1y return+145.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $173 against $137 in the S&P 500.2
Lynx1 Capital Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Gh Research PLCCUSIP G3855L106 | $356.5M | 41.2% | +23.2% |
| CGEMCullinan Therapeutics Inc | $163.2M | 18.9% | |
| STOKStoke Therapeutics Inc | $132.1M | 15.3% | −15.2% |
| AGIOAgios Pharmaceuticals Inc | $126.5M | 14.6% | +30.5% |
| CCCCC4 Therapeutics Inc | $34.2M | 4.0% | +4.7% |
| KRROKorro Bio Inc | $20.3M | 2.3% | |
| TCRXTscan Therapeutics Inc | $7.9M | 0.9% | |
| DTILPrecision Biosciences Inc | $7.5M | 0.9% | −3.5% |
| NEUPNeuphoria Therapeutics Inc | $3.8M | 0.4% | |
| PASGPassage Bio Inc | $3.3M | 0.4% | +8.0% |
| CGONCg Oncology Inc | $2.2M | 0.3% | |
| PLRXPliant Therapeutics Inc | $2.0M | 0.2% | New |
| TRDAEntrada Therapeutics Inc | $1.3M | 0.2% | −15.6% |
| Vyne Therapeutics IncCUSIP 92941V308 | $1.1M | 0.1% | |
| Proqr Thrapeutics N VCUSIP N71542109 | $970K | 0.1% | +661.3% |
| TRAWTraws Pharma Inc | $472K | 0.1% | +3610.5% |
| FHTXFoghorn Therapeutics Inc | $301K | 0.0% | New |
| DNLIDenali Therapeutics Inc | $300K | 0.0% | −99.4% |
| XNCRXencor Inc | $293K | 0.0% | −96.6% |
| ABSIAbsci Corporation | $246K | 0.0% | |
| HOWLWerewolf Therapeutics Inc | $237K | 0.0% | |
| Immatics N.vCUSIP N44445109 | $235K | 0.0% | −89.3% |
| AVTXAvalo Therapeutics Inc | $187K | 0.0% | New |
| BOLTBolt Biotherapeutics Inc | $119K | 0.0% | |
| NUVBNuvation Bio Inc | $91K | 0.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| STOKStoke Therapeutics Inc | September 30, 2023 | +730.5% | $132.1M |
| Gh Research PLCCUSIP G3855L106 | June 30, 2023 | +126.5% | $356.5M |
| DTILPrecision Biosciences Inc | December 31, 2024 | +106.3% | $7.5M |
| DNLIDenali Therapeutics Inc | September 30, 2025 | +77.1% | $300K |
| CGONCg Oncology Inc | December 31, 2025 | +71.1% | $2.2M |
| KRROKorro Bio Inc | December 31, 2025 | +64.5% | $20.3M |
| AGIOAgios Pharmaceuticals Inc | December 31, 2025 | +36.3% | $126.5M |
| NEUPNeuphoria Therapeutics Inc | December 31, 2025 | +12.6% | $3.8M |
| Vyne Therapeutics IncCUSIP 92941V308 | March 31, 2026 | +8.9% | $1.1M |
| XNCRXencor Inc | December 31, 2025 | +5.2% | $293K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +33.9% | +14.8% |
| March 31, 2026 | +12.8% | −4.6% |
| December 31, 2025 | +11.0% | +2.4% |
| September 30, 2025 | +46.6% | +7.8% |
| June 30, 2025 | +18.3% | +10.5% |
| March 31, 2025 | −17.1% | −4.6% |
| December 31, 2024 | −18.2% | +2.1% |
| September 30, 2024 | −12.2% | +5.4% |
| March 31, 2024 | +55.9% | +10.0% |
| December 31, 2023 | +46.9% | +11.2% |
| September 30, 2023 | +4.3% | −3.6% |
| June 30, 2023 | +29.3% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | −9.5% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −7.6% | −16.5% |
| March 31, 2022 | −23.6% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lynx1 Capital Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910456&type=13F-HR&dateb=&owner=include&count=40CIK 1910456
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910456/000191045626000004/Filed August 13, 2026 · accession 0001910456-26-000004