StockDriftsStockDriftsTop 27 Lynx1 Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GHRS | GH RESEARCH PLC | 41.19% | 13.26M | $356.5M | +23.23%(+2.50M) | $12.41(+137.68%) | 2026-06-30 | |
| CGEM | CULLINAN THERAPEUTICS INC | 18.86% | 8.96M | $163.2M | +0.00%(+0) | $9.18(+121.60%) | 2026-06-30 | |
| STOK | STOKE THERAPEUTICS INC | 15.27% | 4.04M | $132.1M | -15.22%(-725.27K) | $9.05(+245.36%) | 2026-06-30 | |
| AGIO | AGIOS PHARMACEUTICALS INC | 14.62% | 3.41M | $126.5M | +30.53%(+797.37K) | $31.26(+7.35%) | 2026-06-30 | |
| CCCC | C4 THERAPEUTICS INC | 3.95% | 7.33M | $34.2M | +4.68%(+327.79K) | $4.21(+0.63%) | 2026-06-30 | |
| KRRO | KORRO BIO INC | 2.34% | 1.54M | $20.3M | +0.00%(+0) | $17.72(-25.07%) | 2026-06-30 | |
| TCRX | TSCAN THERAPEUTICS INC | 0.91% | 8.02M | $7.9M | +0.00%(+0) | $2.18(-64.31%) | 2026-06-30 | |
| DTIL | PRECISION BIOSCIENCES INC | 0.86% | 950.5K | $7.5M | -3.52%(-34.65K) | $5.87(+24.27%) | 2026-06-30 | |
| NEUP | NEUPHORIA THERAPEUTICS INC | 0.44% | 875.3K | $3.8M | +0.00%(+0) | $7.65(-49.30%) | 2026-06-30 | |
| PASG | PASSAGE BIO INC | 0.38% | 673.8K | $3.3M | +8.03%(+50.05K) | $12.79(-64.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.27% | +82.78% | — | — | +62.97% |
| Top 20 Holdings Unweighted | +31.49% | +127.34% | — | — | +165.62% |
Lynx1 Capital Management LP reports $865.53M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are GHRS (41.2%), CGEM (18.9%) and STOK (15.3%). The top 20 holdings account for 99.87% of reported assets. Its disclosed equity book has returned +82.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lynx1 Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910456). View Lynx1 Capital Management LP’s 13F filings on SEC