Lynx1 Capital Management LP
13F Reported Value
ⓘ$507.6M
Holdings
23
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lynx1 Capital Management LP disclosed 23 positions worth $507.6M in its Form 13F-HR for Q2 2026, led by $CGEM (Cullinan Therapeutics, Inc.) at 32.2% of the equity portfolio, followed by $STOK and $AGIO. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $PLRX and a full exit from $GHRS. 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$163.2M8,963,500 sh - 24.9#2,681
Quality
$132.1M4,038,404 sh - 26.9#2,598
Quality
$126.5M3,408,937 sh - 18.2
Quality
$34.2M7,326,691 sh - 14.1
Quality
$20.3M1,538,296 sh - 13.9
Quality
$7.9M8,019,148 sh - 10.6
Quality
$7.5M950,466 sh - —
Quality
$3.8M875,328 sh - —
Quality
$3.3M673,759 sh - 27.0
Quality
$2.2M31,391 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Cullinan Therapeutics, Inc.$CGEM | — | $163.2M | 8,963,500 |
 Stoke Therapeutics, Inc.$STOK | 24.9#2,681 | $132.1M | 4,038,404 |
 AGIOS PHARMACEUTICALS, INC.$AGIO | 26.9#2,598 | $126.5M | 3,408,937 |
 C4 Therapeutics, Inc.$CCCC | 18.2 | $34.2M | 7,326,691 |
 Korro Bio, Inc.$KRRO | 14.1 | $20.3M | 1,538,296 |
 TScan Therapeutics, Inc.$TCRX | 13.9 | $7.9M | 8,019,148 |
 PRECISION BIOSCIENCES INC$DTIL | 10.6 | $7.5M | 950,466 |
 Neuphoria Therapeutics Inc.$NEUP | — | $3.8M | 875,328 |
 Passage BIO, Inc.$PASG | — | $3.3M | 673,759 |
 CG Oncology, Inc.$CGON | 27.0 | $2.2M | 31,391 |
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
$507.6M
Full Holdings — Lynx1 Capital Management LP (Q2 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 | $CGEM | Cullinan Therapeutics, Inc. | $163.2M | 32.2% | +0% | — |
| 2 | $STOK | Stoke Therapeutics, Inc. | $132.1M | 26.0% | -15% | 24.9 |
| 3 | $AGIO | AGIOS PHARMACEUTICALS, INC. | $126.5M | 24.9% | +31% | 26.9 |
| 4 | $CCCC | C4 Therapeutics, Inc. | $34.2M | 6.7% | +5% | 18.2 |
| 5 | $KRRO | Korro Bio, Inc. | $20.3M | 4.0% | +0% | 14.1 |
| 6 | $TCRX | TScan Therapeutics, Inc. | $7.9M | 1.6% | +0% | 13.9 |
| 7 | $DTIL | PRECISION BIOSCIENCES INC | $7.5M | 1.5% | -4% | 10.6 |
| 8 | $NEUP | Neuphoria Therapeutics Inc. | $3.8M | 0.8% | +0% | — |
| 9 | $PASG | Passage BIO, Inc. | $3.3M | 0.7% | +8% | — |
| 10 | $CGON | CG Oncology, Inc. | $2.2M | 0.4% | -1% | 27 |
| 11 |  $PLRX | PLIANT THERAPEUTICS, INC. | $2.0M | 0.4% | NEW | — |
| 12 |  $TRDA | Entrada Therapeutics, Inc. | $1.3M | 0.3% | -16% | 7.3 |
| 13 |  $YARW | Yarrow Bioscience, Inc. | $1.1M | 0.2% | +0% | — |
| 14 |  $TRAW | Traws Pharma, Inc. | $471,801 | 0.1% | +3611% | — |
| 15 |  $FHTX | Foghorn Therapeutics Inc. | $300,549 | 0.1% | NEW | 16.1 |
| 16 |  $DNLI | Denali Therapeutics Inc. | $299,844 | 0.1% | -99% | — |
| 17 |  $XNCR | Xencor Inc | $292,923 | 0.1% | -97% | 11.6 |
| 18 |  $HOWL | Werewolf Therapeutics, Inc. | $236,737 | 0.1% | +0% | — |
| 19 |  $AVTX | Avalo Therapeutics, Inc. | $186,648 | 0.0% | NEW | 11.7 |
| 20 |  $BOLT | Bolt Biotherapeutics, Inc. | $118,580 | 0.0% | +0% | — |
| 21 |  $NUVB | Nuvation Bio Inc. | $91,045 | 0.0% | NEW | 37.9 |
| 22 |  $EPRX | EUPRAXIA PHARMACEUTICALS INC. | $66,100 | 0.0% | NEW | — |
| 23 |  $IKT | Inhibikase Therapeutics, Inc. | $40,600 | 0.0% | NEW | — |
New Positions (6)
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