SEC 13F Intelligence

Managers / Q1 2026

Lynx1 Capital Management LP

CIK 0001910456 · D81 CALLE C, SUITE 301 PMB 1202, DORADO, 00646 · 703-963-7214

Reported Value
$633M
Q1 2026
Positions
23
Filings on Record
20
2019–present window
Filed
May 4, 2026
original filing

Summary

Lynx1 Capital Management Lp reported $633M in U.S.-listed holdings across 23 positions for Q1 2026.

The portfolio is heavily concentrated: STOK alone accounts for 24.5% of reported value.

Compared with Q4 2025, the fund opened 5 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $115MQ4 ’21Q1 ’22: $108MQ2 ’22: $117MQ3 ’22: $111MQ3 ’22Q4 ’22: $115.6BQ1 ’23: $120MQ2 ’23: $153MQ2 ’23Q3 ’23: $151MQ4 ’23: $254MQ1 ’24: $388MQ1 ’24Q2 ’24: $277MQ3 ’24: $282MQ4 ’24: $267MQ4 ’24Q1 ’25: $279MQ2 ’25: $346MQ3 ’25: $491MQ3 ’25Q4 ’25: $494MQ1 ’26: $633Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 75.7%Other: 24.3%
  • Common Stock · 75.7% · $479M
  • Other · 24.3% · $154M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$633M23May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$494M22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$491M14Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$346M15Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$279M14May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$267M18Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$282M18Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024REVEALED$277M18Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024REVEALED$388M16May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$254M15Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$151M18Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$153M18Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$120M13May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$115.6B13Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$111M12Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$117M12Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$108M14May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$115M10Feb 14, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Lynx1 Capital Advisors LLC028-22145

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.