Filed: 5/4/2026ACC: 0001910456-26-000002
📋 What this filing means
LYNX1 CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $632.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$632.72M
Total AUM (reported)
51.63M
Total Shares
Allocation by class
COM$450.14M71.1%
ORDINARY SHARES$151.33M23.9%
COM STK$18.41M2.9%
COM NEW$10.60M1.7%
SHS$2.14M0.3%
SHS EURO$110.9K0.0%
Portfolio Concentration
Top 3$433.81M68.6%
4–10$180.26M28.5%
11–25$18.65M2.9%
Top 3 weight
68.6%
Top 10 weight
97.1%
Voting Authority Distribution
Total shares with voting rights: 51.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
51.63M
shares
% of voting shares100.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other23
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings23
Rows:
STOKE THERAPEUTICS INC
OTRShares4.76M
TypeSH
Market value$155.11M
24.51%
Sole
0.00
Shared
4.76M
None
0.00
GH RESEARCH PLC
OTRShares10.76M
TypeSH
Market value$151.33M
23.92%
Sole
0.00
Shared
10.76M
None
0.00
CULLINAN THERAPEUTICS INC
OTRShares8.96M
TypeSH
Market value$127.37M
20.13%
Sole
0.00
Shared
8.96M
None
0.00
AGIOS PHARMACEUTICALS INC
OTRShares2.61M
TypeSH
Market value$88.35M
13.96%
Sole
0.00
Shared
2.61M
None
0.00
DENALI THERAPEUTICS INC
OTRShares1.88M
TypeSH
Market value$36.10M
5.71%
Sole
0.00
Shared
1.88M
None
0.00
C4 THERAPEUTICS INC
OTRShares7M
TypeSH
Market value$18.41M
2.91%
Sole
0.00
Shared
7M
None
0.00
KORRO BIO INC
OTRShares1.54M
TypeSH
Market value$17.41M
2.75%
Sole
0.00
Shared
1.54M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares8.02M
TypeSH
Market value$8.10M
1.28%
Sole
0.00
Shared
8.02M
None
0.00
XENCOR INC
OTRShares536.40K
TypeSH
Market value$6.47M
1.02%
Sole
0.00
Shared
536.40K
None
0.00
PRECISION BIOSCIENCES INC
OTRShares985.11K
TypeSH
Market value$5.42M
0.86%
Sole
0.00
Shared
985.11K
None
0.00
PASSAGE BIO INC
OTRShares623.70K
TypeSH
Market value$4.90M
0.77%
Sole
0.00
Shared
623.70K
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares875.33K
TypeSH
Market value$3.56M
0.56%
Sole
0.00
Shared
875.33K
None
0.00
ENTRADA THERAPEUTICS INC
OTRShares211.69K
TypeSH
Market value$2.67M
0.42%
Sole
0.00
Shared
211.69K
None
0.00
CG ONCOLOGY INC
OTRShares31.59K
TypeSH
Market value$2.14M
0.34%
Sole
0.00
Shared
31.59K
None
0.00
IMMATICS N.V
OTRShares216.97K
TypeSH
Market value$2.14M
0.34%
Sole
0.00
Shared
216.97K
None
0.00
DESIGN THERAPEUTICS INC
OTRShares119.52K
TypeSH
Market value$1.27M
0.20%
Sole
0.00
Shared
119.52K
None
0.00
VYNE THERAPEUTICS INC
OTRShares1.63M
TypeSH
Market value$973.1K
0.15%
Sole
0.00
Shared
1.63M
None
0.00
WEREWOLF THERAPEUTICS INC
OTRShares657.79K
TypeSH
Market value$547.7K
0.09%
Sole
0.00
Shared
657.79K
None
0.00
IBIO INC
OTRShares68.08K
TypeSH
Market value$129.3K
0.02%
Sole
0.00
Shared
68.08K
None
0.00
BOLT BIOTHERAPEUTICS INC
OTRShares30.80K
TypeSH
Market value$124.4K
0.02%
Sole
0.00
Shared
30.80K
None
0.00
PROQR THRAPEUTICS N V
OTRShares68.49K
TypeSH
Market value$110.9K
0.02%
Sole
0.00
Shared
68.49K
None
0.00
ABSCI CORPORATION
OTRShares21.25K
TypeSH
Market value$63.7K
0.01%
Sole
0.00
Shared
21.25K
None
0.00
TRAWS PHARMA INC
OTRShares15.08K
TypeSH
Market value$27.6K
<0.01%
Sole
0.00
Shared
15.08K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STOKE THERAPEUTICS INCOTR | COM | 4.76M | SH | $155.11M 24.51% | 0.00 | 4.76M | 0.00 |
GH RESEARCH PLCOTR | ORDINARY SHARES | 10.76M | SH | $151.33M 23.92% | 0.00 | 10.76M | 0.00 |
CULLINAN THERAPEUTICS INCOTR | COM | 8.96M | SH | $127.37M 20.13% | 0.00 | 8.96M | 0.00 |
AGIOS PHARMACEUTICALS INCOTR | COM | 2.61M | SH | $88.35M 13.96% | 0.00 | 2.61M | 0.00 |
DENALI THERAPEUTICS INCOTR | COM | 1.88M | SH | $36.10M 5.71% | 0.00 | 1.88M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7M | SH | $18.41M 2.91% | 0.00 | 7M | 0.00 |
KORRO BIO INCOTR | COM | 1.54M | SH | $17.41M 2.75% | 0.00 | 1.54M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 8.02M | SH | $8.10M 1.28% | 0.00 | 8.02M | 0.00 |
XENCOR INCOTR | COM | 536.40K | SH | $6.47M 1.02% | 0.00 | 536.40K | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 985.11K | SH | $5.42M 0.86% | 0.00 | 985.11K | 0.00 |
PASSAGE BIO INCOTR | COM NEW | 623.70K | SH | $4.90M 0.77% | 0.00 | 623.70K | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 875.33K | SH | $3.56M 0.56% | 0.00 | 875.33K | 0.00 |
ENTRADA THERAPEUTICS INCOTR | COM | 211.69K | SH | $2.67M 0.42% | 0.00 | 211.69K | 0.00 |
CG ONCOLOGY INCOTR | COM | 31.59K | SH | $2.14M 0.34% | 0.00 | 31.59K | 0.00 |
IMMATICS N.VOTR | SHS | 216.97K | SH | $2.14M 0.34% | 0.00 | 216.97K | 0.00 |
DESIGN THERAPEUTICS INCOTR | COM | 119.52K | SH | $1.27M 0.20% | 0.00 | 119.52K | 0.00 |
VYNE THERAPEUTICS INCOTR | COM | 1.63M | SH | $973.1K 0.15% | 0.00 | 1.63M | 0.00 |
WEREWOLF THERAPEUTICS INCOTR | COM | 657.79K | SH | $547.7K 0.09% | 0.00 | 657.79K | 0.00 |
IBIO INCOTR | COM NEW | 68.08K | SH | $129.3K 0.02% | 0.00 | 68.08K | 0.00 |
BOLT BIOTHERAPEUTICS INCOTR | COM NEW | 30.80K | SH | $124.4K 0.02% | 0.00 | 30.80K | 0.00 |
PROQR THRAPEUTICS N VOTR | SHS EURO | 68.49K | SH | $110.9K 0.02% | 0.00 | 68.49K | 0.00 |
ABSCI CORPORATIONOTR | COM | 21.25K | SH | $63.7K 0.01% | 0.00 | 21.25K | 0.00 |
TRAWS PHARMA INCOTR | COM NEW | 15.08K | SH | $27.6K <0.01% | 0.00 | 15.08K | 0.00 |