2026 Q2 Portfolio Activity
In 2026 Q2, Lynx1 Capital Management LP maintained a portfolio of 29 distinct positions. The most significant new addition was PLIANT THERAPEUTICS INC, now representing 0.40% of the total fund value. They heavily accumulated shares in AGIOS PHARMACEUTICALS INC, increasing the position by 30.5%. Conversely, Lynx1 Capital Management LP completely exited their position in GH RESEARCH PLC.
Position History
hover any row below to update
Loading…
Total Positions
29
Quarter
2026 Q2
Top Holding
CGEM (32.2%)
Top 10 Concentration
98.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-29 of 29
Lynx1 Capital Management LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CGEM
CULLINAN THERAP...
|
Healthcare | 32.16% | 20.13% |
#1
2
Prev: #3
|
7.0 |
—
|
no change | no change |
P
S
|
8,963,500 | $163,225,335 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
STOK
STOKE THERAPEUT...
|
Healthcare | 26.03% | 24.51% |
#2
1
Prev: #1
|
6.0 |
—
|
-725,269 | -15.2% |
P
S
|
4,038,404 | $132,136,579 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AGIO
AGIOS PHARMACEU...
|
Healthcare | 24.92% | 13.96% |
#3
1
Prev: #4
|
7.5 |
—
|
797,369 | 30.5% |
P
S
|
3,408,937 | $126,505,652 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 6.74% | 2.91% |
#4
2
Prev: #6
|
3.7 |
—
|
327,789 | 4.7% |
P
S
|
7,326,691 | $34,215,647 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
KRRO
KORRO BIO INC
|
Healthcare | 3.99% | 2.75% |
#5
2
Prev: #7
|
3.1 |
—
|
no change | no change |
P
S
|
1,538,296 | $20,274,741 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TCRX
TSCAN THERAPEUT...
|
Healthcare | 1.55% | 1.28% |
#6
2
Prev: #8
|
1.6 |
—
|
no change | no change |
P
S
|
8,019,148 | $7,859,567 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DTIL
PRECISION BIOSC...
|
Healthcare | 1.47% | 0.86% |
#7
3
Prev: #10
|
1.1 |
—
|
-34,647 | -3.5% |
P
S
|
950,466 | $7,470,663 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NEUP
NEUPHORIA THERA...
|
Healthcare | 0.75% | 0.56% |
#8
4
Prev: #12
|
1.3 |
—
|
no change | no change |
P
S
|
875,328 | $3,825,183 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PASG
PASSAGE BIO INC
|
Healthcare | 0.65% | 0.77% |
#9
2
Prev: #11
|
2.3 |
—
|
50,055 | 8.0% |
P
S
|
673,759 | $3,287,942 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 0.44% | 0.34% |
#10
4
Prev: #14
|
0.7 |
—
|
-200 | -0.6% |
P
S
|
31,391 | $2,230,331 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PLRX
PLIANT THERAPEU...
|
Healthcare | 0.40% | — |
#11
Prev: #—
|
3.7 |
—
|
1,798,070 | — |
NEW
|
1,798,070 | $2,049,800 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 0.26% | 0.42% |
#12
1
Prev: #13
|
0.6 |
—
|
-33,083 | -15.6% |
P
S
|
178,606 | $1,314,540 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
VYNE
VYNE THERAPEUTI...
|
Healthcare | 0.21% | 0.15% |
#13
4
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
1,628,700 | $1,059,795 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
TRAW
TRAWS PHARMA IN...
|
Healthcare | 0.09% | 0.00% |
#14
9
Prev: #23
|
3.0 |
—
|
544,392 | 3610.5% |
P
S
|
559,470 | $471,801 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
FHTX
FOGHORN THERAPE...
|
Healthcare | 0.06% | — |
#15
Prev: #—
|
3.5 |
—
|
61,588 | — |
NEW
|
61,588 | $300,549 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DNLI
DENALI THERAPEU...
|
Healthcare | 0.06% | 5.71% |
#16
11
Prev: #5
|
0.0 |
—
|
-1,868,645 | -99.4% |
P
S
|
11,658 | $299,844 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
XNCR
XENCOR INC
|
Healthcare | 0.06% | 1.02% |
#17
8
Prev: #9
|
0.0 |
—
|
-518,204 | -96.6% |
P
S
|
18,194 | $292,923 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
HOWL
WEREWOLF THERAP...
|
Healthcare | 0.05% | 0.09% |
#18
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
657,786 | $236,737 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
AVTX
AVALO THERAPEUT...
|
Healthcare | 0.04% | — |
#19
Prev: #—
|
3.5 |
—
|
10,100 | — |
NEW
|
10,100 | $186,648 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
BOLT
BOLT BIOTHERAPE...
|
Healthcare | 0.02% | 0.02% |
#20
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
30,800 | $118,580 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
NUVB
NUVATION BIO IN...
|
Healthcare | 0.02% | — |
#21
Prev: #—
|
3.5 |
—
|
16,029 | — |
NEW
|
16,029 | $91,045 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
EPRX
EUPRAXIA PHARMA...
|
Healthcare | 0.01% | — |
#22
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $66,100 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IKT
INHIBIKASE THER...
|
Healthcare | 0.01% | — |
#23
Prev: #—
|
3.5 |
—
|
20,000 | — |
NEW
|
20,000 | $40,600 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-21,245 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
PRQR
PROQR THRAPEUTI...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-68,486 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IBIO
IBIO INC
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-68,076 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.00% | 0.20% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-119,516 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
IMTX
IMMATICS N.V
|
Healthcare | 0.00% | 0.34% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-216,973 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-12 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 0.00% | 23.92% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-10,763,288 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-12 |
Showing 1-29 of 29 holdings