Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 31
- +1 vs. Q4 2021
- Portfolio value
- $307.6M
- +$120.6M (+64.5%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GBTGlobal Blood Therapeutics, Inc. | COM | 1,339,322 | $46.4M | 15.1% | +346,373+34.9% | Added | History |
| NTRANatera, Inc. | COM | 966,400 | $39.3M | 12.8% | +966,400 | New | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,932,800 | $33.6M | 10.9% | +976,635+102.1% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 753,034 | $25.6M | 8.3% | +526,308+232.1% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 870,918 | $22.4M | 7.3% | +688,815+378.3% | Added | History |
| GOSSGossamer Bio, Inc. | COM | 1,832,704 | $15.9M | 5.2% | +815,847+80.2% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 483,270 | $14.8M | 4.8% | −186,823−27.9% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 579,640 | $14.0M | 4.6% | +368,157+174.1% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 502,328 | $11.8M | 3.8% | +248,879+98.2% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 589,826 | $10.9M | 3.5% | +301,892+104.8% | Added | History |
| LQDALiquidia Corp | COM NEW | 1,159,674 | $8.33M | 2.7% | −207,162−15.2% | Reduced | History |
| BIIBBiogen Inc. | COM | 38,236 | $8.05M | 2.6% | −1,764−4.4% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 2,294,082 | $7.55M | 2.5% | +83,216+3.8% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 773,114 | $7.18M | 2.3% | +390,650+102.1% | Added | History |
| SRRASierra Oncology, Inc. | COM NEW | 193,280 | $6.20M | 2.0% | +193,280 | New | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 669,100 | $6.00M | 2.0% | +430,059+179.9% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 573,516 | $5.43M | 1.8% | −1830.0% | Reduced | History |
| WVEWave Life Sciences, Inc. | SHS | 1,911,728 | $3.82M | 1.2% | +417,134+27.9% | Added | History |
| FATEFate Therapeutics Inc | COM | 91,337 | $3.54M | 1.2% | −4,224−4.4% | Reduced | History |
| MRUSMerus N.V. | COM | 116,764 | $3.09M | 1.0% | −5,394−4.4% | Reduced | History |
| MCRBSeres Therapeutics, Inc. | COM | 291,443 | $2.08M | 0.7% | −13,458−4.4% | Reduced | History |
| PBYIPuma Biotechnology, Inc. | COM | 653,445 | $1.88M | 0.6% | −30,174−4.4% | Reduced | History |
| AKUSAkouos, Inc. | COM | 387,892 | $1.84M | 0.6% | +288,884+291.8% | Added | History |
| Radius Health, Inc.750469207 | COM NEW | 185,514 | $1.64M | 0.5% | −8,568−4.4% | Reduced | – |
| Affimed N VN01045108 | COM | 347,965 | $1.52M | 0.5% | −16,068−4.4% | Reduced | – |
| CABACabaletta Bio, Inc. | COM | 616,125 | $1.25M | 0.4% | −28,458−4.4% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 18,393 | $1.22M | 0.4% | −16,423−47.2% | Reduced | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 280,827 | $1.20M | 0.4% | −12,972−4.4% | Reduced | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 227,759 | $688.0K | 0.2% | +227,759 | New | History |
| NGNENeurogene Inc. | COM | 140,508 | $264.0K | 0.1% | −6,492−4.4% | Reduced | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 106,089 | $70.0K | <0.1% | −4,902−4.4% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.