Lynx1 Capital Management LP
DORADO PR · SEC CIK 0001910456
$6.33亿2026Q1 申报市值
23持仓数
97.1%前十大占比 · 第一大 24.5%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGIO 加仓+$8,565.57万
KRRO 加仓+$973.95万
GHRS 加仓+$501.54万
DNLI 加仓+$271.78万
TRDA 加仓+$201.92万
2026Q1 卖出最多 按季末市值估算
STOK 减仓-$2,087.10万
IMTX 减仓-$693.70万
XNCR 减仓-$204.01万
IBIO INC 重新持有-$187.69万
ARWR 清仓-$79.95万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| STOK | STOKE THERAPEUTICS INC | $1.55亿 | 24.51% | 4,763,673 | -641,001 | -11.9% | -$2,087.10万 | 减仓 |
| GHRS | GH RESEARCH PLC | $1.51亿 | 23.92% | 10,763,288 | 356,713 | 3.4% | $501.54万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $1.27亿 | 20.13% | 8,963,500 | 0 | 0.0% | — | 不变 |
| AGIO | AGIOS PHARMACEUTICALS INC | $8,834.93万 | 13.96% | 2,611,568 | 2,531,944 | 3,179.9% | $8,565.57万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $3,610.18万 | 5.71% | 1,880,303 | 141,553 | 8.1% | $271.78万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $1,840.71万 | 2.91% | 6,998,902 | -99,231 | -1.4% | -$26.10万 | 减仓 |
| KRRO | KORRO BIO INC | $1,741.35万 | 2.75% | 1,538,296 | 860,381 | 126.9% | $973.95万 | 加仓 |
| — | TSCAN THERAPEUTICS INC | $809.93万 | 1.28% | 8,019,148 | 0 | 0.0% | — | 不变 |
| XNCR | XENCOR INC | $646.90万 | 1.02% | 536,398 | -169,160 | -24.0% | -$204.01万 | 减仓 |
| DTIL | PRECISION BIOSCIENCES INC | $541.81万 | 0.86% | 985,113 | -8,800 | -0.9% | -$4.84万 | 减仓 |
| — | PASSAGE BIO INC | $489.61万 | 0.77% | 623,704 | 0 | 0.0% | — | 不变 |
| — | NEUPHORIA THERAPEUTICS INC | $356.26万 | 0.56% | 875,328 | 100 | 0.0% | $407 | 加仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $267.15万 | 0.42% | 211,689 | 160,000 | 309.5% | $201.92万 | 加仓 |
| CGON | CG ONCOLOGY INC | $213.81万 | 0.34% | 31,591 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $213.50万 | 0.34% | 216,973 | -704,977 | -76.5% | -$693.70万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $127.17万 | 0.20% | 119,516 | 50,000 | 71.9% | $53.20万 | 加仓 |
| — | VYNE THERAPEUTICS INC | $97.31万 | 0.15% | 1,628,700 | 1,628,700 | — | $97.31万 | 新建仓 |
| — | WEREWOLF THERAPEUTICS INC | $54.77万 | 0.09% | 657,786 | 1,860 | 0.3% | $1,549 | 加仓 |
| — | IBIO INC | $12.93万 | 0.02% | 68,076 | -987,821 | -93.6% | -$187.69万 | 重新持有 |
| — | BOLT BIOTHERAPEUTICS INC | $12.44万 | 0.02% | 30,800 | 30,800 | — | $12.44万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $11.09万 | 0.02% | 68,486 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $6.37万 | 0.01% | 21,245 | 21,245 | — | $6.37万 | 新建仓 |
| — | TRAWS PHARMA INC | $2.76万 | 0.00% | 15,078 | 15,078 | — | $2.76万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -12,043 | -100.0% | -$79.95万 | 清仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $0 | 0.00% | 0 | -13,477 | -100.0% | -$23.67万 | 清仓 |
| — | GENERATION BIO CO | $0 | 0.00% | 0 | -25,000 | -100.0% | -$14.20万 | 清仓 |
| — | APPLIED THERAPEUTICS INC | $0 | 0.00% | 0 | -410,500 | -100.0% | -$4.11万 | 清仓 |