Lynx1 Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Lynx1 Capital Management Lp disclosed 27 stock positions valued at approximately $865.53M as of quarter-end June 30, 2026. The largest holdings include GH RESEARCH PLC, CULLINAN THERAPEUTICS INC, and STOKE THERAPEUTICS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 27
- Portfolio Value
- $865.53M
Holdings by Sector
Lynx1 Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GH RESEARCH PLC | GHRS | Other | 41.19% | 13,263,288 | +2,500,000 | +23.23% | $356,517,181 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 18.86% | 8,963,500 | - | - | $163,225,335 |
| STOKE THERAPEUTICS INC | STOK | Healthcare | 15.27% | 4,038,404 | -725,269 | -15.22% | $132,136,579 |
| AGIOS PHARMACEUTICALS INC | AGIO | Healthcare | 14.62% | 3,408,937 | +797,369 | +30.53% | $126,505,652 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 3.95% | 7,326,691 | +327,789 | +4.68% | $34,215,647 |
| KORRO BIO INC | KRRO | Healthcare | 2.34% | 1,538,296 | - | - | $20,274,741 |
| TSCAN THERAPEUTICS INC | TCRX | Healthcare | 0.91% | 8,019,148 | - | - | $7,859,567 |
| PRECISION BIOSCIENCES INC | DTIL | Healthcare | 0.86% | 950,466 | -34,647 | -3.52% | $7,470,663 |
| NEUPHORIA THERAPEUTICS INC | NEUP | Other | 0.44% | 875,328 | - | - | $3,825,183 |
| PASSAGE BIO INC | PASG | Other | 0.38% | 673,759 | +50,055 | +8.03% | $3,287,942 |
| CG ONCOLOGY INC | CGON | Healthcare | 0.26% | 31,391 | -200 | -0.63% | $2,230,331 |
| PLIANT THERAPEUTICS INC | PLRX | Healthcare | 0.24% | 1,798,070 | +1,798,070 | +100.00% | $2,049,800 |
| ENTRADA THERAPEUTICS INC | TRDA | Healthcare | 0.15% | 178,606 | -33,083 | -15.63% | $1,314,540 |
| VYNE THERAPEUTICS INC | VYNE | Healthcare | 0.12% | 1,628,700 | - | - | $1,059,795 |
| PROQR THRAPEUTICS N V | PRQR | Other | 0.11% | 521,413 | +452,927 | +661.34% | $969,828 |
| TRAWS PHARMA INC | TRAW | Other | 0.05% | 559,470 | +544,392 | +3610.51% | $471,801 |
| FOGHORN THERAPEUTICS INC | FHTX | Healthcare | 0.03% | 61,588 | +61,588 | +100.00% | $300,549 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 0.03% | 11,658 | -1,868,645 | -99.38% | $299,844 |
| XENCOR INC | XNCR | Healthcare | 0.03% | 18,194 | -518,204 | -96.61% | $292,923 |
| ABSCI CORPORATION | ABSI | Healthcare | 0.03% | 21,245 | - | - | $246,230 |
| WEREWOLF THERAPEUTICS INC | HOWL | Healthcare | 0.03% | 657,786 | - | - | $236,737 |
| IMMATICS N.V | IMTX | Other | 0.03% | 23,236 | -193,737 | -89.29% | $235,381 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.02% | 10,100 | +10,100 | +100.00% | $186,648 |
| BOLT BIOTHERAPEUTICS INC | BOLT | Other | 0.01% | 30,800 | - | - | $118,580 |
| NUVATION BIO INC | NUVB | Healthcare | 0.01% | 16,029 | +16,029 | +100.00% | $91,045 |
| EUPRAXIA PHARMACEUTICALS INC | EPRX | Other | 0.01% | 10,000 | +10,000 | +100.00% | $66,100 |
| INHIBIKASE THERAPEUTICS INC | IKT | Healthcare | 0.00% | 20,000 | +20,000 | +100.00% | $40,600 |
Showing 27 of 27 holdings in the latest reporting period.