Skip to main content
Livermore
Livermore
ZHEN

Kynam Capital Management, LP

SEC CIK
0001907884
Latest filing
Aug 14, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
35
0 vs. Q3 2025
Portfolio value
$1.54B
+$192.9M (+14.4%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of Kynam Capital Management, LP in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
COGTCogent Biosciences, Inc.COM6,165,223$219.0M14.3%−1,720,949−21.8%ReducedHistory
VERAVera Therapeutics, Inc.CL A3,433,051$173.8M11.3%−594,749−14.8%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM8,050,959$169.2M11.0%−469,041−5.5%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW5,943,180$161.4M10.5%−157,549−2.6%ReducedHistory
PCVXVaxcyte, Inc.COM2,922,335$134.8M8.8%−149,253−4.9%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM9,366,526$73.1M4.8%−23,744−0.3%ReducedHistory
BEAMBeam Therapeutics Inc.COM2,440,214$67.6M4.4%−77,433−3.1%ReducedHistory
VRDNViridian Therapeutics, Inc.COM1,470,541$45.8M3.0%−2,957,386−66.8%ReducedHistory
TYRATyra Biosciences, Inc.COM1,564,492$41.1M2.7%−765,506−32.9%ReducedHistory
CGONCG Oncology, Inc.COM945,830$39.3M2.6%−1,059,375−52.8%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM8,966,077$38.2M2.5%+5,319,574+145.9%AddedHistory
NRIXNurix Therapeutics, Inc.COM1,970,357$37.4M2.4%−198,248−9.1%ReducedHistory
WVEWave Life Sciences, Inc.SHS2,169,105$36.9M2.4%−2,390,948−52.4%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM3,114,132$32.2M2.1%+811,960+35.3%AddedHistory
IMCRImmunocore Holdings plcADS856,462$29.7M1.9%−152,805−15.1%ReducedHistory
MBXMBX Biosciences, Inc.COM934,799$29.5M1.9%−1,065,201−53.3%ReducedHistory
KALVKalVista Pharmaceuticals, Inc.COM1,810,954$29.2M1.9%+1,204,783+198.8%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM908,607$22.8M1.5%+100,000+12.4%AddedHistory
DVAXDynavax Technologies CorpCOM NEW1,375,632$21.2M1.4%−769,687−35.9%ReducedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS994,883$20.0M1.3%00.0%UnchangedHistory
TVTXTravere Therapeutics, Inc.COM517,884$19.8M1.3%−431,843−45.5%ReducedHistory
PHVSPharvaris N.V.COM640,395$17.8M1.2%−34,605−5.1%ReducedHistory
ENGNenGene Therapeutics Inc.COM1,492,898$13.5M0.9%−3,501,192−70.1%ReducedHistory
RLAYRelay Therapeutics, Inc.COM1,424,259$12.0M0.8%−1,462,755−50.7%ReducedHistory
BHVNBiohaven Ltd.COM702,884$7.94M0.5%+702,884NewHistory
DSGNDesign Therapeutics, Inc.COM784,606$7.36M0.5%−244,973−23.8%ReducedHistory
STROSutro Biopharma, Inc.COM SHS479,590$5.55M0.4%−29,220−5.7%ReducedConverted for a 1-for-10 splitHistory
AMRNAmarin Corp PLCSPONSORED ADR389,273$5.43M0.4%−186,838−32.4%ReducedHistory
GERNGeron CorpCOM3,456,318$4.56M0.3%00.0%UnchangedHistory
CLYMClimb Bio, Inc.COM1,028,341$4.11M0.3%00.0%UnchangedHistory
CRBUCaribou Biosciences, Inc.COM2,503,302$3.98M0.3%−564,472−18.4%ReducedHistory
EVMNEvommune, Inc.COM SHS185,482$3.18M0.2%+185,482NewHistory
PRQRProQR Therapeutics N.V.SHS EURO1,566,317$3.16M0.2%−83,145−5.0%ReducedHistory
ALECAlector, Inc.COM2,000,000$3.12M0.2%+2,000,000NewHistory
PRLDPrelude Therapeutics IncCOM788,867$2.29M0.1%+788,867NewHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Kynam Capital Management, LP in Q4 2025
SecurityClassPutsCalls
BEAMBeam Therapeutics Inc.COM–$26.0M
OMEROmeros CorpCOM$3.44M–

Sold out since Q3 2025 (4)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Kynam Capital Management, LP sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
UTHRUnited Therapeutics CorpCOM67,588$20.0M1.5%History
IRWDIronwood Pharmaceuticals IncCOM CL A5,466,825$7.16M0.5%History
URGNUroGen Pharma Ltd.COM282,412$6.94M0.5%History
EWTXEdgewise Therapeutics, Inc.COM253,979$4.12M0.3%History