Lynx1 Capital Management LP holds a concentrated book of 23 stocks worth $507.6M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Pliant Therapeutics Inc and trimmed Stoke Therapeutics Inc. Their largest long position is Cullinan Therapeutics Inc at 32% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lynx1 Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 43 / 23 | $884.0M |
| MORGAN STANLEY | 43 / 23 | $738.7M |
| GEODE CAPITAL MANAGEMENT, LLC | 42 / 23 | $1.2B |
| BlackRock, Inc. | 41 / 23 | $4.0B |
| JPMORGAN CHASE & CO | 41 / 23 | $166.6M |
| BNP PARIBAS FINANCIAL MARKETS | 39 / 23 | $133.5M |
| Ken Griffin | 38 / 23 | $381.0M |
| VANGUARD FIDUCIARY TRUST CO | 38 / 23 | $236.2M |
Ranked by how many of Lynx1 Capital Management LP's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Cullinan Therapeutics Inc COM | $163.2M | 8.96M | 32.2% | —Held | |
| 2 | Stoke Therapeutics Inc COM | $132.1M | 4.04M | 26.0% | ▼−15% Reduced · −725K sh | |
| 3 | Agios Pharmaceuticals Inc COM | $126.5M | 3.41M | 24.9% | ▲+31% Added · +797K sh | |
| 4 | C4 Therapeutics Inc COM STK | $34.2M | 7.33M | 6.7% | ▲+4.7% Added · +328K sh | |
| 5 | Korro Bio Inc COM | $20.3M | 1.54M | 4.0% | —Held | |
| 6 | Tscan Therapeutics Inc COM | $7.9M | 8.02M | 1.5% | —Held | |
| 7 | Precision Biosciences Inc COM NEW | $7.5M | 950.5K | 1.5% | ▼−3.5% Reduced · −35K sh | |
| 8 | Neuphoria Therapeutics Inc COM | $3.8M | 875.3K | 0.8% | —Held | |
| 9 | Passage Bio Inc COM NEW | $3.3M | 673.8K | 0.6% | ▲+8.0% Added · +50K sh | |
| 10 | CG Oncology Inc COM | $2.2M | 31.4K | 0.4% | ▼−0.6% Reduced · −200 sh | |
| 11 | Pliant Therapeutics Inc COM | $2.0M | 1.80M | 0.4% | ▲New New position | |
| 12 | Entrada Therapeutics Inc COM | $1.3M | 178.6K | 0.3% | ▼−16% Reduced · −33K sh | |
| 13 | Vyne Therapeutics Inc COM | $1.1M | 1.63M | 0.2% | —Held | |
| 14 | Traws Pharma Inc COM NEW | $472K | 559.5K | 0.1% | ▲37× Added · +544K sh | |
| 15 | Foghorn Therapeutics Inc COM | $301K | 61.6K | 0.1% | ▲New New position | |
| 16 | Denali Therapeutics Inc COM | $300K | 11.7K | 0.1% | ▼−99% Reduced · −1.9M sh | |
| 17 | Xencor Inc COM | $293K | 18.2K | 0.1% | ▼−97% Reduced · −518K sh | |
| 18 | Werewolf Therapeutics Inc COM | $237K | 657.8K | 0.0% | —Held | |
| 19 | Avalo Therapeutics Inc COM NEW | $187K | 10.1K | 0.0% | ▲New New position | |
| 20 | Bolt Biotherapeutics Inc COM NEW | $119K | 30.8K | 0.0% | —Held | |
| 21 | Nuvation Bio Inc COM CL A | $91K | 16.0K | 0.0% | ▲New New position | |
| 22 | Eupraxia Pharmaceuticals Inc COM | $66K | 10.0K | 0.0% | ▲New New position | |
| 23 | Inhibikase Therapeutics Inc COM NEW | $41K | 20.0K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1910456/holdings"
Use Arkolith to show Lynx1 Capital Management LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 23 | $507.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 23 | $632.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 22 | $494.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 14 | $491.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 15 | $346.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 14 | $279.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 18 | $266.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 18 | $282.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.