13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001085146-25-003252
Total Value
$1.19B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 1,167,570 | $165.1M | 13.87% |
| 2 | VAXCYTE INC | PCVX | 3,200,000 | $120.8M | 10.15% |
| 3 | CELLDEX THERAPEUTICS INC NEW | CLDX | 6,500,000 | $118.0M | 9.91% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 8,520,000 | $104.7M | 8.79% |
| 5 | BIOCRYST PHARMACEUTICALS INC | BCRX | 8,928,523 | $67.0M | 5.63% |
| 6 | CG ONCOLOGY INC | CGON | 2,611,662 | $64.0M | 5.37% |
| 7 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,700,000 | $63.4M | 5.32% |
| 8 | VERA THERAPEUTICS INC | VERA | 2,400,000 | $57.6M | 4.84% |
| 9 | COGENT BIOSCIENCES INC | COGT | 9,105,000 | $54.5M | 4.58% |
| 10 | IMMUNOCORE HLDGS PLC | IMCR | 1,695,576 | $50.3M | 4.23% |
| 11 | BEAM THERAPEUTICS INC | BEAM | 2,518,170 | $49.2M | 4.13% |
| 12 | WAVE LIFE SCIENCES LTD | WVE | 4,899,497 | $39.6M | 3.33% |
| 13 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 2,620,797 | $34.0M | 2.86% |
| 14 | TRAVERE THERAPEUTICS INC | TVTX | 1,802,750 | $32.3M | 2.71% |
| 15 | TYRA BIOSCIENCES INC | TYRA | 2,406,067 | $22.4M | 1.88% |
| 16 | ENGENE HOLDINGS INC | ENGNW | 4,994,090 | $22.4M | 1.88% |
| 17 | SOLENO THERAPEUTICS INC | SLNO | 302,500 | $21.6M | 1.82% |
| 18 | LEGEND BIOTECH CORP | LEGN | 610,000 | $20.7M | 1.74% |
| 19 | CULLINAN THERAPEUTICS INC | CGEM | 2,338,629 | $17.7M | 1.49% |
| 20 | NURIX THERAPEUTICS INC | NRIX | 800,000 | $9.5M | 0.80% |
| 21 | LIQUIDIA CORPORATION | LQDA | 633,802 | $9.3M | 0.79% |
| 22 | IRONWOOD PHARMACEUTICALS INC | IRWD | 5,822,938 | $8.6M | 0.72% |
| 23 | RELAY THERAPEUTICS INC | RLAY | 3,063,292 | $8.0M | 0.67% |
| 24 | GERON CORP | GERN | 3,659,526 | $5.8M | 0.49% |
| 25 | AMARIN CORP PLC | AMRN | 12,414,628 | $5.6M | 0.47% |
| 26 | BURNING ROCK BIOTECH LTD | BNR | 994,883 | $4.4M | 0.37% |
| 27 | SUTRO BIOPHARMA INC | STRO | 5,441,447 | $3.5M | 0.30% |
| 28 | DESIGN THERAPEUTICS INC | DSGN | 904,017 | $3.5M | 0.29% |
| 29 | CARIBOU BIOSCIENCES INC | CRBU | 3,269,147 | $3.0M | 0.25% |
| 30 | PROQR THRAPEUTICS N V | N71542109 | 1,750,000 | $2.3M | 0.20% |
| 31 | CLIMB BIO INC | CLYM | 1,047,000 | $1.3M | 0.11% |
| 32 | UROGEN PHARMA LTD | URGN | 25,000 | $276,500 | 0.02% |