Lynx1 Capital Management LP
CIK
1910456
Location
DORADO, PR
Portfolio Value
Small
$865,408,538
Diversification
Highly concentrated
Reports for
Lynx1 Capital Advisors LLC
Filing Date
Global Rank
#2,118
/ 8,700
▲ 935
Top Industry
Biotechnology
100.0%
Period ended 2 months ago
Filed Aug 13, 2026 · 31d
19 quarters · since Dec 2021
Portfolio Concentration
26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
41.2%
+16.7 pts
Top 5
93.9%
+5.6 pts
Top 10
98.8%
+1.8 pts
HHI
2,523
Highly concentrated+696
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $865,408,538 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GHRS | GH Research PLC | +2,500,000 | 13,263,288 | $356,517,181 | |
| AGIO | Agios Pharmaceuticals, Inc. | +797,369 | 3,408,937 | $126,505,652 | |
| TRAW | Traws Pharma, Inc. | +544,392 | 559,470 | $469,954 | |
| PRQR | ProQR Therapeutics N.V. | +452,927 | 521,413 | $969,828 | |
| CCCC | C4 Therapeutics, Inc. | +327,789 | 7,326,691 | $34,215,646 | |
| PASG | Passage BIO, Inc. | +50,055 | 673,759 | $3,287,943 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DNLI | Denali Therapeutics Inc. | −1,868,645 | 11,658 | $299,843 | |
| STOK | Stoke Therapeutics, Inc. | −725,269 | 4,038,404 | $132,136,578 | |
| XNCR | Xencor Inc | −518,204 | 18,194 | $292,923 | |
| IMTX | Immatics N.V. | −193,737 | 23,236 | $235,380 | |
| DTIL | Precision Biosciences Inc | −34,647 | 950,466 | $7,470,662 | |
| TRDA | Entrada Therapeutics, Inc. | −33,083 | 178,606 | $1,314,540 | |
| CGON | CG Oncology, Inc. | −200 | 31,391 | $2,230,330 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLRX | Pliant Therapeutics, Inc. | 1,798,070 | $2,049,799 | |
| FHTX | Foghorn Therapeutics Inc. | 61,588 | $300,549 | |
| AVTX | Avalo Therapeutics, Inc. | 10,100 | $186,648 | |
| NUVB | Nuvation Bio Inc. | 16,029 | $91,044 | |
| EPRX | Eupraxia Pharmaceuticals Inc. | 10,000 | $66,100 | |
| IKT | Inhibikase Therapeutics, Inc. | 20,000 | $40,600 | |
| No positions match the current search. | ||||
26 tracked positions ·
$865,408,538 total
· filing declares
27 positions · $865,529,222
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GHRS |
GH Research PLC
Healthcare
|
Added | 13,263,288 | $356,517,181 | 41.20% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Held | 8,963,500 | $163,225,335 | 18.86% | |
| STOK |
Stoke Therapeutics, Inc.
Healthcare
|
Reduced | 4,038,404 | $132,136,578 | 15.27% | |
| AGIO |
Agios Pharmaceuticals, Inc.
Healthcare
|
Added | 3,408,937 | $126,505,652 | 14.62% | |
| CCCC |
C4 Therapeutics, Inc.
Healthcare
|
Added | 7,326,691 | $34,215,646 | 3.95% | |
| KRRO |
Korro Bio, Inc.
Healthcare
|
Held | 1,538,296 | $20,274,741 | 2.34% | |
| TCRX |
TScan Therapeutics, Inc.
Healthcare
|
Held | 8,019,148 | $7,858,765 | 0.91% | |
| DTIL |
Precision Biosciences Inc
Healthcare
|
Reduced | 950,466 | $7,470,662 | 0.86% | |
| NEUP |
Neuphoria Therapeutics Inc.
Healthcare
|
Held | 875,328 | $3,825,183 | 0.44% | |
| PASG |
Passage BIO, Inc.
Healthcare
|
Added | 673,759 | $3,287,943 | 0.38% | |
| CGON |
CG Oncology, Inc.
Healthcare
|
Reduced | 31,391 | $2,230,330 | 0.26% | |
| PLRX |
Pliant Therapeutics, Inc.
Healthcare
|
NEW | 1,798,070 | $2,049,799 | 0.24% | |
| TRDA |
Entrada Therapeutics, Inc.
Healthcare
|
Reduced | 178,606 | $1,314,540 | 0.15% | |
| YARW |
Yarrow Bioscience, Inc.
Healthcare
|
Held | 1,628,700 | $1,060,283 | 0.12% | |
| PRQR |
ProQR Therapeutics N.V.
Healthcare
|
Added | 521,413 | $969,828 | 0.11% | |
| TRAW |
Traws Pharma, Inc.
Healthcare
|
Added | 559,470 | $469,954 | 0.05% | |
| FHTX |
Foghorn Therapeutics Inc.
Healthcare
|
NEW | 61,588 | $300,549 | 0.03% | |
| DNLI |
Denali Therapeutics Inc.
Healthcare
|
Reduced | 11,658 | $299,843 | 0.03% | |
| XNCR |
Xencor Inc
Healthcare
|
Reduced | 18,194 | $292,923 | 0.03% | |
| ABSI |
Absci Corp
Healthcare
|
Held | 21,245 | $246,229 | 0.03% | |
| HOWL |
Werewolf Therapeutics, Inc.
Healthcare
|
Held | 657,786 | $236,802 | 0.03% | |
| IMTX |
Immatics N.V.
Healthcare
|
Reduced | 23,236 | $235,380 | 0.03% | |
| AVTX |
Avalo Therapeutics, Inc.
Healthcare
|
NEW | 10,100 | $186,648 | 0.02% | |
| NUVB |
Nuvation Bio Inc.
Healthcare
|
NEW | 16,029 | $91,044 | 0.01% | |
| EPRX |
Eupraxia Pharmaceuticals Inc.
Healthcare
|
NEW | 10,000 | $66,100 | 0.01% | |
| IKT |
Inhibikase Therapeutics, Inc.
Healthcare
|
NEW | 20,000 | $40,600 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.