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Livermore
Livermore
ZHEN

Kynam Capital Management, LP

SEC CIK
0001907884
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
36
+1 vs. Q4 2025
Portfolio value
$1.58B
+$39.5M (+2.6%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Kynam Capital Management, LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNDXSyndax Pharmaceuticals IncCOM8,050,959$188.1M11.9%00.0%UnchangedHistory
CLDXCelldex Therapeutics, Inc.COM NEW5,840,567$185.3M11.8%−102,613−1.7%ReducedHistory
PCVXVaxcyte, Inc.COM2,922,335$169.8M10.8%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM4,037,331$155.4M9.9%−2,127,892−34.5%ReducedHistory
VERAVera Therapeutics, Inc.CL A3,398,224$136.7M8.7%−34,827−1.0%ReducedHistory
BEAMBeam Therapeutics Inc.COM3,682,185$87.7M5.6%+1,241,971+50.9%AddedHistory
CTMXCytomX Therapeutics, Inc.COM15,013,093$70.6M4.5%+6,047,016+67.4%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM5,680,795$54.1M3.4%−3,685,731−39.4%ReducedHistory
TVTXTravere Therapeutics, Inc.COM1,569,018$46.6M3.0%+1,051,134+203.0%AddedHistory
VRDNViridian Therapeutics, Inc.COM2,341,652$45.8M2.9%+871,111+59.2%AddedHistory
CGEMCullinan Therapeutics, Inc.COM3,114,132$44.3M2.8%00.0%UnchangedHistory
URGNUroGen Pharma Ltd.COM2,247,393$40.4M2.6%+2,247,393NewHistory
KALVKalVista Pharmaceuticals, Inc.COM1,820,954$36.7M2.3%+10,000+0.6%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM825,000$33.2M2.1%−83,607−9.2%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS1,576,295$28.5M1.8%+1,576,295NewHistory
MBXMBX Biosciences, Inc.COM934,799$27.9M1.8%00.0%UnchangedHistory
IMCRImmunocore Holdings plcADS884,937$26.7M1.7%+28,475+3.3%AddedHistory
STROSutro Biopharma, Inc.COM SHS872,558$21.7M1.4%+392,968+81.9%AddedHistory
BNRBurning Rock Biotech LtdSPONSORED ADS1,227,555$19.8M1.3%+232,672+23.4%AddedHistory
SLNOSoleno Therapeutics IncCOM560,000$18.7M1.2%+560,000NewHistory
NRIXNurix Therapeutics, Inc.COM1,194,757$18.5M1.2%−775,600−39.4%ReducedHistory
PHVSPharvaris N.V.COM640,395$18.1M1.1%00.0%UnchangedHistory
EVMNEvommune, Inc.COM SHS625,496$14.4M0.9%+440,014+237.2%AddedHistory
RLAYRelay Therapeutics, Inc.COM1,424,259$14.2M0.9%00.0%UnchangedHistory
GERNGeron CorpCOM6,836,318$10.2M0.6%+3,380,000+97.8%AddedHistory
ENGNenGene Therapeutics Inc.COM1,356,843$9.24M0.6%−136,055−9.1%ReducedHistory
DSGNDesign Therapeutics, Inc.COM784,606$8.35M0.5%00.0%UnchangedHistory
WVEWave Life Sciences, Inc.SHS965,193$7.00M0.4%−1,203,912−55.5%ReducedHistory
CLYMClimb Bio, Inc.COM1,003,341$6.87M0.4%−25,000−2.4%ReducedHistory
AMRNAmarin Corp PLCSPONSORED ADR472,382$6.83M0.4%+83,109+21.3%AddedHistory
BHVNBiohaven Ltd.COM702,884$5.95M0.4%00.0%UnchangedHistory
PRLDPrelude Therapeutics IncCOM1,592,551$5.45M0.3%+803,684+101.9%AddedHistory
CRBUCaribou Biosciences, Inc.COM2,503,302$4.76M0.3%00.0%UnchangedHistory
ALECAlector, Inc.COM2,000,000$4.30M0.3%00.0%UnchangedHistory
PRQRProQR Therapeutics N.V.SHS EURO1,566,317$2.54M0.2%00.0%UnchangedHistory
CADLCandel Therapeutics, Inc.COM200,000$980.0K0.1%+200,000NewHistory

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 Q1 2026
SecurityClassPutsCalls
TVTXTravere Therapeutics, Inc.COM$1.63M$23.8M
RVMDRevolution Medicines, Inc.COM$20.2M–

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Kynam Capital Management, LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
TYRATyra Biosciences, Inc.COM1,564,492$41.1M2.7%History
CGONCG Oncology, Inc.COM945,830$39.3M2.6%History
DVAXDynavax Technologies CorpCOM NEW1,375,632$21.2M1.4%History