Lynx1 Capital Management LP

Q1 2026 13F-HR Holdings

Location
Dorado, PR
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$632,718
Net value change ($000)
+138,716 (28.1%)
New positions
5
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGIO 86,182 3977.0%
CGEM 34,599 37.3%
GHRS 19,168 14.5%
KRRO 11,984 220.7%
DNLI 7,395 25.8%
CCCC 4,850 35.8%
TRDA 2,141 403.2%
DTIL 1,283 31.0%
VYNE 973 NEW
CGON 826 63.0%
Top Reduces (Value $000, Stocks/ETFs)
STOK -16,439 -9.6%
IMTX -7,545 -77.9%
XNCR -4,333 -40.1%
PASG -2,464 -33.5%
ARWR -800 -100.0%
MPLT -237 -100.0%
GBIO -142 -100.0%
APLT -41 -100.0%
PRQR -27 -19.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type