Lynx1 Capital Management LP — 13F Holdings & Portfolio
CIK 1910456 · latest 13F-HR filed 2026-05-04
Lynx1 Capital Management LP manages $632.7M in 13F-reported U.S. long-equity assets across 23 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are STOK (24.51%), GHRS (23.92%), CGEM (20.13%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 4, added to 11, and trimmed 5.
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.
$632.7M
Long-equity book
23
Distinct positions
2026-03-31
Filed 2026-05-04
+5 / −4 / ↑11 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AGIOS PHARMACEUTICALS INC$86.2M +3976.3%
- CULLINAN THERAPEUTICS INC$34.6M +37.3%
- GH RESEARCH PLC$19.2M +14.5%
- KORRO BIO INC$12.0M +220.7%
- DENALI THERAPEUTICS INC$7.4M +25.8%
Top Trims
- STOKE THERAPEUTICS INC-$16.4M -9.6%
- IMMATICS N.V-$7.5M -77.9%
- XENCOR INC-$4.3M -40.1%
- PASSAGE BIO INC-$2.5M -33.5%
- PROQR THRAPEUTICS N V-$27.4K -19.8%
New Positions
- VYNE THERAPEUTICS INC$973.1K
- IBIO INC$129.3K
- BOLT BIOTHERAPEUTICS INC$124.4K
- ABSCI CORPORATION$63.7K
- TRAWS PHARMA INC$27.6K
Exited Positions
- ARROWHEAD PHARMACEUTICALS IN$799.5K
- MAPLIGHT THERAPEUTICS INC$236.7K
- GENERATION BIO CO$142.0K
- APPLIED THERAPEUTICS INC$41.0K
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 | STOKE THERAPEUTICS INC | STOK | 86150R107 | $155.1M | 24.51% | 4,763,673 | SH |
| 2 | GH RESEARCH PLC | GHRS | G3855L106 | $151.3M | 23.92% | 10,763,288 | SH |
| 3 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $127.4M | 20.13% | 8,963,500 | SH |
| 4 | AGIOS PHARMACEUTICALS INC | AGIO | 00847X104 | $88.3M | 13.96% | 2,611,568 | SH |
| 5 | DENALI THERAPEUTICS INC | DNLI | 24823R105 | $36.1M | 5.71% | 1,880,303 | SH |
| 6 | C4 THERAPEUTICS INC | CCCC | 12529R107 | $18.4M | 2.91% | 6,998,902 | SH |
| 7 | KORRO BIO INC | KRRO | 500946108 | $17.4M | 2.75% | 1,538,296 | SH |
| 8 | TSCAN THERAPEUTICS INC | TCRX | 89854M101 | $8.1M | 1.28% | 8,019,148 | SH |
| 9 | XENCOR INC | XNCR | 98401F105 | $6.5M | 1.02% | 536,398 | SH |
| 10 | PRECISION BIOSCIENCES INC | DTIL | 74019P207 | $5.4M | 0.86% | 985,113 | SH |
| 11 | PASSAGE BIO INC | PASG | 702712209 | $4.9M | 0.77% | 623,704 | SH |
| 12 | NEUPHORIA THERAPEUTICS INC | NEUP | 64136E102 | $3.6M | 0.56% | 875,328 | SH |
| 13 | ENTRADA THERAPEUTICS INC | TRDA | 29384C108 | $2.7M | 0.42% | 211,689 | SH |
| 14 | CG ONCOLOGY INC | CGON | 156944100 | $2.1M | 0.34% | 31,591 | SH |
| 15 | IMMATICS N.V | IMTX | N44445109 | $2.1M | 0.34% | 216,973 | SH |
| 16 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $1.3M | 0.20% | 119,516 | SH |
| 17 | VYNE THERAPEUTICS INC | VYNE | 92941V308 | $973.1K | 0.15% | 1,628,700 | SH |
| 18 | WEREWOLF THERAPEUTICS INC | HOWL | 95075A107 | $547.7K | 0.09% | 657,786 | SH |
| 19 | IBIO INC | IBIO | 451033708 | $129.3K | 0.02% | 68,076 | SH |
| 20 | BOLT BIOTHERAPEUTICS INC | BOLT | 097702203 | $124.4K | 0.02% | 30,800 | SH |
| 21 | PROQR THRAPEUTICS N V | PRQR | N71542109 | $110.9K | 0.02% | 68,486 | SH |
| 22 | ABSCI CORPORATION | ABSI | 00091E109 | $63.7K | 0.01% | 21,245 | SH |
| 23 | TRAWS PHARMA INC | TRAW | 68232V884 | $27.6K | 0.00% | 15,078 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $632.7M | 23 | 0001910456-26-000002 |
| 2025-12-31 | 2026-02-17 | $494.0M | 22 | 0001910456-26-000001 |