Lynx1 Capital Management LP

CIK 0001910456 · DORADO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Lynx1 Capital Management LP reported 27 positions worth $865.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: GHRS (41.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$865.5M
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.8%
Est. Net Flow (Q)
2026 Q2
10 / 27 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GHRSGH RESEARCH PLCSH$356.5M41.19%13,263,288
2CGEMCULLINAN THERAPEUTICS INCSH$163.2M18.86%8,963,500
3STOKSTOKE THERAPEUTICS INCSH$132.1M15.27%4,038,404
4AGIOAGIOS PHARMACEUTICALS INCSH$126.5M14.62%3,408,937
5CCCCC4 THERAPEUTICS INCSH$34.2M3.95%7,326,691
6KRROKORRO BIO INCSH$20.3M2.34%1,538,296
7TCRXTSCAN THERAPEUTICS INCSH$7.9M0.91%8,019,148
8DTILPRECISION BIOSCIENCES INCSH$7.5M0.86%950,466
9NEUPNEUPHORIA THERAPEUTICS INCSH$3.8M0.44%875,328
10PASGPASSAGE BIO INCSH$3.3M0.38%673,759

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Lynx1 Capital Management LP hold as of Q2 2026?

Lynx1 Capital Management LP reported 27 positions worth $865.5M in its Q2 2026 13F filing. Largest positions: GHRS (41.2%), CGEM (18.9%), STOK (15.3%), AGIO (14.6%) and CCCC (4.0%).

What did Lynx1 Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Lynx1 Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.