Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 31
- 0 vs. Q1 2025
- Portfolio value
- $928.8M
- −$239.8M (−20.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,100,729 | $124.1M | 13.4% | −399,271−6.1% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 3,071,588 | $99.9M | 10.8% | −128,412−4.0% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 3,426,887 | $80.7M | 8.7% | +1,026,887+42.8% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,520,000 | $79.8M | 8.6% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 8,463,742 | $75.8M | 8.2% | −464,781−5.2% | Reduced | History |
| CGONCG Oncology, Inc. | COM | 2,457,667 | $63.9M | 6.9% | −153,995−5.9% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 4,427,927 | $61.9M | 6.7% | −272,073−5.8% | Reduced | History |
| COGTCogent Biosciences, Inc. | COM | 8,492,557 | $61.0M | 6.6% | −612,443−6.7% | Reduced | History |
| BEAMBeam Therapeutics Inc. | COM | 2,417,647 | $41.1M | 4.4% | −100,523−4.0% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 976,267 | $30.6M | 3.3% | −719,309−42.4% | Reduced | History |
| WVEWave Life Sciences, Inc. | SHS | 4,560,053 | $29.6M | 3.2% | −339,444−6.9% | Reduced | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,540,691 | $22.8M | 2.5% | −262,059−14.5% | Reduced | History |
| TYRATyra Biosciences, Inc. | COM | 2,329,998 | $22.3M | 2.4% | −76,069−3.2% | Reduced | History |
| DVAXDynavax Technologies Corp | COM NEW | 2,145,319 | $21.3M | 2.3% | −475,478−18.1% | Reduced | History |
| ENGNenGene Therapeutics Inc. | COM | 4,994,090 | $18.2M | 2.0% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 2,095,998 | $15.8M | 1.7% | −242,631−10.4% | Reduced | History |
| NRIXNurix Therapeutics, Inc. | COM | 1,173,605 | $13.4M | 1.4% | +373,605+46.7% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 2,887,014 | $9.99M | 1.1% | −176,278−5.8% | Reduced | History |
| AMRNAmarin Corp PLC | SPONSORED ADR | 576,111 | $9.34M | 1.0% | −44,620−7.2% | ReducedConverted for a 1-for-20 split | History |
| URGNUroGen Pharma Ltd. | COM | 656,573 | $9.00M | 1.0% | +631,573+2,526.3% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 2,154,413 | $4.89M | 0.5% | +2,154,413 | New | History |
| GERNGeron Corp | COM | 3,456,318 | $4.87M | 0.5% | −203,208−5.6% | Reduced | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 5,466,825 | $3.92M | 0.4% | −356,113−6.1% | Reduced | History |
| CRBUCaribou Biosciences, Inc. | COM | 3,067,774 | $3.87M | 0.4% | −201,373−6.2% | Reduced | History |
| STROSutro Biopharma, Inc. | COM | 5,088,099 | $3.63M | 0.4% | −353,348−6.5% | Reduced | History |
| DSGNDesign Therapeutics, Inc. | COM | 1,029,579 | $3.47M | 0.4% | +125,562+13.9% | Added | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,649,462 | $3.36M | 0.4% | −100,538−5.7% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 253,979 | $3.33M | 0.4% | +253,979 | New | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 994,883 | $3.14M | 0.3% | 00.0% | Unchanged | History |
| LQDALiquidia Corp | COM NEW | 200,047 | $2.49M | 0.3% | −433,755−68.4% | Reduced | History |
| CLYMClimb Bio, Inc. | COM | 1,028,341 | $1.28M | 0.1% | −18,659−1.8% | Reduced | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.