Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 33
- +2 vs. Q2 2022
- Portfolio value
- $473.3M
- +$85.7M (+22.1%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,018,360 | $88.4M | 18.7% | +779,313+62.9% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,272,915 | $54.6M | 11.5% | −239,325−9.5% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,600,127 | $45.0M | 9.5% | +467,868+41.3% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 1,536,181 | $32.7M | 6.9% | +13,469+0.9% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 151,009 | $31.6M | 6.7% | +151,009 | New | History |
| SNYSanofi | SPONSORED ADR | 600,000 | $22.8M | 4.8% | +600,000 | New | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,000,000 | $20.5M | 4.3% | +409,857+69.5% | Added | History |
| BIIBBiogen Inc. | COM | 75,000 | $20.0M | 4.2% | −3,951−5.0% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 698,638 | $16.8M | 3.5% | −25,143−3.5% | Reduced | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 6,703,863 | $16.0M | 3.4% | +2,403,863+55.9% | Added | History |
| GSKGSK plc | ADR | 500,000 | $14.7M | 3.1% | +500,000 | New | History |
| COGTCogent Biosciences, Inc. | COM | 985,155 | $14.7M | 3.1% | −14,845−1.5% | Reduced | History |
| CNCEConcert Pharmaceuticals, Inc. | COM | 1,673,041 | $11.2M | 2.4% | +673,041+67.3% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 416,729 | $10.3M | 2.2% | −818,422−66.3% | Reduced | History |
| LQDALiquidia Corp | COM NEW | 1,692,402 | $9.21M | 1.9% | +191,684+12.8% | Added | History |
| GBTGlobal Blood Therapeutics, Inc. | COM | 131,220 | $8.94M | 1.9% | −2,068,780−94.0% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 6,720,148 | $7.33M | 1.5% | +2,710,255+67.6% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 676,849 | $7.07M | 1.5% | −223,151−24.8% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 435,117 | $5.48M | 1.2% | −501,446−53.5% | Reduced | History |
| WVEWave Life Sciences, Inc. | SHS | 1,397,479 | $5.04M | 1.1% | −299,256−17.6% | Reduced | History |
| MCRBSeres Therapeutics, Inc. | COM | 772,820 | $4.96M | 1.0% | +514,173+198.8% | Added | History |
| AKUSAkouos, Inc. | COM | 718,394 | $4.86M | 1.0% | +334,610+87.2% | Added | History |
| GOSSGossamer Bio, Inc. | COM | 386,349 | $4.63M | 1.0% | −1,964,099−83.6% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 519,212 | $4.38M | 0.9% | +519,212 | New | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 1,399,633 | $3.86M | 0.8% | +1,150,404+461.6% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 731,521 | $2.94M | 0.6% | −26,327−3.5% | Reduced | History |
| Affimed N VN01045108 | COM | 676,675 | $1.39M | 0.3% | −24,354−3.5% | Reduced | – |
| PBYIPuma Biotechnology, Inc. | COM | 559,769 | $1.33M | 0.3% | −20,146−3.5% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 28,792 | $1.04M | 0.2% | −146,208−83.5% | Reduced | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 739,649 | $954.0K | 0.2% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 527,805 | $343.0K | 0.1% | −18,995−3.5% | Reduced | History |
| NGNENeurogene Inc. | COM | 120,368 | $77.0K | <0.1% | −4,333−3.5% | Reduced | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 90,188 | $45.0K | <0.1% | −3,246−3.5% | Reduced | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.