Lynx1 Capital Management LP 13F 持仓 · 2026年Q2
Lynx1 Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 8.66 亿美元。前几大持仓：GHRS（41.19%）、CGEM（18.86%）、STOK（15.27%）。本季前 25 大持仓中：新建仓 4 只、增持 6 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GHRS | GH RESEARCH PLC | $356.5M | 41.19% | 13.3M | 增持 |
| 2 | CGEM | CULLINAN THERAPEUTICS INC | $163.2M | 18.86% | 9.0M | 持平 |
| 3 | STOK | STOKE THERAPEUTICS INC | $132.1M | 15.27% | 4.0M | 减持 |
| 4 | AGIO | AGIOS PHARMACEUTICALS INC | $126.5M | 14.62% | 3.4M | 增持 |
| 5 | CCCC | C4 THERAPEUTICS INC | $34.2M | 3.95% | 7.3M | 增持 |
| 6 | KRRO | KORRO BIO INC | $20.3M | 2.34% | 1.5M | 持平 |
| 7 | TCRX | TSCAN THERAPEUTICS INC | $7.9M | 0.91% | 8.0M | 持平 |
| 8 | DTIL | PRECISION BIOSCIENCES INC | $7.5M | 0.86% | 950,466 | 减持 |
| 9 | NEUP | NEUPHORIA THERAPEUTICS INC | $3.8M | 0.44% | 875,328 | 持平 |
| 10 | PASG | PASSAGE BIO INC | $3.3M | 0.38% | 673,759 | 增持 |
| 11 | CGON | CG ONCOLOGY INC | $2.2M | 0.26% | 31,391 | 减持 |
| 12 | PLRX | PLIANT THERAPEUTICS INC | $2.0M | 0.24% | 1.8M | 新建仓 |
| 13 | TRDA | ENTRADA THERAPEUTICS INC | $1.3M | 0.15% | 178,606 | 减持 |
| 14 | VYNE | VYNE THERAPEUTICS INC | $1.1M | 0.12% | 1.6M | 持平 |
| 15 | PRQR | PROQR THRAPEUTICS N V | $969,828 | 0.11% | 521,413 | 增持 |
| 16 | TRAW | TRAWS PHARMA INC | $471,801 | 0.05% | 559,470 | 增持 |
| 17 | ABSI | ABSCI CORPORATION | $246,230 | 0.03% | 21,245 | 持平 |
| 18 | DNLI | DENALI THERAPEUTICS INC | $299,844 | 0.03% | 11,658 | 减持 |
| 19 | FHTX | FOGHORN THERAPEUTICS INC | $300,549 | 0.03% | 61,588 | 新建仓 |
| 20 | HOWL | WEREWOLF THERAPEUTICS INC | $236,737 | 0.03% | 657,786 | 持平 |
| 21 | IMTX | IMMATICS N.V | $235,381 | 0.03% | 23,236 | 减持 |
| 22 | XNCR | XENCOR INC | $292,923 | 0.03% | 18,194 | 减持 |
| 23 | AVTX | AVALO THERAPEUTICS INC | $186,648 | 0.02% | 10,100 | 新建仓 |
| 24 | BOLT | BOLT BIOTHERAPEUTICS INC | $118,580 | 0.01% | 30,800 | 持平 |
| 25 | EPRX | EUPRAXIA PHARMACEUTICALS INC | $66,100 | 0.01% | 10,000 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR