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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 +157.9%
22 IMTX IMMATICS N.V Healthcare 23,236.0 $235K 0.03% NEW — $10.13 -25.1%
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 -10.4%
25 NUVB NUVATION BIO INC Healthcare 16,029.0 $91K 0.01% NEW — $5.68 -9.5%
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

① 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%