Lynx1 Capital Management portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · amendment (replaces the original) of Aug 13, 2026 ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Lynx1 Capital Management reported a $866M portfolio of 27 positions to the SEC as of the end of Q2 2026. Its largest positions are GHRS, CGEM, STOK.
Sections with a free account
What it reported after the quarter end (Q2 2026)
The 13F shows the portfolio as of Jun 30, 2026. Since then Lynx1 Capital Management has filed these own trades with the SEC (Form 4, when it owns more than 10% of a company or holds a role in it) and stakes above 5% (13D and 13G). It is not everything it did: only what it must report before the next 13F.
Form 4 · 86,493 shares · trades from Aug 6 to Oct 26 · filed Oct 26, 2026 · filing (latest of 2) ↗
Stake reported in the company · event of Jul 13, 2026 · filed Jul 20, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
Stake reported in the company · event of Jun 30, 2026 · filed Aug 14, 2026 · filing ↗
- 13DPasg19.6 % → 21 %
Stake reported in the company · event of Jun 25, 2026 · filed Jul 2, 2026 · filing ↗
What changed this quarter
20 positions with a change (6 new, 6 added to, 6 trimmed, 2 sold). 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- GH Research+23%more sharesIncreased23.9% → 41.2%
- Denali Therapeutics−99%fewer sharesReduced5.7% → under 0.1%
- Agios Pharmaceuticals+31%more sharesIncreased14.0% → 14.6%
- Stoke Therapeutics−15%fewer sharesReduced24.5% → 15.3%
- Xencor−97%fewer sharesReduced1.0% → under 0.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- GH ResearchGHRS41.2%
- Cullinan TherapeuticsCGEM18.9%
- Stoke TherapeuticsSTOK15.3%
- Agios PharmaceuticalsAGIO14.6%
- C4 TherapeuticsCCCC4.0%
- Korro BioKRRO2.3%
- Tscan TherapeuticsTCRX0.9%
- Precision BiosciencesDTIL0.9%
- Neuphoria TherapeuticsNEUP0.4%
- Passage BioPASG0.4%
- CG OncologyCGON0.3%
- Pliant TherapeuticsPLRX0.2%
- Entrada TherapeuticsTRDA0.2%
- Vyne TherapeuticsVYNE0.1%
- ProQR TherapeuticsPRQR0.1%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Health Care 100%
How its portfolio changed (8 quarters)
Q2 2026: 27
Q2 2026: 99%
Q2 2026: 10.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
13F filings with amendments or confidential positions
- 13F Q2 2026 ↗filed Aug 12, 2026Amendment of Aug 13, 2026 (replaces the original) ↗
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Mar 31, 2026 (high confidence).
The data, as reported: LYNX1 CAPITAL MANAGEMENT LP (CRD 310301): 7.B private funds: 1 hedge, 1 pe (gross assets $577M); 5.D assets by client type: pooled vehicles 100% (of $627M)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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