13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001910456
Total reported value
$865.5M
$865.5M
23 檔
64.5%
The Q1 2026 SEC filing reveals that Lynx1 Capital Management LP held a total portfolio value of $865.5M, covering 23 public equity positions.
In Q1 2026, Lynx1 Capital Management LP displayed an active expansion posture, initiating 5 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics Inc | Stock-Other | 24.51% | -9.24% | -11.86% | |
| 2 | GHRS | GH Research PLC | Stock-Other | 23.92% | +17.27% | +3.43% | |
| 3 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 20.13% | -1.27% | — | |
| 4 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 13.96% | +0.66% | +3179.88% | |
| 5 | DNLI | Denali Therapeutics Inc | Stock-Other | 5.71% | -5.68% | +8.14% | |
| 6 | CCCC | C4 Therapeutics Inc | Stock-Other | 2.91% | +1.04% | -1.40% | |
| 7 | KRRO | Korro Bio Inc | Stock-Other | 2.75% | -0.41% | +126.92% | |
| 8 | TCRX | Tscan Therapeutics Inc | Stock-Other | 1.28% | -0.37% | — | |
| 9 | XNCR | Xencor Inc | Stock-Other | 1.02% | -0.99% | -23.98% | |
| 10 | DTIL | Precision Biosciences Inc | Stock-Other | 0.86% | — | -0.89% | |
| 11 | PASG | Passage Bio Inc | Stock-Other | 0.77% | -0.39% | — | |
| 12 | NEUP | Neuphoria Therapeutics Inc | Stock-Other | 0.56% | -0.12% | +0.01% | |
| 13 | TRDA | Entrada Therapeutics Inc | Stock-Other | 0.42% | -0.27% | +309.54% | |
| 14 | CGON | Cg Oncology Inc | Stock-Other | 0.34% | -0.08% | — | |
| 15 | ✓ | Immatics NV | Stock-Other | 0.34% | -0.31% | -76.47% | |
| 16 | DSGN | Design Therapeutics Inc | Stock-Other | 0.20% | -0.20% | EXIT | |
| 17 | VYNE | Vyne Therapeutics Inc | Stock-Other | 0.15% | -0.03% | — | |
| 18 | HOWL | Werewolf Therapeutics Inc | Stock-Other | 0.09% | -0.06% | +0.28% | |
| 19 | IBIO | Ibio Inc | Stock-Other | 0.02% | -0.02% | EXIT | |
| 20 | BOLT | Bolt Biotherapeutics Inc | Stock-Other | 0.02% | -0.01% | — | |
| 21 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.02% | +0.09% | — | |
| 22 | ABSI | Absci CORP | Stock-Other | 0.01% | +0.02% | — | |
| 23 | TRAW | Traws Pharma Inc | Stock-Other | — | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGIO | Agios Pharmaceuticals Inc | +13.5% | +3179.88% | Add |
| 2 | KRRO | Korro Bio Inc | +1.7% | +126.92% | Add |
| 3 | CGEM | Cullinan Therapeutics Inc | +1.4% | — | Unchanged |
| 4 | TRDA | Entrada Therapeutics Inc | +0.3% | +309.54% | Add |
| 5 | CCCC | C4 Therapeutics Inc | +0.2% | -1.40% | Trim |
| 6 | CGON | Cg Oncology Inc | +0.1% | — | Unchanged |
| 7 | DSGN | Design Therapeutics Inc | +0.1% | +71.93% | Add |
| 8 | DTIL | Precision Biosciences Inc | 0% | -0.89% | Trim |
| 9 | HOWL | Werewolf Therapeutics Inc | 0% | +0.28% | Add |
| 10 | ✓ | Proqr Therapeutics N.v. | 0% | — | Unchanged |
| 11 | DNLI | Denali Therapeutics Inc | -0.1% | +8.14% | Add |
| 12 | NEUP | Neuphoria Therapeutics Inc | -0.1% | +0.01% | Add |
| 13 | TCRX | Tscan Therapeutics Inc | -0.3% | — | Unchanged |
| 14 | PASG | Passage Bio Inc | -0.7% | — | Unchanged |
| 15 | XNCR | Xencor Inc | -1.2% | -23.98% | Trim |
| 16 | ✓ | Immatics NV | -1.6% | -76.47% | Trim |
| 17 | GHRS | GH Research PLC | -2.8% | +3.43% | Add |
| 18 | STOK | Stoke Therapeutics Inc | -10.2% | -11.86% | Trim |
| 19 | VYNE | Vyne Therapeutics Inc | — | NEW | New buy |
| 20 | ARWR | Arrowhead Pharmaceuticals In | — | EXIT | Sold out |
| 21 | MPLT | Maplight Therapeutics Inc | — | EXIT | Sold out |
| 22 | ✓ | — | EXIT | Sold out | |
| 23 | IBIO | Ibio Inc | — | NEW | New buy |
| 24 | BOLT | Bolt Biotherapeutics Inc | — | NEW | New buy |
| 25 | ABSI | Absci CORP | — | NEW | New buy |
| 26 | APLT | Applied Therapeutics Inc | — | EXIT | Sold out |
| 27 | TRAW | Traws Pharma Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lynx1 Capital Management LP reported a total U.S. public equity portfolio value of $865.5M across 23 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STOK, GHRS, CGEM) accounted for 64.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
VYNE
市值: $973.1K
Top Position Liquidated / Trimmed
ARWR
前期市值: $799.5K
During Q1 2026, Lynx1 Capital Management LP's top holdings by market value included STOK (24.5%)、GHRS (23.9%)、CGEM (20.1%). The largest single position, STOK, represented 24.5% of total portfolio value.
In Q1 2026, Lynx1 Capital Management LP made 22 total portfolio adjustments, initiating 5 new buys, adding to 8 positions, trimming 5 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.