Institutions / Kynam Capital Management, LP

Kynam Capital Management, LP

CIK 1907884 · Institution · as of Dec 31, 2025
Portfolio value
$1.54B
Positions
35
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 35 →
CompanyClassValueShares% of portfolio
Cogent Biosciences, Inc.$218.99M6,165,22314.3%
Vera Therapeutics, Inc.$173.85M3,433,05111.3%
Syndax Pharmaceuticals Inc$169.15M8,050,95911.0%
Celldex Therapeutics, Inc.$161.42M5,943,18010.5%
Vaxcyte, Inc.$134.84M2,922,3358.8%
Biocryst Pharmaceuticals Inc$73.06M9,366,5264.8%
Beam Therapeutics Inc.$67.64M2,440,2144.4%
Viridian Therapeutics, Inc.$45.76M1,470,5413.0%
Tyra Biosciences, Inc.$41.13M1,564,4922.7%
CG Oncology, Inc.$39.27M945,8302.6%
CytomX Therapeutics, Inc.$38.20M8,966,0772.5%
Nurix Therapeutics, Inc.$37.38M1,970,3572.4%
Wave Life Sciences Ltd$36.87M2,169,1052.4%
Cullinan Therapeutics, Inc.$32.23M3,114,1322.1%
Immunocore Holdings Plc-AdrIMCRADR$29.73M856,4621.9%
MBX Biosciences, Inc.MBXCommon Stock$29.48M934,7991.9%
KalVista Pharmaceuticals Inc$29.25M1,810,9541.9%
Apellis Pharmaceuticals, Inc.$22.82M908,6071.5%
Dynavax Technologies Corp$21.16M1,375,6321.4%
Burning Rock Biotech LtdBNRADR$20.05M994,8831.3%
Travere Therapeutics, Inc.$19.79M517,8841.3%
Pharvaris N.V.$17.77M640,3951.2%
enGene Therapeutics Inc.$13.48M1,492,8980.9%
Relay Therapeutics, Inc.$12.05M1,424,2590.8%
Biohaven Ltd.$7.94M702,8840.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.