Lynx1 Capital Management’s Stoke Therapeutics STOK Stock Holding History

Lynx1 Capital Management’s Portfolio STOK Stock Details STOK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132M	Sell	4,038,404 -725,269	-15%	-$23.3M	15.27%	3
2026 Q1	$155M	Sell	4,763,673 -641,001	-12%	-$21M	24.51%	1
2025 Q4	$172M	Hold	5,404,674	–	–	34.73%	1
2025 Q3	$110M	Hold	5,404,674	–	–	22.37%	2
2025 Q2	$61.3M	Buy	5,404,674 +112,745	+2%	+$1.07M	17.72%	3
2025 Q1	$35.2M	Buy	5,291,929 +104,738	+2%	+$977K	12.6%	4
2024 Q4	$57.2M	Hold	5,187,191	–	–	21.45%	2
2024 Q3	$63.8M	Buy	5,187,191 +2,000	+0%	+$28.3K	22.59%	2
2024 Q2	$70.1M	Buy	5,185,191 +1,488,371	+40%	+$20.1M	25.27%	2
2024 Q1	$49.9M	Buy	3,696,820 +739,902	+25%	+$4.48M	12.85%	3
2023 Q4	$15.6M	Buy	2,956,918 +1,246,764	+73%	+$5.33M	6.12%	6
2023 Q3	$6.74M	Buy	+1,710,154	New	+$11.2M	4.46%	7

Other funds holding STOK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Lynx1 Capital Management reduced its Stoke Therapeutics (STOK) stake by 15% in Q2 2026, selling an estimated $23.3M and leaving 4,038,404 shares worth $132M. The position accounts for 15.27% of the portfolio, ranked #3.

Lynx1 Capital Management first reported a position in STOK in Q3 2023 and has held it in 12 quarters since. The position peaked at $172M in Q4 2025. 198 funds tracked by Wall St. Rank hold STOK as of Q2 2026.

Lynx1 Capital Management held 4,038,404 shares of Stoke Therapeutics worth $132M as of Q2 2026.
Lynx1 Capital Management sold 725,269 Stoke Therapeutics shares in Q2 2026, an estimated $23.3M.
Stoke Therapeutics made up 15.27% of Lynx1 Capital Management's portfolio in Q2 2026, its #3 holding.
Lynx1 Capital Management first reported a position in Stoke Therapeutics in Q3 2023 and has held it in 12 quarters since.
Lynx1 Capital Management's Stoke Therapeutics position peaked at $172M in Q4 2025.
198 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q2 2026.

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