | 68,076 | $129K | New |
| BOLT Bolt Biotherapeutics Inc. | 0.02% | 30,800 | $124K | New |
| PRQR Proqr Therapeutics NV | 0.02% | 68,486 | $111K | No change |
| ABSI Absci Corp. | 0.01% | 21,245 | $64K | New |
| TRAW Traws Pharma Inc. | 0.00% | 15,078 | $28K | New |
Portfolio Sells Q4 2025 → Q1 2026
| STOK Stoke Therapeutics Inc. | Reduce -11.9% | 24.51% | −10.21 |
| IMTX Immatics NV | Reduce -76.5% | 0.34% | −1.62 |
| XNCR Xencor Inc. | Reduce -24.0% | 1.02% | −1.16 |
| ARWR Arrowhead Pharmaceuticals Inc. | Sold out | 0.00% | −0.16 |
| MPLT Maplight Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| GBIO Generation Bio Co. | Sold out | 0.00% | −0.03 |
| APLT Applied Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| DTIL Precision Biosciences Inc. | Reduce -0.9% | 0.86% | +0.02 |
| CCCC C4 Therapeutics Inc. | Reduce -1.4% | 2.91% | +0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| AGIO Agios Pharmaceuticals Inc. | Add +3179.9% | 13.96% | +13.52 |
| KRRO Korro Bio Inc. | Add +126.9% | 2.75% | +1.65 |
| TRDA Entrada Therapeutics Inc. | Add +309.5% | 0.42% | +0.31 |
| VYNE THERAPEUTICS INC | New | 0.15% | +0.15 |
| DSGN Design Therapeutics Inc. | Add +71.9% | 0.20% | +0.07 |
| IBIO Ibio Inc. | New | 0.02% | +0.02 |
| BOLT Bolt Biotherapeutics Inc. | New | 0.02% | +0.02 |
| ABSI Absci Corp. | New | 0.01% | +0.01 |
| TRAW Traws Pharma Inc. | New | 0.00% | +0.00 |
| HOWL Werewolf Therapeutics Inc. | Add +0.3% | 0.09% | +0.00 |
| DNLI Denali Therapeutics Inc. | Add +8.1% | 5.71% | −0.11 |
| NEUP Neuphoria Therapeutics Inc. | Add +0.0% | 0.56% | −0.12 |
| GHRS GH Research PLC | Add +3.4% | 23.92% | −2.84 |
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 |