13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001907884-25-000002
Total Value
$1.34B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CELLDEX THERAPEUTICS INC NEW | CLDX | 6,100,729 | $157.8M | 11.75% |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 8,520,000 | $131.1M | 9.76% |
| 3 | VERA THERAPEUTICS INC | VERA | 4,027,800 | $117.0M | 8.71% |
| 4 | COGENT BIOSCIENCES INC | COGT | 7,886,172 | $113.2M | 8.43% |
| 5 | VAXCYTE INC | PCVX | 3,071,588 | $110.6M | 8.24% |
| 6 | VIRIDIAN THERAPEUTICS INC | VRDN | 4,427,927 | $95.6M | 7.11% |
| 7 | CG ONCOLOGY INC | CGON | 2,005,205 | $80.8M | 6.01% |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 9,390,270 | $71.3M | 5.31% |
| 9 | BEAM THERAPEUTICS INC | BEAM | 2,517,647 | $61.1M | 4.55% |
| 10 | IMMUNOCORE HLDGS PLC | IMCR | 1,009,267 | $36.7M | 2.73% |
| 11 | MBX BIOSCIENCES INC | MBX | 2,000,000 | $35.0M | 2.61% |
| 12 | ENGENE HOLDINGS INC | ENGNW | 4,994,090 | $34.1M | 2.54% |
| 13 | WAVE LIFE SCIENCES LTD | WVE | 4,560,053 | $33.4M | 2.49% |
| 14 | TYRA BIOSCIENCES INC | TYRA | 2,329,998 | $32.6M | 2.43% |
| 15 | TRAVERE THERAPEUTICS INC | TVTX | 949,727 | $22.7M | 1.69% |
| 16 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 2,145,319 | $21.3M | 1.59% |
| 17 | NURIX THERAPEUTICS INC | NRIX | 2,168,605 | $20.0M | 1.49% |
| 18 | UNITED THERAPEUTICS CORP DEL | UTHR | 67,588 | $20.0M | 1.49% |
| 19 | APELLIS PHARMACEUTICALS INC | APLS | 808,607 | $18.3M | 1.36% |
| 20 | PHARVARIS N V | PHVS | 675,000 | $16.8M | 1.25% |
| 21 | RELAY THERAPEUTICS INC | RLAY | 2,887,014 | $15.1M | 1.12% |
| 22 | CULLINAN THERAPEUTICS INC | CGEM | 2,302,172 | $13.7M | 1.02% |
| 23 | CYTOMX THERAPEUTICS INC | CTMX | 3,646,503 | $11.6M | 0.87% |
| 24 | AMARIN CORP PLC | AMRN | 576,111 | $9.4M | 0.70% |
| 25 | BURNING ROCK BIOTECH LTD | BNR | 994,883 | $8.6M | 0.64% |
| 26 | DESIGN THERAPEUTICS INC | DSGN | 1,029,579 | $7.8M | 0.58% |
| 27 | KALVISTA PHARMACEUTICALS INC | KALV | 606,171 | $7.4M | 0.55% |
| 28 | IRONWOOD PHARMACEUTICALS INC | IRWD | 5,466,825 | $7.2M | 0.53% |
| 29 | CARIBOU BIOSCIENCES INC | CRBU | 3,067,774 | $7.1M | 0.53% |
| 30 | UROGEN PHARMA LTD | URGN | 282,412 | $6.9M | 0.52% |
| 31 | GERON CORP | GERN | 3,456,318 | $4.7M | 0.35% |
| 32 | SUTRO BIOPHARMA INC | STRO | 5,088,099 | $4.4M | 0.33% |
| 33 | EDGEWISE THERAPEUTICS INC | EWTX | 253,979 | $4.1M | 0.31% |
| 34 | PROQR THRAPEUTICS N V | N71542109 | 1,649,462 | $3.5M | 0.26% |
| 35 | CLIMB BIO INC | CLYM | 1,028,341 | $2.1M | 0.15% |