Lynx1 Capital Management LP 13F: Quarter-over-Quarter Portfolio Changes
Lynx1 Capital Management LP reported a disclosed portfolio value of approximately $507.6 million in its latest SEC Form 13F-HR filing for Q2 2026, down 19.8% quarter on quarter. Over the quarter, the fund initiated 6 new positions, bought more shares in 4 holdings, trimmed 6 holdings, and exited 6 positions.
Lynx1 Capital Management LP's top buy was a new stake in Pliant Therapeutics INC (PLRX) , equal to 0.4% of the disclosed portfolio. Its top sell was Gh Research PLC (GHRS) . The fund exited the position completely after it had accounted for 23.9% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| PLIANT THERAPEUTICS INC | PLRX | 0.4% | Holders → |
| FOGHORN THERAPEUTICS INC | FHTX | 0.1% | Holders → |
| AVALO THERAPEUTICS INC | AVTX | 0.0% | Holders → |
| NUVATION BIO INC | NUVB | 0.0% | Holders → |
| EUPRAXIA PHARMACEUTICALS INC | EPRX | 0.0% | Holders → |
| INHIBIKASE THERAPEUTICS INC | IKT | 0.0% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| TRAWS PHARMA INC | TRAW | +0.1% | +3610.5% | Holders → |
| AGIOS PHARMACEUTICALS INC | AGIO | +11.0% | +30.5% | History → |
| PASSAGE BIO INC | PASG | +-0.1% | +8.0% | History → |
| C4 THERAPEUTICS INC | CCCC | +3.8% | +4.7% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| DENALI THERAPEUTICS INC. | DNLI | -5.6% | 99.4% | Holders → |
| XENCOR INC | XNCR | -1.0% | 96.6% | Holders → |
| ENTRADA THERAPEUTICS, INC. | TRDA | -0.2% | 15.6% | Holders → |
| STOKE THERAPEUTICS INC | STOK | 1.5% | 15.2% | History → |
| PRECISION BIOSCIENCES INC | DTIL | 0.6% | 3.5% | History → |
| CG ONCOLOGY INC | CGON | 0.1% | 0.6% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| GH RESEARCH PLC | GHRS | 23.9% |
| IMMATICS N.V. | IMTX | 0.3% |
| DESIGN THERAPEUTICS INC | DSGN | 0.2% |
| IBIO INC | IBIO | 0.0% |
| PROQR THRAPEUTICS N V | PRQR | 0.0% |
| ABSCI CORPORATION | ABSI | 0.0% |
Net Portfolio Value ChangeQ2 2026
- $0.6BPrior quarter
- $0.5BCurrent quarter
- $-0.1BNet delta
- -19.8%% 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 Q2 2026?
In Q2 2026, Lynx1 Capital Management LP initiated 6 new positions (PLIANT THERAPEUTICS INC (PLRX), FOGHORN THERAPEUTICS INC (FHTX), AVALO THERAPEUTICS INC (AVTX), NUVATION BIO INC (NUVB), EUPRAXIA PHARMACEUTICALS INC (EPRX), INHIBIKASE THERAPEUTICS INC (IKT)); bought more shares of TRAWS PHARMA INC (TRAW), AGIOS PHARMACEUTICALS INC (AGIO), PASSAGE BIO INC (PASG), C4 THERAPEUTICS INC (CCCC).
What stocks did Lynx1 Capital Management LP sell in Q2 2026?
In Q2 2026, Lynx1 Capital Management LP fully sold 6 positions (GH RESEARCH PLC (GHRS), IMMATICS N.V. (IMTX), DESIGN THERAPEUTICS INC (DSGN), IBIO INC (IBIO), PROQR THRAPEUTICS N V (PRQR), ABSCI CORPORATION (ABSI)); reduced holdings in DENALI THERAPEUTICS INC. (DNLI), XENCOR INC (XNCR), ENTRADA THERAPEUTICS, INC. (TRDA), STOKE THERAPEUTICS INC (STOK), PRECISION BIOSCIENCES INC (DTIL) (the largest 5 of 6 reductions).
Which positions did Lynx1 Capital Management LP initiate in Q2 2026?
Lynx1 Capital Management LP established 6 new positions in Q2 2026: PLIANT THERAPEUTICS INC (PLRX, 0.4%), FOGHORN THERAPEUTICS INC (FHTX, 0.1%), AVALO THERAPEUTICS INC (AVTX, 0.0%), NUVATION BIO INC (NUVB, 0.0%), EUPRAXIA PHARMACEUTICALS INC (EPRX, 0.0%), INHIBIKASE THERAPEUTICS INC (IKT, 0.0%).
Which existing positions saw the largest allocation increases for Lynx1 Capital Management LP in Q2 2026?
Of 4 existing positions with share-count increases in Q2 2026, the largest were: TRAWS PHARMA INC (TRAW, +0.1% weight, +3610.5% shares), AGIOS PHARMACEUTICALS INC (AGIO, +11.0% weight, +30.5% shares), PASSAGE BIO INC (PASG, +-0.1% weight, +8.0% shares), C4 THERAPEUTICS INC (CCCC, +3.8% weight, +4.7% shares).
Which positions did Lynx1 Capital Management LP fully exit in Q2 2026?
Lynx1 Capital Management LP fully exited 6 positions in Q2 2026: GH RESEARCH PLC (GHRS, last-reported weight 23.9%), IMMATICS N.V. (IMTX, last-reported weight 0.3%), DESIGN THERAPEUTICS INC (DSGN, last-reported weight 0.2%), IBIO INC (IBIO, last-reported weight 0.0%), PROQR THRAPEUTICS N V (PRQR, last-reported weight 0.0%), ABSCI CORPORATION (ABSI, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for Lynx1 Capital Management LP in Q2 2026?
Of 6 existing positions with share-count reductions in Q2 2026, the largest were: DENALI THERAPEUTICS INC. (DNLI, -5.6% weight, -99.4% shares), XENCOR INC (XNCR, -1.0% weight, -96.6% shares), ENTRADA THERAPEUTICS, INC. (TRDA, -0.2% weight, -15.6% shares), STOKE THERAPEUTICS INC (STOK, 1.5% weight, -15.2% shares), PRECISION BIOSCIENCES INC (DTIL, 0.6% weight, -3.5% shares), CG ONCOLOGY INC (CGON, 0.1% weight, -0.6% 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.