Filed: 8/12/2026ACC: 0001910456-26-000003
📋 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 $507.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$507.56M
Total AUM (reported)
40.83M
Total Shares
Allocation by class
COM$461.68M91.0%
COM STK$34.22M6.7%
COM NEW$11.58M2.3%
COM CL A$91.0K0.0%
Portfolio Concentration
Top 3$421.87M83.1%
4–10$79.16M15.6%
11–25$6.53M1.3%
Top 3 weight
83.1%
Top 10 weight
98.7%
Voting Authority Distribution
Total shares with voting rights: 40.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
40.83M
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:
CULLINAN THERAPEUTICS INC
OTRShares8.96M
TypeSH
Market value$163.23M
32.16%
Sole
0.00
Shared
8.96M
None
0.00
STOKE THERAPEUTICS INC
OTRShares4.04M
TypeSH
Market value$132.14M
26.03%
Sole
0.00
Shared
4.04M
None
0.00
AGIOS PHARMACEUTICALS INC
OTRShares3.41M
TypeSH
Market value$126.51M
24.92%
Sole
0.00
Shared
3.41M
None
0.00
C4 THERAPEUTICS INC
OTRShares7.33M
TypeSH
Market value$34.22M
6.74%
Sole
0.00
Shared
7.33M
None
0.00
KORRO BIO INC
OTRShares1.54M
TypeSH
Market value$20.27M
3.99%
Sole
0.00
Shared
1.54M
None
0.00
TSCAN THERAPEUTICS INC
OTRShares8.02M
TypeSH
Market value$7.86M
1.55%
Sole
0.00
Shared
8.02M
None
0.00
PRECISION BIOSCIENCES INC
OTRShares950.47K
TypeSH
Market value$7.47M
1.47%
Sole
0.00
Shared
950.47K
None
0.00
NEUPHORIA THERAPEUTICS INC
OTRShares875.33K
TypeSH
Market value$3.83M
0.75%
Sole
0.00
Shared
875.33K
None
0.00
PASSAGE BIO INC
OTRShares673.76K
TypeSH
Market value$3.29M
0.65%
Sole
0.00
Shared
673.76K
None
0.00
CG ONCOLOGY INC
OTRShares31.39K
TypeSH
Market value$2.23M
0.44%
Sole
0.00
Shared
31.39K
None
0.00
PLIANT THERAPEUTICS INC
OTRShares1.80M
TypeSH
Market value$2.05M
0.40%
Sole
0.00
Shared
1.80M
None
0.00
ENTRADA THERAPEUTICS INC
OTRShares178.61K
TypeSH
Market value$1.31M
0.26%
Sole
0.00
Shared
178.61K
None
0.00
VYNE THERAPEUTICS INC
OTRShares1.63M
TypeSH
Market value$1.06M
0.21%
Sole
0.00
Shared
1.63M
None
0.00
TRAWS PHARMA INC
OTRShares559.47K
TypeSH
Market value$471.8K
0.09%
Sole
0.00
Shared
559.47K
None
0.00
FOGHORN THERAPEUTICS INC
OTRShares61.59K
TypeSH
Market value$300.5K
0.06%
Sole
0.00
Shared
61.59K
None
0.00
DENALI THERAPEUTICS INC
OTRShares11.66K
TypeSH
Market value$299.8K
0.06%
Sole
0.00
Shared
11.66K
None
0.00
XENCOR INC
OTRShares18.19K
TypeSH
Market value$292.9K
0.06%
Sole
0.00
Shared
18.19K
None
0.00
WEREWOLF THERAPEUTICS INC
OTRShares657.79K
TypeSH
Market value$236.7K
0.05%
Sole
0.00
Shared
657.79K
None
0.00
AVALO THERAPEUTICS INC
OTRShares10.10K
TypeSH
Market value$186.6K
0.04%
Sole
0.00
Shared
10.10K
None
0.00
BOLT BIOTHERAPEUTICS INC
OTRShares30.80K
TypeSH
Market value$118.6K
0.02%
Sole
0.00
Shared
30.80K
None
0.00
NUVATION BIO INC
OTRShares16.03K
TypeSH
Market value$91.0K
0.02%
Sole
0.00
Shared
16.03K
None
0.00
EUPRAXIA PHARMACEUTICALS INC
OTRShares10K
TypeSH
Market value$66.1K
0.01%
Sole
0.00
Shared
10K
None
0.00
INHIBIKASE THERAPEUTICS INC
OTRShares20K
TypeSH
Market value$40.6K
<0.01%
Sole
0.00
Shared
20K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CULLINAN THERAPEUTICS INCOTR | COM | 8.96M | SH | $163.23M 32.16% | 0.00 | 8.96M | 0.00 |
STOKE THERAPEUTICS INCOTR | COM | 4.04M | SH | $132.14M 26.03% | 0.00 | 4.04M | 0.00 |
AGIOS PHARMACEUTICALS INCOTR | COM | 3.41M | SH | $126.51M 24.92% | 0.00 | 3.41M | 0.00 |
C4 THERAPEUTICS INCOTR | COM STK | 7.33M | SH | $34.22M 6.74% | 0.00 | 7.33M | 0.00 |
KORRO BIO INCOTR | COM | 1.54M | SH | $20.27M 3.99% | 0.00 | 1.54M | 0.00 |
TSCAN THERAPEUTICS INCOTR | COM | 8.02M | SH | $7.86M 1.55% | 0.00 | 8.02M | 0.00 |
PRECISION BIOSCIENCES INCOTR | COM NEW | 950.47K | SH | $7.47M 1.47% | 0.00 | 950.47K | 0.00 |
NEUPHORIA THERAPEUTICS INCOTR | COM | 875.33K | SH | $3.83M 0.75% | 0.00 | 875.33K | 0.00 |
PASSAGE BIO INCOTR | COM NEW | 673.76K | SH | $3.29M 0.65% | 0.00 | 673.76K | 0.00 |
CG ONCOLOGY INCOTR | COM | 31.39K | SH | $2.23M 0.44% | 0.00 | 31.39K | 0.00 |
PLIANT THERAPEUTICS INCOTR | COM | 1.80M | SH | $2.05M 0.40% | 0.00 | 1.80M | 0.00 |
ENTRADA THERAPEUTICS INCOTR | COM | 178.61K | SH | $1.31M 0.26% | 0.00 | 178.61K | 0.00 |
VYNE THERAPEUTICS INCOTR | COM | 1.63M | SH | $1.06M 0.21% | 0.00 | 1.63M | 0.00 |
TRAWS PHARMA INCOTR | COM NEW | 559.47K | SH | $471.8K 0.09% | 0.00 | 559.47K | 0.00 |
FOGHORN THERAPEUTICS INCOTR | COM | 61.59K | SH | $300.5K 0.06% | 0.00 | 61.59K | 0.00 |
DENALI THERAPEUTICS INCOTR | COM | 11.66K | SH | $299.8K 0.06% | 0.00 | 11.66K | 0.00 |
XENCOR INCOTR | COM | 18.19K | SH | $292.9K 0.06% | 0.00 | 18.19K | 0.00 |
WEREWOLF THERAPEUTICS INCOTR | COM | 657.79K | SH | $236.7K 0.05% | 0.00 | 657.79K | 0.00 |
AVALO THERAPEUTICS INCOTR | COM NEW | 10.10K | SH | $186.6K 0.04% | 0.00 | 10.10K | 0.00 |
BOLT BIOTHERAPEUTICS INCOTR | COM NEW | 30.80K | SH | $118.6K 0.02% | 0.00 | 30.80K | 0.00 |
NUVATION BIO INCOTR | COM CL A | 16.03K | SH | $91.0K 0.02% | 0.00 | 16.03K | 0.00 |
EUPRAXIA PHARMACEUTICALS INCOTR | COM | 10K | SH | $66.1K 0.01% | 0.00 | 10K | 0.00 |
INHIBIKASE THERAPEUTICS INCOTR | COM NEW | 20K | SH | $40.6K <0.01% | 0.00 | 20K | 0.00 |