Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 31
- +2 vs. Q4 2024
- Portfolio value
- $1.17B
- −$347.4M (−22.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 1,167,570 | $165.1M | 14.1% | −854,528−42.3% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 3,200,000 | $120.8M | 10.3% | +863,204+36.9% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,500,000 | $118.0M | 10.1% | +1,435,793+28.4% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,520,000 | $104.7M | 9.0% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 8,928,523 | $67.0M | 5.7% | −156,845−1.7% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 2,611,662 | $64.0M | 5.5% | +91,957+3.6% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 4,700,000 | $63.4M | 5.4% | +1,373,738+41.3% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 2,400,000 | $57.6M | 4.9% | +942,090+64.6% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 9,105,000 | $54.5M | 4.7% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,695,576 | $50.3M | 4.3% | +470,000+38.3% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 2,518,170 | $49.2M | 4.2% | +762,012+43.4% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 4,899,497 | $39.6M | 3.4% | 00.0% | Unchanged | History |
| DVAXDynavax Technologies Corp | COM NEW | 2,620,797 | $34.0M | 2.9% | −3,940,038−60.1% | Reduced | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,802,750 | $32.3M | 2.8% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 2,406,067 | $22.4M | 1.9% | +1,875,589+353.6% | Added | History |
| ENGNenGene Therapeutics Inc. | COM | 4,994,090 | $22.4M | 1.9% | 00.0% | Unchanged | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 610,000 | $20.7M | 1.8% | +610,000 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 2,338,629 | $17.7M | 1.5% | +1,085,891+86.7% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 800,000 | $9.50M | 0.8% | +800,000 | New | History |
| LQDALiquidia Corp | COM NEW | 633,802 | $9.35M | 0.8% | −1,632,526−72.0% | Reduced | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 5,822,938 | $8.56M | 0.7% | +1,137,375+24.3% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 3,063,292 | $8.03M | 0.7% | +2,063,292+206.3% | Added | History |
| GERNGeron Corp | COM | 3,659,526 | $5.82M | 0.5% | +3,659,526 | New | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 12,414,628 | $5.56M | 0.5% | 00.0% | Unchanged | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 994,883 | $4.38M | 0.4% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM | 5,441,447 | $3.54M | 0.3% | +1,800,000+49.4% | Added | History |
| DSGNDesign Therapeutics, Inc. | COM | 904,017 | $3.49M | 0.3% | +904,017 | New | History |
| CRBUCaribou Biosciences, Inc. | COM | 3,269,147 | $2.99M | 0.3% | +863,000+35.9% | Added | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,750,000 | $2.33M | 0.2% | 00.0% | Unchanged | History |
| CLYMClimb Bio, Inc. | COM | 1,047,000 | $1.28M | 0.1% | +500,000+91.4% | Added | History |
| URGNUroGen Pharma Ltd. | COM | 25,000 | $276.5K | <0.1% | +25,000 | 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 |
|---|---|---|---|
| SLNOSoleno Therapeutics Inc | COM | – | $21.6M |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| TSVT2seventy bio, Inc. | COMMON STOCK | 5,953,825 | $17.5M | 1.2% | History |
| PTGXProtagonist Therapeutics, Inc | COM | 390,792 | $15.1M | 1.0% | History |
| SLRNACELYRIN, Inc. | COM | 847,366 | $2.66M | 0.2% | History |