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Portfolio (Quarterly) Guide ↗

Lynx1 Capital Management LP

· CIK 0001910456
13F Portfolio $866M AUM 27 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 27 New
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HOWL WEREWOLF THERAPEUTICS INC Healthcare 657,786.0 $237K 0.03% NEW $0.36 +12.7%
22 IMTX IMMATICS N.V Healthcare 23,236.0 $235K 0.03% NEW $10.13 -8.7%
23 AVALO THERAPEUTICS INC 10,100.0 $187K 0.02% NEW $18.48
24 BOLT BOLT BIOTHERAPEUTICS INC Healthcare 30,800.0 $119K 0.01% NEW $3.85 -16.9%
25 NUVB NUVATION BIO INC Healthcare 16,029.0 $91K 0.01% NEW $5.68 +14.1%
26 EUPRAXIA PHARMACEUTICALS INC 10,000.0 $66K 0.01% NEW $6.61
27 INHIBIKASE THERAPEUTICS INC 20,000.0 $41K 0.01% NEW $2.03
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%