Lynx1 Capital Management LP
DORADO, PR
$866m in 27 US stocks at the end of 30 June 2026. The top 10 are 98.8% of the money. It changed about 19.5% of the portfolio this quarter.
Value
$866m
Stocks
27
Top 10 share
98.8%
Turnover
19.5%
What changed this quarter
New
Bought for the first time this quarter.
- Pliant TherapeuticsPLRX0.2% of the fund
- Foghorn TherapeuticsFHTX<0.1% of the fund
- Avalo TherapeuticsAVTX<0.1% of the fund
- Nuvation BioNUVB<0.1% of the fund
- Eupraxia PharmaceuticalsEPRX<0.1% of the fund
- Inhibikase TherapeuticsIKT<0.1% of the fund
Added
Bought more of a stock they already held.
- GH ResearchGHRS41.2% of the fund+23%
- Agios PharmaceuticalsAGIO14.6% of the fund+31%
- C4 TherapeuticsCCCC4.0% of the fund+5%
- Passage BIOPASG0.4% of the fund+8%
- ProQR TherapeuticsPRQR0.1% of the fund+661%
- Traws PharmaTRAW<0.1% of the fund+3611%
Cut
Sold some of their stake.
- Stoke TherapeuticsSTOK15.3% of the fund-15%
- Precision BiosciencesDTIL0.9% of the fund-4%
- Entrada TherapeuticsTRDA0.2% of the fund-16%
- Denali TherapeuticsDNLI<0.1% of the fund-99%
- XencorXNCR<0.1% of the fund-97%
- ImmaticsIMTX<0.1% of the fund-89%
Sold out
Sold their entire stake.
- Design TherapeuticsDSGN-100%
- iBioIBIO-100%
Holdings
- Vyne Therapeutics
- Share
- 0.1%
- Value
- $1m
- Shares
- 1,628,700
Held
- Eupraxia PharmaceuticalsEPRX
- Share
- <0.1%
- Value
- $66,100
- Shares
- 10,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GH ResearchGHRS | 41.2% | $357m | 13,263,288 | +23% |
| Cullinan TherapeuticsCGEM | 18.9% | $163m | 8,963,500 | Held |
| Stoke TherapeuticsSTOK | 15.3% | $132m | 4,038,404 | -15% |
| Agios PharmaceuticalsAGIO | 14.6% | $127m | 3,408,937 | +31% |
| C4 TherapeuticsCCCC | 4.0% | $34m | 7,326,691 | +5% |
| Korro BioKRRO | 2.3% | $20m | 1,538,296 | Held |
| TScan TherapeuticsTCRX | 0.9% | $8m | 8,019,148 | Held |
| Precision BiosciencesDTIL | 0.9% | $7m | 950,466 | -4% |
| Neuphoria TherapeuticsNEUP | 0.4% | $4m | 875,328 | Held |
| Passage BIOPASG | 0.4% | $3m | 673,759 | +8% |
| CG OncologyCGON | 0.3% | $2m | 31,391 | Held |
| Pliant TherapeuticsPLRX | 0.2% | $2m | 1,798,070 | New |
| Entrada TherapeuticsTRDA | 0.2% | $1m | 178,606 | -16% |
| Vyne Therapeutics | 0.1% | $1m | 1,628,700 | Held |
| ProQR TherapeuticsPRQR | 0.1% | $969,828 | 521,413 | +661% |
| Traws PharmaTRAW | <0.1% | $471,801 | 559,470 | +3611% |
| Foghorn TherapeuticsFHTX | <0.1% | $300,549 | 61,588 | New |
| Denali TherapeuticsDNLI | <0.1% | $299,844 | 11,658 | -99% |
| XencorXNCR | <0.1% | $292,923 | 18,194 | -97% |
| AbsciABSI | <0.1% | $246,230 | 21,245 | Held |
| Werewolf TherapeuticsHOWL | <0.1% | $236,737 | 657,786 | Held |
| ImmaticsIMTX | <0.1% | $235,381 | 23,236 | -89% |
| Avalo TherapeuticsAVTX | <0.1% | $186,648 | 10,100 | New |
| Bolt BiotherapeuticsBOLT | <0.1% | $118,580 | 30,800 | Held |
| Nuvation BioNUVB | <0.1% | $91,045 | 16,029 | New |
| Eupraxia PharmaceuticalsEPRX | <0.1% | $66,100 | 10,000 | New |
| Inhibikase TherapeuticsIKT | <0.1% | $40,600 | 20,000 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 150.0% since 30 June 2025.
Where the money is
Health care99.9%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.