Kynam Capital Management, LP
- SEC CIK
- 0001907884
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 31
- 較 2025 年第 1 季 0
- 總值
- $9.29 億
- 較 2025 年第 1 季 −$2.40 億 (−20.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CLDXCelldex Therapeutics, Inc. | COM NEW | 6,100,729 | $1.24 億 | 13.4% | −399,271−6.1% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 3,071,588 | $9,986 萬 | 10.8% | −128,412−4.0% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 3,426,887 | $8,074 萬 | 8.7% | +1,026,887+42.8% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 8,520,000 | $7,979 萬 | 8.6% | 00.0% | 不變 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 8,463,742 | $7,584 萬 | 8.2% | −464,781−5.2% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 2,457,667 | $6,390 萬 | 6.9% | −153,995−5.9% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 4,427,927 | $6,190 萬 | 6.7% | −272,073−5.8% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 8,492,557 | $6,098 萬 | 6.6% | −612,443−6.7% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 2,417,647 | $4,112 萬 | 4.4% | −100,523−4.0% | 減碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 976,267 | $3,064 萬 | 3.3% | −719,309−42.4% | 減碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 4,560,053 | $2,964 萬 | 3.2% | −339,444−6.9% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,540,691 | $2,280 萬 | 2.5% | −262,059−14.5% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 2,329,998 | $2,230 萬 | 2.4% | −76,069−3.2% | 減碼 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 2,145,319 | $2,128 萬 | 2.3% | −475,478−18.1% | 減碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 4,994,090 | $1,818 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| CGEMCullinan Therapeutics, Inc. | COM | 2,095,998 | $1,576 萬 | 1.7% | −242,631−10.4% | 減碼 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 1,173,605 | $1,337 萬 | 1.4% | +373,605+46.7% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 2,887,014 | $998.9 萬 | 1.1% | −176,278−5.8% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 576,111 | $934.5 萬 | 1.0% | −44,620−7.2% | 減碼依 1 比 20 拆股換算 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 656,573 | $899.5 萬 | 1.0% | +631,573+2,526.3% | 加碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 2,154,413 | $489.1 萬 | 0.5% | +2,154,413 | 新進 | 歷史 |
| GERNGeron Corp | COM | 3,456,318 | $487.3 萬 | 0.5% | −203,208−5.6% | 減碼 | 歷史 |
| IRWDIronwood Pharmaceuticals Inc | COM CL A | 5,466,825 | $392.1 萬 | 0.4% | −356,113−6.1% | 減碼 | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 3,067,774 | $386.5 萬 | 0.4% | −201,373−6.2% | 減碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 5,088,099 | $363.2 萬 | 0.4% | −353,348−6.5% | 減碼 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 1,029,579 | $347.0 萬 | 0.4% | +125,562+13.9% | 加碼 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,649,462 | $336.5 萬 | 0.4% | −100,538−5.7% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 253,979 | $333.0 萬 | 0.4% | +253,979 | 新進 | 歷史 |
| BNRBurning Rock Biotech Ltd | SPONSORED ADS | 994,883 | $314.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LQDALiquidia Corp | COM NEW | 200,047 | $249.3 萬 | 0.3% | −433,755−68.4% | 減碼 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 1,028,341 | $127.5 萬 | 0.1% | −18,659−1.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。