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Livermore
Livermore
ZHEN

Lynx1 Capital Management LP

SEC CIK
0001910456
Latest filing
Aug 13, 2026

The latest 13F from Lynx1 Capital Management LP covers Q2 2026 (filed Aug 13, 2026): 27 long positions worth $865.5M. The top 10 holdings make up 98.8% of the portfolio, and the largest is GH Research PLC (GHRS) at 41.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$2.73M
Added
6
Est. +$99.9M
Reduced
7
Est. −$82.6M
Sold out
2
Est. −$1.40M

Top 5 holdings

Share of this quarter's portfolio value

  1. GHRSGH Research PLC
    41.2%$356.5MHistory
  2. CGEMCullinan Therapeutics, Inc.
    18.9%$163.2MHistory
  3. STOKStoke Therapeutics, Inc.
    15.3%$132.1MHistory
  4. AGIOAgios Pharmaceuticals, Inc.
    14.6%$126.5MHistory
  5. CCCCC4 Therapeutics, Inc.
    4.0%$34.2MHistory

Share of portfolio

Top 5 holdings and the other 22 positions, by share of portfolio value

  1. GHRS41.2%
  2. CGEM18.9%
  3. STOK15.3%
  4. AGIO14.6%
  5. CCCC4.0%
  6. Other 22 positions6.1%

Biggest buys

New and added positions, by estimated amount bought

  1. GHRSGH Research PLC
    +$67.2MAddedHistory
  2. AGIOAgios Pharmaceuticals, Inc.
    +$29.6MAddedHistory
  3. PLRXPliant Therapeutics, Inc.
    +$2.05MNewHistory
  4. CCCCC4 Therapeutics, Inc.
    +$1.53MAddedHistory
  5. PRQRProQR Therapeutics N.V.
    +$842.4KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GHRSGH Research PLC
    +17.27 pp23.9% → 41.2%History
  2. CCCCC4 Therapeutics, Inc.
    +1.04 pp2.9% → 4.0%History
  3. AGIOAgios Pharmaceuticals, Inc.
    +0.65 pp14.0% → 14.6%History
  4. PLRXPliant Therapeutics, Inc.
    +0.24 pp0.0% → 0.2%History
  5. PRQRProQR Therapeutics N.V.
    +0.09 pp<0.1% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. DNLIDenali Therapeutics Inc.
    −$48.1MReducedHistory
  2. STOKStoke Therapeutics, Inc.
    −$23.7MReducedHistory
  3. XNCRXencor Inc
    −$8.34MReducedHistory
  4. IMTXImmatics N.V.
    −$1.96MReducedHistory
  5. DSGNDesign Therapeutics, Inc.
    −$1.27MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. STOKStoke Therapeutics, Inc.
    −9.25 pp24.5% → 15.3%History
  2. DNLIDenali Therapeutics Inc.
    −5.67 pp5.7% → <0.1%History
  3. XNCRXencor Inc
    −0.99 pp1.0% → <0.1%History
  4. IMTXImmatics N.V.
    −0.31 pp0.3% → <0.1%History
  5. TRDAEntrada Therapeutics, Inc.
    −0.27 pp0.4% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$865.5M
+$232.8M (+36.8%) vs. prior quarter
Positions
27
+4 vs. prior quarter
Top 10 concentration
98.8%
Top 10 as share of value
Turnover
11.2%
Q2 2026, one quarter
Average holding period
10.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $865.5M (Q2 2026)

Q4 2021: $114.6MQ1 2022: $107.7MQ2 2022: $117.4MQ3 2022: $110.9MQ4 2022: $115.6MQ1 2023: $119.9MQ2 2023: $152.6MQ3 2023: $151.2MQ4 2023: $254.3MQ1 2024: $388.2MQ2 2024: $277.2MQ3 2024: $282.2MQ4 2024: $266.7MQ1 2025: $279.2MQ2 2025: $346.2MQ3 2025: $491.3MQ4 2025: $494.0MQ1 2026: $632.7MQ2 2026: $865.5M
Q4 2021Q2 2026
13F filings of Lynx1 Capital Management LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026Amended27$865.5MGHRSCGEMSTOKvs. Q1 2026SEC
Q1 2026May 4, 202623$632.7MSTOKGHRSCGEMvs. Q4 2025SEC
Q4 2025Feb 17, 202622$494.0MSTOKGHRSCGEMvs. Q3 2025SEC
Q3 2025Nov 13, 202514$491.3MMRUSSTOKGHRSvs. Q2 2025SEC
Q2 2025Aug 14, 202515$346.2MMRUSGHRSSTOKvs. Q1 2025SEC
Q1 2025May 15, 202514$279.2MGHRSMRUSPTGXvs. Q4 2024SEC
Q4 2024Feb 14, 202518$266.7MMRUSSTOKGHRSvs. Q3 2024SEC
Q3 2024Nov 14, 202418$282.2MMRUSSTOKCCCCvs. Q2 2024SEC
Q2 2024Aug 19, 2024Amended17$277.2MMRUSSTOKGHRSvs. Q1 2024SECSEC
Q1 2024May 30, 2024Amended16$388.2MALPNMRUSSTOKvs. Q4 2023SECSEC
Q4 2023Feb 14, 202415$254.3MALPNCABAMRUSvs. Q3 2023SEC
Q3 2023Nov 14, 202318$151.2MCABAALPNMRUSvs. Q2 2023SEC
Q2 2023Aug 14, 202318$152.6MMRUSCABAALPNvs. Q1 2023SEC
Q1 2023May 15, 202313$119.9MALPNCABAMRUSvs. Q4 2022SEC
Q4 2022Feb 14, 202313$115.6MCABAALPNMRUSvs. Q3 2022SEC
Q3 2022Nov 14, 202212$110.9MBellus Health Inc NewALPNKNTEvs. Q2 2022SEC
Q2 2022Aug 15, 202212$117.4MBellus Health Inc NewMRUSKNTEvs. Q1 2022SEC
Q1 2022May 16, 202214$107.7MMRUSBellus Health Inc NewALPNvs. Q4 2021SEC
Q4 2021Feb 14, 202210$114.6MMRUSTVTXALPN–SEC

13D and 13G filings

Companies where Lynx1 Capital Management LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

11 companies, largest stake first.

Companies where Lynx1 Capital Management LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PASGPassage BIO, Inc.13D21.00%673.8K shares+1.40 ppfrom 19.60%Sep 29, 20228 filingsJul 2, 2026SEC
GHRSGH Research PLC13G/A19.30%13.3M shares+1.90 ppfrom 17.40%Feb 16, 20249 filingsAug 14, 2026SEC
NEUPNeuphoria Therapeutics Inc.13D/A16.30%875.3K shares0.00 ppfrom 16.30%Oct 30, 20239 filingsDec 29, 2025SEC
TCRXTScan Therapeutics, Inc.13G/A13.10%20.5M shares−1.90 ppfrom 15.00%Jun 2, 20234 filingsAug 14, 2026SEC
KRROKorro Bio, Inc.13G/A10.70%1.54M shares+2.90 ppfrom 7.80%Jan 5, 20262 filingsApr 2, 2026SEC
CCCCC4 Therapeutics, Inc.13G/A9.99%15.4M shares+2.69 ppfrom 7.30%Nov 13, 20235 filingsAug 14, 2026SEC
CGEMCullinan Therapeutics, Inc.13G/A9.80%5.77M shares−4.70 ppfrom 14.50%Aug 14, 20253 filingsNov 14, 2025SEC
STOKStoke Therapeutics, Inc.13G/A6.50%4.04M shares−1.60 ppfrom 8.10%Nov 6, 20236 filingsAug 14, 2026SEC
IBIOiBio, Inc.13G5.40%2.81M shares+5.40 ppfrom 0.00%Apr 1, 20243 filingsAug 14, 2026SEC
DTILPrecision Biosciences Inc13G5.40%1.39M shares+1.30 ppfrom 4.10%Feb 14, 20254 filingsJul 20, 2026SEC
AGIOAgios Pharmaceuticals, Inc.13G5.10%3.01M sharesNewMay 6, 20261 filingMay 6, 2026SEC

Latest filings

71 filings on file made by Lynx1 Capital Management LP or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Lynx1 Capital Management LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TCRXTScan Therapeutics, Inc.Aug 14, 20264:33 PM ET13G/A13.10%20.5M shares−1.90 ppfrom 15.00%Jun 30, 2026SEC
STOKStoke Therapeutics, Inc.Aug 14, 20264:33 PM ET13G/A6.50%4.04M shares−1.60 ppfrom 8.10%Jun 30, 2026SEC
CCCCC4 Therapeutics, Inc.Aug 14, 20264:32 PM ET13G/A9.99%15.4M shares+2.69 ppfrom 7.30%Jun 30, 2026SEC
IBIOiBio, Inc.Aug 14, 20264:31 PM ET13G5.40%2.81M shares+5.40 ppfrom 0.00%Jun 30, 2026SEC
GHRSGH Research PLCAug 14, 20264:30 PM ET13G/A19.30%13.3M shares+1.90 ppfrom 17.40%Jun 30, 2026SEC
DTILPrecision Biosciences IncJul 20, 20264:10 PM ET13G5.40%1.39M shares+1.30 ppfrom 4.10%Jul 13, 2026SEC
PASGPassage BIO, Inc.Jul 2, 20269:19 PM ET13D21.00%673.8K shares+1.40 ppfrom 19.60%Jun 25, 2026SEC
GHRSGH Research PLCMay 18, 20269:30 PM ET13G/A17.40%10.8M shares+2.20 ppfrom 15.20%Mar 31, 2026SEC
STOKStoke Therapeutics, Inc.May 18, 20269:30 PM ET13G/A8.10%4.76M shares+1.10 ppfrom 7.00%Mar 31, 2026SEC
ALLOAllogene Therapeutics, Inc.May 15, 20264:31 PM ET13G/A0.00%0 shares−5.20 ppfrom 5.20%Below 5%Dec 31, 2025SEC
GHRSGH Research PLCMay 15, 20264:30 PM ET13G/A15.20%9.46M shares−1.60 ppfrom 16.80%Mar 31, 2026SEC
STOKStoke Therapeutics, Inc.May 15, 20264:30 PM ET13G/A7.00%4.12M shares–Mar 31, 2026SEC
AGIOAgios Pharmaceuticals, Inc.May 6, 20264:21 PM ET13G5.10%3.01M sharesNewApr 29, 2026SEC
KRROKorro Bio, Inc.Apr 2, 202612:01 PM ET13G/A10.70%1.54M shares+2.90 ppfrom 7.80%Mar 31, 2026SEC
IBIOiBio, Inc.Feb 17, 20261:46 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2025SEC
DTILPrecision Biosciences IncFeb 17, 20261:46 PM ET13G/A4.10%993.9K shares−4.70 ppfrom 8.80%Below 5%Dec 31, 2025SEC
GHRSGH Research PLCFeb 17, 20261:45 PM ET13G/A16.80%10.4M shares+2.90 ppfrom 13.90%Dec 31, 2025SEC
CCCCC4 Therapeutics, Inc.Feb 17, 20261:45 PM ET13G/A7.30%7.10M shares–Dec 31, 2025SEC
KRROKorro Bio, Inc.Jan 5, 20265:40 PM ET13G7.80%733.6K sharesNewDec 23, 2025SEC
NEUPNeuphoria Therapeutics Inc.Dec 29, 20254:33 PM ET13D/A16.30%875.3K shares0.00 ppfrom 16.30%Dec 26, 2025SEC