13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001501
Total Value
$1.69B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 2,022,098 | $320.1M | 18.92% |
| 2 | VAXCYTE INC | PCVX | 2,336,796 | $191.3M | 11.31% |
| 3 | SPDR S&P 500 ETF TR | SPY | 300,000 | $175.8M | 10.39% |
| 4 | CELLDEX THERAPEUTICS INC NEW | CLDX | 5,064,207 | $128.0M | 7.56% |
| 5 | SYNDAX PHARMACEUTICALS INC | SNDX | 8,520,000 | $112.6M | 6.66% |
| 6 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 6,560,835 | $83.8M | 4.95% |
| 7 | CG ONCOLOGY INC | CGON | 2,519,705 | $72.3M | 4.27% |
| 8 | COGENT BIOSCIENCES INC | COGT | 9,105,000 | $71.0M | 4.20% |
| 9 | BIOCRYST PHARMACEUTICALS INC | BCRX | 9,085,368 | $68.3M | 4.04% |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 3,326,262 | $63.8M | 3.77% |
| 11 | VERA THERAPEUTICS INC | VERA | 1,457,910 | $61.7M | 3.64% |
| 12 | WAVE LIFE SCIENCES LTD | WVE | 4,899,497 | $60.6M | 3.58% |
| 13 | BEAM THERAPEUTICS INC | BEAM | 1,756,158 | $43.6M | 2.57% |
| 14 | IMMUNOCORE HLDGS PLC | IMCR | 1,225,576 | $36.2M | 2.14% |
| 15 | ENGENE HOLDINGS INC | ENGNW | 4,994,090 | $33.2M | 1.96% |
| 16 | TRAVERE THERAPEUTICS INC | TVTX | 1,802,750 | $31.4M | 1.86% |
| 17 | LIQUIDIA CORPORATION | LQDA | 2,266,328 | $26.7M | 1.58% |
| 18 | IRONWOOD PHARMACEUTICALS INC | IRWD | 4,685,563 | $20.8M | 1.23% |
| 19 | 2SEVENTY BIO INC | 901384107 | 5,953,825 | $17.5M | 1.03% |
| 20 | CULLINAN THERAPEUTICS INC | CGEM | 1,252,738 | $15.3M | 0.90% |
| 21 | PROTAGONIST THERAPEUTICS INC | PTGX | 390,792 | $15.1M | 0.89% |
| 22 | TYRA BIOSCIENCES INC | TYRA | 530,478 | $7.4M | 0.44% |
| 23 | BURNING ROCK BIOTECH LTD | BNR | 994,883 | $6.7M | 0.40% |
| 24 | SUTRO BIOPHARMA INC | STRO | 3,641,447 | $6.7M | 0.40% |
| 25 | AMARIN CORP PLC | AMRN | 12,414,628 | $6.0M | 0.36% |
| 26 | PROQR THRAPEUTICS N V | N71542109 | 1,750,000 | $4.6M | 0.27% |
| 27 | RELAY THERAPEUTICS INC | RLAY | 1,000,000 | $4.1M | 0.24% |
| 28 | CARIBOU BIOSCIENCES INC | CRBU | 2,406,147 | $3.8M | 0.23% |
| 29 | ACELYRIN INC | 00445A100 | 847,366 | $2.7M | 0.16% |
| 30 | CLIMB BIO INC | CLYM | 547,000 | $984,600 | 0.06% |