Filed: 2/17/2026ACC: 0001910456-26-000001
📋 What this filing means
LYNX1 CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $494.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$494.00M
Total AUM (reported)
47.85M
Total Shares
Allocation by class
COM$326.83M66.2%
ORDINARY SHARES$132.16M26.8%
COM STK$13.56M2.7%
COM NEW$11.64M2.4%
SHS$9.68M2.0%
SHS EURO$138.3K0.0%
Portfolio Concentration
Top 3$396.48M80.3%
4–10$83.56M16.9%
11–25$13.97M2.8%
Top 3 weight
80.3%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 47.85M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
47.85M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other22
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings22
Rows:
STOKE THERAPEUTICS INC
OTRShares5.40M
TypeSH
Market value$171.54M
34.73%
Sole
0.00
Shared
5.40M
None
0.00
GH RESEARCH PLC
OTRShares10.41M
TypeSH
Market value$132.16M
26.75%
Sole
0.00
Shared
10.41M
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares8.96M
TypeSH
Market value$92.77M
18.78%
Sole
0.00
Shared
8.96M
None
0.00
DENALI THERAPEUTICS INC
OTRShares1.74M
TypeSH
Market value$28.71M
5.81%
Sole
0.00
Shared
1.74M
None
0.00
C4 THERAPEUTICS INC
OTRShares7.10M
TypeSH
Market value$13.56M
2.74%
Sole
0.00
Shared
7.10M
None
0.00
XENCOR INC
OTRShares705.56K
TypeSH
Market value$10.80M
2.19%
Sole
0.00
Shared
705.56K
None
0.00
IMMATICS N.V
OTRShares921.95K
TypeSH
Market value$9.68M
1.96%
Sole
0.00
Shared
921.95K
None
0.00
TSCAN THERAPEUTICS INC
OTRShares8.02M
TypeSH
Market value$8.02M
1.62%
Sole
0.00
Shared
8.02M
None
0.00
PASSAGE BIO INC
OTRShares623.70K
TypeSH
Market value$7.36M
1.49%
Sole
0.00
Shared
623.70K
None
0.00
KORRO BIO INC
OTRShares677.91K
TypeSH
Market value$5.43M
1.10%
Sole
0.00
Shared
677.91K
None
0.00
PRECISION BIOSCIENCES INC
OTRShares993.91K
TypeSH
Market value$4.13M
0.84%
Sole
0.00
Shared
993.91K
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares875.23K
TypeSH
Market value$3.40M
0.69%
Sole
0.00
Shared
875.23K
None
0.00
AGIOS PHARMACEUTICALS INC
OTRShares79.62K
TypeSH
Market value$2.17M
0.44%
Sole
0.00
Shared
79.62K
None
0.00
CG ONCOLOGY INC
OTRShares31.59K
TypeSH
Market value$1.31M
0.27%
Sole
0.00
Shared
31.59K
None
0.00
ARROWHEAD PHARMACEUTICALS IN
OTRShares12.04K
TypeSH
Market value$799.5K
0.16%
Sole
0.00
Shared
12.04K
None
0.00
DESIGN THERAPEUTICS INC
OTRShares69.52K
TypeSH
Market value$652.1K
0.13%
Sole
0.00
Shared
69.52K
None
0.00
ENTRADA THERAPEUTICS INC
OTRShares51.69K
TypeSH
Market value$531.4K
0.11%
Sole
0.00
Shared
51.69K
None
0.00
WEREWOLF THERAPEUTICS INC
OTRShares655.93K
TypeSH
Market value$415.5K
0.08%
Sole
0.00
Shared
655.93K
None
0.00
MAPLIGHT THERAPEUTICS INC
OTRShares13.48K
TypeSH
Market value$236.7K
0.05%
Sole
0.00
Shared
13.48K
None
0.00
GENERATION BIO CO
OTRShares25K
TypeSH
Market value$142.0K
0.03%
Sole
0.00
Shared
25K
None
0.00
PROQR THRAPEUTICS N V
OTRShares68.49K
TypeSH
Market value$138.3K
0.03%
Sole
0.00
Shared
68.49K
None
0.00
APPLIED THERAPEUTICS INC
OTRShares410.50K
TypeSH
Market value$41.0K
<0.01%
Sole
0.00
Shared
410.50K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STOKE THERAPEUTICS INCOTR | COM | 5.40M | SH | $171.54M 34.73% | 0.00 | 5.40M | 0.00 |
GH RESEARCH PLCOTR | ORDINARY SHARES | 10.41M | SH | $132.16M 26.75% | 0.00 | 10.41M | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 8.96M | SH | $92.77M 18.78% | 0.00 | 8.96M | 0.00 |
DENALI THERAPEUTICS INCOTR | COM | 1.74M | SH | $28.71M 5.81% | 0.00 | 1.74M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7.10M | SH | $13.56M 2.74% | 0.00 | 7.10M | 0.00 |
XENCOR INCOTR | COM | 705.56K | SH | $10.80M 2.19% | 0.00 | 705.56K | 0.00 |
IMMATICS N.VOTR | SHS | 921.95K | SH | $9.68M 1.96% | 0.00 | 921.95K | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 8.02M | SH | $8.02M 1.62% | 0.00 | 8.02M | 0.00 |
PASSAGE BIO INCOTR | COM NEW | 623.70K | SH | $7.36M 1.49% | 0.00 | 623.70K | 0.00 |
KORRO BIO INCOTR | COM | 677.91K | SH | $5.43M 1.10% | 0.00 | 677.91K | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 993.91K | SH | $4.13M 0.84% | 0.00 | 993.91K | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 875.23K | SH | $3.40M 0.69% | 0.00 | 875.23K | 0.00 |
AGIOS PHARMACEUTICALS INCOTR | COM | 79.62K | SH | $2.17M 0.44% | 0.00 | 79.62K | 0.00 |
CG ONCOLOGY INCOTR | COM | 31.59K | SH | $1.31M 0.27% | 0.00 | 31.59K | 0.00 |
ARROWHEAD PHARMACEUTICALS INOTR | COM | 12.04K | SH | $799.5K 0.16% | 0.00 | 12.04K | 0.00 |
DESIGN THERAPEUTICS INCOTR | COM | 69.52K | SH | $652.1K 0.13% | 0.00 | 69.52K | 0.00 |
ENTRADA THERAPEUTICS INCOTR | COM | 51.69K | SH | $531.4K 0.11% | 0.00 | 51.69K | 0.00 |
WEREWOLF THERAPEUTICS INCOTR | COM | 655.93K | SH | $415.5K 0.08% | 0.00 | 655.93K | 0.00 |
MAPLIGHT THERAPEUTICS INCOTR | COM | 13.48K | SH | $236.7K 0.05% | 0.00 | 13.48K | 0.00 |
GENERATION BIO COOTR | COM NEW | 25K | SH | $142.0K 0.03% | 0.00 | 25K | 0.00 |
PROQR THRAPEUTICS N VOTR | SHS EURO | 68.49K | SH | $138.3K 0.03% | 0.00 | 68.49K | 0.00 |
APPLIED THERAPEUTICS INCOTR | COM | 410.50K | SH | $41.0K <0.01% | 0.00 | 410.50K | 0.00 |