# Lynx1 Capital Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1910456. Source: https://holderbook.com/funds/1910456-lynx1-capital-management-lp/

- Reported value: $1.4B
- Positions: 27
- Weight of the ten largest: 98.6%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GH RESEARCH PLC | [GHRS](https://holderbook.com/stocks/GHRS/) | $356.5M | 13,263,288 | 26.0% | 13 |
| CULLINAN THERAPEUTICS INC | [CGEM](https://holderbook.com/stocks/CGEM/) | $326.5M | 17,927,000 | 23.8% | 9 |
| STOKE THERAPEUTICS INC | [STOK](https://holderbook.com/stocks/STOK/) | $264.3M | 8,076,808 | 19.2% | 12 |
| AGIOS PHARMACEUTICALS INC | [AGIO](https://holderbook.com/stocks/AGIO/) | $253.0M | 6,817,874 | 18.4% | 3 |
| C4 THERAPEUTICS INC | [CCCC](https://holderbook.com/stocks/CCCC/) | $68.4M | 14,653,382 | 5.0% | 12 |
| KORRO BIO INC | [KRRO](https://holderbook.com/stocks/KRRO/) | $40.5M | 3,076,592 | 3.0% | 3 |
| TSCAN THERAPEUTICS INC | [TCRX](https://holderbook.com/stocks/TCRX/) | $15.7M | 16,038,296 | 1.1% | 13 |
| PRECISION BIOSCIENCES INC | [DTIL](https://holderbook.com/stocks/DTIL/) | $14.9M | 1,900,932 | 1.1% | 7 |
| NEUPHORIA THERAPEUTICS INC | [NEUP](https://holderbook.com/stocks/NEUP/) | $7.7M | 1,750,656 | 0.6% | 3 |
| PASSAGE BIO INC | [PASG](https://holderbook.com/stocks/PASG/) | $6.6M | 1,347,518 | 0.5% | 4 |
| CG ONCOLOGY INC | [CGON](https://holderbook.com/stocks/CGON/) | $4.5M | 62,782 | 0.3% | 3 |
| PLIANT THERAPEUTICS INC | [PLRX](https://holderbook.com/stocks/PLRX/) | $4.1M | 3,596,140 | 0.3% | 1 |
| ENTRADA THERAPEUTICS INC | [TRDA](https://holderbook.com/stocks/TRDA/) | $2.6M | 357,212 | 0.2% | 3 |
| VYNE THERAPEUTICS INC | [VYNE](https://holderbook.com/stocks/VYNE/) | $2.1M | 3,257,400 | 0.2% | 2 |
| PROQR THRAPEUTICS N V | [PRQR](https://holderbook.com/stocks/PRQR/) | $969.8K | 521,413 | 0.1% | 3 |
| TRAWS PHARMA INC | [TRAW](https://holderbook.com/stocks/TRAW/) | $943.6K | 1,118,940 | 0.1% | 2 |
| FOGHORN THERAPEUTICS INC | [FHTX](https://holderbook.com/stocks/FHTX/) | $601.1K | 123,176 | 0.0% | 1 |
| DENALI THERAPEUTICS INC | [DNLI](https://holderbook.com/stocks/DNLI/) | $599.7K | 23,316 | 0.0% | 4 |
| XENCOR INC | [XNCR](https://holderbook.com/stocks/XNCR/) | $585.8K | 36,388 | 0.0% | 3 |
| WEREWOLF THERAPEUTICS INC | [HOWL](https://holderbook.com/stocks/HOWL/) | $473.5K | 1,315,572 | 0.0% | 3 |
| AVALO THERAPEUTICS INC | [AVTX](https://holderbook.com/stocks/AVTX/) | $373.3K | 20,200 | 0.0% | 1 |
| ABSCI CORPORATION | [ABSI](https://holderbook.com/stocks/ABSI/) | $246.2K | 21,245 | 0.0% | 2 |
| BOLT BIOTHERAPEUTICS INC | [BOLT](https://holderbook.com/stocks/BOLT/) | $237.2K | 61,600 | 0.0% | 2 |
| IMMATICS N.V | [IMTX](https://holderbook.com/stocks/IMTX/) | $235.4K | 23,236 | 0.0% | 3 |
| NUVATION BIO INC | [NUVB](https://holderbook.com/stocks/NUVB/) | $182.1K | 32,058 | 0.0% | 1 |
| EUPRAXIA PHARMACEUTICALS INC | [EPRX](https://holderbook.com/stocks/EPRX/) | $132.2K | 20,000 | 0.0% | 1 |
| INHIBIKASE THERAPEUTICS INC | [IKT](https://holderbook.com/stocks/IKT/) | $81.2K | 40,000 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +33.9% | +14.8% | +19.1% | 100% |
| Q1 2026 | +12.8% | -4.6% | +17.4% | 100% |
| Q4 2025 | +11.0% | +2.4% | +8.7% | 107% |
| Q3 2025 | +46.6% | +7.8% | +38.8% | 99% |
| Q2 2025 | +17.0% | +10.5% | +6.6% | 100% |
| Q1 2025 | -18.2% | -4.6% | -13.6% | 100% |
| Q4 2024 | -17.5% | +2.1% | -19.6% | 100% |
| Q3 2024 | -12.3% | +5.4% | -17.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 27 |
| Q1 2026 | $632.7M | 23 |
| Q4 2025 | $494.0M | 22 |
| Q3 2025 | $491.3M | 14 |
| Q2 2025 | $346.2M | 15 |
| Q1 2025 | $279.2M | 14 |
| Q4 2024 | $266.7M | 18 |
| Q3 2024 | $282.2M | 18 |
| Q2 2024 | $1.5B | 17 |
| Q1 2024 | $388.2M | 16 |
| Q4 2023 | $254.3M | 15 |
| Q3 2023 | $151.2M | 18 |