13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001085146-24-003915
Total Value
$1.30B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,014,408 | $218.1M | 16.83% |
| 2 | VERTEX PHARMACEUTICALS INC | VRTX | 330,000 | $154.7M | 11.93% |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,388,967 | $125.4M | 9.67% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 5,722,057 | $117.5M | 9.06% |
| 5 | SPDR S&P 500 ETF TR | SPY | 200,000 | $109.1M | 8.42% |
| 6 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 7,082,562 | $79.5M | 6.14% |
| 7 | COGENT BIOSCIENCES INC | COGT | 9,260,385 | $78.1M | 6.02% |
| 8 | INSMED INC | INSM | 1,000,000 | $67.0M | 5.17% |
| 9 | VAXCYTE INC | PCVX | 753,240 | $56.9M | 4.39% |
| 10 | VERA THERAPEUTICS INC | VERA | 1,543,669 | $55.8M | 4.31% |
| 11 | BIOCRYST PHARMACEUTICALS INC | BCRX | 8,826,710 | $54.5M | 4.21% |
| 12 | PROTAGONIST THERAPEUTICS INC | PTGX | 800,000 | $27.7M | 2.14% |
| 13 | 2SEVENTY BIO INC | 901384107 | 5,953,825 | $22.9M | 1.77% |
| 14 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,750,000 | $22.8M | 1.76% |
| 15 | WAVE LIFE SCIENCES LTD | WVE | 3,975,521 | $19.8M | 1.53% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 2,021,659 | $16.6M | 1.28% |
| 17 | LIQUIDIA CORPORATION | LQDA | 916,574 | $11.0M | 0.85% |
| 18 | IRONWOOD PHARMACEUTICALS INC | IRWD | 1,641,891 | $10.7M | 0.83% |
| 19 | ALNYLAM PHARMACEUTICALS INC | ALNY | 43,000 | $10.4M | 0.81% |
| 20 | TYRA BIOSCIENCES INC | TYRA | 566,715 | $9.1M | 0.70% |
| 21 | AMARIN CORP PLC | AMRN | 12,155,830 | $8.4M | 0.65% |
| 22 | BURNING ROCK BIOTECH LTD | BNR | 974,668 | $6.3M | 0.48% |
| 23 | SUTRO BIOPHARMA INC | STRO | 2,023,683 | $5.9M | 0.46% |
| 24 | ACELYRIN INC | 00445A100 | 831,310 | $3.7M | 0.28% |
| 25 | CARIBOU BIOSCIENCES INC | CRBU | 1,646,702 | $2.7M | 0.21% |
| 26 | CG ONCOLOGY INC | CGON | 53,911 | $1.7M | 0.13% |