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Livermore
Livermore
ZHEN

Kynam Capital Management, LP

SEC CIK
0001907884
Latest filing
Aug 14, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
31
−2 vs. Q3 2022
Portfolio value
$651.9M
+$178.6M (+37.7%) vs. Q3 2022
Filed
Feb 14, 2023
SEC
Holdings of Kynam Capital Management, LP in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,100,000$125.2M19.2%+1,100,000NewHistory
NTRANatera, Inc.COM2,603,207$104.6M16.0%+584,847+29.0%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,605,390$71.6M11.0%+5,263+0.3%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,561,187$65.2M10.0%+288,272+12.7%AddedHistory
PCVXVaxcyte, Inc.COM703,441$33.7M5.2%+4,803+0.7%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,034,697$30.2M4.6%+34,697+3.5%AddedHistory
UTHRUnited Therapeutics CorpCOM100,000$27.8M4.3%−51,009−33.8%ReducedHistory
VERAVera Therapeutics, Inc.CL A1,409,098$27.3M4.2%−127,083−8.3%ReducedHistory
CNCEConcert Pharmaceuticals, Inc.COM4,420,349$25.8M4.0%+2,747,308+164.2%AddedHistory
GSKGSK plcADR501,643$17.6M2.7%+1,643+0.3%AddedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS7,391,581$16.6M2.6%+687,718+10.3%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM300,000$15.5M2.4%+300,000NewHistory
AMRNAmarin Corp PLCSPONS ADR NEW9,642,240$11.7M1.8%+2,922,092+43.5%AddedHistory
LQDALiquidia CorpCOM NEW1,752,841$11.2M1.7%+60,439+3.6%AddedHistory
COGTCogent Biosciences, Inc.COM794,049$9.18M1.4%−191,106−19.4%ReducedHistory
TVTXTravere Therapeutics, Inc.COM418,099$8.79M1.3%+1,370+0.3%AddedHistory
WVEWave Life Sciences, Inc.SHS1,238,182$8.67M1.3%−159,297−11.4%ReducedHistory
MRTXMirati Therapeutics, Inc.COM191,158$8.66M1.3%+191,158NewHistory
PTGXProtagonist Therapeutics, IncCOM520,922$5.68M0.9%+1,710+0.3%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM2,025,234$4.96M0.8%+625,601+44.7%AddedHistory
MCRBSeres Therapeutics, Inc.COM776,662$4.35M0.7%+3,842+0.5%AddedHistory
GOSSGossamer Bio, Inc.COM1,771,545$3.84M0.6%+1,385,196+358.5%AddedHistory
STROSutro Biopharma, Inc.COM404,544$3.27M0.5%+404,544NewHistory
ALLOAllogene Therapeutics, Inc.COM396,378$2.49M0.4%+396,378NewHistory
PBYIPuma Biotechnology, Inc.COM561,609$2.38M0.4%+1,840+0.3%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS733,926$2.28M0.3%+2,405+0.3%AddedHistory
CABACabaletta Bio, Inc.COM165,486$1.53M0.2%−362,319−68.6%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM28,887$1.14M0.2%+95+0.3%AddedHistory
CNTBConnect Biopharma Holdings LtdADS739,649$641.9K0.1%00.0%UnchangedHistory
NGNENeurogene Inc.COM120,764$61.5K<0.1%+396+0.3%AddedHistory
GYREGyre Therapeutics, Inc.COM NEW90,484$47.7K<0.1%+296+0.3%AddedHistory

Sold out since Q3 2022 (7)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Kynam Capital Management, LP sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
SNYSanofiSPONSORED ADR600,000$22.8M4.8%History
BIIBBiogen Inc.COM75,000$20.0M4.2%History
GBTGlobal Blood Therapeutics, Inc.COM131,220$8.94M1.9%History
FOLDAmicus Therapeutics, Inc.COM676,849$7.07M1.5%History
BCRXBiocryst Pharmaceuticals IncCOM435,117$5.48M1.2%History
AKUSAkouos, Inc.COM718,394$4.86M1.0%History
Affimed N VN01045108COM676,675$1.39M0.3%–