Fund Universe

Lynx1 Capital Management LP

CIK 0001910456 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.820
AUM ($M)
866
Positions
27
Turnover
0.19
Top-10 wt
99%
Herfindahl
0.252
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 29 positions · portfolio value $508M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CGEM funds › CULLINAN THERAPEUTICS INC HOLD 32.2% +12.0% 163.2 8,963,500 +0 5
STOK funds › STOKE THERAPEUTICS INC TRIM 26.0% +1.5% 132.1 4,038,404 -725,269 5
AGIO funds › AGIOS PHARMACEUTICALS INC ADD 24.9% +11.0% 126.5 3,408,937 +797,369 3
CCCC funds › C4 THERAPEUTICS INC ADD 6.7% +3.8% 34.2 7,326,691 +327,789 5
KRRO funds › KORRO BIO INC HOLD 4.0% +1.2% 20.3 1,538,296 +0 3
TCRX funds › TSCAN THERAPEUTICS INC HOLD 1.5% +0.3% 7.9 8,019,148 +0 5
DTIL funds › PRECISION BIOSCIENCES INC TRIM 1.5% +0.6% 7.5 950,466 -34,647 5
NEUP funds › NEUPHORIA THERAPEUTICS INC HOLD 0.8% +0.2% 3.8 875,328 +0 3
PASG funds › PASSAGE BIO INC ADD 0.6% -0.1% 3.3 673,759 +50,055 4
CGON funds › CG ONCOLOGY INC TRIM 0.4% +0.1% 2.2 31,391 -200 3
PLRX funds › PLIANT THERAPEUTICS INC NEW 0.4% +0.4% 2.0 1,798,070 +1,798,070 1
TRDA funds › ENTRADA THERAPEUTICS INC TRIM 0.3% -0.2% 1.3 178,606 -33,083 3
VYNE funds › VYNE THERAPEUTICS INC HOLD 0.2% +0.1% 1.1 1,628,700 +0 2
TRAW funds › TRAWS PHARMA INC ADD 0.1% +0.1% 0.5 559,470 +544,392 2
FHTX funds › FOGHORN THERAPEUTICS INC NEW 0.1% +0.1% 0.3 61,588 +61,588 1
DNLI funds › DENALI THERAPEUTICS INC TRIM 0.1% -5.6% 0.3 11,658 -1,868,645 4
XNCR funds › XENCOR INC TRIM 0.1% -1.0% 0.3 18,194 -518,204 3
HOWL funds › WEREWOLF THERAPEUTICS INC HOLD 0.0% -0.0% 0.2 657,786 +0 3
AVTX funds › AVALO THERAPEUTICS INC NEW 0.0% +0.0% 0.2 10,100 +10,100 1
CUSIP:097702203 funds › BOLT BIOTHERAPEUTICS INC HOLD 0.0% +0.0% 0.1 30,800 +0 2
NUVB funds › NUVATION BIO INC NEW 0.0% +0.0% 0.1 16,029 +16,029 1
EPRX funds › EUPRAXIA PHARMACEUTICALS INC NEW 0.0% +0.0% 0.1 10,000 +10,000 1
IKT funds › INHIBIKASE THERAPEUTICS INC NEW 0.0% +0.0% 0.0 20,000 +20,000 1
ABSI funds › ABSCI CORPORATION EXIT Common Stock 0.0% -0.0% 0.0 0 -21,245 0
DSGN funds › DESIGN THERAPEUTICS INC EXIT 0.0% -0.2% 0.0 0 -119,516 0
IBIO funds › IBIO INC EXIT 0.0% -0.0% 0.0 0 -68,076 0
PRQR funds › PROQR THRAPEUTICS N V EXIT 0.0% -0.0% 0.0 0 -68,486 0
GHRS funds › GH RESEARCH PLC EXIT 0.0% -23.9% 0.0 0 -10,763,288 0
IMTX funds › IMMATICS N.V EXIT 0.0% -0.3% 0.0 0 -216,973 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 508 23 0.31 99% 0.240 0.534 in
2026Q1 633 23 0.17 97% 0.183 0.812 in
2025Q4 494 22 0.42 97% 0.233 0.265 in
2025Q3 491 14 0.13 99% 0.198 0.821 in
2025Q2 346 15 0.07 99% 0.171 0.880 entered
2025Q1 279 14 0.00 98% 0.166 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status