Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 24
- +2 vs. Q2 2024
- Portfolio value
- $1.29B
- +$335.4M (+35.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,042,471 | $259.3M | 20.1% | +28,063+1.4% | Added | History |
| PCVXVaxcyte, Inc. | COM | 1,039,288 | $118.8M | 9.2% | +286,048+38.0% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,458,609 | $117.6M | 9.1% | +69,642+2.1% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 5,842,925 | $112.5M | 8.7% | +120,868+2.1% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 9,239,731 | $99.8M | 7.7% | −20,654−0.2% | Reduced | History |
| DVAXDynavax Technologies Corp | COM NEW | 8,332,687 | $92.8M | 7.2% | +1,250,125+17.7% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 1,576,549 | $69.7M | 5.4% | +32,880+2.1% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 9,085,368 | $69.0M | 5.4% | +258,658+2.9% | Added | History |
| CGONCG Oncology, Inc. | COM | 1,770,805 | $66.8M | 5.2% | +1,716,894+3,184.7% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 2,511,295 | $57.1M | 4.4% | +761,295+43.5% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 4,899,497 | $40.2M | 3.1% | +923,976+23.2% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 1,302,085 | $31.9M | 2.5% | +1,302,085 | New | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $28.1M | 2.2% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 2,266,328 | $22.7M | 1.8% | +1,349,754+147.3% | Added | History |
| PTGXProtagonist Therapeutics, Inc | COM | 456,369 | $20.5M | 1.6% | −343,631−43.0% | Reduced | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,371,511 | $19.2M | 1.5% | −650,148−32.2% | Reduced | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 3,685,563 | $15.2M | 1.2% | +2,043,672+124.5% | Added | History |
| ENGNenGene Therapeutics Inc. | COM | 1,736,227 | $11.5M | 0.9% | +1,736,227 | New | History |
| TYRATyra Biosciences, Inc. | COM | 467,947 | $11.0M | 0.9% | −98,768−17.4% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,414,628 | $7.78M | 0.6% | +258,798+2.1% | Added | History |
| STROSutro Biopharma, Inc. | COM | 2,066,447 | $7.15M | 0.6% | +42,764+2.1% | Added | History |
| CRBUCaribou Biosciences, Inc. | COM | 2,356,147 | $4.62M | 0.4% | +709,445+43.1% | Added | History |
| SLRNACELYRIN, Inc. | COM | 847,366 | $4.18M | 0.3% | +16,056+1.9% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 989,217 | $3.23M | 0.3% | +14,549+1.5% | Added | 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 |
|---|---|---|---|
| VRTXVertex Pharmaceuticals Inc | Stock | $14.0M | – |