Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 21
- −2 vs. Q4 2023
- Portfolio value
- $898.9M
- +$15.3M (+1.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,000,000 | $182.9M | 20.3% | −400,000−16.7% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 5,660,000 | $134.7M | 15.0% | 00.0% | Unchanged | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 2,900,000 | $121.7M | 13.5% | −105,904−3.5% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 1,526,787 | $65.8M | 7.3% | −2,123,552−58.2% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 8,500,000 | $57.1M | 6.4% | +2,645,234+45.2% | Added | History |
| DVAXDynavax Technologies Corp | COM NEW | 4,239,780 | $52.6M | 5.9% | +2,725,397+180.0% | Added | History |
| PCVXVaxcyte, Inc. | COM | 745,000 | $50.9M | 5.7% | −257,407−25.7% | Reduced | History |
| LQDALiquidia Corp | COM NEW | 2,248,324 | $33.2M | 3.7% | −450,000−16.7% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 6,527,491 | $33.2M | 3.7% | +1,927,491+41.9% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 1,144,242 | $33.1M | 3.7% | −860,633−42.9% | Reduced | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $31.9M | 3.5% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 3,932,082 | $24.3M | 2.7% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 2,000,000 | $15.4M | 1.7% | 00.0% | Unchanged | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 1,625,000 | $14.2M | 1.6% | +1,625,000 | New | History |
| STROSutro Biopharma, Inc. | COM | 2,001,727 | $11.3M | 1.3% | 00.0% | Unchanged | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,022,957 | $10.7M | 1.2% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 515,190 | $8.45M | 0.9% | +175,000+51.4% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 9,640,914 | $7.02M | 0.8% | +946,488+10.9% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 1,068,527 | $5.49M | 0.6% | 00.0% | Unchanged | History |
| SLRNACELYRIN, Inc. | COM | 396,379 | $2.68M | 0.3% | −803,621−67.0% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 133,877 | $2.34M | 0.3% | −474,038−78.0% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| IMGNImmunoGen, Inc. | COM | 1,422,503 | $42.2M | 4.8% | History |
| Morphosys AG617760202 | SPONSORED ADS | 4,234,685 | $41.9M | 4.7% | – |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 442,704 | $3.52M | 0.4% | History |