LC

Lynx1 Capital Management LP

Momentum followerQuality / disciplined sizingConcentrated strategy

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%.

Personality snowflake

Concentration
73.07
Portfolio Stability
35.99
Momentum/Contrarian
100
Sector conviction
0
Diversification
46
Sizing Uniformity
81.71

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1STOKStoke Therapeutics INCStock-Other24.51%-10.22%-11.86%
2GHRSGH Research PLCStock-Other23.92%-2.83%+3.43%
3CGEMCullinan Therapeutics INCStock-Other20.13%+1.35%—
4AGIOAgios Pharmaceuticals INCStock-Other13.96%+13.52%+3179.88%
5DNLIDenali Therapeutics INCStock-Other5.71%-0.10%+8.14%
6CCCCC4 Therapeutics INCStock-Other2.91%+0.17%-1.40%
7KRROKorro Bio INCStock-Other2.75%+1.65%+126.92%
8TCRXTscan Therapeutics INCStock-Other1.28%-0.34%—
9XNCRXencor INCStock-Other1.02%-1.17%-23.98%
10DTILPrecision Biosciences INCStock-Other0.86%+0.02%-0.89%
11PASGPassage Bio INCStock-Other0.77%-0.72%—
12NEUPNeuphoria Therapeutics INCStock-Other0.56%-0.13%+0.01%
13TRDAEntrada Therapeutics INCStock-Other0.42%+0.31%+309.54%
14CGONCg Oncology INCStock-Other0.34%+0.07%—
15✓ Immatics NVStock-Other0.34%-1.62%-76.47%
16DSGNDesign Therapeutics INCStock-Other0.20%+0.07%+71.93%
17VYNEVyne Therapeutics INCStock-Other0.15%+0.15%NEW
18HOWLWerewolf Therapeutics INCStock-Other0.09%+0.01%+0.28%
19IBIOIbio INCStock-Other0.02%+0.02%NEW
20BOLTBolt Biotherapeutics INCStock-Other0.02%+0.02%NEW
21✓ Proqr Thrapeutics N VStock-Other0.02%-0.01%—
22ABSIAbsci CORPStock-Other0.01%+0.01%NEW
23TRAWTraws Pharma INCStock-Other——NEW

Holding changes this quarter

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).

Position changes disclosed by Lynx1 Capital Management LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1AGIOAgios Pharmaceuticals INC+13.5%+3179.88%Add
2KRROKorro Bio INC+1.7%+126.92%Add
3CGEMCullinan Therapeutics INC+1.4%—Unchanged
4TRDAEntrada Therapeutics INC+0.3%+309.54%Add
5CCCCC4 Therapeutics INC+0.2%-1.40%Trim
6CGONCg Oncology INC+0.1%—Unchanged
7DSGNDesign Therapeutics INC+0.1%+71.93%Add
8DTILPrecision Biosciences INC0%-0.89%Trim
9HOWLWerewolf Therapeutics INC0%+0.28%Add
10✓ Proqr Thrapeutics N V0%—Unchanged
11DNLIDenali Therapeutics INC-0.1%+8.14%Add
12NEUPNeuphoria Therapeutics INC-0.1%+0.01%Add
13TCRXTscan Therapeutics INC-0.3%—Unchanged
14PASGPassage Bio INC-0.7%—Unchanged
15XNCRXencor INC-1.2%-23.98%Trim
16✓ Immatics NV-1.6%-76.47%Trim
17GHRSGH Research PLC-2.8%+3.43%Add
18STOKStoke Therapeutics INC-10.2%-11.86%Trim
19VYNEVyne Therapeutics INC—NEWNew buy
20ARWRArrowhead Pharmaceuticals In—EXITSold out
21MPLTMaplight Therapeutics INC—EXITSold out
22✓ —EXITSold out
23IBIOIbio INC—NEWNew buy
24BOLTBolt Biotherapeutics INC—NEWNew buy
25ABSIAbsci CORP—NEWNew buy
26APLTApplied Therapeutics INC—EXITSold out
27TRAWTraws Pharma INC—NEWNew buy

FAQ

What is Lynx1 Capital Management LP and what type of investor is it?
Lynx1 Capital Management LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $632.7M, spread across 23 disclosed positions.
What are Lynx1 Capital Management LP's largest equity positions?
Based on the latest 13F filing, Lynx1 Capital Management LP's top holdings by market value are: 1. Stoke Therapeutics INC (STOK) — $155.1M (24.5%) 2. GH Research PLC (GHRS) — $151.3M (23.9%) 3. Cullinan Therapeutics INC (CGEM) — $127.4M (20.1%) 4. Agios Pharmaceuticals INC (AGIO) — $88.3M (14.0%) 5. Denali Therapeutics INC (DNLI) — $36.1M (5.7%)
What changes did Lynx1 Capital Management LP make in its most recent portfolio filing?
In the latest reported quarter, Lynx1 Capital Management LP made 22 notable position adjustments: 5 new positions were initiated, 8 existing holdings were added to, 5 positions were partially reduced, and 4 were completely exited. The largest of these moves: 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)
What sectors does Lynx1 Capital Management LP focus on?
Sector breakdown data is not yet available for Lynx1 Capital Management LP. Check back after the next 13F processing cycle.