Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 27
- +4 vs. Q2 2023
- Portfolio value
- $601.6M
- −$50.9M (−7.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 3,003,668 | $132.9M | 22.1% | +103,668+3.6% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,200,000 | $88.1M | 14.6% | +600,000+23.1% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,302,407 | $66.4M | 11.0% | +2,407+0.2% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,600,000 | $52.3M | 8.7% | +337,996+10.4% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 2,956,053 | $40.5M | 6.7% | −43,947−1.5% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,818,657 | $30.3M | 5.0% | +843,359+86.5% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $23.3M | 3.9% | +1,063,119+21.7% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 3,932,082 | $22.6M | 3.8% | +7,480+0.2% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 3,133,193 | $22.2M | 3.7% | +284,996+10.0% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 2,210,125 | $21.5M | 3.6% | +592,734+36.6% | Added | History |
| LQDALiquidia Corp | COM NEW | 2,000,000 | $12.7M | 2.1% | +357,756+21.8% | Added | History |
| SLRNACELYRIN, Inc. | COM | 1,200,000 | $12.2M | 2.0% | +1,200,000 | New | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,022,957 | $11.1M | 1.8% | +22,957+0.2% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 699,681 | $10.7M | 1.8% | −9,817−1.4% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 3,281,313 | $10.4M | 1.7% | +3,281,313 | New | History |
| TVTXTravere Therapeutics, Inc. | COM | 957,502 | $8.56M | 1.4% | −497,228−34.2% | Reduced | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 8,500,000 | $8.24M | 1.4% | 00.0% | Unchanged | History |
| DVAXDynavax Technologies Corp | COM NEW | 500,000 | $7.38M | 1.2% | +500,000 | New | History |
| STROSutro Biopharma, Inc. | COM | 1,552,675 | $5.39M | 0.9% | +52,675+3.5% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 1,068,527 | $5.11M | 0.8% | +1,068,527 | New | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 730,472 | $4.73M | 0.8% | +1,395+0.2% | Added | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 235,176 | $2.90M | 0.5% | −1,069,156−82.0% | Reduced | History |
| PBYIPuma Biotechnology, Inc. | COM | 473,975 | $1.25M | 0.2% | +905+0.2% | Added | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 535,005 | $434.0K | 0.1% | 00.0% | Unchanged | History |
| GOSSGossamer Bio, Inc. | COM | 250,000 | $208.2K | <0.1% | +250,000 | New | History |
| NGNENeurogene Inc. | COM NEW | 24,037 | $94.9K | <0.1% | 00.0% | UnchangedConverted for a 1-for-5 split | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 90,058 | $43.4K | <0.1% | +172+0.2% | Added | 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 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.