greeksoup/ stock research
Stock research / United States / Funds / Lynx1 Capital Management LP

Lynx1 Capital Management LP

CIK 1910456 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Lynx1 Capital Management LP reported 27 US-listed holdings worth $865.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: GH Research PLC (41.2%), Cullinan Therapeutics Inc. (18.9%) and Stoke Therapeutics Inc. (15.3%). Against the quarter before, it opened 6 positions, added to 6, trimmed 7 and sold out of 2.

Reported holdings$865.5M+36.8% on Q1 2026
Positions27+4 on Q1 2026
The largest ten98.8%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
OpenedAdded toHeldTrimmed
GHRS41.2%CGEM18.9%STOK15.3%AGIO14.6%CCCC4.0%KRRO2.3%TCRX0.9%DTIL0.9%NEUPAS

The 14 largest of its 27 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $282.2 million in 18 positions$282MQ3 24Q4 2024: $266.7 million in 18 positions$267MQ4 24Q1 2025: $279.2 million in 14 positions$279MQ1 25Q2 2025: $346.2 million in 15 positions$346MQ2 25Q3 2025: $491.3 million in 14 positions$491MQ3 25Q4 2025: $494.0 million in 22 positions$494MQ4 25Q1 2026: $632.7 million in 23 positions$633MQ1 26Q2 2026: $865.5 million in 27 positions$866MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +94.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
80120160200Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +94.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 6Held 8Trimmed 7Sold out 2
Opened: 6Added: 6Held: 8Trimmed: 7Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 6

  1. Pliant Therapeutics Inc. PLRX$2.0 million
  2. Foghorn Therapeutics Inc. FHTX$300,549
  3. Avalo Therapeutics Inc. AVTX$186,648
  4. Nuvation Bio Inc. NUVB$91,045
  5. Eupraxia Pharmaceuticals Inc. EPRX$66,100
  6. Inhibikase Therapeutics Inc. IKT$40,600

Added to 6

  1. GH Research PLC GHRS+2.5 million shares · +23%
  2. Agios Pharmaceuticals Inc. AGIO+797,369 shares · +31%
  3. C4 Therapeutics Inc. CCCC+327,789 shares · +5%
  4. Proqr Thrapeutics N V PRQR+452,927 shares · +661%
  5. Traws Pharma Inc. TRAW+544,392 shares · +3611%
  6. Passage Bio Inc PASG+50,055 shares · +8%

Trimmed 7

  1. Denali Therapeutics Inc. DNLI-1.9 million shares · -99%
  2. Stoke Therapeutics Inc. STOK-725,269 shares · -15%
  3. Xencor Inc. XNCR-518,204 shares · -97%
  4. Immatics N.V IMTX-193,737 shares · -89%
  5. Precision Biosciences Inc. DTIL-34,647 shares · -4%
  6. Entrada Therapeutics Inc. TRDA-33,083 shares · -16%
  7. CG Oncology Inc. CGON-200 shares · -1%

Sold out of 2

  1. Design Therapeutics Inc. DSGN$1.3 million last quarter
  2. Ibio Inc. Com IBIO$129,344 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
GH Research PLC GHRS13.3M$356.5 million41.19%+2.5M
Cullinan Therapeutics Inc. CGEM9.0M$163.2 million18.86%no change
Stoke Therapeutics Inc. STOK4.0M$132.1 million15.27%-725.3K
Agios Pharmaceuticals Inc. AGIO3.4M$126.5 million14.62%+797.4K
C4 Therapeutics Inc. CCCC7.3M$34.2 million3.95%+327.8K
Korro Bio Inc. KRRO1.5M$20.3 million2.34%no change
Tscan Therapeutics Inc. TCRX8.0M$7.9 million0.91%no change
Precision Biosciences Inc. DTIL950.5K$7.5 million0.86%-34.6K
Neuphoria Therapeutics Inc. NEUP875.3K$3.8 million0.44%no change
Passage Bio Inc PASG673.8K$3.3 million0.38%+50.1K
CG Oncology Inc. CGON31.4K$2.2 million0.26%-200
Pliant Therapeutics Inc. PLRX1.8M$2.0 million0.24%new
Entrada Therapeutics Inc. TRDA178.6K$1.3 million0.15%-33.1K
Vyne Therapeutics Inc. VYNE1.6M$1.1 million0.12%no change
Proqr Thrapeutics N V PRQR521.4K$969,8280.11%+452.9K
Traws Pharma Inc. TRAW559.5K$471,8010.05%+544.4K
Foghorn Therapeutics Inc. FHTX61.6K$300,5490.03%new
Denali Therapeutics Inc. DNLI11.7K$299,8440.03%-1.9M
Xencor Inc. XNCR18.2K$292,9230.03%-518.2K
Absci Corporation ABSI21.2K$246,2300.03%no change
Werewolf Therapeutics Inc. HOWL657.8K$236,7370.03%no change
Immatics N.V IMTX23.2K$235,3810.03%-193.7K
Avalo Therapeutics Inc. AVTX10.1K$186,6480.02%new
Bolt Biotherapeutics Inc. BOLT30.8K$118,5800.01%no change
Nuvation Bio Inc. NUVB16.0K$91,0450.01%new
Eupraxia Pharmaceuticals Inc. EPRX10.0K$66,1000.01%new
Inhibikase Therapeutics Inc. IKT20.0K$40,6000.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.