Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 23
- −11 vs. Q1 2023
- Portfolio value
- $652.5M
- −$120.5M (−15.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,900,000 | $141.1M | 21.6% | −18,237−0.6% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,600,000 | $88.2M | 13.5% | +1,190,549+84.5% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,262,004 | $68.3M | 10.5% | +56,018+1.7% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,300,000 | $64.9M | 9.9% | +83,216+6.8% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 4,890,706 | $49.5M | 7.6% | +1,151,734+30.8% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 3,000,000 | $48.1M | 7.4% | −372,428−11.0% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 975,298 | $26.9M | 4.1% | −399,702−29.1% | Reduced | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,454,730 | $22.3M | 3.4% | −108,865−7.0% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,848,197 | $20.1M | 3.1% | +1,848,197+184.8% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 1,617,391 | $19.1M | 2.9% | +1,217,417+304.4% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 8,500,000 | $18.3M | 2.8% | +479,375+6.0% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 709,498 | $16.9M | 2.6% | +165,895+30.5% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 3,924,602 | $14.3M | 2.2% | +116,726+3.1% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,000,000 | $14.3M | 2.2% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 1,642,244 | $12.9M | 2.0% | 00.0% | Unchanged | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 1,304,332 | $11.8M | 1.8% | −707,521−35.2% | Reduced | History |
| STROSutro Biopharma, Inc. | COM | 1,500,000 | $6.97M | 1.1% | +598,164+66.3% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 729,077 | $4.51M | 0.7% | 00.0% | Unchanged | History |
| PBYIPuma Biotechnology, Inc. | COM | 473,070 | $1.67M | 0.3% | 00.0% | Unchanged | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 92,602 | $1.53M | 0.2% | 00.0% | Unchanged | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 535,005 | $602.6K | 0.1% | −204,644−27.7% | Reduced | History |
| NGNENeurogene Inc. | COM | 119,966 | $99.6K | <0.1% | 00.0% | Unchanged | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 89,886 | $31.6K | <0.1% | 00.0% | Unchanged | 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 Q1 2023 (11)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,094,620 | $119.5M | 15.5% | History |
| SGENSeagen Inc. | COM | 100,000 | $20.2M | 2.6% | History |
| MRTXMirati Therapeutics, Inc. | COM | 499,853 | $18.6M | 2.4% | History |
| GSKGSK plc | ADR | 498,329 | $17.7M | 2.3% | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 1,800,000 | $11.0M | 1.4% | History |
| ALLOAllogene Therapeutics, Inc. | COM | 1,495,981 | $7.39M | 1.0% | History |
| MCRBSeres Therapeutics, Inc. | COM | 768,913 | $4.36M | 0.6% | History |
| GOSSGossamer Bio, Inc. | COM | 1,502,866 | $1.89M | 0.2% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 28,696 | $1.03M | 0.1% | History |
| ACLXArcellx, Inc. | COMMON STOCK | 31,336 | $965.5K | 0.1% | History |
| MRUSMerus N.V. | COM | 21,457 | $394.8K | 0.1% | History |