Lynx1 Capital Management LP 13F Holdings · Q2 2026
Lynx1 Capital Management LP reported 27 securities worth $865.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GHRS (41.19%), CGEM (18.86%), STOK (15.27%). Among its top 25 positions this quarter: 4 new, 6 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GHRS | GH RESEARCH PLC | $356.5M | 41.19% | 13.3M | Added |
| 2 | CGEM | CULLINAN THERAPEUTICS INC | $163.2M | 18.86% | 9.0M | Hold |
| 3 | STOK | STOKE THERAPEUTICS INC | $132.1M | 15.27% | 4.0M | Trimmed |
| 4 | AGIO | AGIOS PHARMACEUTICALS INC | $126.5M | 14.62% | 3.4M | Added |
| 5 | CCCC | C4 THERAPEUTICS INC | $34.2M | 3.95% | 7.3M | Added |
| 6 | KRRO | KORRO BIO INC | $20.3M | 2.34% | 1.5M | Hold |
| 7 | TCRX | TSCAN THERAPEUTICS INC | $7.9M | 0.91% | 8.0M | Hold |
| 8 | DTIL | PRECISION BIOSCIENCES INC | $7.5M | 0.86% | 950,466 | Trimmed |
| 9 | NEUP | NEUPHORIA THERAPEUTICS INC | $3.8M | 0.44% | 875,328 | Hold |
| 10 | PASG | PASSAGE BIO INC | $3.3M | 0.38% | 673,759 | Added |
| 11 | CGON | CG ONCOLOGY INC | $2.2M | 0.26% | 31,391 | Trimmed |
| 12 | PLRX | PLIANT THERAPEUTICS INC | $2.0M | 0.24% | 1.8M | New |
| 13 | TRDA | ENTRADA THERAPEUTICS INC | $1.3M | 0.15% | 178,606 | Trimmed |
| 14 | VYNE | VYNE THERAPEUTICS INC | $1.1M | 0.12% | 1.6M | Hold |
| 15 | PRQR | PROQR THRAPEUTICS N V | $969,828 | 0.11% | 521,413 | Added |
| 16 | TRAW | TRAWS PHARMA INC | $471,801 | 0.05% | 559,470 | Added |
| 17 | ABSI | ABSCI CORPORATION | $246,230 | 0.03% | 21,245 | Hold |
| 18 | DNLI | DENALI THERAPEUTICS INC | $299,844 | 0.03% | 11,658 | Trimmed |
| 19 | FHTX | FOGHORN THERAPEUTICS INC | $300,549 | 0.03% | 61,588 | New |
| 20 | HOWL | WEREWOLF THERAPEUTICS INC | $236,737 | 0.03% | 657,786 | Hold |
| 21 | IMTX | IMMATICS N.V | $235,381 | 0.03% | 23,236 | Trimmed |
| 22 | XNCR | XENCOR INC | $292,923 | 0.03% | 18,194 | Trimmed |
| 23 | AVTX | AVALO THERAPEUTICS INC | $186,648 | 0.02% | 10,100 | New |
| 24 | BOLT | BOLT BIOTHERAPEUTICS INC | $118,580 | 0.01% | 30,800 | Hold |
| 25 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $66,100 | 0.01% | 10,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR