Lynx1 Capital Management LP

DORADO, PR · CIK 1910456 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2023 · limited partnership

Assets managed$626.7m
Staff5 · 4 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (1 hedge) · $576.8m gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityLYNX1 CAPITAL MANAGEMENT LP (US)

$865.5m reported value +36.8% vs Q1 2026

27positions

98.8%in top 10

6 new 6 added 7 reduced 2 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Lynx1 Capital Advisors LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GH RESEARCH PLC ORDINARY SHARES GHRS	GHRS	13,263,288	$356.5m41.19%	41.19%	Added +2.5m	+2,500,000 23.2%
2	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	8,963,500	$163.2m18.86%	18.86%	Unchanged
3	STOKE THERAPEUTICS INC COM STOK	STOK	4,038,404	$132.1m15.27%	15.27%	Reduced -725.3k	-725,269 -15.2%
4	AGIOS PHARMACEUTICALS INC COM AGIO	AGIO	3,408,937	$126.5m14.62%	14.62%	Added +797.4k	+797,369 30.5%
5	C4 THERAPEUTICS INC COM STK CCCC	CCCC	7,326,691	$34.2m3.95%	3.95%	Added +327.8k	+327,789 4.7%
6	KORRO BIO INC COM KRRO	KRRO	1,538,296	$20.3m2.34%	2.34%	Unchanged
7	TSCAN THERAPEUTICS INC COM TCRX	TCRX	8,019,148	$7.9m0.91%	0.91%	Unchanged
8	PRECISION BIOSCIENCES INC COM NEW DTIL	DTIL	950,466	$7.5m0.86%	0.86%	Reduced -34.6k	-34,647 -3.5%
9	NEUPHORIA THERAPEUTICS INC COM NEUP	NEUP	875,328	$3.8m0.44%	0.44%	Unchanged
10	PASSAGE BIO INC COM NEW PASG	PASG	673,759	$3.3m0.38%	0.38%	Added +50.1k	+50,055 8.0%
11	CG ONCOLOGY INC COM CGON	CGON	31,391	$2.2m0.26%	0.26%	Reduced -200	-200 -0.6%
12	PLIANT THERAPEUTICS INC COM PLRX	PLRX	1,798,070	$2.0m0.24%	0.24%	New
13	ENTRADA THERAPEUTICS INC COM TRDA	TRDA	178,606	$1.3m0.15%	0.15%	Reduced -33.1k	-33,083 -15.6%
14	VYNE THERAPEUTICS INC COM COM		1,628,700	$1.1m0.12%	0.12%	Unchanged
15	PROQR THRAPEUTICS N V SHS EURO PRQR	PRQR	521,413	$969.8k0.11%	0.11%	Added +452.9k	+452,927 661.3%
16	TRAWS PHARMA INC COM NEW TRAW	TRAW	559,470	$471.8k0.05%	0.05%	Added +544.4k	+544,392 3610.5%
17	FOGHORN THERAPEUTICS INC COM FHTX	FHTX	61,588	$300.5k0.03%	0.03%	New
18	DENALI THERAPEUTICS INC COM DNLI	DNLI	11,658	$299.8k0.03%	0.03%	Reduced -1.9m	-1,868,645 -99.4%
19	XENCOR INC COM XNCR	XNCR	18,194	$292.9k0.03%	0.03%	Reduced -518.2k	-518,204 -96.6%
20	ABSCI CORPORATION COM ABSI	ABSI	21,245	$246.2k0.03%	0.03%	Unchanged
21	WEREWOLF THERAPEUTICS INC COM HOWL	HOWL	657,786	$236.7k0.03%	0.03%	Unchanged
22	IMMATICS N.V SHS IMTX	IMTX	23,236	$235.4k0.03%	0.03%	Reduced -193.7k	-193,737 -89.3%
23	AVALO THERAPEUTICS INC COM NEW AVTX	AVTX	10,100	$186.6k0.02%	0.02%	New
24	BOLT BIOTHERAPEUTICS INC COM NEW BOLT	BOLT	30,800	$118.6k0.01%	0.01%	Unchanged
25	NUVATION BIO INC COM CL A NUVB	NUVB	16,029	$91.0k0.01%	0.01%	New
26	EUPRAXIA PHARMACEUTICALS INC COM EPRX	EPRX	10,000	$66.1k0.01%	0.01%	New
27	INHIBIKASE THERAPEUTICS INC COM NEW IKT	IKT	20,000	$40.6k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DESIGN THERAPEUTICS INC DSGN	DSGN	119,516	$1.3m119.5k shares
IBIO INC IBIO	IBIO	68,076	$129.3k68.1k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
PASSAGE BIO INC 13D · filed 2026-07-02		21.0%	+1.4 pts	13D	2026-07-02
GH RESEARCH PLC GHRS · 13G · filed 2026-08-14	GHRS	19.3%≈ $354.0m	+1.9 pts	13G	2026-08-14
NEUPHORIA THERAPEUTICS INC NEUP · 13D · filed 2025-12-29	NEUP	16.3%≈ $3.8m	no change	13D	2025-12-29
TSCAN THERAPEUTICS INC TCRX · 13G · filed 2026-08-14	TCRX	13.1%≈ $20.1m	-1.9 pts	13G	2026-08-14
KORRO BIO INC KRRO · 13G · filed 2026-04-02	KRRO	10.7%≈ $20.3m	+2.9 pts	13G	2026-04-02
C4 THERAPEUTICS INC CCCC · 13G · filed 2026-08-14	CCCC	10.0%≈ $63.1m	+2.7 pts	13G	2026-08-14
CULLINAN THERAPEUTICS INC CGEM · 13G · filed 2025-11-14	CGEM	9.8%≈ $105.0m	-4.7 pts	13G	2025-11-14
STOKE THERAPEUTICS INC STOK · 13G · filed 2026-08-14	STOK	6.5%≈ $132.1m	-1.6 pts	13G	2026-08-14
IBIO INC IBIO · 13G · filed 2026-08-14	IBIO	5.4%≈ $4.9m	+5.4 pts	13G	2026-08-14
PRECISION BIOSCIENCES INC DTIL · 13G · filed 2026-07-20	DTIL	5.4%≈ $10.9m	+1.3 pts	13G	2026-07-20
AGIOS PHARMACEUTICALS INC AGIO · 13G · filed 2026-05-06	AGIO	5.1%≈ $111.8m	new	13G	2026-05-06

Trades reported as a company insider since 1 Apr 2026

Owning 10% or more of a company, or having someone on its board, makes this manager an insider there: it reports its trades in that company's shares on Form 4 within two business days. Open-market and private purchases and sales only.

Date	Company	Ticker	Trade	Shares	Value	Their holding
2026-08-10	KORRO BIO INC 10% owner · See footnote	KRRO	Bought	1,462	$19.3k1.5k shares	+<1%
2026-08-06	KORRO BIO INC 10% owner · See footnote	KRRO	Bought	5,222	$59.5k5.2k shares	+<1%
2026-06-25	PASSAGE BIO INC 10% owner · See footnote	PASG	Bought	50,055	$206.2k50.1k shares	+8%