13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001085146-23-003327
Total Value
$727.1M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,900,000 | $141.1M | 19.41% |
| 2 | CELLDEX THERAPEUTICS INC NEW | CLDX | 2,600,000 | $88.2M | 12.13% |
| 3 | ARGENX SE | ARGX | 184,300 | $71.8M | 9.88% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,262,004 | $68.3M | 9.39% |
| 5 | VAXCYTE INC | PCVX | 1,300,000 | $64.9M | 8.93% |
| 6 | 2SEVENTY BIO INC | 901384107 | 4,890,706 | $49.5M | 6.81% |
| 7 | VERA THERAPEUTICS INC | VERA | 3,000,000 | $48.1M | 6.62% |
| 8 | PROTAGONIST THERAPEUTICS INC | PTGX | 975,298 | $26.9M | 3.70% |
| 9 | TRAVERE THERAPEUTICS INC | TVTX | 1,454,730 | $22.3M | 3.07% |
| 10 | BIOCRYST PHARMACEUTICALS INC | BCRX | 2,848,197 | $20.1M | 2.76% |
| 11 | COGENT BIOSCIENCES INC | COGT | 1,617,391 | $19.1M | 2.63% |
| 12 | BURNING ROCK BIOTECH LTD | BNR | 8,500,000 | $18.3M | 2.52% |
| 13 | VIRIDIAN THERAPEUTICS INC | VRDN | 709,498 | $16.9M | 2.32% |
| 14 | WAVE LIFE SCIENCES LTD | WVE | 3,924,602 | $14.3M | 1.96% |
| 15 | AMARIN CORP PLC | AMRN | 12,000,000 | $14.3M | 1.96% |
| 16 | LIQUIDIA CORPORATION | LQDA | 1,642,244 | $12.9M | 1.77% |
| 17 | OLEMA PHARMACEUTICALS INC | OLMA | 1,304,332 | $11.8M | 1.62% |
| 18 | SUTRO BIOPHARMA INC | STRO | 1,500,000 | $7.0M | 0.96% |
| 19 | CENTESSA PHARMACEUTICALS PLC | CNTA | 729,077 | $4.5M | 0.62% |
| 20 | PUMA BIOTECHNOLOGY INC | PBYI | 473,070 | $1.7M | 0.23% |
| 21 | FIBROGEN INC | 31572Q808 | 586,500 | $1.6M | 0.22% |
| 22 | RHYTHM PHARMACEUTICALS INC | RYTM | 92,602 | $1.5M | 0.21% |
| 23 | PTC THERAPEUTICS INC | PTCT | 28,500 | $1.2M | 0.16% |
| 24 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 535,005 | $602,640 | 0.08% |
| 25 | NEOLEUKIN THERAPEUTICS INC | 64049K104 | 119,966 | $99,572 | 0.01% |
| 26 | CATALYST BIOSCIENCES INC | 14888D208 | 89,886 | $31,604 | 0.00% |