Kynam Capital Management, LP
- SEC CIK
- 0001907884
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 32
- −4 vs. Q1 2026
- Portfolio value
- $1.81B
- +$233.9M (+14.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 5,322,908 | $198.1M | 10.9% | −517,659−8.9% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,050,959 | $176.0M | 9.7% | 00.0% | Unchanged | History |
| PCVXVaxcyte, Inc. | COM | 2,922,335 | $169.9M | 9.4% | 00.0% | Unchanged | History |
| COGTCogent Biosciences, Inc. | COM | 3,667,097 | $141.9M | 7.8% | −370,234−9.2% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 2,890,059 | $124.0M | 6.9% | −508,165−15.0% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 6,453,877 | $118.6M | 6.6% | +4,112,225+175.6% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 2,000,000 | $113.6M | 6.3% | +430,982+27.5% | Added | History |
| BEAMBeam Therapeutics Inc. | COM | 2,840,792 | $97.5M | 5.4% | −841,393−22.9% | Reduced | History |
| URGNUroGen Pharma Ltd. | COM | 2,434,207 | $89.6M | 5.0% | +186,814+8.3% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 3,001,205 | $86.7M | 4.8% | +1,424,910+90.4% | Added | History |
| CTMXCytomX Therapeutics, Inc. | COM | 21,703,093 | $81.4M | 4.5% | +6,690,000+44.6% | Added | History |
| RLAYRelay Therapeutics, Inc. | COM | 3,300,000 | $61.7M | 3.4% | +1,875,741+131.7% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 3,114,132 | $56.7M | 3.1% | 00.0% | Unchanged | History |
| MBXMBX Biosciences, Inc. | COM | 934,799 | $51.6M | 2.9% | 00.0% | Unchanged | History |
| IMCRImmunocore Holdings plc | ADS | 1,375,000 | $43.7M | 2.4% | +490,063+55.4% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 1,194,757 | $29.0M | 1.6% | 00.0% | Unchanged | History |
| STROSutro Biopharma, Inc. | COM SHS | 872,558 | $29.0M | 1.6% | 00.0% | Unchanged | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,522,660 | $25.2M | 1.4% | −3,158,135−55.6% | Reduced | History |
| PHVSPharvaris N.V. | COM | 661,795 | $22.9M | 1.3% | +21,400+3.3% | Added | History |
| SMMTSummit Therapeutics Inc. | COM | 1,200,000 | $17.5M | 1.0% | +1,200,000 | New | History |
| PRLDPrelude Therapeutics Inc | COM | 2,415,087 | $12.9M | 0.7% | +822,536+51.6% | Added | History |
| INSMINSMED Inc | COM PAR $.01 | 100,000 | $10.7M | 0.6% | +100,000 | New | History |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 1,238,563 | $10.5M | 0.6% | +11,008+0.9% | Added | History |
| GERNGeron Corp | COM | 6,836,318 | $8.75M | 0.5% | 00.0% | Unchanged | History |
| AMRNAmarin Corp PLC | SPONSORED ADR | 532,982 | $8.50M | 0.5% | +60,600+12.8% | Added | History |
| ALECAlector, Inc. | COM | 3,808,494 | $7.66M | 0.4% | +1,808,494+90.4% | Added | History |
| PBLSParabilis Medicines, Inc. | Stock | 250,000 | $6.84M | 0.4% | +250,000 | New | History |
| CRBUCaribou Biosciences, Inc. | COM | 2,503,302 | $4.41M | 0.2% | 00.0% | Unchanged | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,566,317 | $2.91M | 0.2% | 00.0% | Unchanged | History |
| CADLCandel Therapeutics, Inc. | COM | 96,741 | $996.4K | 0.1% | −103,259−51.6% | Reduced | History |
| ENGNenGene Therapeutics Inc. | COM | 457,855 | $792.1K | <0.1% | −898,988−66.3% | Reduced | History |
| TRAWTraws Pharma, Inc. | COM NEW | 84,400 | $71.2K | <0.1% | +84,400 | New | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,820,954 | $36.7M | 2.3% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 825,000 | $33.2M | 2.1% | History |
| SLNOSoleno Therapeutics Inc | COM | 560,000 | $18.7M | 1.2% | History |
| EVMNEvommune, Inc. | COM SHS | 625,496 | $14.4M | 0.9% | History |
| DSGNDesign Therapeutics, Inc. | COM | 784,606 | $8.35M | 0.5% | History |
| WVEWave Life Sciences, Inc. | SHS | 965,193 | $7.00M | 0.4% | History |
| CLYMClimb Bio, Inc. | COM | 1,003,341 | $6.87M | 0.4% | History |
| BHVNBiohaven Ltd. | COM | 702,884 | $5.95M | 0.4% | History |