CIK: 0001910456
Total reported value
$632.7M
Reporting period: 2026-03-31 · Number of holdings: 23
Lynx1 Capital Management LP disclosed 23 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $632.7M and a quarterly turnover rate of 36.0%.
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Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add AGIO
+3179.9% $86.2M
Trim STOK
-11.9% -$16.4M
Trim GHRS
+3.4% $19.2M
Add KRRO
+126.9% $12.0M
Trim N44445109
-76.5% -$7.5M
Add CGEM
0.0% $34.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STOK | Stoke Therapeutics INC | Stock-Other | 24.51% | -10.22% | -11.86% | |
| 2 | GHRS | GH Research PLC | Stock-Other | 23.92% | -2.83% | +3.43% | |
| 3 | CGEM | Cullinan Therapeutics INC | Stock-Other | 20.13% | +1.35% | — | |
| 4 | AGIO | Agios Pharmaceuticals INC | Stock-Other | 13.96% | +13.52% | +3179.88% | |
| 5 | DNLI | Denali Therapeutics INC | Stock-Other | 5.71% | -0.10% | +8.14% | |
| 6 | CCCC | C4 Therapeutics INC | Stock-Other | 2.91% | +0.17% | -1.40% | |
| 7 | KRRO | Korro Bio INC | Stock-Other | 2.75% | +1.65% | +126.92% | |
| 8 | TCRX | Tscan Therapeutics INC | Stock-Other | 1.28% | -0.34% | — | |
| 9 | XNCR | Xencor INC | Stock-Other | 1.02% | -1.17% | -23.98% | |
| 10 | DTIL | Precision Biosciences INC | Stock-Other | 0.86% | +0.02% | -0.89% | |
| 11 | PASG | Passage Bio INC | Stock-Other | 0.77% | -0.72% | — | |
| 12 | NEUP | Neuphoria Therapeutics INC | Stock-Other | 0.56% | -0.13% | +0.01% | |
| 13 | TRDA | Entrada Therapeutics INC | Stock-Other | 0.42% | +0.31% | +309.54% | |
| 14 | CGON | Cg Oncology INC | Stock-Other | 0.34% | +0.07% | — | |
| 15 | ✓ | Immatics NV | Stock-Other | 0.34% | -1.62% | -76.47% | |
| 16 | DSGN | Design Therapeutics INC | Stock-Other | 0.20% | +0.07% | +71.93% | |
| 17 | VYNE | Vyne Therapeutics INC | Stock-Other | 0.15% | +0.15% | NEW | |
| 18 | HOWL | Werewolf Therapeutics INC | Stock-Other | 0.09% | +0.01% | +0.28% | |
| 19 | IBIO | Ibio INC | Stock-Other | 0.02% | +0.02% | NEW | |
| 20 | BOLT | Bolt Biotherapeutics INC | Stock-Other | 0.02% | +0.02% | NEW | |
| 21 | ✓ | Proqr Thrapeutics N V | Stock-Other | 0.02% | -0.01% | — | |
| 22 | ABSI | Absci CORP | Stock-Other | 0.01% | +0.01% | NEW | |
| 23 | TRAW | Traws Pharma INC | Stock-Other | — | — | NEW |
Performance for Q3 2026
+37%
Performance Last 4 Quarters
+87.8%
Based on 68% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 23 | $632.7M | 36 | |
| 2025-12-31 | 22 | $494.0M | 85 | |
| 2025-09-30 | 14 | $491.3M | 62 | |
| 2025-06-30 | 15 | $346.2M | 0 | |
| 2025-03-31 | 14 | $279.2M | 0 | |
| 2024-12-31 | 18 | $266.7M | 0 | |
| 2024-09-30 | 18 | $282.2M | 0 | |
| 2024-06-30 | 17 | $275.9M | 0 | |
| 2024-03-31 | 15 | $385.8M | 0 | |
| 2023-12-31 | 15 | $254.3M | 0 | |
| 2023-09-30 | 18 | $151.2M | 0 | |
| 2023-06-30 | 18 | $152.6M | 0 | |
| 2023-03-31 | 13 | $119.9M | 0 | |
| 2022-12-31 | 13 | $115.6M | 0 | |
| 2022-09-30 | 12 | $110.9M | 0 | |
| 2022-06-30 | 12 | $117.4M | 0 | |
| 2022-03-31 | 14 | $107.7M | 0 | |
| 2021-12-31 | 10 | $114.6M | 0 |
Lynx1 Capital Management LP's most significant position changes for 2026-03-31: New buy: Vyne Therapeutics INC (VYNE); Sold out: Arrowhead Pharmaceuticals In (ARWR); Sold out: Maplight Therapeutics INC (MPLT); Sold out: ; New buy: Ibio INC (IBIO).
| # | 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 Thrapeutics 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 |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-19 | Amendment | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-30 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
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