2026 Q1 Portfolio Activity
In 2026 Q1, Lynx1 Capital Management LP maintained a portfolio of 27 distinct positions. The most significant new addition was VYNE THERAPEUTICS INC, now representing 0.15% of the total fund value. They heavily accumulated shares in AGIOS PHARMACEUTICALS INC, increasing the position by 3179.9%. The fund also reduced its exposure to IMMATICS N.V by 76.5%.
Position History
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Total Positions
27
Quarter
2026 Q1
Top Holding
STOK (24.5%)
Top 10 Concentration
97.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-27 of 27
Lynx1 Capital Management LP Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
STOK
STOKE THERAPEUT...
|
Healthcare | 24.51% | 34.73% |
#1
Prev: #1
|
6.5 |
—
|
-641,001 | -11.9% |
P
S
|
4,763,673 | $155,105,193 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GHRS
GH RESEARCH PLC
|
Healthcare | 23.92% | 26.75% |
#2
Prev: #2
|
6.0 |
—
|
356,713 | 3.4% |
P
S
|
10,763,288 | $151,331,829 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CGEM
CULLINAN THERAP...
|
Healthcare | 20.13% | 18.78% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
8,963,500 | $127,371,335 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AGIO
AGIOS PHARMACEU...
|
Healthcare | 13.96% | 0.44% |
#4
9
Prev: #13
|
7.5 |
—
|
2,531,944 | 3179.9% |
P
S
|
2,611,568 | $88,349,345 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DNLI
DENALI THERAPEU...
|
Healthcare | 5.71% | 5.81% |
#5
1
Prev: #4
|
4.8 |
—
|
141,553 | 8.1% |
P
S
|
1,880,303 | $36,101,818 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CCCC
C4 THERAPEUTICS...
|
Healthcare | 2.91% | 2.74% |
#6
1
Prev: #5
|
1.7 |
—
|
-99,231 | -1.4% |
P
S
|
6,998,902 | $18,407,112 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
KRRO
KORRO BIO INC
|
Healthcare | 2.75% | 1.10% |
#7
3
Prev: #10
|
4.1 |
—
|
860,381 | 126.9% |
P
S
|
1,538,296 | $17,413,511 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TCRX
TSCAN THERAPEUT...
|
Healthcare | 1.28% | 1.62% |
#8
Prev: #8
|
1.5 |
—
|
no change | no change |
P
S
|
8,019,148 | $8,099,339 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XNCR
XENCOR INC
|
Healthcare | 1.02% | 2.19% |
#9
3
Prev: #6
|
0.4 |
—
|
-169,160 | -24.0% |
P
S
|
536,398 | $6,468,960 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DTIL
PRECISION BIOSC...
|
Healthcare | 0.86% | 0.84% |
#10
1
Prev: #11
|
0.8 |
—
|
-8,800 | -0.9% |
P
S
|
985,113 | $5,418,122 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PASG
PASSAGE BIO INC
|
Healthcare | 0.77% | 1.49% |
#11
2
Prev: #9
|
1.3 |
—
|
no change | no change |
P
S
|
623,704 | $4,896,076 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
NEUP
NEUPHORIA THERA...
|
Healthcare | 0.56% | 0.69% |
#12
Prev: #12
|
0.7 |
—
|
100 | 0.0% |
P
S
|
875,328 | $3,562,585 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TRDA
ENTRADA THERAPE...
|
Healthcare | 0.42% | 0.11% |
#13
4
Prev: #17
|
3.2 |
—
|
160,000 | 309.5% |
P
S
|
211,689 | $2,671,515 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 0.34% | 0.27% |
#14
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
31,591 | $2,138,079 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IMTX
IMMATICS N.V
|
Healthcare | 0.34% | 1.96% |
#15
8
Prev: #7
|
0.1 |
—
|
-704,977 | -76.5% |
P
S
|
216,973 | $2,135,014 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DSGN
DESIGN THERAPEU...
|
Healthcare | 0.20% | 0.13% |
#16
Prev: #16
|
3.1 |
—
|
50,000 | 71.9% |
P
S
|
119,516 | $1,271,650 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VYNE
VYNE THERAPEUTI...
|
Healthcare | 0.15% | — |
#17
Prev: #—
|
3.6 |
—
|
1,628,700 | — |
NEW
|
1,628,700 | $973,148 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
HOWL
WEREWOLF THERAP...
|
Healthcare | 0.09% | 0.08% |
#18
Prev: #18
|
0.5 |
—
|
1,860 | 0.3% |
P
S
|
657,786 | $547,673 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IBIO
IBIO INC
|
Healthcare | 0.02% | — |
#19
Prev: #—
|
3.5 |
—
|
68,076 | — |
NEW
|
68,076 | $129,344 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BOLT
BOLT BIOTHERAPE...
|
Healthcare | 0.02% | — |
#20
Prev: #—
|
3.5 |
—
|
30,800 | — |
NEW
|
30,800 | $124,432 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PRQR
PROQR THRAPEUTI...
|
Healthcare | 0.02% | 0.03% |
#21
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
68,486 | $110,947 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ABSI
ABSCI CORPORATI...
|
Healthcare | 0.01% | — |
#22
Prev: #—
|
3.5 |
—
|
21,245 | — |
NEW
|
21,245 | $63,735 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TRAW
TRAWS PHARMA IN...
|
Healthcare | 0.00% | — |
#23
Prev: #—
|
3.5 |
—
|
15,078 | — |
NEW
|
15,078 | $27,593 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
APLT
APPLIED THERAPE...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-410,500 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
N/A
GENERATION BIO ...
|
|
Unknown | 0.00% | 0.03% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-25,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-04 | ||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 0.00% | 0.05% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-13,477 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ARWR
ARROWHEAD PHARM...
|
Healthcare | 0.00% | 0.16% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-12,043 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-27 of 27 holdings