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LYNX1 CAPITAL MANAGEMENT LP 13F portfolio summary

LYNX1 CAPITAL MANAGEMENT LP of LYNX1 CAPITAL MANAGEMENT LP has 23 current stock holdings with a reported portfolio value of $507.6M. The portfolio 1 year return is +102.27%. Top holdings include CGEM (32.16%), STOK (26.03%), AGIO (24.92%), CCCC (6.74%), KRRO (3.99%).

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LYNX1 CAPITAL MANAGEMENT LP

LYNX1 CAPITAL MANAGEMENT LP
Latest filing: 2026-06-30

LYNX1 CAPITAL MANAGEMENT LP runs LYNX1 CAPITAL MANAGEMENT LP and currently holds 23 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $507.56M. Their top holdings are CGEM, STOK, AGIO, CCCC, KRRO. The top five represent 93.9% of reported portfolio weight. LYNX1 CAPITAL MANAGEMENT LP ranks #69 out of 1000 investors tracked by Alpha Score. In the most recent quarter, LYNX1 CAPITAL MANAGEMENT LP initiated 1 new position. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is CCCC with returns of +77.57%.

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Top 5 Holdings
CGEM32.2%
STOK26.0%
AGIO24.9%
CCCC6.7%
KRRO4.0%
Top 5: 93.9%
Portfolio Returns
1 Year
+102.27%
#56/1000
3 Year
+256.72%
#42/1000
5 Year
+160.28%
#107/1000

Portfolio Value

$507.56M

Alpha Score

162.8

#69 of 1000

Holdings

23

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23 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
CGEM
CULLINAN THERAPEUTICS INC
32.16%$9.16$21.68+136.68%
Held
STOK
STOKE THERAPEUTICS INC
26.03%$8.50$32.29+279.88%
Trimmed
-15.22%
AGIO
AGIOS PHARMACEUTICALS INC
24.92%$34.44$33.09-3.92%
Added
+30.53%
CCCC
C4 THERAPEUTICS INC
6.74%$4.77$4.00-16.14%
Added
+4.68%
KRRO
KORRO BIO INC
3.99%$9.86$13.18+33.67%
Held
CGON
CG ONCOLOGY INC
0.44%$41.52$79.81+92.22%
Trimmed
-0.63%
TRDA
ENTRADA THERAPEUTICS INC
0.26%$12.05$7.57-37.18%
Trimmed
-15.63%
DNLI
DENALI THERAPEUTICS INC
0.06%$16.44$24.92+51.58%
Trimmed
-99.38%
XNCR
XENCOR INC
0.06%$15.31$27.80+81.58%
Trimmed
-96.61%
NUVB
NUVATION BIO INC
0.02%$5.68$6.93+21.92%
New Buy

Showing 1-10 of 23