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, AGIO, DNLI, and represent 88.23% of Lynx1 Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AGIO (+$86M), KRRO (+$9.7M), GHRS (+$5.0M), DNLI, TRDA, VYNE, DSGN, IBIO, BOLT, ABSI.
- Started 5 new stock positions in IBIO, VYNE, ABSI, BOLT, TRAW.
- Reduced shares in these 9 stocks: STOK (-$21M), IMTX (-$6.9M), XNCR, ARWR, CCCC, MPLT, GBIO, DTIL, Applied Therapeutics.
- Sold out of its positions in Applied Therapeutics, ARWR, GBIO, MPLT.
- Lynx1 Capital Management was a net buyer of stock by $76M.
- Lynx1 Capital Management has $633M in assets under management (AUM), dropping by 28.08%.
- Central Index Key (CIK): 0001910456
Tip: Access up to 7 years of quarterly data
Positions held by Lynx1 Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lynx1 Capital Management
Lynx1 Capital Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Stoke Therapeutics (STOK) | 24.5 | $155M | -11% | 4.8M | 32.56 |
|
| Gh Research Ordinary Shares (GHRS) | 23.9 | $151M | +3% | 11M | 14.06 |
|
| Cullinan Oncology (CGEM) | 20.1 | $127M | 9.0M | 14.21 |
|
|
| Agios Pharmaceuticals (AGIO) | 14.0 | $88M | +3179% | 2.6M | 33.83 |
|
| Denali Therapeutics (DNLI) | 5.7 | $36M | +8% | 1.9M | 19.20 |
|
| C4 Therapeutics Com Stk (CCCC) | 2.9 | $18M | 7.0M | 2.63 |
|
|
| Korro Bio (KRRO) | 2.8 | $17M | +126% | 1.5M | 11.32 |
|
| Tscan Therapeutics (TCRX) | 1.3 | $8.1M | 8.0M | 1.01 |
|
|
| Xencor (XNCR) | 1.0 | $6.5M | -23% | 536k | 12.06 |
|
| Precision Biosciences Com New (DTIL) | 0.9 | $5.4M | 985k | 5.50 |
|
|
| Passage Bio Com New (PASG) | 0.8 | $4.9M | 624k | 7.85 |
|
|
| Neuphoria Therapeutics (NEUP) | 0.6 | $3.6M | 875k | 4.07 |
|
|
| Entrada Therapeutics (TRDA) | 0.4 | $2.7M | +309% | 212k | 12.62 |
|
| Cg Oncology (CGON) | 0.3 | $2.1M | 32k | 67.68 |
|
|
| Immatics SHS (IMTX) | 0.3 | $2.1M | -76% | 217k | 9.84 |
|
| Design Therapeutics (DSGN) | 0.2 | $1.3M | +71% | 120k | 10.64 |
|
| Vyne Therapeutics (VYNE) | 0.2 | $973k | NEW | 1.6M | 0.60 |
|
| Werewolf Therapeutics (HOWL) | 0.1 | $548k | 658k | 0.83 |
|
|
| Ibio Com New (IBIO) | 0.0 | $129k | NEW | 68k | 1.90 |
|
| Bolt Biotherapeutics Com New (BOLT) | 0.0 | $124k | NEW | 31k | 4.04 |
|
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.0 | $111k | 69k | 1.62 |
|
|
| Absci Corp (ABSI) | 0.0 | $64k | NEW | 21k | 3.00 |
|
| Traws Pharma Com New (TRAW) | 0.0 | $28k | NEW | 15k | 1.83 |
|
Past Filings by Lynx1 Capital Management
SEC 13F filings are viewable for Lynx1 Capital Management going back to 2021
- Lynx1 Capital Management 2026 Q1 filed May 4, 2026
- 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