13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001182
Total Value
$651.9M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HORIZON THERAPEUTICS PUB L | G46188101 | 1,100,000 | $125.2M | 19.20% |
| 2 | NATERA INC | NTRA | 2,603,207 | $104.6M | 16.04% |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 1,605,390 | $71.6M | 10.98% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,561,187 | $65.2M | 10.00% |
| 5 | VAXCYTE INC | PCVX | 703,441 | $33.7M | 5.17% |
| 6 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,034,697 | $30.2M | 4.64% |
| 7 | UNITED THERAPEUTICS CORP DEL | UTHR | 100,000 | $27.8M | 4.27% |
| 8 | VERA THERAPEUTICS INC | VERA | 1,409,098 | $27.3M | 4.18% |
| 9 | CONCERT PHARMACEUTICALS INC | 206022105 | 4,420,349 | $25.8M | 3.96% |
| 10 | GSK PLC | GLAXF | 501,643 | $17.6M | 2.70% |
| 11 | BURNING ROCK BIOTECH LTD | BNR | 7,391,581 | $16.6M | 2.55% |
| 12 | APELLIS PHARMACEUTICALS INC | APLS | 300,000 | $15.5M | 2.38% |
| 13 | AMARIN CORP PLC | AMRN | 9,642,240 | $11.7M | 1.79% |
| 14 | LIQUIDIA CORPORATION | LQDA | 1,752,841 | $11.2M | 1.71% |
| 15 | COGENT BIOSCIENCES INC | COGT | 794,049 | $9.2M | 1.41% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 418,099 | $8.8M | 1.35% |
| 17 | WAVE LIFE SCIENCES LTD | WVE | 1,238,182 | $8.7M | 1.33% |
| 18 | MIRATI THERAPEUTICS INC | 60468T105 | 191,158 | $8.7M | 1.33% |
| 19 | PROTAGONIST THERAPEUTICS INC | PTGX | 520,922 | $5.7M | 0.87% |
| 20 | OLEMA PHARMACEUTICALS INC | OLMA | 2,025,234 | $5.0M | 0.76% |
| 21 | SERES THERAPEUTICS INC | MCRB | 776,662 | $4.3M | 0.67% |
| 22 | GOSSAMER BIO INC | GOSS | 1,771,545 | $3.8M | 0.59% |
| 23 | SUTRO BIOPHARMA INC | STRO | 404,544 | $3.3M | 0.50% |
| 24 | ALLOGENE THERAPEUTICS INC | ALLO | 396,378 | $2.5M | 0.38% |
| 25 | PUMA BIOTECHNOLOGY INC | PBYI | 561,609 | $2.4M | 0.36% |
| 26 | CENTESSA PHARMACEUTICALS PLC | CNTA | 733,926 | $2.3M | 0.35% |
| 27 | CABALETTA BIO INC | CABA | 165,486 | $1.5M | 0.23% |
| 28 | XENON PHARMACEUTICALS INC | XENE | 28,887 | $1.1M | 0.17% |
| 29 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 739,649 | $641,867 | 0.10% |
| 30 | NEOLEUKIN THERAPEUTICS INC | 64049K104 | 120,764 | $61,469 | 0.01% |
| 31 | CATALYST BIOSCIENCES INC | 14888D208 | 90,484 | $47,730 | 0.01% |