Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 22
- +1 vs. Q1 2024
- Portfolio value
- $955.2M
- +$56.3M (+6.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,014,408 | $218.1M | 22.8% | +14,408+0.7% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,388,967 | $125.4M | 13.1% | +488,967+16.9% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 5,722,057 | $117.5M | 12.3% | +62,057+1.1% | Added | History |
| DVAXDynavax Technologies Corp | COM NEW | 7,082,562 | $79.5M | 8.3% | +2,842,782+67.1% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 9,260,385 | $78.1M | 8.2% | +760,385+8.9% | Added | History |
| PCVXVaxcyte, Inc. | COM | 753,240 | $56.9M | 6.0% | +8,240+1.1% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 1,543,669 | $55.8M | 5.8% | +16,882+1.1% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 8,826,710 | $54.5M | 5.7% | +2,299,219+35.2% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 800,000 | $27.7M | 2.9% | −344,242−30.1% | Reduced | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $22.9M | 2.4% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 1,750,000 | $22.8M | 2.4% | +1,616,123+1,207.2% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 3,975,521 | $19.8M | 2.1% | +43,439+1.1% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 2,021,659 | $16.6M | 1.7% | +21,659+1.1% | Added | History |
| LQDALiquidia Corp | COM NEW | 916,574 | $11.0M | 1.2% | −1,331,750−59.2% | Reduced | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 1,641,891 | $10.7M | 1.1% | +16,891+1.0% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 566,715 | $9.06M | 0.9% | +51,525+10.0% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,155,830 | $8.36M | 0.9% | +132,873+1.1% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 974,668 | $6.28M | 0.7% | +10,577+1.1% | AddedConverted for a 1-for-10 split | History |
| STROSutro Biopharma, Inc. | COM | 2,023,683 | $5.93M | 0.6% | +21,956+1.1% | Added | History |
| SLRNACELYRIN, Inc. | COM | 831,310 | $3.67M | 0.4% | +434,931+109.7% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 1,646,702 | $2.70M | 0.3% | +578,175+54.1% | Added | History |
| CGONCG Oncology, Inc. | COM | 53,911 | $1.70M | 0.2% | +53,911 | New | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.