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Livermore
Livermore
ZHEN

Kynam Capital Management, LP

SEC CIK
0001907884
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
31
0 vs. Q1 2022
Portfolio value
$387.6M
+$80.0M (+26.0%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Kynam Capital Management, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GBTGlobal Blood Therapeutics, Inc.COM2,200,000$70.3M18.1%+860,678+64.3%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,512,240$48.3M12.5%+579,440+30.0%AddedHistory
NTRANatera, Inc.COM1,239,047$43.9M11.3%+272,647+28.2%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,132,259$30.5M7.9%+379,225+50.4%AddedHistory
TVTXTravere Therapeutics, Inc.COM1,235,151$29.9M7.7%+364,233+41.8%AddedHistory
VERAVera Therapeutics, Inc.CL A1,522,712$20.7M5.3%+1,020,384+203.1%AddedHistory
GOSSGossamer Bio, Inc.COM2,350,448$19.7M5.1%+517,744+28.3%AddedHistory
BIIBBiogen Inc.COM78,951$16.1M4.2%+40,715+106.5%AddedHistory
PCVXVaxcyte, Inc.COM723,781$15.7M4.1%+144,141+24.9%AddedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS4,300,000$12.5M3.2%+3,526,886+456.2%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM936,563$9.91M2.6%+936,563NewHistory
FOLDAmicus Therapeutics, Inc.COM900,000$9.67M2.5%+326,484+56.9%AddedHistory
COGTCogent Biosciences, Inc.COM1,000,000$9.02M2.3%+1,000,000NewHistory
VRDNViridian Therapeutics, Inc.COM590,143$6.83M1.8%+317+0.1%AddedHistory
LQDALiquidia CorpCOM NEW1,500,718$6.54M1.7%+341,044+29.4%AddedHistory
AMRNAmarin Corp PLCSPONS ADR NEW4,009,893$5.97M1.5%+1,715,811+74.8%AddedHistory
WVEWave Life Sciences, Inc.SHS1,696,735$5.51M1.4%−214,993−11.2%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM175,000$5.32M1.4%−308,270−63.8%ReducedHistory
CNCEConcert Pharmaceuticals, Inc.COM1,000,000$4.21M1.1%+1,000,000NewHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS757,848$3.69M1.0%+88,748+13.3%AddedHistory
MRUSMerus N.V.COM103,627$2.35M0.6%−13,137−11.3%ReducedHistory
FATEFate Therapeutics IncCOM81,064$2.01M0.5%−10,273−11.2%ReducedHistory
Affimed N VN01045108COM701,029$1.94M0.5%+353,064+101.5%Added–
AKUSAkouos, Inc.COM383,784$1.80M0.5%−4,108−1.1%ReducedHistory
PBYIPuma Biotechnology, Inc.COM579,915$1.65M0.4%−73,530−11.3%ReducedHistory
OLMAOlema Pharmaceuticals, Inc.COM249,229$1.01M0.3%−31,598−11.3%ReducedHistory
MCRBSeres Therapeutics, Inc.COM258,647$887.0K0.2%−32,796−11.3%ReducedHistory
CNTBConnect Biopharma Holdings LtdADS739,649$643.0K0.2%+511,890+224.8%AddedHistory
CABACabaletta Bio, Inc.COM546,800$580.0K0.1%−69,325−11.3%ReducedHistory
GYREGyre Therapeutics, Inc.COM NEW93,434$166.0K<0.1%−12,655−11.9%ReducedHistory
NGNENeurogene Inc.COM124,701$128.0K<0.1%−15,807−11.2%ReducedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Kynam Capital Management, LP in Q2 2022
SecurityClassPutsCalls
CLDXCelldex Therapeutics, Inc.COM NEW–$2.48M
ALNYAlnylam Pharmaceuticals, Inc.COM$925.0K–
KRTXKaruna Therapeutics, Inc.COM$578.0K–

Sold out since Q1 2022 (3)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Kynam Capital Management, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
SRRASierra Oncology, Inc.COM NEW193,280$6.20M2.0%History
Radius Health, Inc.750469207COM NEW185,514$1.64M0.5%–
KRYSKrystal Biotech, Inc.COM18,393$1.22M0.4%History