Lynx1 Capital Management
Weston Nichols
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
23
Market Value
$507.6M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
1
C
$CGEM
Cullinan Therapeutics, Inc.
32.2%
% of Portfolio
Unchanged
2S
$STOK
Stoke Therapeutics, Inc.
26.0%
% of Portfolio
Decreased 15.22%
3A
$AGIO
Agios Pharmaceuticals, Inc.
24.9%
% of Portfolio
Increased 30.53%
4C
$CCCC
C4 Therapeutics, Inc.
6.7%
% of Portfolio
Increased 4.68%
5K
$KRRO
Korro Bio, Inc.
4.0%
% of Portfolio
Unchanged
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| CGEM | 32.2% | 20.1% | 18.8% | 7.0% |
| STOK | 26.0% | 24.5% | 34.7% | 22.4% |
| AGIO | 24.9% | 14.0% | - | - |
| CCCC | 6.7% | 2.9% | 2.7% | 3.2% |
| KRRO | 4.0% | 2.8% | 1.1% | - |
| TCRX | 1.6% | 1.3% | 1.6% | 2.9% |
| DTIL | 1.5% | 0.9% | - | 1.2% |
| NEUP | 0.8% | - | - | - |
| PASG | 0.7% | - | 1.5% | 1.0% |
| CGON | 0.4% | - | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
GHRS+18.50%
CGEM+17.41%
STOK-4.03%
KRRO-1.67%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
AGIO-9.38%
CCCC-13.70%
Sector Analysis
Healthcare100.0%
All Holdings
12679141921
C
$CGEM
32.2%
S
$STOK
26.0%
Decreased 15.22%
3A
$AGIO
24.9%
Increased 30.53%
4C
$CCCC
6.7%
Increased 4.68%
5K
$KRRO
4.0%
T
$TCRX
1.6%
D
$DTIL
1.5%
Decreased 3.52%
8N
$NEUP
0.8%
P
$PASG
0.7%
Increased 8.03%
10C
$CGON
0.4%
Decreased 0.63%
11P
$PLRX
0.4%
New
12T
$TRDA
0.3%
Decreased 15.63%
13V
$VYNE
0.2%
T
$TRAW
0.1%
Increased 3610.51%
15F
$FHTX
0.1%
New
16D
$DNLI
0.1%
Decreased 99.38%
17X
$XNCR
0.1%
Decreased 96.61%
18H
$HOWL
0.1%
A
$AVTX
0.0%
New
20B
$BOLT
0.0%
N
$NUVB
0.0%
New
22E
$EPRX
0.0%
New
23I
$IKT
0.0%
New