Lynx1 Capital Management LP — 13F Holdings & Portfolio
CIK 1910456 · latest 13F-HR filed 2026-08-13
Lynx1 Capital Management LP manages $865.5M in 13F-reported U.S. long-equity assets across 27 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GHRS (41.19%), CGEM (18.86%), STOK (15.27%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 2; 11 existing positions rose in reported value and 7 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Oct 7, 2026.
SUITE 301 PMB 1202
DORADO, PR 00646
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| LYNX1 CAPITAL MANAGEMENT GP LLC Control | GENERAL PARTNER since May 2020 | Less than 5% | Domestic Entity |
| NICHOLS, WESTON, AGNEW Control | CHIEF INVESTMENT OFFICER, LIMITED PARTNER since May 2020 | 75% or more | Individual |
| Barakat, Michael, Neddal | CHIEF COMPLIANCE OFFICER since Sep 2026 | Less than 5% | Individual |
| NICHOLS, WESTON, AGNEW Control Indirect owner via LYNX1 CAPITAL MANAGEMENT GP LLC | SOLE MEMBER since May 2020 | 75% or more | Individual |
Ownership & leadership changes · 4 filings with changes since Aug 17, 2020
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedPARTYKA ZAMORA, NATHALI, JOAQUINA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jul 2024
- AddedBarakat, Michael, Neddal · CHIEF COMPLIANCE OFFICER · Less than 5%
- AddedPARTYKA ZAMORA, NATHALI, JOAQUINA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedNICHOLS, WESTON, AGNEW · title CHIEF INVESTMENT OFFICER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER → CHIEF INVESTMENT OFFICER, LIMITED PARTNER
- ChangedNICHOLS, WESTON, AGNEW · title CHIEF INVESTMENT OFFICER, LIMITED PARTNER → CHIEF INVESTMENT OFFICER, LIMITED PARTNER, CHIEF COMPLIANCE OFFICER
- No longer listedHAYNES, SARAH, J · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2020
- ListedHAYNES, SARAH, J · CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedLYNX1 CAPITAL MANAGEMENT GP LLC · GENERAL PARTNER · Less than 5% · control person
- ListedNICHOLS, WESTON, AGNEW · CHIEF INVESTMENT OFFICER, LIMITED PARTNER · 75% or more · control person
- ListedNICHOLS, WESTON, AGNEW · SOLE MEMBER · 75% or more · indirect via LYNX1 CAPITAL MANAGEMENT GP LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- GH RESEARCH PLC$205.2M +135.6%
- AGIOS PHARMACEUTICALS INC$38.2M +43.2%
- CULLINAN THERAPEUTICS INC$35.9M +28.1%
- C4 THERAPEUTICS INC$15.8M +85.9%
- KORRO BIO INC$2.9M +16.4%
Top Trims
- DENALI THERAPEUTICS INC-$35.8M -99.2%
- STOKE THERAPEUTICS INC-$23.0M -14.8%
- XENCOR INC-$6.2M -95.5%
- IMMATICS N.V-$1.9M -89.0%
- PASSAGE BIO INC-$1.6M -32.8%
New Positions
- PLIANT THERAPEUTICS INC$2.0M
- FOGHORN THERAPEUTICS INC$300.5K
- AVALO THERAPEUTICS INC$186.6K
- NUVATION BIO INC$91.0K
- EUPRAXIA PHARMACEUTICALS INC$66.1K
Lynx1 Capital Management LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GH RESEARCH PLC | GHRS | G3855L106 | $356.5M | 41.19% | 13,263,288 | SH |
| 2 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $163.2M | 18.86% | 8,963,500 | SH |
| 3 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $132.1M | 15.27% | 4,038,404 | SH |
| 4 | AGIOS PHARMACEUTICALS INC | AGIO | 00847X104 | $126.5M | 14.62% | 3,408,937 | SH |
| 5 | C4 THERAPEUTICS INC | CCCC | 12529R107 | $34.2M | 3.95% | 7,326,691 | SH |
| 6 | KORRO BIO INC | KRRO | 500946108 | $20.3M | 2.34% | 1,538,296 | SH |
| 7 | TSCAN THERAPEUTICS INC | TCRX | 89854M101 | $7.9M | 0.91% | 8,019,148 | SH |
| 8 | PRECISION BIOSCIENCES INC | DTIL | 74019P207 | $7.5M | 0.86% | 950,466 | SH |
| 9 | NEUPHORIA THERAPEUTICS INC | NEUP | 64136E102 | $3.8M | 0.44% | 875,328 | SH |
| 10 | PASSAGE BIO INC | PASG | 702712209 | $3.3M | 0.38% | 673,759 | SH |
| 11 | CG ONCOLOGY INC | CGON | 156944100 | $2.2M | 0.26% | 31,391 | SH |
| 12 | PLIANT THERAPEUTICS INC | PLRX | 729139105 | $2.0M | 0.24% | 1,798,070 | SH |
| 13 | ENTRADA THERAPEUTICS INC | TRDA | 29384C108 | $1.3M | 0.15% | 178,606 | SH |
| 14 | VYNE THERAPEUTICS INC | VYNE | 92941V308 | $1.1M | 0.12% | 1,628,700 | SH |
| 15 | PROQR THRAPEUTICS N V | PRQR | N71542109 | $969.8K | 0.11% | 521,413 | SH |
| 16 | TRAWS PHARMA INC | TRAW | 68232V884 | $471.8K | 0.05% | 559,470 | SH |
| 17 | FOGHORN THERAPEUTICS INC | FHTX | 344174107 | $300.5K | 0.03% | 61,588 | SH |
| 18 | DENALI THERAPEUTICS INC | DNLI | 24823R105 | $299.8K | 0.03% | 11,658 | SH |
| 19 | XENCOR INC | XNCR | 98401F105 | $292.9K | 0.03% | 18,194 | SH |
| 20 | ABSCI CORPORATION | ABSI | 00091E109 | $246.2K | 0.03% | 21,245 | SH |
| 21 | WEREWOLF THERAPEUTICS INC | HOWL | 95075A107 | $236.7K | 0.03% | 657,786 | SH |
| 22 | IMMATICS N.V | IMTX | N44445109 | $235.4K | 0.03% | 23,236 | SH |
| 23 | AVALO THERAPEUTICS INC | AVTX | 05338F306 | $186.6K | 0.02% | 10,100 | SH |
| 24 | BOLT BIOTHERAPEUTICS INC | BOLT | 097702203 | $118.6K | 0.01% | 30,800 | SH |
| 25 | NUVATION BIO INC | NUVB | 67080N101 | $91.0K | 0.01% | 16,029 | SH |
| 26 | EUPRAXIA PHARMACEUTICALS INC | EPRX | 29842P105 | $66.1K | 0.01% | 10,000 | SH |
| 27 | INHIBIKASE THERAPEUTICS INC | IKT | 45719W205 | $40.6K | 0.00% | 20,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $507.6M | 23 | 0001910456-26-000003 |
| 2026-06-30 | 2026-08-13 | $865.5M | 27 | 0001910456-26-000004 |
| 2026-03-31 | 2026-05-04 | $632.7M | 23 | 0001910456-26-000002 |
| 2025-12-31 | 2026-02-17 | $494.0M | 22 | 0001910456-26-000001 |
SUITE 301 PMB 1202
DORADO 00646