13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001085146-24-005812
Total Value
$1.30B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,042,471 | $259.3M | 19.88% |
| 2 | VAXCYTE INC | PCVX | 1,039,288 | $118.8M | 9.10% |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 3,458,609 | $117.6M | 9.01% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 5,842,925 | $112.5M | 8.62% |
| 5 | COGENT BIOSCIENCES INC | COGT | 9,239,731 | $99.8M | 7.65% |
| 6 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 8,332,687 | $92.8M | 7.12% |
| 7 | VERA THERAPEUTICS INC | VERA | 1,576,549 | $69.7M | 5.34% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 9,085,368 | $69.0M | 5.29% |
| 9 | CG ONCOLOGY INC | CGON | 1,770,805 | $66.8M | 5.12% |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 2,511,295 | $57.1M | 4.38% |
| 11 | WAVE LIFE SCIENCES LTD | WVE | 4,899,497 | $40.2M | 3.08% |
| 12 | BEAM THERAPEUTICS INC | BEAM | 1,302,085 | $31.9M | 2.45% |
| 13 | 2SEVENTY BIO INC | 901384107 | 5,953,825 | $28.1M | 2.15% |
| 14 | LIQUIDIA CORPORATION | LQDA | 2,266,328 | $22.7M | 1.74% |
| 15 | PROTAGONIST THERAPEUTICS INC | PTGX | 456,369 | $20.5M | 1.57% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 1,371,511 | $19.2M | 1.47% |
| 17 | IRONWOOD PHARMACEUTICALS INC | IRWD | 3,685,563 | $15.2M | 1.16% |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 30,000 | $14.0M | 1.07% |
| 19 | ENGENE HOLDINGS INC | ENGNW | 1,736,227 | $11.5M | 0.88% |
| 20 | TYRA BIOSCIENCES INC | TYRA | 467,947 | $11.0M | 0.84% |
| 21 | AMARIN CORP PLC | AMRN | 12,414,628 | $7.8M | 0.60% |
| 22 | SUTRO BIOPHARMA INC | STRO | 2,066,447 | $7.1M | 0.55% |
| 23 | CARIBOU BIOSCIENCES INC | CRBU | 2,356,147 | $4.6M | 0.35% |
| 24 | ACELYRIN INC | 00445A100 | 847,366 | $4.2M | 0.32% |
| 25 | BURNING ROCK BIOTECH LTD | BNR | 989,217 | $3.2M | 0.25% |