Lynx1 Capital Management LP
13F Reported Value
ⓘ$632.7M
Holdings
23
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lynx1 Capital Management LP disclosed 23 positions worth $632.7M in its Form 13F-HR for Q1 2026, led by $STOK (Stoke Therapeutics, Inc.) at 24.5% of the equity portfolio, followed by $GHRS and $CGEM. During the quarter the fund opened 5 new positions and exited 4 — including a new stake in $VYNE and a full exit from $ARWR. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Lynx1 Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1910456.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 53.4#1,280
Quality
$155.1M4,763,673 sh - —
Quality
$151.3M10,763,288 sh - —
Quality
$127.4M8,963,500 sh - 26.3
Quality
$88.3M2,611,568 sh - —
Quality
$36.1M1,880,303 sh - 6.5
Quality
$18.4M6,998,902 sh - 5.8
Quality
$17.4M1,538,296 sh - 8.7
Quality
$8.1M8,019,148 sh - 13.1
Quality
$6.5M536,398 sh - 3.9
Quality
$5.4M985,113 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Stoke Therapeutics, Inc.$STOK | 53.4#1,280 | $155.1M | 4,763,673 |
 GH Research PLC$GHRS | — | $151.3M | 10,763,288 |
 Cullinan Therapeutics, Inc.$CGEM | — | $127.4M | 8,963,500 |
 AGIOS PHARMACEUTICALS, INC.$AGIO | 26.3 | $88.3M | 2,611,568 |
 Denali Therapeutics Inc.$DNLI | — | $36.1M | 1,880,303 |
 C4 Therapeutics, Inc.$CCCC | 6.5 | $18.4M | 6,998,902 |
 Korro Bio, Inc.$KRRO | 5.8 | $17.4M | 1,538,296 |
 TScan Therapeutics, Inc.$TCRX | 8.7 | $8.1M | 8,019,148 |
 Xencor Inc$XNCR | 13.1 | $6.5M | 536,398 |
 PRECISION BIOSCIENCES INC$DTIL | 3.9 | $5.4M | 985,113 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lynx1 Capital Management LP's 23 positions.
Showing top 10 of 23 holdings.
Sector Allocation
Healthcare
$632.7M
Full Holdings — Lynx1 Capital Management LP (Q1 2026)
All 23 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $STOK | Stoke Therapeutics, Inc. | $155.1M | 24.5% | -12% | 53.4 |
| 2 | $GHRS | GH Research PLC | $151.3M | 23.9% | +3% | — |
| 3 | $CGEM | Cullinan Therapeutics, Inc. | $127.4M | 20.1% | +0% | — |
| 4 | $AGIO | AGIOS PHARMACEUTICALS, INC. | $88.3M | 14.0% | +3180% | 26.3 |
| 5 | $DNLI | Denali Therapeutics Inc. | $36.1M | 5.7% | +8% | — |
| 6 | $CCCC | C4 Therapeutics, Inc. | $18.4M | 2.9% | -1% | 6.5 |
| 7 | $KRRO | Korro Bio, Inc. | $17.4M | 2.8% | +127% | 5.8 |
| 8 | $TCRX | TScan Therapeutics, Inc. | $8.1M | 1.3% | +0% | 8.7 |
| 9 | $XNCR | Xencor Inc | $6.5M | 1.0% | -24% | 13.1 |
| 10 | $DTIL | PRECISION BIOSCIENCES INC | $5.4M | 0.9% | -1% | 3.9 |
| 11 |  $PASG | Passage BIO, Inc. | $4.9M | 0.8% | +0% | — |
| 12 |  $NEUP | Neuphoria Therapeutics Inc. | $3.6M | 0.6% | +0% | — |
| 13 |  $TRDA | Entrada Therapeutics, Inc. | $2.7M | 0.4% | +310% | 8.5 |
| 14 |  $CGON | CG Oncology, Inc. | $2.1M | 0.3% | +0% | 28 |
| 15 |  $IMTX | Immatics N.V. | $2.1M | 0.3% | -76% | — |
| 16 |  $DSGN | Design Therapeutics, Inc. | $1.3M | 0.2% | +72% | — |
| 17 |  $VYNE | VYNE Therapeutics Inc. | $973,148 | 0.1% | NEW | — |
| 18 |  $HOWL | Werewolf Therapeutics, Inc. | $547,673 | 0.1% | +0% | — |
| 19 |  $IBIO | iBio, Inc. | $129,344 | 0.0% | NEW | — |
| 20 |  $BOLT | Bolt Biotherapeutics, Inc. | $124,432 | 0.0% | NEW | — |
| 21 |  $PRQR | ProQR Therapeutics N.V. | $110,947 | 0.0% | +0% | — |
| 22 |  $ABSI | Absci Corp | $63,735 | 0.0% | NEW | 4.4 |
| 23 |  $TRAW | Traws Pharma, Inc. | $27,593 | 0.0% | NEW | — |
New Positions (5)
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