13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001085146-24-002547
Total Value
$955.5M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,000,000 | $182.9M | 19.14% |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 5,660,000 | $134.7M | 14.10% |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 2,900,000 | $121.7M | 12.74% |
| 4 | VERA THERAPEUTICS INC | VERA | 1,526,787 | $65.8M | 6.89% |
| 5 | COGENT BIOSCIENCES INC | COGT | 8,500,000 | $57.1M | 5.98% |
| 6 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 4,239,780 | $52.6M | 5.51% |
| 7 | VAXCYTE INC | PCVX | 745,000 | $50.9M | 5.33% |
| 8 | VERTEX PHARMACEUTICALS INC | VRTX | 100,000 | $41.8M | 4.37% |
| 9 | LIQUIDIA CORPORATION | LQDA | 2,248,324 | $33.2M | 3.47% |
| 10 | BIOCRYST PHARMACEUTICALS INC | BCRX | 6,527,491 | $33.2M | 3.47% |
| 11 | PROTAGONIST THERAPEUTICS INC | PTGX | 1,144,242 | $33.1M | 3.46% |
| 12 | 2SEVENTY BIO INC | 901384107 | 5,953,825 | $31.9M | 3.33% |
| 13 | WAVE LIFE SCIENCES LTD | WVE | 3,932,082 | $24.3M | 2.54% |
| 14 | TRAVERE THERAPEUTICS INC | TVTX | 2,000,000 | $15.4M | 1.61% |
| 15 | CORCEPT THERAPEUTICS INC | CORT | 585,900 | $14.8M | 1.54% |
| 16 | IRONWOOD PHARMACEUTICALS INC | IRWD | 1,625,000 | $14.2M | 1.48% |
| 17 | SUTRO BIOPHARMA INC | STRO | 2,001,727 | $11.3M | 1.18% |
| 18 | AMARIN CORP PLC | AMRN | 12,022,957 | $10.7M | 1.12% |
| 19 | TYRA BIOSCIENCES INC | TYRA | 515,190 | $8.4M | 0.88% |
| 20 | BURNING ROCK BIOTECH LTD | BNR | 9,640,914 | $7.0M | 0.73% |
| 21 | CARIBOU BIOSCIENCES INC | CRBU | 1,068,527 | $5.5M | 0.57% |
| 22 | ACELYRIN INC | 00445A100 | 396,379 | $2.7M | 0.28% |
| 23 | VIRIDIAN THERAPEUTICS INC | VRDN | 133,877 | $2.3M | 0.25% |