13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001085146-23-004352
Total Value
$611.4M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 3,003,668 | $132.9M | 21.74% |
| 2 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,200,000 | $88.1M | 14.40% |
| 3 | VAXCYTE INC | PCVX | 1,302,407 | $66.4M | 10.86% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,600,000 | $52.3M | 8.55% |
| 5 | VERA THERAPEUTICS INC | VERA | 2,956,053 | $40.5M | 6.63% |
| 6 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,818,657 | $30.3M | 4.96% |
| 7 | 2SEVENTY BIO INC | 901384107 | 5,953,825 | $23.3M | 3.82% |
| 8 | WAVE LIFE SCIENCES LTD | WVE | 3,932,082 | $22.6M | 3.70% |
| 9 | BIOCRYST PHARMACEUTICALS INC | BCRX | 3,133,193 | $22.2M | 3.63% |
| 10 | COGENT BIOSCIENCES INC | COGT | 2,210,125 | $21.5M | 3.52% |
| 11 | LIQUIDIA CORPORATION | LQDA | 2,000,000 | $12.7M | 2.07% |
| 12 | ACELYRIN INC | 00445A100 | 1,200,000 | $12.2M | 2.00% |
| 13 | AMARIN CORP PLC | AMRN | 12,022,957 | $11.1M | 1.81% |
| 14 | VIRIDIAN THERAPEUTICS INC | VRDN | 699,681 | $10.7M | 1.76% |
| 15 | TAYSHA GENE THERAPIES INC | TSHA | 3,281,313 | $10.4M | 1.70% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 957,502 | $8.6M | 1.40% |
| 17 | BURNING ROCK BIOTECH LTD | BNR | 8,500,000 | $8.2M | 1.35% |
| 18 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 500,000 | $7.4M | 1.21% |
| 19 | SYNDAX PHARMACEUTICALS INC | SNDX | 400,000 | $5.8M | 0.95% |
| 20 | SUTRO BIOPHARMA INC | STRO | 1,552,675 | $5.4M | 0.88% |
| 21 | CARIBOU BIOSCIENCES INC | CRBU | 1,068,527 | $5.1M | 0.84% |
| 22 | CENTESSA PHARMACEUTICALS PLC | CNTA | 730,472 | $4.7M | 0.77% |
| 23 | IMMUNOVANT INC | IMVT | 100,000 | $3.8M | 0.63% |
| 24 | OLEMA PHARMACEUTICALS INC | OLMA | 235,176 | $2.9M | 0.48% |
| 25 | PUMA BIOTECHNOLOGY INC | PBYI | 473,975 | $1.2M | 0.20% |
| 26 | CONNECT BIOPHARMA HLDGS LTD | CNTB | 535,005 | $434,003 | 0.07% |
| 27 | GOSSAMER BIO INC | GOSS | 250,000 | $208,200 | 0.03% |
| 28 | TRAVERE THERAPEUTICS INC | TVTX | 15,100 | $134,994 | 0.02% |
| 29 | NEOLEUKIN THERAPEUTICS INC | 64049K203 | 24,037 | $94,946 | 0.02% |
| 30 | CATALYST BIOSCIENCES INC | 14888D208 | 90,058 | $43,435 | 0.01% |