Lynx1 Capital Management LP
DORADO PR · SEC CIK 0001910456
$8.66亿2026Q2 申报市值
27持仓数
98.8%前十大占比 · 第一大 41.2%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GHRS 加仓+$6,720.00万
AGIO 加仓+$2,959.04万
PLIANT THERAPEUT 新建仓+$204.98万
CCCC 加仓+$153.08万
PROQR THRAPEUTIC 加仓+$84.24万
2026Q2 卖出最多 按季末市值估算
DNLI 减仓-$4,806.16万
STOK 减仓-$2,373.08万
XNCR 减仓-$834.31万
IMTX 减仓-$196.26万
DSGN 清仓-$127.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GHRS | GH RESEARCH PLC | $3.57亿 | 41.19% | 13,263,288 | 2,500,000 | 23.2% | $6,720.00万 | 加仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $1.63亿 | 18.86% | 8,963,500 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $1.32亿 | 15.27% | 4,038,404 | -725,269 | -15.2% | -$2,373.08万 | 减仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $1.27亿 | 14.62% | 3,408,937 | 797,369 | 30.5% | $2,959.04万 | 加仓 |
| CCCC | C4 THERAPEUTICS INC | $3,421.56万 | 3.95% | 7,326,691 | 327,789 | 4.7% | $153.08万 | 加仓 |
| KRRO | KORRO BIO INC | $2,027.47万 | 2.34% | 1,538,296 | 0 | 0.0% | — | 不变 |
| — | TSCAN THERAPEUTICS INC | $785.96万 | 0.91% | 8,019,148 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INC | $747.07万 | 0.86% | 950,466 | -34,647 | -3.5% | -$27.23万 | 减仓 |
| — | NEUPHORIA THERAPEUTICS INC | $382.52万 | 0.44% | 875,328 | 0 | 0.0% | — | 不变 |
| — | PASSAGE BIO INC | $328.79万 | 0.38% | 673,759 | 50,055 | 8.0% | $24.43万 | 加仓 |
| CGON | CG ONCOLOGY INC | $223.03万 | 0.26% | 31,391 | -200 | -0.6% | -$1.42万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $204.98万 | 0.24% | 1,798,070 | 1,798,070 | — | $204.98万 | 新建仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $131.45万 | 0.15% | 178,606 | -33,083 | -15.6% | -$24.35万 | 减仓 |
| — | VYNE THERAPEUTICS INC | $105.98万 | 0.12% | 1,628,700 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $96.98万 | 0.11% | 521,413 | 452,927 | 661.3% | $84.24万 | 加仓 |
| — | TRAWS PHARMA INC | $47.18万 | 0.05% | 559,470 | 544,392 | 3,610.5% | $45.91万 | 加仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $30.05万 | 0.03% | 61,588 | 61,588 | — | $30.05万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $29.98万 | 0.03% | 11,658 | -1,868,645 | -99.4% | -$4,806.16万 | 减仓 |
| XNCR | XENCOR INC | $29.29万 | 0.03% | 18,194 | -518,204 | -96.6% | -$834.31万 | 减仓 |
| ABSI | ABSCI CORPORATION | $24.62万 | 0.03% | 21,245 | 0 | 0.0% | — | 不变 |
| — | WEREWOLF THERAPEUTICS INC | $23.67万 | 0.03% | 657,786 | 0 | 0.0% | — | 不变 |
| IMTX | IMMATICS N.V | $23.54万 | 0.03% | 23,236 | -193,737 | -89.3% | -$196.26万 | 减仓 |
| AVTX | AVALO THERAPEUTICS INC | $18.66万 | 0.02% | 10,100 | 10,100 | — | $18.66万 | 新建仓 |
| — | BOLT BIOTHERAPEUTICS INC | $11.86万 | 0.01% | 30,800 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $9.10万 | 0.01% | 16,029 | 16,029 | — | $9.10万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $6.61万 | 0.01% | 10,000 | 10,000 | — | $6.61万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $4.06万 | 0.00% | 20,000 | 20,000 | — | $4.06万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $0 | 0.00% | 0 | -119,516 | -100.0% | -$127.17万 | 清仓 |
| — | IBIO INC | $0 | 0.00% | 0 | -68,076 | -100.0% | -$12.93万 | 清仓 |