Lynx1 Capital Management
Lynx1 Capital Management reported 27 stocks worth $866M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GHRS (41.2%), CGEM (18.9%) and STOK (15.3%). Compared with Q1 2026, the fund opened new positions in PLRX, FHTX and AVTX, added to GHRS, AGIO and CCCC, trimmed STOK, DTIL and CGON and sold out of DSGN and IBIO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GHRS GH Research PLC | $357M | 41.2% | 13.3M | +2.5M (+23%) | 8 of 8 | |
| 2 |  CGEM Cullinan Therapeutics Inc | $163M | 18.9% | 9M | No change | 8 of 8 | |
| 3 |  STOK Stoke Therapeutics Inc | $132M | 15.3% | 4M | −725K (−15%) | 8 of 8 | |
| 4 |  AGIO Agios Pharmaceuticals Inc | $127M | 14.6% | 3.4M | +797K (+31%) | 3 of 8 | |
| 5 |  CCCC C4 Therapeutics Inc | $34.2M | 4.0% | 7.3M | +328K (+5%) | 8 of 8 | |
| 6 |  KRRO Korro Bio Inc Com | $20.3M | 2.3% | 1.5M | No change | 3 of 8 | |
| 7 |  TCRX Tscan Therapeutics Inc | $7.9M | 0.9% | 8M | No change | 8 of 8 | |
| 8 |  DTIL Precision Biosciences Inc | $7.5M | 0.9% | 950K | −35K (−4%) | 7 of 8 | |
| 9 |  NEUP Neuphoria Therapeutics Inc | $3.8M | 0.4% | 875K | No change | 6 of 8 | |
| 10 |  PASG Passage Bio Inc | $3.3M | 0.4% | 674K | +50K (+8%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Lynx1 Capital Management 13F FAQ
What does Lynx1 Capital Management own?
Lynx1 Capital Management reported 27 stocks worth $866M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are GHRS (41.2%), CGEM (18.9%) and STOK (15.3%). The table above lists every position in the filing (the top 10 without an account).
What did Lynx1 Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 6 added to, 7 trimmed and 2 sold out. New positions include PLRX, FHTX and AVTX. It sold all of DSGN and IBIO.
When will Lynx1 Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lynx1 Capital Management's portfolio worth?
The Q2 2026 filing reports $866M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.