Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 23
- −4 vs. Q3 2023
- Portfolio value
- $883.6M
- +$282.0M (+46.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,400,000 | $150.3M | 17.0% | −603,668−20.1% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 5,660,000 | $122.3M | 13.8% | +2,060,000+57.2% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,005,904 | $119.2M | 13.5% | −194,096−6.1% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 1,002,407 | $63.0M | 7.1% | −300,000−23.0% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 3,650,339 | $56.1M | 6.4% | +694,286+23.5% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 2,004,875 | $46.0M | 5.2% | +186,218+10.2% | Added | History |
| IMGNImmunoGen, Inc. | COM | 1,422,503 | $42.2M | 4.8% | +1,422,503 | New | History |
| Morphosys AG617760202 | SPONSORED ADS | 4,234,685 | $41.9M | 4.7% | +4,234,685 | New | – |
| COGTCogent Biosciences, Inc. | COM | 5,854,766 | $34.4M | 3.9% | +3,644,641+164.9% | Added | History |
| LQDALiquidia Corp | COM NEW | 2,698,324 | $32.5M | 3.7% | +698,324+34.9% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 4,600,000 | $27.6M | 3.1% | +1,466,807+46.8% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $25.4M | 2.9% | 00.0% | Unchanged | History |
| DVAXDynavax Technologies Corp | COM NEW | 1,514,383 | $21.2M | 2.4% | +1,014,383+202.9% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 3,932,082 | $19.9M | 2.2% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 2,000,000 | $18.0M | 2.0% | +1,042,498+108.9% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 607,915 | $13.2M | 1.5% | −91,766−13.1% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,022,957 | $10.5M | 1.2% | 00.0% | Unchanged | History |
| SLRNACELYRIN, Inc. | COM | 1,200,000 | $8.95M | 1.0% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM | 2,001,727 | $8.59M | 1.0% | +449,052+28.9% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 8,694,426 | $8.09M | 0.9% | +194,426+2.3% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 1,068,527 | $6.12M | 0.7% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 340,190 | $4.71M | 0.5% | +340,190 | New | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 442,704 | $3.52M | 0.4% | −287,768−39.4% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| CORTCorcept Therapeutics Inc | COM | $19.0M | – |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| TSHATaysha Gene Therapies, Inc. | COM SHS | 3,281,313 | $10.4M | 1.7% | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 235,176 | $2.90M | 0.5% | History |
| PBYIPuma Biotechnology, Inc. | COM | 473,975 | $1.25M | 0.2% | History |
| CNTBConnect Biopharma Holdings Ltd | ADS | 535,005 | $434.0K | 0.1% | History |
| GOSSGossamer Bio, Inc. | COM | 250,000 | $208.2K | <0.1% | History |
| NGNENeurogene Inc. | COM NEW | 24,037 | $94.9K | <0.1% | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 90,058 | $43.4K | <0.1% | History |