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Lynx1 Capital Management LP

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13F filer, CIK 1910456, DORADO, PR

Lynx1 Capital Management LP reported $632,718,355 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-04. Its ten largest share positions make up 97.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910456-26-000002

Period
2026-03-31
Reported value
$633M
Holdings
23
Top 10 weight
97.05%
New
5
Sold out
4

Part of the filer group Lynx1 Capital Management LP

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AGIOadded+2,531,944$85.7M
KRROadded+860,381$9.74M
GHRSadded+356,713$5.02M
DNLIadded+141,553$2.72M
TRDAadded+160,000$2.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
STOKreduced-641,001-$20.9M
IMTXreduced-704,977-$6.94M
XNCRreduced-169,160-$2.04M
ARWRexited-12,043-$800K
CCCCreduced-99,231-$261K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001910456-26-000002, largest first. % of portfolio is the value over $632,718,355, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STOKSTOKE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187,191 shares; 2024Q4: 5,187,191 shares; 2025Q1: 5,291,929 shares; 2025Q2: 5,404,674 shares; 2025Q3: 5,404,674 shares; 2025Q4: 5,404,674 shares; 2026Q1: 4,763,673 shares 4,763,673$155M24.51%-641,001Timeline
GHRSGH RESEARCH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195,894 shares; 2024Q4: 4,858,994 shares; 2025Q1: 6,443,940 shares; 2025Q2: 6,746,951 shares; 2025Q3: 8,601,189 shares; 2025Q4: 10,406,575 shares; 2026Q1: 10,763,288 shares 10,763,288$151M23.92%+356,713Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,830 shares; 2024Q4: 1,257,795 shares; 2025Q1: 3,215,722 shares; 2025Q2: 4,400,842 shares; 2025Q3: 5,766,090 shares; 2025Q4: 8,963,500 shares; 2026Q1: 8,963,500 shares 8,963,500$127M20.13%0Timeline
AGIOAGIOS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,624 shares; 2026Q1: 2,611,568 shares 2,611,568$88.3M13.96%+2,531,944Timeline
DNLIDENALI THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,687 shares; 2025Q4: 1,738,750 shares; 2026Q1: 1,880,303 shares 1,880,303$36.1M5.71%+141,553Timeline
CCCCC4 THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880,527 shares; 2024Q4: 6,852,744 shares; 2025Q1: 7,098,133 shares; 2025Q2: 7,098,133 shares; 2025Q3: 7,098,133 shares; 2025Q4: 7,098,133 shares; 2026Q1: 6,998,902 shares 6,998,902$18.4M2.91%-99,231Timeline
KRROKORRO BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677,915 shares; 2026Q1: 1,538,296 shares 1,538,296$17.4M2.75%+860,381Timeline
TCRXTSCAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,224,600 shares; 2024Q4: 5,357,347 shares; 2025Q1: 5,357,347 shares; 2025Q2: 7,857,347 shares; 2025Q3: 7,857,347 shares; 2025Q4: 8,019,148 shares; 2026Q1: 8,019,148 shares 8,019,148$8.1M1.28%0Timeline
XNCRXENCOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 705,558 shares; 2026Q1: 536,398 shares 536,398$6.47M1.02%-169,160Timeline
DTILPRECISION BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 766,051 shares; 2025Q1: 766,051 shares; 2025Q2: 1,036,051 shares; 2025Q3: 1,042,596 shares; 2025Q4: 993,913 shares; 2026Q1: 985,113 shares 985,113$5.42M0.86%-8,800Timeline
PASGPASSAGE BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623,704 shares; 2025Q4: 623,704 shares; 2026Q1: 623,704 shares 623,704$4.9M0.77%0Timeline
NEUPNEUPHORIA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,806 shares; 2025Q1: 45,806 shares; 2025Q2: 45,806 shares; 2025Q3: not reported; 2025Q4: 875,228 shares; 2026Q1: 875,328 shares 875,328$3.56M0.56%+100Timeline
TRDAENTRADA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,689 shares; 2026Q1: 211,689 shares 211,689$2.67M0.42%+160,000Timeline
CGONCG ONCOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,591 shares; 2026Q1: 31,591 shares 31,591$2.14M0.34%0Timeline
IMTXIMMATICS N.VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 921,950 shares; 2026Q1: 216,973 shares 216,973$2.14M0.34%-704,977Timeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,954 shares; 2025Q2: 65,954 shares; 2025Q3: 65,954 shares; 2025Q4: 69,516 shares; 2026Q1: 119,516 shares 119,516$1.27M0.2%+50,000Timeline
VYNEVYNE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,628,700 shares 1,628,700$973K0.15%newTimeline
HOWLWEREWOLF THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 655,926 shares; 2026Q1: 657,786 shares 657,786$548K0.09%+1,860Timeline
IBIOIBIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862,279 shares; 2024Q4: 862,279 shares; 2025Q1: 862,279 shares; 2025Q2: 1,538,573 shares; 2025Q3: 1,055,897 shares; 2025Q4: not reported; 2026Q1: 68,076 shares 68,076$129K0.02%newTimeline
BOLTBOLT BIOTHERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,800 shares 30,800$124K0.02%newTimeline
PRQRPROQR THRAPEUTICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68,486 shares; 2026Q1: 68,486 shares 68,486$111K0.02%0Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,245 shares 21,245$63.7K0.01%newTimeline
TRAWTRAWS PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,078 shares 15,078$27.6K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ARWRARROWHEAD PHARMACEUTICALS IN12,043$800Kshares
MPLTMAPLIGHT THERAPEUTICS INC13,477$237Kshares
GENERATION BIO COGENERATION BIO CO25,000$142Kshares
Applied Therapeutics IncApplied Therapeutics Inc410,500$41Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001910456-26-000002 base2026-05-04acceptance time not in the bulk data set