Lynx1 Capital Management LP 13F: Quarter-over-Quarter Portfolio Changes
Lynx1 Capital Management LP reported a disclosed portfolio value of approximately $632.7 million in its latest SEC Form 13F-HR filing for Q1 2026, up 28.1% quarter on quarter. Over the quarter, the fund initiated 5 new positions, bought more shares in 8 holdings, trimmed 5 holdings, and exited 4 positions.
Lynx1 Capital Management LP's top buy was Agios Pharmaceuticals INC (AGIO) . The fund bought 3179.9% more shares, lifting the position's portfolio weight by 13.5 percentage points. Its top sell was Immatics N.V (IMTX) . The fund sold 76.5% of its previously reported shares, reducing the position's portfolio weight by 1.6 percentage points.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| VYNE THERAPEUTICS INC | VYNE | 0.2% | Holders → |
| IBIO INC | IBIO | 0.0% | Holders → |
| BOLT BIOTHERAPEUTICS INC | BOLT | 0.0% | Holders → |
| ABSCI CORPORATION | ABSI | 0.0% | Holders → |
| TRAWS PHARMA INC | TRAW | 0.0% | Holders → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| AGIOS PHARMACEUTICALS INC | AGIO | +13.5% | +3179.9% | History → |
| ENTRADA THERAPEUTICS INC | TRDA | +0.3% | +309.5% | Holders → |
| KORRO BIO INC | KRRO | +1.7% | +126.9% | History → |
| DESIGN THERAPEUTICS INC | DSGN | +0.1% | +71.9% | Holders → |
| DENALI THERAPEUTICS INC | DNLI | +-0.1% | +8.1% | History → |
| GH RESEARCH PLC | GHRS | +-2.8% | +3.4% | History → |
| WEREWOLF THERAPEUTICS INC | HOWL | +0.0% | +0.3% | Holders → |
| NEUPHORIA THERAPEUTICS INC | NEUP | +-0.1% | +0.0% | Holders → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| IMMATICS N.V | IMTX | -1.6% | 76.5% | Holders → |
| XENCOR INC | XNCR | -1.2% | 24.0% | History → |
| STOKE THERAPEUTICS INC | STOK | -10.2% | 11.9% | History → |
| C4 THERAPEUTICS INC | CCCC | 0.2% | 1.4% | History → |
| PRECISION BIOSCIENCES INC | DTIL | 0.0% | 0.9% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| ARROWHEAD PHARMACEUTICALS INC | ARWR | 0.2% |
| MAPLIGHT THERAPEUTICS INC | MPLT | 0.0% |
| GENERATION BIO CO | SYN_37148K209 | 0.0% |
| APPLIED THERAPEUTICS INC | APLT | 0.0% |
Net Portfolio Value ChangeQ1 2026
- $0.5BPrior quarter
- $0.6BCurrent quarter
- +$0.1BNet delta
- +28.1%% change
Methodology & FAQ
How Lynx1 Capital Management LP Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Lynx1 Capital Management LP: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Lynx1 Capital Management LP buy in Q1 2026?
In Q1 2026, Lynx1 Capital Management LP initiated 5 new positions (VYNE THERAPEUTICS INC (VYNE), IBIO INC (IBIO), BOLT BIOTHERAPEUTICS INC (BOLT), ABSCI CORPORATION (ABSI), TRAWS PHARMA INC (TRAW)); bought more shares of AGIOS PHARMACEUTICALS INC (AGIO), ENTRADA THERAPEUTICS INC (TRDA), KORRO BIO INC (KRRO), DESIGN THERAPEUTICS INC (DSGN), DENALI THERAPEUTICS INC (DNLI) — the largest 5 of 8 adds.
What stocks did Lynx1 Capital Management LP sell in Q1 2026?
In Q1 2026, Lynx1 Capital Management LP fully sold 4 positions (ARROWHEAD PHARMACEUTICALS INC (ARWR), MAPLIGHT THERAPEUTICS INC (MPLT), GENERATION BIO CO (SYN_37148K209), APPLIED THERAPEUTICS INC (APLT)); reduced holdings in IMMATICS N.V (IMTX), XENCOR INC (XNCR), STOKE THERAPEUTICS INC (STOK), C4 THERAPEUTICS INC (CCCC), PRECISION BIOSCIENCES INC (DTIL).
Which positions did Lynx1 Capital Management LP initiate in Q1 2026?
Lynx1 Capital Management LP established 5 new positions in Q1 2026: VYNE THERAPEUTICS INC (VYNE, 0.2%), IBIO INC (IBIO, 0.0%), BOLT BIOTHERAPEUTICS INC (BOLT, 0.0%), ABSCI CORPORATION (ABSI, 0.0%), TRAWS PHARMA INC (TRAW, 0.0%).
Which existing positions saw the largest allocation increases for Lynx1 Capital Management LP in Q1 2026?
Of 8 existing positions with share-count increases in Q1 2026, the largest were: AGIOS PHARMACEUTICALS INC (AGIO, +13.5% weight, +3179.9% shares), ENTRADA THERAPEUTICS INC (TRDA, +0.3% weight, +309.5% shares), KORRO BIO INC (KRRO, +1.7% weight, +126.9% shares), DESIGN THERAPEUTICS INC (DSGN, +0.1% weight, +71.9% shares), DENALI THERAPEUTICS INC (DNLI, +-0.1% weight, +8.1% shares), GH RESEARCH PLC (GHRS, +-2.8% weight, +3.4% shares), WEREWOLF THERAPEUTICS INC (HOWL, +0.0% weight, +0.3% shares), NEUPHORIA THERAPEUTICS INC (NEUP, +-0.1% weight, +0.0% shares).
Which positions did Lynx1 Capital Management LP fully exit in Q1 2026?
Lynx1 Capital Management LP fully exited 4 positions in Q1 2026: ARROWHEAD PHARMACEUTICALS INC (ARWR, last-reported weight 0.2%), MAPLIGHT THERAPEUTICS INC (MPLT, last-reported weight 0.0%), GENERATION BIO CO (SYN_37148K209, last-reported weight 0.0%), APPLIED THERAPEUTICS INC (APLT, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for Lynx1 Capital Management LP in Q1 2026?
Of 5 existing positions with share-count reductions in Q1 2026, the largest were: IMMATICS N.V (IMTX, -1.6% weight, -76.5% shares), XENCOR INC (XNCR, -1.2% weight, -24.0% shares), STOKE THERAPEUTICS INC (STOK, -10.2% weight, -11.9% shares), C4 THERAPEUTICS INC (CCCC, 0.2% weight, -1.4% shares), PRECISION BIOSCIENCES INC (DTIL, 0.0% weight, -0.9% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.