Lynx1 Capital Management
Latest statistics and disclosures from Lynx1 Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GHRS, CGEM, STOK, AGIO, CCCC, and represent 93.88% of Lynx1 Capital Management's stock portfolio.
- Added to shares of these 10 stocks: GHRS (+$67M), AGIO (+$30M), PLRX, CCCC, PRQR, TRAW, FHTX, PASG, AVTX, NUVB.
- Started 6 new stock positions in IKT, FHTX, AVTX, EPRX, NUVB, PLRX.
- Reduced shares in these 9 stocks: DNLI (-$48M), STOK (-$24M), XNCR (-$8.3M), IMTX, DSGN, DTIL, TRDA, IBIO, CGON.
- Sold out of its positions in DSGN, IBIO.
- Lynx1 Capital Management was a net buyer of stock by $19M.
- Lynx1 Capital Management has $866M in assets under management (AUM), dropping by 36.80%.
- Central Index Key (CIK): 0001910456
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Positions held by Lynx1 Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Lynx1 Capital Management
Lynx1 Capital Management holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gh Research Ordinary Shares (GHRS) | 41.2 | $357M | +23% | 13M | 26.88 |
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| Cullinan Oncology (CGEM) | 18.9 | $163M | 9.0M | 18.21 |
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| Stoke Therapeutics (STOK) | 15.3 | $132M | -15% | 4.0M | 32.72 |
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| Agios Pharmaceuticals (AGIO) | 14.6 | $127M | +30% | 3.4M | 37.11 |
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| C4 Therapeutics Com Stk (CCCC) | 4.0 | $34M | +4% | 7.3M | 4.67 |
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| Korro Bio (KRRO) | 2.3 | $20M | 1.5M | 13.18 |
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| Tscan Therapeutics (TCRX) | 0.9 | $7.9M | 8.0M | 0.98 |
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| Precision Biosciences Com New (DTIL) | 0.9 | $7.5M | -3% | 951k | 7.86 |
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| Neuphoria Therapeutics (NEUP) | 0.4 | $3.8M | 875k | 4.37 |
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| Passage Bio Com New (PASG) | 0.4 | $3.3M | +8% | 674k | 4.88 |
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| Cg Oncology (CGON) | 0.3 | $2.2M | 31k | 71.05 |
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| Pliant Therapeutics (PLRX) | 0.2 | $2.0M | NEW | 1.8M | 1.14 |
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| Entrada Therapeutics (TRDA) | 0.2 | $1.3M | -15% | 179k | 7.36 |
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| Vyne Therapeutics (VYNE) | 0.1 | $1.1M | 1.6M | 0.65 |
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| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.1 | $970k | +661% | 521k | 1.86 |
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| Traws Pharma Com New (TRAW) | 0.1 | $472k | +3610% | 560k | 0.84 |
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| Foghorn Therapeutics (FHTX) | 0.0 | $301k | NEW | 62k | 4.88 |
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| Denali Therapeutics (DNLI) | 0.0 | $300k | -99% | 12k | 25.72 |
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| Xencor (XNCR) | 0.0 | $293k | -96% | 18k | 16.10 |
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| Absci Corp (ABSI) | 0.0 | $246k | 21k | 11.59 |
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| Werewolf Therapeutics (HOWL) | 0.0 | $237k | 658k | 0.36 |
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| Immatics SHS (IMTX) | 0.0 | $235k | -89% | 23k | 10.13 |
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| Avalo Therapeutics Com New (AVTX) | 0.0 | $187k | NEW | 10k | 18.48 |
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| Bolt Biotherapeutics Com New (BOLT) | 0.0 | $119k | 31k | 3.85 |
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| Nuvation Bio Com Cl A (NUVB) | 0.0 | $91k | NEW | 16k | 5.68 |
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| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $66k | NEW | 10k | 6.61 |
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| Inhibikase Therapeutics Com New (IKT) | 0.0 | $41k | NEW | 20k | 2.03 |
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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 2026 Q2 restated filed Aug. 13, 2026
- Lynx1 Capital Management 2026 Q2 filed Aug. 12, 2026
- 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