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Lynx1 Capital Management’s Cullinan Oncology CGEM Stock Holding History

Lynx1 Capital Management’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163M Hold
8,963,500
– – 18.86% 2
2026
Q1 		$127M Hold
8,963,500
– – 20.13% 3
2025
Q4 		$92.8M Buy
8,963,500
+3,197,410
+55% +$28.8M 18.78% 3
2025
Q3 		$34.2M Buy
5,766,090
+1,365,248
+31% +$10M 6.96% 5
2025
Q2 		$33.1M Buy
4,400,842
+1,185,120
+37% +$9.52M 9.57% 5
2025
Q1 		$24.3M Buy
3,215,722
+1,957,927
+156% +$18.8M 8.72% 5
2024
Q4 		$15.3M Buy
1,257,795
+846,965
+206% +$12.2M 5.74% 7
2024
Q3 		$6.88M Buy
410,830
+33,507
+9% +$594K 2.44% 7
2024
Q2 		$6.58M Buy
+377,323
New +$8.03M 2.37% 6
2023
Q3 		– Sell
-115,063
Closed -$1.24M – 20
2023
Q2 		$1.24M Buy
+115,063
New +$1.22M 0.81% 12

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lynx1 Capital Management's CGEM Position: Q2 2026 in Review

Lynx1 Capital Management held its Cullinan Oncology (CGEM) position steady in Q2 2026 at 8,963,500 shares worth $163M. The position accounts for 18.86% of the portfolio, ranked #2.

Lynx1 Capital Management first reported a position in CGEM in Q2 2023 and has held it in 10 quarters since. 183 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Lynx1 Capital Management held 8,963,500 shares of Cullinan Oncology worth $163M as of Q2 2026.
  • Lynx1 Capital Management left its Cullinan Oncology share count unchanged in Q2 2026.
  • Cullinan Oncology made up 18.86% of Lynx1 Capital Management's portfolio in Q2 2026, its #2 holding.
  • Lynx1 Capital Management first reported a position in Cullinan Oncology in Q2 2023 and has held it in 10 quarters since.
  • 183 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on Lynx1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.