Lynx1 Capital Management LP

Registered adviser

CIK

1910456

Location

DORADO, PR

Portfolio Value

Small $865,527,118

Diversification

Highly concentrated

Reports for

Lynx1 Capital Advisors LLC

Filing Date

Global Rank

#2,758 / 8,818 ▲ 324

Top Industry

Biotechnology 100.0%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 310301

Roster of Oct 1, 2026

Regulatory AUM

$626,680,245

Main clients

Pooled investment vehicles (100% of AUM)

Private funds

2 funds · Mixed

Focus by fund count, roster of Oct 1, 2026

$576,777,186 gross assets

LEI

5493003YH8Q5SHT17216

Private funds on Schedule D 7.B.(1)

As filed Aug 7, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$238,986,830 gross assets in 2 funds Hedge funds $238,919,800 (1) Private equity funds $67,030 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$626,680,245	Pooled investment vehicles (100%)
Apr 2025 to Mar 2026	$310,306,368	Pooled investment vehicles (100%)
Apr 2024 to Mar 2025	$268,343,489	Pooled investment vehicles (100%)
May 2023 to Mar 2024	$136,423,000	Pooled investment vehicles (100%)
Nov 2021 to Mar 2023	—	—
Oct 2020 to Dec 2020	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.8% of the book (60%+)

Turnover

Medium turnover

35.9% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 10.2 quarters (4 to under 12)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 99.5%; sector active share 90.9% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

41.2%

+16.7 pts

Top 5

93.9%

+5.7 pts

Top 10

98.8%

+1.8 pts

HHI

2,522

Highly concentrated+696

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$865,527,118	27

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
DSGN	Design Therapeutics, Inc.	119,516	$1,271,650
IBIO	iBio, Inc.	68,076	$129,344
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 tracked positions · $865,527,118 total · filing declares 27 positions · $865,529,222 · as of Jun 30, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GHRS	GH Research PLC Healthcare	Added	13,263,288	+2,500,000	$356,517,181	+135.6%	13	$13.06	41.19%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Held	8,963,500	0	$163,225,335	+28.1%	9	$9.81	18.86%
STOK	Stoke Therapeutics, Inc. Healthcare	Reduced	4,038,404	-725,269	$132,136,578	−14.8%	12	$8.00	15.27%
AGIO	Agios Pharmaceuticals, Inc. Healthcare	Added	3,408,937	+797,369	$126,505,652	+43.2%	3	$28.97	14.62%
CCCC	C4 Therapeutics, Inc. Healthcare	Added	7,326,691	+327,789	$34,215,646	+85.9%	12	$4.43	3.95%
KRRO	Korro Bio, Inc. Healthcare	Held	1,538,296	0	$20,274,741	+16.4%	3	$16.46	2.34%
TCRX	TScan Therapeutics, Inc. Healthcare	Held	8,019,148	0	$7,858,765	−3.0%	13	$2.30	0.91%
DTIL	Precision Biosciences Inc Healthcare	Reduced	950,466	-34,647	$7,470,662	+37.9%	7	$6.67	0.86%
NEUP	Neuphoria Therapeutics Inc. Healthcare	Held	875,328	0	$3,825,183	+7.4%	3	$7.10	0.44%
PASG	Passage BIO, Inc. Healthcare	Added	673,759	+50,055	$3,287,943	−32.8%	18	unpriced	0.38%
CGON	CG Oncology, Inc. Healthcare	Reduced	31,391	-200	$2,230,330	+4.3%	3	$41.38	0.26%
PLRX	Pliant Therapeutics, Inc. Healthcare	NEW	1,798,070	NEW	$2,049,799	NEW	1	$1.22	0.24%
TRDA	Entrada Therapeutics, Inc. Healthcare	Reduced	178,606	-33,083	$1,314,540	−50.8%	3	$10.72	0.15%
YARW	Yarrow Bioscience, Inc. Healthcare	Held	1,628,700	0	$1,060,283	+8.9%	2	$0.58	0.12%
PRQR	ProQR Therapeutics N.V. Healthcare	Added	521,413	+452,927	$969,828	+774.1%	3	$1.74	0.11%
TRAW	Traws Pharma, Inc. Healthcare	Added	559,470	+544,392	$469,954	+1603.2%	2	$1.39	0.05%
FHTX	Foghorn Therapeutics Inc. Healthcare	NEW	61,588	NEW	$300,549	NEW	1	$4.44	0.03%
DNLI	Denali Therapeutics Inc. Healthcare	Reduced	11,658	-1,868,645	$299,843	−99.2%	4	$16.76	0.03%
XNCR	Xencor Inc Healthcare	Reduced	18,194	-518,204	$292,923	−95.5%	3	$14.94	0.03%
ABSI	Absci Corp Healthcare	Held	21,245	0	$246,229	+286.3%	2	$2.89	0.03%
HOWL	Werewolf Therapeutics, Inc. Healthcare	Held	657,786	0	$236,802	−56.8%	3	$1.21	0.03%
IMTX	Immatics N.V. Healthcare	Reduced	23,236	-193,737	$235,380	−89.0%	3	$10.09	0.03%
AVTX	Avalo Therapeutics, Inc. Healthcare	NEW	10,100	NEW	$186,648	NEW	1	$15.81	0.02%
BOLT	Bolt Biotherapeutics, Inc. Healthcare	Held	30,800	0	$118,580	−4.7%	2	$5.21	0.01%
NUVB	Nuvation Bio Inc. Healthcare	NEW	16,029	NEW	$91,044	NEW	1	$4.89	0.01%
EPRX	Eupraxia Pharmaceuticals Inc. Healthcare	NEW	10,000	NEW	$66,100	NEW	1	$6.89	0.01%
IKT	Inhibikase Therapeutics, Inc. Healthcare	NEW	20,000	NEW	$40,600	NEW	1	$1.79	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.