13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005132
Total Value
$928.8M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELLDEX THERAPEUTICS INC NEW | CLDX | 6,100,729 | $124.1M | 13.37% |
| 2 | VAXCYTE INC | PCVX | 3,071,588 | $99.9M | 10.75% |
| 3 | VERA THERAPEUTICS INC | VERA | 3,426,887 | $80.7M | 8.69% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 8,520,000 | $79.8M | 8.59% |
| 5 | BIOCRYST PHARMACEUTICALS INC | BCRX | 8,463,742 | $75.8M | 8.16% |
| 6 | CG ONCOLOGY INC | CGON | 2,457,667 | $63.9M | 6.88% |
| 7 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,427,927 | $61.9M | 6.66% |
| 8 | COGENT BIOSCIENCES INC | COGT | 8,492,557 | $61.0M | 6.56% |
| 9 | BEAM THERAPEUTICS INC | BEAM | 2,417,647 | $41.1M | 4.43% |
| 10 | IMMUNOCORE HLDGS PLC | IMCR | 976,267 | $30.6M | 3.30% |
| 11 | WAVE LIFE SCIENCES LTD | WVE | 4,560,053 | $29.6M | 3.19% |
| 12 | TRAVERE THERAPEUTICS INC | TVTX | 1,540,691 | $22.8M | 2.45% |
| 13 | TYRA BIOSCIENCES INC | TYRA | 2,329,998 | $22.3M | 2.40% |
| 14 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 2,145,319 | $21.3M | 2.29% |
| 15 | ENGENE HOLDINGS INC | ENGNW | 4,994,090 | $18.2M | 1.96% |
| 16 | CULLINAN THERAPEUTICS INC | CGEM | 2,095,998 | $15.8M | 1.70% |
| 17 | NURIX THERAPEUTICS INC | NRIX | 1,173,605 | $13.4M | 1.44% |
| 18 | RELAY THERAPEUTICS INC | RLAY | 2,887,014 | $10.0M | 1.08% |
| 19 | AMARIN CORP PLC | AMRN | 576,111 | $9.3M | 1.01% |
| 20 | UROGEN PHARMA LTD | URGN | 656,573 | $9.0M | 0.97% |
| 21 | CYTOMX THERAPEUTICS INC | CTMX | 2,154,413 | $4.9M | 0.53% |
| 22 | GERON CORP | GERN | 3,456,318 | $4.9M | 0.52% |
| 23 | IRONWOOD PHARMACEUTICALS INC | IRWD | 5,466,825 | $3.9M | 0.42% |
| 24 | CARIBOU BIOSCIENCES INC | CRBU | 3,067,774 | $3.9M | 0.42% |
| 25 | SUTRO BIOPHARMA INC | STRO | 5,088,099 | $3.6M | 0.39% |
| 26 | DESIGN THERAPEUTICS INC | DSGN | 1,029,579 | $3.5M | 0.37% |
| 27 | PROQR THRAPEUTICS N V | N71542109 | 1,649,462 | $3.4M | 0.36% |
| 28 | EDGEWISE THERAPEUTICS INC | EWTX | 253,979 | $3.3M | 0.36% |
| 29 | BURNING ROCK BIOTECH LTD | BNR | 994,883 | $3.1M | 0.34% |
| 30 | LIQUIDIA CORPORATION | LQDA | 200,047 | $2.5M | 0.27% |
| 31 | CLIMB BIO INC | CLYM | 1,028,341 | $1.3M | 0.14% |