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Livermore
Livermore
ZHEN

Kynam Capital Management, LP

SEC CIK
0001907884
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
34
+3 vs. Q4 2022
Portfolio value
$773.0M
+$121.1M (+18.6%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Kynam Capital Management, LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM2,918,237$162.0M21.0%+315,030+12.1%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,094,620$119.5M15.5%−5,380−0.5%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM3,205,986$67.7M8.8%+644,799+25.2%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,409,451$50.7M6.6%−195,939−12.2%ReducedHistory
PCVXVaxcyte, Inc.COM1,216,784$45.6M5.9%+513,343+73.0%AddedHistory
TSVT2seventy bio, Inc.COMMON STOCK3,738,972$38.1M4.9%+3,738,972NewHistory
TVTXTravere Therapeutics, Inc.COM1,563,595$35.2M4.5%+1,145,496+274.0%AddedHistory
PTGXProtagonist Therapeutics, IncCOM1,375,000$31.6M4.1%+854,078+164.0%AddedHistory
VERAVera Therapeutics, Inc.CL A3,372,428$26.2M3.4%+1,963,330+139.3%AddedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS8,020,625$22.5M2.9%+629,044+8.5%AddedHistory
SGENSeagen Inc.COM100,000$20.2M2.6%+100,000NewHistory
MRTXMirati Therapeutics, Inc.COM499,853$18.6M2.4%+308,695+161.5%AddedHistory
AMRNAmarin Corp PLCSPONS ADR NEW12,000,000$18.0M2.3%+2,357,760+24.5%AddedHistory
GSKGSK plcADR498,329$17.7M2.3%−3,314−0.7%ReducedHistory
WVEWave Life Sciences, Inc.SHS3,807,876$16.5M2.1%+2,569,694+207.5%AddedHistory
VRDNViridian Therapeutics, Inc.COM543,603$13.8M1.8%−491,094−47.5%ReducedHistory
LQDALiquidia CorpCOM NEW1,642,244$11.3M1.5%−110,597−6.3%ReducedHistory
IOVAIovance Biotherapeutics, Inc.COM1,800,000$11.0M1.4%+1,800,000NewHistory
BCRXBiocryst Pharmaceuticals IncCOM1,000,000$8.34M1.1%+1,000,000NewHistory
ALLOAllogene Therapeutics, Inc.COM1,495,981$7.39M1.0%+1,099,603+277.4%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM2,011,853$6.98M0.9%−13,381−0.7%ReducedHistory
MCRBSeres Therapeutics, Inc.COM768,913$4.36M0.6%−7,749−1.0%ReducedHistory
COGTCogent Biosciences, Inc.COM399,974$4.32M0.6%−394,075−49.6%ReducedHistory
STROSutro Biopharma, Inc.COM901,836$4.17M0.5%+497,292+122.9%AddedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS729,077$2.81M0.4%−4,849−0.7%ReducedHistory
GOSSGossamer Bio, Inc.COM1,502,866$1.89M0.2%−268,679−15.2%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM92,602$1.65M0.2%+92,602NewHistory
PBYIPuma Biotechnology, Inc.COM473,070$1.46M0.2%−88,539−15.8%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM28,696$1.03M0.1%−191−0.7%ReducedHistory
ACLXArcellx, Inc.COMMON STOCK31,336$965.5K0.1%+31,336NewHistory
CNTBConnect Biopharma Holdings LtdADS739,649$739.6K0.1%00.0%UnchangedHistory
MRUSMerus N.V.COM21,457$394.8K0.1%+21,457NewHistory
NGNENeurogene Inc.COM119,966$84.0K<0.1%−798−0.7%ReducedHistory
GYREGyre Therapeutics, Inc.COM NEW89,886$18.6K<0.1%−598−0.7%ReducedHistory

Options (1)

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 Q1 2023
SecurityClassPutsCalls
ARGXArgenx SESPONSORED ADR$1.68M–

Sold out since Q4 2022 (4)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Kynam Capital Management, LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
UTHRUnited Therapeutics CorpCOM100,000$27.8M4.3%History
CNCEConcert Pharmaceuticals, Inc.COM4,420,349$25.8M4.0%History
APLSApellis Pharmaceuticals, Inc.COM300,000$15.5M2.4%History
CABACabaletta Bio, Inc.COM165,486$1.53M0.2%History