Lynx1 Capital Management
Lynx1 Capital Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
23
Market Value
$632.7M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
S
$STOK
Stoke Therapeutics, Inc.
24.5%
% of Portfolio
Decreased 11.86%
2G
$GHRS
GH Research PLC
23.9%
% of Portfolio
Increased 3.43%
3C
$CGEM
Cullinan Therapeutics, Inc.
20.1%
% of Portfolio
Unchanged
4A
$AGIO
Agios Pharmaceuticals, Inc.
14.0%
% of Portfolio
Increased 3179.88%
5D
$DNLI
Denali Therapeutics Inc.
5.7%
% of Portfolio
Increased 8.14%
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| STOK | 24.5% | 34.7% | 22.4% | 17.7% |
| GHRS | 23.9% | 26.8% | 21.2% | 23.8% |
| CGEM | 20.1% | 18.8% | 7.0% | 9.6% |
| AGIO | 14.0% | - | - | - |
| DNLI | 5.7% | 5.8% | - | - |
| CCCC | 2.9% | 2.7% | 3.2% | 2.9% |
| KRRO | 2.8% | 1.1% | - | - |
| TCRX | 1.3% | 1.6% | 2.9% | 3.3% |
| XNCR | 1.0% | 2.2% | - | - |
| DTIL | 0.9% | - | 1.2% | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
GHRS+54.34%
CCCC+49.05%
DNLI+22.34%
KRRO-2.39%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
STOK-7.06%
CGEM+1.62%
AGIO-2.22%
Sector Analysis
Healthcare100.0%
All Holdings
149121522
S
$STOK
24.5%
Decreased 11.86%
2G
$GHRS
23.9%
Increased 3.43%
3C
$CGEM
20.1%
A
$AGIO
14.0%
Increased 3179.88%
5D
$DNLI
5.7%
Increased 8.14%
6C
$CCCC
2.9%
Decreased 1.40%
7K
$KRRO
2.8%
Increased 126.92%
8T
$TCRX
1.3%
X
$XNCR
1.0%
Decreased 23.98%
10D
$DTIL
0.9%
Decreased 0.89%
11P
$PASG
0.8%
N
$NEUP
0.6%
Increased 0.01%
13T
$TRDA
0.4%
Increased 309.54%
14C
$CGON
0.3%
I
$IMTX
0.3%
Decreased 76.47%
16D
$DSGN
0.2%
Increased 71.93%
17V
$VYNE
0.1%
New
18H
$HOWL
0.1%
Increased 0.28%
19I
$IBIO
0.0%
New
20B
$BOLT
0.0%
New
21P
$PRQR
0.0%
A
$ABSI
0.0%
New
23T
$TRAW
0.0%
New