Lynx1 Capital Management LP
13F filer · CIK 1910456 · Dorado, PR
Summary
Lynx1 Capital Management LP reported $865.53M across 27 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are GHRS (41.2%), CGEM (18.9%), STOK (15.3%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 6, trimmed 7 and sold out of 2.
Reported value$865.53M
Positions27
Report period2026 Q2
FiledAug 13, 2026
New positions6
Added6
Trimmed7
Sold out2
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 41.2%Value $356.52MPrice $23.42Shares 13.26M +23.23%Since Jun 30 -12.87%
Weight 18.9%Value $163.23MPrice $15.23Shares 8.96MSince Jun 30 -16.36%
Weight 15.3%Value $132.14MPrice $25.50Shares 4.04M -15.22%Since Jun 30 -22.07%
Weight 14.6%Value $126.51MPrice $33.30Shares 3.41M +30.53%Since Jun 30 -10.27%
Weight 4.0%Value $34.22MPrice $3.13Shares 7.33M +4.68%Since Jun 30 -32.98%
Weight 2.3%Value $20.27MPrice $9.51Shares 1.54MSince Jun 30 -27.85%
Weight 0.9%Value $7.86MPrice $0.34Shares 8.02MSince Jun 30 -65.31%
Weight 0.9%Value $7.47MPrice $6.24Shares 950K -3.52%Since Jun 30 -20.61%
Weight 0.4%Value $3.83MPrice $3.65Shares 875KSince Jun 30 -16.48%
Weight 0.4%Value $3.29MPrice $4.68Shares 674K +8.03%Since Jun 30 -4.20%
Weight 0.3%Value $2.23MPrice $70.52Shares 31K -0.63%Since Jun 30 -0.75%
Weight 0.2%Value $2.05MPrice $1.08Shares 1.80MSince Jun 30 -5.26%
Weight 0.2%Value $1.31MPrice $6.22Shares 179K -15.63%Since Jun 30 -15.49%
Weight 0.1%Value $1.06MPrice $28.56Shares 1.63MSince Jun 30 +4289.12%
Weight 0.1%Value $969.8KPrice $1.65Shares 521K +661.34%Since Jun 30 -11.29%
Weight 0.1%Value $471.8KPrice $0.58Shares 559K +3610.51%Since Jun 30 -31.34%
Weight 0.0%Value $300.5KPrice $3.52Shares 62KSince Jun 30 -27.87%
Weight 0.0%Value $299.8KPrice $20.98Shares 12K -99.38%Since Jun 30 -18.43%
Weight 0.0%Value $292.9KPrice $25.60Shares 18K -96.61%Since Jun 30 +59.01%
Weight 0.0%Value $246.2KPrice $10.14Shares 21KSince Jun 30 -12.51%
Weight 0.0%Value $236.7KPrice $0.93Shares 658KSince Jun 30 +158.41%
Weight 0.0%Value $235.4KPrice $8.50Shares 23K -89.29%Since Jun 30 -16.09%
Weight 0.0%Value $186.6KPrice $15.58Shares 10KSince Jun 30 -15.69%
Weight 0.0%Value $118.6KPrice $3.60Shares 31KSince Jun 30 -6.49%
Weight 0.0%Value $91.0KPrice $5.60Shares 16KSince Jun 30 -1.41%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 41.2% | $356.52M | -12.87% | +23.23% | Add | |
| 18.9% | $163.23M | -16.36% | — | Hold | |
| 15.3% | $132.14M | -22.07% | -15.22% | Trim | |
| 14.6% | $126.51M | -10.27% | +30.53% | Add | |
| 4.0% | $34.22M | -32.98% | +4.68% | Add | |
| 2.3% | $20.27M | -27.85% | — | Hold | |
| 0.9% | $7.86M | -65.31% | — | Hold | |
| 0.9% | $7.47M | -20.61% | -3.52% | Trim | |
| 0.4% | $3.83M | -16.48% | — | Hold | |
| 0.4% | $3.29M | -4.20% | +8.03% | Add | |
| 0.3% | $2.23M | -0.75% | -0.63% | Trim | |
| 0.2% | $2.05M | -5.26% | — | New | |
| 0.2% | $1.31M | -15.49% | -15.63% | Trim | |
| 0.1% | $1.06M | +4289.12% | — | Hold | |
| 0.1% | $969.8K | -11.29% | +661.34% | Add | |
| 0.1% | $471.8K | -31.34% | +3610.51% | Add | |
| 0.0% | $300.5K | -27.87% | — | New | |
| 0.0% | $299.8K | -18.43% | -99.38% | Trim | |
| 0.0% | $292.9K | +59.01% | -96.61% | Trim | |
| 0.0% | $246.2K | -12.51% | — | Hold | |
| 0.0% | $236.7K | +158.41% | — | Hold | |
| 0.0% | $235.4K | -16.09% | -89.29% | Trim | |
| 0.0% | $186.6K | -15.69% | — | New | |
| 0.0% | $118.6K | -6.49% | — | Hold | |
| 0.0% | $91.0K | -1.41% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.