Lynx1 Capital Management LP
Net buyer this quarter
$866M
27
+$18.1M
98.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GHRS | $357M | 41.19% | 21.38% | +23.2% | Q2 2023 |
 CGEM | $163M | 18.86% | 13.93% | Not reported | Q2 2023 |
 STOK | $132M | 15.27% | 6.47% | -15.2% | Q3 2023 |
 AGIO | $127M | 14.62% | 5.72% | +30.5% | Q4 2025 |
 CCCC | $34.2M | 3.95% | 5.96% | +4.7% | Q3 2023 |
 KRRO | $20.3M | 2.34% | 10.46% | Not reported | Q2 2024 |
 TCRX | $7.86M | 0.91% | 33.45% | Not reported | Q2 2023 |
 DTIL | $7.47M | 0.86% | 3.60% | -3.5% | Q4 2024 |
 NEUP | $3.83M | 0.44% | 16.18% | Not reported | Q4 2024 |
 PASG | $3.29M | 0.38% | 20.94% | +8.0% | Q1 2022 |
 CGON | $2.23M | 0.26% | 0.04% | -0.6% | Q4 2025 |
 PLRX | $2.05M | 0.24% | 2.90% | New | Q2 2026 |
 TRDA | $1.31M | 0.15% | 0.46% | -15.6% | Q4 2025 |
 VYNE | $1.06M | 0.12% | Not reported | Not reported | Q2 2024 |
 PRQR | $970K | 0.11% | 0.49% | +661.3% | Q4 2025 |
 TRAW | $472K | 0.05% | 3.67% | +3610.5% | Q1 2026 |
 FHTX | $301K | 0.03% | 0.10% | New | Q2 2026 |
 DNLI | $300K | 0.03% | 0.01% | -99.4% | Q3 2025 |
 XNCR | $293K | 0.03% | 0.02% | -96.6% | Q4 2025 |
 ABSI | $246K | 0.03% | 0.01% | Not reported | Q1 2026 |
 HOWL | $237K | 0.03% | 1.35% | Not reported | Q4 2025 |
 IMTX | $235K | 0.03% | 0.02% | -89.3% | Q4 2025 |
 AVTX | $187K | 0.02% | 0.02% | New | Q2 2026 |
 BOLT | $119K | 0.01% | 1.60% | Not reported | Q1 2026 |
 NUVB | $91K | 0.01% | 0.00% | New | Q2 2026 |
 EPRX | $66.1K | 0.01% | 0.02% | New | Q2 2026 |
 IKT | $40.6K | 0.00% | 0.02% | New | Q2 2026 |
| Q1 2026 | |||||
| STOK | $155M | 24.51% | 7.65% | -11.9% | Q3 2023 |
| GHRS | $151M | 23.92% | 17.35% | +3.4% | Q2 2023 |
| CGEM | $127M | 20.13% | 14.59% | Not reported | Q2 2023 |
| AGIO | $88.3M | 13.96% | 4.40% | +3179.9% | Q4 2025 |
| DNLI | $36.1M | 5.71% | 1.19% | +8.1% | Q3 2025 |
| CCCC | $18.4M | 2.91% | 6.73% | -1.4% | Q3 2023 |
| KRRO | $17.4M | 2.75% | 10.67% | +126.9% | Q2 2024 |
| TCRX | $8.1M | 1.28% | 33.45% | Not reported | Q2 2023 |
| XNCR | $6.47M | 1.02% | 0.72% | -24.0% | Q4 2025 |
| DTIL | $5.42M | 0.86% | 3.82% | -0.9% | Q4 2024 |
| PASG | $4.9M | 0.77% | 19.44% | Not reported | Q1 2022 |
| NEUP | $3.56M | 0.56% | 16.28% | 0.0% | Q4 2024 |
| TRDA | $2.67M | 0.42% | 0.55% | +309.5% | Q4 2025 |
| CGON | $2.14M | 0.34% | 0.04% | Not reported | Q4 2025 |
| IMTX | $2.14M | 0.34% | 0.16% | -76.5% | Q4 2025 |
 DSGN | $1.27M | 0.20% | 0.19% | +71.9% | Q1 2025 |
| VYNE | $973K | 0.15% | Not reported | Not reported | Q2 2024 |
| HOWL | $548K | 0.09% | 1.35% | +0.3% | Q4 2025 |
 IBIO | $129K | 0.02% | 0.20% | Not reported | Q1 2024 |
| BOLT | $124K | 0.02% | 1.60% | New | Q1 2026 |
| PRQR | $111K | 0.02% | 0.07% | Not reported | Q4 2025 |
| ABSI | $63.7K | 0.01% | 0.01% | New | Q1 2026 |
| TRAW | $27.6K | 0.00% | 0.15% | New | Q1 2026 |
| Q4 2025 | |||||
| STOK | $172M | 34.73% | 9.17% | Not reported | Q3 2023 |
| GHRS | $132M | 26.75% | 16.78% | +21.0% | Q2 2023 |
| CGEM | $92.8M | 18.78% | 14.88% | +55.5% | Q2 2023 |
| DNLI | $28.7M | 5.81% | 1.11% | +564.4% | Q3 2025 |
| CCCC | $13.6M | 2.74% | 7.32% | Not reported | Q3 2023 |
| XNCR | $10.8M | 2.19% | 0.98% | New | Q4 2025 |
| IMTX | $9.68M | 1.96% | 0.69% | New | Q4 2025 |
| TCRX | $8.02M | 1.62% | 33.45% | +2.1% | Q2 2023 |
| PASG | $7.36M | 1.49% | 19.60% | Not reported | Q1 2022 |
| KRRO | $5.43M | 1.10% | 7.20% | Not reported | Q2 2024 |
| DTIL | $4.13M | 0.84% | 4.13% | -4.7% | Q4 2024 |
| NEUP | $3.4M | 0.69% | 16.28% | Not reported | Q4 2024 |
| AGIO | $2.17M | 0.44% | 0.14% | New | Q4 2025 |
| CGON | $1.31M | 0.27% | 0.04% | New | Q4 2025 |
 ARWR | $800K | 0.16% | 0.01% | New | Q4 2025 |
| DSGN | $652K | 0.13% | 0.12% | +5.4% | Q1 2025 |
| TRDA | $531K | 0.11% | 0.14% | New | Q4 2025 |
| HOWL | $416K | 0.08% | 1.35% | New | Q4 2025 |
 MPLT | $237K | 0.05% | 0.03% | New | Q4 2025 |
| GBIO | $142K | 0.03% | 0.37% | New | Q4 2025 |
| PRQR | $138K | 0.03% | 0.07% | New | Q4 2025 |
| APLT | $41.1K | 0.01% | 0.28% | New | Q4 2025 |
| Q3 2025 | |||||
| MRUS | $144M | 29.40% | 2.02% | -2.2% | Q4 2021 |
| STOK | $110M | 22.37% | 9.81% | Not reported | Q3 2023 |
| GHRS | $104M | 21.23% | 16.53% | +27.5% | Q2 2023 |
 PTGX | $46.5M | 9.47% | 1.12% | -4.5% | Q1 2025 |
| CGEM | $34.2M | 6.96% | 9.76% | +31.0% | Q2 2023 |
| CCCC | $15.8M | 3.21% | 9.57% | Not reported | Q3 2023 |
| TCRX | $14.3M | 2.91% | 32.77% | Not reported | Q2 2023 |
| DTIL | $5.76M | 1.17% | 8.63% | +0.6% | Q4 2024 |
 ADCT | $5.3M | 1.08% | 1.18% | New | Q3 2025 |
| PASG | $5.01M | 1.02% | 19.62% | +34.8% | Q1 2022 |
| DNLI | $3.8M | 0.77% | 0.18% | New | Q3 2025 |
| IBIO | $874K | 0.18% | 5.21% | -31.4% | Q1 2024 |
 ALLO | $677K | 0.14% | 0.24% | -95.1% | Q2 2024 |
| DSGN | $497K | 0.10% | 0.12% | Not reported | Q1 2025 |