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Q2 2026 13F · SEC CIK 1910456

Lynx1 Capital Management LP

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$865.5M
Reported positions
27
Top holdings a year, 3 yrs
+62.5%
Assets under management
$626.7M

Lynx1 Capital Management LP is a hedge fund that reported 27 positions worth $865.5M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Gh Research PLC (GHRS, 41.2%), Cullinan Therapeutics Inc (CGEM, 18.9%), Stoke Therapeutics Inc (STOK, 15.3%). A portfolio copying its top holdings returned 62.5% a year over the last 3 years, against 19.0% for the S&P 500.

Lynx1 Capital Management LP holdings all 27 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lynx1 Capital Management LP 13F holdings
Stock% of 13F valueShare changeReported value
GHRSGh Research PLC41.2%+23.2%$356.5M
CGEMCullinan Therapeutics Inc18.9%+0.0%$163.2M
STOKStoke Therapeutics Inc15.3%-15.2%$132.1M
AGIOAgios Pharmaceuticals Inc14.6%+30.5%$126.5M
CCCCC4 Therapeutics Inc4.0%+4.7%$34.2M
KRROKorro Bio Inc2.3%+0.0%$20.3M
TCRXTscan Therapeutics Inc0.9%+0.0%$7.9M
DTILPrecision Biosciences Inc0.9%-3.5%$7.5M
NEUPNeuphoria Therapeutics Inc0.4%+0.0%$3.8M
PASGPassage Bio Inc0.4%+8.0%$3.3M
CGONCg Oncology Inc0.3%-0.6%$2.2M
PLRXPliant Therapeutics Inc0.2%—$2.0M
TRDAEntrada Therapeutics Inc0.2%-15.6%$1.3M
VYNEVyne Therapeutics Inc0.1%+0.0%$1.1M
PRQRProqr Thrapeutics N V0.1%+661.3%$970K
TRAWTraws Pharma Inc0.1%+3610.5%$472K
FHTXFoghorn Therapeutics Inc0.0%—$301K
DNLIDenali Therapeutics Inc Com0.0%-99.4%$300K
XNCRXencor Inc0.0%-96.6%$293K
ABSIAbsci Corporation0.0%+0.0%$246K
HOWLWerewolf Therapeutics Inc0.0%+0.0%$237K
IMTXImmatics NV0.0%-89.3%$235K
AVTXAvalo Therapeutics Inc0.0%—$187K
BOLTBolt Biotherapeutics Inc0.0%+0.0%$119K
NUVBNuvation Bio Inc0.0%—$91K
EPRXEupraxia Pharmaceuticals Inc0.0%—$66K
IKTInhibikase Therapeutics Inc0.0%—$41K

What Lynx1 Capital Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+115.5% /yr
S&P 500 +14.9%
3 years
+62.5% /yr
S&P 500 +19.0%
5 years
+36.8% /yr
S&P 500 +11.7%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$865.5M27
Q1 2026$632.7M23
Q4 2025$494.0M22
Q3 2025$491.3M14
Q2 2025$346.2M15
Q1 2025$279.2M14
Q4 2024$266.7M18
Q3 2024$282.2M18
Q2 2024$275.9M17
Q1 2024$385.8M15
Q4 2023$254.3M15
Q3 2023$151.2M18

Questions about Lynx1 Capital Management LP's portfolio

What stocks does Lynx1 Capital Management LP own?

Lynx1 Capital Management LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 27 positions worth $865.5M. The largest are Gh Research PLC (GHRS) at 41.2%, Cullinan Therapeutics Inc (CGEM) at 18.9%, Stoke Therapeutics Inc (STOK) at 15.3%, Agios Pharmaceuticals Inc (AGIO) at 14.6% and C4 Therapeutics Inc (CCCC) at 4.0%.

What did Lynx1 Capital Management LP buy last quarter?

In Q2 2026, Lynx1 Capital Management LP added a new position in Pliant Therapeutics Inc (PLRX), a new position in Foghorn Therapeutics Inc (FHTX), a new position in Avalo Therapeutics Inc (AVTX), a new position in Nuvation Bio Inc (NUVB), a new position in Eupraxia Pharmaceuticals Inc (EPRX), Traws Pharma Inc (TRAW) (+3610.5% shares), Proqr Thrapeutics N V (PRQR) (+661.3% shares) and Agios Pharmaceuticals Inc (AGIO) (+30.5% shares), compared with its Q1 2026 filing.

What did Lynx1 Capital Management LP sell last quarter?

In Q2 2026, Lynx1 Capital Management LP sold all of Design Therapeutics, Inc. (DSGN), sold all of Ibio Inc (IBIO), Denali Therapeutics Inc Com (DNLI) (-99.4% shares), Xencor Inc (XNCR) (-96.6% shares) and Immatics NV (IMTX) (-89.3% shares), compared with its Q1 2026 filing.

How has Lynx1 Capital Management LP's portfolio performed?

A portfolio copying Lynx1 Capital Management LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +62.5% a year over the last 3 years, against +19.0% for the S&P 500. Over 1 year: +115.5% against +14.9%. Over 5 years: +36.8% a year against +11.7%.

When is Lynx1 Capital Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lynx1 Capital Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lynx1 Capital Management LP manage?

Lynx1 Capital Management LP reported $626.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $865.5M.