Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 29
- +5 vs. Q3 2024
- Portfolio value
- $1.52B
- +$225.5M (+17.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,022,098 | $320.1M | 21.1% | −20,373−1.0% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 2,336,796 | $191.3M | 12.6% | +1,297,508+124.8% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 5,064,207 | $128.0M | 8.4% | +1,605,598+46.4% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,520,000 | $112.6M | 7.4% | +2,677,075+45.8% | Added | History |
| DVAXDynavax Technologies Corp | COM NEW | 6,560,835 | $83.8M | 5.5% | −1,771,852−21.3% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 2,519,705 | $72.3M | 4.8% | +748,900+42.3% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 9,105,000 | $71.0M | 4.7% | −134,731−1.5% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 9,085,368 | $68.3M | 4.5% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 3,326,262 | $63.8M | 4.2% | +814,967+32.5% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 1,457,910 | $61.7M | 4.1% | −118,639−7.5% | Reduced | History |
| WVEWave Life Sciences, Inc. | SHS | 4,899,497 | $60.6M | 4.0% | 00.0% | Unchanged | History |
| BEAMBeam Therapeutics Inc. | COM | 1,756,158 | $43.6M | 2.9% | +454,073+34.9% | Added | History |
| IMCRImmunocore Holdings plc | ADS | 1,225,576 | $36.2M | 2.4% | +1,225,576 | New | History |
| ENGNenGene Therapeutics Inc. | COM | 4,994,090 | $33.2M | 2.2% | +3,257,863+187.6% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,802,750 | $31.4M | 2.1% | +431,239+31.4% | Added | History |
| LQDALiquidia Corp | COM NEW | 2,266,328 | $26.7M | 1.8% | 00.0% | Unchanged | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 4,685,563 | $20.8M | 1.4% | +1,000,000+27.1% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $17.5M | 1.2% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,252,738 | $15.3M | 1.0% | +1,252,738 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 390,792 | $15.1M | 1.0% | −65,577−14.4% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 530,478 | $7.37M | 0.5% | +62,531+13.4% | Added | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 994,883 | $6.72M | 0.4% | +5,666+0.6% | Added | History |
| STROSutro Biopharma, Inc. | COM | 3,641,447 | $6.70M | 0.4% | +1,575,000+76.2% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,414,628 | $6.02M | 0.4% | 00.0% | Unchanged | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,750,000 | $4.64M | 0.3% | +1,750,000 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 1,000,000 | $4.12M | 0.3% | +1,000,000 | New | History |
| CRBUCaribou Biosciences, Inc. | COM | 2,406,147 | $3.83M | 0.3% | +50,000+2.1% | Added | History |
| SLRNACELYRIN, Inc. | COM | 847,366 | $2.66M | 0.2% | 00.0% | Unchanged | History |
| CLYMClimb Bio, Inc. | COM | 547,000 | $984.6K | 0.1% | +547,000 | New | 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $175.8M | – |