Fund HoldingsLynx1 Capital Management LP

Total Portfolio Value
$632.72M
Total Bought
$129.11M
Total Sold
$35.67M
Net Transaction
+$93.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
AGIOS PHARMACEUTICALS INC(AGIO)79,6242,611,568+2,531,9442,16788,34913.96%+86,182
CULLINAN THERAPEUTICS INC(CGEM)8,963,5008,963,500092,772127,37120.13%+34,599
GH RESEARCH PLC(GHRS)10,406,57510,763,288+356,713132,164151,33223.92%+19,168
KORRO BIO INC677,9151,538,296+860,3815,43017,4142.75%+11,983
DENALI THERAPEUTICS INC(DNLI)1,738,7501,880,303+141,55328,70736,1025.71%+7,395
C4 THERAPEUTICS INC7,098,1336,998,902-99,23113,55718,4072.91%+4,850
ENTRADA THERAPEUTICS INC51,689211,689+160,0005312,6720.42%+2,140
PRECISION BIOSCIENCES INC993,913985,113-8,8004,1355,4180.86%+1,283
VYNE THERAPEUTICS INC01,628,700+1,628,70009730.15%+973
CG ONCOLOGY INC(CGON)31,59131,59101,3122,1380.34%+826
DESIGN THERAPEUTICS INC69,516119,516+50,0006521,2720.20%+620
NEUPHORIA THERAPEUTICS INC875,228875,328+1003,3963,5630.56%+167
WEREWOLF THERAPEUTICS INC655,926657,786+1,8604165480.09%+132
IBIO INC068,076+68,07601290.02%+129
BOLT BIOTHERAPEUTICS INC030,800+30,80001240.02%+124
TSCAN THERAPEUTICS INC8,019,1488,019,14808,0198,0991.28%+80
ABSCI CORPORATION021,245+21,2450640.01%+64
TRAWS PHARMA INC015,078+15,0780280.00%+28
PROQR THRAPEUTICS N V
SHS EURO
68,48668,48601381110.02%-27
APPLIED THERAPEUTICS INC410,5000-410,500410-41
GENERATION BIO CO25,0000-25,0001420-142
MAPLIGHT THERAPEUTICS INC(MPLT)13,4770-13,4772370-237
ARROWHEAD PHARMACEUTICALS IN(ARWR)12,0430-12,0438000-800
PASSAGE BIO INC623,704623,70407,3604,8960.77%-2,464
XENCOR INC(XNCR)705,558536,398-169,16010,8026,4691.02%-4,333
IMMATICS N.V(IMTX)921,950216,973-704,9779,6802,1350.34%-7,545
STOKE THERAPEUTICS INC(STOK)5,404,6744,763,673-641,001171,544155,10524.51%-16,439
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