Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 35
- +4 vs. Q2 2025
- Portfolio value
- $1.34B
- +$414.3M (+44.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,100,729 | $157.8M | 11.8% | 00.0% | Unchanged | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,520,000 | $131.1M | 9.8% | 00.0% | Unchanged | History |
| VERAVera Therapeutics, Inc. | CL A | 4,027,800 | $117.0M | 8.7% | +600,913+17.5% | Added | History |
| COGTCogent Biosciences, Inc. | COM | 7,886,172 | $113.2M | 8.4% | −606,385−7.1% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 3,071,588 | $110.6M | 8.2% | 00.0% | Unchanged | History |
| VRDNViridian Therapeutics, Inc. | COM | 4,427,927 | $95.6M | 7.1% | 00.0% | Unchanged | History |
| CGONCG Oncology, Inc. | COM | 2,005,205 | $80.8M | 6.0% | −452,462−18.4% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 9,390,270 | $71.3M | 5.3% | +926,528+10.9% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 2,517,647 | $61.1M | 4.5% | +100,000+4.1% | Added | History |
| IMCRImmunocore Holdings plc | ADS | 1,009,267 | $36.7M | 2.7% | +33,000+3.4% | Added | History |
| MBXMBX Biosciences, Inc. | COM | 2,000,000 | $35.0M | 2.6% | +2,000,000 | New | History |
| ENGNenGene Therapeutics Inc. | COM | 4,994,090 | $34.1M | 2.5% | 00.0% | Unchanged | History |
| WVEWave Life Sciences, Inc. | SHS | 4,560,053 | $33.4M | 2.5% | 00.0% | Unchanged | History |
| TYRATyra Biosciences, Inc. | COM | 2,329,998 | $32.6M | 2.4% | 00.0% | Unchanged | History |
| TVTXTravere Therapeutics, Inc. | COM | 949,727 | $22.7M | 1.7% | −590,964−38.4% | Reduced | History |
| DVAXDynavax Technologies Corp | COM NEW | 2,145,319 | $21.3M | 1.6% | 00.0% | Unchanged | History |
| NRIXNurix Therapeutics, Inc. | COM | 2,168,605 | $20.0M | 1.5% | +995,000+84.8% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 67,588 | $20.0M | 1.5% | +67,588 | New | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 808,607 | $18.3M | 1.4% | +808,607 | New | History |
| PHVSPharvaris N.V. | COM | 675,000 | $16.8M | 1.3% | +675,000 | New | History |
| RLAYRelay Therapeutics, Inc. | COM | 2,887,014 | $15.1M | 1.1% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 2,302,172 | $13.7M | 1.0% | +206,174+9.8% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 3,646,503 | $11.6M | 0.9% | +1,492,090+69.3% | Added | History |
| AMRNAmarin Corp PLC | SPONSORED ADR | 576,111 | $9.44M | 0.7% | 00.0% | Unchanged | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 994,883 | $8.61M | 0.6% | 00.0% | Unchanged | History |
| DSGNDesign Therapeutics, Inc. | COM | 1,029,579 | $7.75M | 0.6% | 00.0% | Unchanged | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 606,171 | $7.38M | 0.5% | +606,171 | New | History |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 5,466,825 | $7.16M | 0.5% | 00.0% | Unchanged | History |
| CRBUCaribou Biosciences, Inc. | COM | 3,067,774 | $7.15M | 0.5% | 00.0% | Unchanged | History |
| URGNUroGen Pharma Ltd. | COM | 282,412 | $6.94M | 0.5% | −374,161−57.0% | Reduced | History |
| GERNGeron Corp | COM | 3,456,318 | $4.74M | 0.4% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM | 5,088,099 | $4.42M | 0.3% | 00.0% | Unchanged | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 253,979 | $4.12M | 0.3% | 00.0% | Unchanged | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,649,462 | $3.51M | 0.3% | 00.0% | Unchanged | History |
| CLYMClimb Bio, Inc. | COM | 1,028,341 | $2.07M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.