Lynx1 Capital Management
Latest statistics and disclosures from Lynx1 Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STOK, GHRS, CGEM, DNLI, CCCC, and represent 88.81% of Lynx1 Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CGEM (+$33M), DNLI (+$24M), GHRS (+$23M), XNCR (+$11M), IMTX (+$9.7M), KRRO (+$5.4M), NEUP, AGIO, CGON, ARWR.
- Started 13 new stock positions in CGON, PRQR, TRDA, XNCR, IMTX, HOWL, GBIO, MPLT, NEUP, KRRO. Applied Therapeutics, AGIO, ARWR.
- Reduced shares in these 6 stocks: MRUS (-$144M), PTGX (-$47M), ADCT (-$5.3M), IBIO, ALLO, DTIL.
- Sold out of its positions in ALLO, IBIO, PTGX, ADCT, MRUS.
- Lynx1 Capital Management was a net seller of stock by $-82M.
- Lynx1 Capital Management has $494M in assets under management (AUM), dropping by 0.55%.
- Central Index Key (CIK): 0001910456
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Portfolio Holdings for Lynx1 Capital Management
Lynx1 Capital Management holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stoke Therapeutics (STOK) | 34.7 | $172M | 5.4M | 31.74 |
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| Gh Research Ordinary Shares (GHRS) | 26.8 | $132M | +20% | 10M | 12.70 |
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| Cullinan Oncology (CGEM) | 18.8 | $93M | +55% | 9.0M | 10.35 |
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| Denali Therapeutics (DNLI) | 5.8 | $29M | +564% | 1.7M | 16.51 |
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| C4 Therapeutics Com Stk (CCCC) | 2.7 | $14M | 7.1M | 1.91 |
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| Xencor (XNCR) | 2.2 | $11M | NEW | 706k | 15.31 |
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| Immatics SHS (IMTX) | 2.0 | $9.7M | NEW | 922k | 10.50 |
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| Tscan Therapeutics (TCRX) | 1.6 | $8.0M | +2% | 8.0M | 1.00 |
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| Passage Bio Com New (PASG) | 1.5 | $7.4M | 624k | 11.80 |
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| Korro Bio (KRRO) | 1.1 | $5.4M | NEW | 678k | 8.01 |
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| Precision Biosciences Com New (DTIL) | 0.8 | $4.1M | -4% | 994k | 4.16 |
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| Neuphoria Therapeutics (NEUP) | 0.7 | $3.4M | NEW | 875k | 3.88 |
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| Agios Pharmaceuticals (AGIO) | 0.4 | $2.2M | NEW | 80k | 27.22 |
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| Cg Oncology (CGON) | 0.3 | $1.3M | NEW | 32k | 41.52 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.2 | $800k | NEW | 12k | 66.39 |
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| Design Therapeutics (DSGN) | 0.1 | $652k | +5% | 70k | 9.38 |
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| Entrada Therapeutics (TRDA) | 0.1 | $531k | NEW | 52k | 10.28 |
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| Werewolf Therapeutics (HOWL) | 0.1 | $416k | NEW | 656k | 0.63 |
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| Maplight Therapeutics (MPLT) | 0.0 | $237k | NEW | 14k | 17.57 |
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| Generation Bio Com New (GBIO) | 0.0 | $142k | NEW | 25k | 5.68 |
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| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.0 | $138k | NEW | 69k | 2.02 |
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| Applied Therapeutics | 0.0 | $41k | NEW | 411k | 0.10 |
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Past Filings by Lynx1 Capital Management
SEC 13F filings are viewable for Lynx1 Capital Management going back to 2021
- Lynx1 Capital Management 2025 Q4 filed Feb. 17, 2026
- Lynx1 Capital Management 2025 Q3 filed Nov. 13, 2025
- Lynx1 Capital Management 2025 Q2 filed Aug. 14, 2025
- Lynx1 Capital Management 2025 Q1 filed May 15, 2025
- Lynx1 Capital Management 2024 Q4 filed Feb. 14, 2025
- Lynx1 Capital Management 2024 Q3 filed Nov. 14, 2024
- Lynx1 Capital Management 2024 Q2 amended filed Aug. 19, 2024
- Lynx1 Capital Management 2024 Q2 filed Aug. 14, 2024
- Lynx1 Capital Management 2024 Q1 amended filed May 30, 2024
- Lynx1 Capital Management 2024 Q1 filed May 15, 2024
- Lynx1 Capital Management 2023 Q4 filed Feb. 14, 2024
- Lynx1 Capital Management 2023 Q3 filed Nov. 14, 2023
- Lynx1 Capital Management 2023 Q2 filed Aug. 14, 2023
- Lynx1 Capital Management 2023 Q1 filed May 15, 2023
- Lynx1 Capital Management 2022 Q4 filed Feb. 14, 2023
- Lynx1 Capital Management 2022 Q3 filed Nov. 14, 2022