13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001085146-23-002375
Total Value
$774.6M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,918,237 | $162.0M | 20.92% |
| 2 | HORIZON THERAPEUTICS PUB L | G46188101 | 1,094,620 | $119.5M | 15.42% |
| 3 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,205,986 | $67.7M | 8.74% |
| 4 | CELLDEX THERAPEUTICS INC NEW | CLDX | 1,409,451 | $50.7M | 6.55% |
| 5 | VAXCYTE INC | PCVX | 1,216,784 | $45.6M | 5.89% |
| 6 | 2SEVENTY BIO INC | 901384107 | 3,738,972 | $38.1M | 4.92% |
| 7 | TRAVERE THERAPEUTICS INC | TVTX | 1,563,595 | $35.2M | 4.54% |
| 8 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,375,000 | $31.6M | 4.08% |
| 9 | VERA THERAPEUTICS INC | VERA | 3,372,428 | $26.2M | 3.38% |
| 10 | BURNING ROCK BIOTECH LTD | BNR | 8,020,625 | $22.5M | 2.91% |
| 11 | SEAGEN INC | SE | 100,000 | $20.2M | 2.61% |
| 12 | MIRATI THERAPEUTICS INC | 60468T105 | 499,853 | $18.6M | 2.40% |
| 13 | AMARIN CORP PLC | AMRN | 12,000,000 | $18.0M | 2.32% |
| 14 | GSK PLC | GLAXF | 498,329 | $17.7M | 2.29% |
| 15 | WAVE LIFE SCIENCES LTD | WVE | 3,807,876 | $16.5M | 2.13% |
| 16 | VIRIDIAN THERAPEUTICS INC | VRDN | 543,603 | $13.8M | 1.79% |
| 17 | LIQUIDIA CORPORATION | LQDA | 1,642,244 | $11.3M | 1.46% |
| 18 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 1,800,000 | $11.0M | 1.42% |
| 19 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,000,000 | $8.3M | 1.08% |
| 20 | ALLOGENE THERAPEUTICS INC | ALLO | 1,495,981 | $7.4M | 0.95% |
| 21 | OLEMA PHARMACEUTICALS INC | OLMA | 2,011,853 | $7.0M | 0.90% |
| 22 | SERES THERAPEUTICS INC | MCRB | 768,913 | $4.4M | 0.56% |
| 23 | COGENT BIOSCIENCES INC | COGT | 399,974 | $4.3M | 0.56% |
| 24 | SUTRO BIOPHARMA INC | STRO | 901,836 | $4.2M | 0.54% |
| 25 | CENTESSA PHARMACEUTICALS PLC | CNTA | 729,077 | $2.8M | 0.36% |
| 26 | GOSSAMER BIO INC | GOSS | 1,502,866 | $1.9M | 0.24% |
| 27 | ARGENX SE | ARGX | 4,500 | $1.7M | 0.22% |
| 28 | RHYTHM PHARMACEUTICALS INC | RYTM | 92,602 | $1.7M | 0.21% |
| 29 | PUMA BIOTECHNOLOGY INC | PBYI | 473,070 | $1.5M | 0.19% |
| 30 | XENON PHARMACEUTICALS INC | XENE | 28,696 | $1.0M | 0.13% |
| 31 | ARCELLX INC | ACLX | 31,336 | $965,462 | 0.12% |
| 32 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 739,649 | $739,575 | 0.10% |
| 33 | MERUS N V | N5749R100 | 21,457 | $394,809 | 0.05% |
| 34 | NEOLEUKIN THERAPEUTICS INC | 64049K104 | 119,966 | $83,976 | 0.01% |
| 35 | CATALYST BIOSCIENCES INC | 14888D208 | 89,886 | $18,606 | 0.00% |