13F HOLDINGS REPORT
Kynam Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001907884-26-000001
Total Value
$1.57B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | COGT | 6,165,223 | $219.0M | 13.99% |
| 2 | VERA THERAPEUTICS INC | VERA | 3,433,051 | $173.8M | 11.11% |
| 3 | SYNDAX PHARMACEUTICALS INC | SNDX | 8,050,959 | $169.2M | 10.81% |
| 4 | CELLDEX THERAPEUTICS INC NEW | CLDX | 5,943,180 | $161.4M | 10.31% |
| 5 | VAXCYTE INC | PCVX | 2,922,335 | $134.8M | 8.61% |
| 6 | BIOCRYST PHARMACEUTICALS INC | BCRX | 9,366,526 | $73.1M | 4.67% |
| 7 | BEAM THERAPEUTICS INC | BEAM | 2,440,214 | $67.6M | 4.32% |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,470,541 | $45.8M | 2.92% |
| 9 | TYRA BIOSCIENCES INC | TYRA | 1,564,492 | $41.1M | 2.63% |
| 10 | CG ONCOLOGY INC | CGON | 945,830 | $39.3M | 2.51% |
| 11 | CYTOMX THERAPEUTICS INC | CTMX | 8,966,077 | $38.2M | 2.44% |
| 12 | NURIX THERAPEUTICS INC | NRIX | 1,970,357 | $37.4M | 2.39% |
| 13 | WAVE LIFE SCIENCES LTD | WVE | 2,169,105 | $36.9M | 2.36% |
| 14 | CULLINAN THERAPEUTICS INC | CGEM | 3,114,132 | $32.2M | 2.06% |
| 15 | IMMUNOCORE HLDGS PLC | IMCR | 856,462 | $29.7M | 1.90% |
| 16 | MBX BIOSCIENCES INC | MBX | 934,799 | $29.5M | 1.88% |
| 17 | KALVISTA PHARMACEUTICALS INC | KALV | 1,810,954 | $29.2M | 1.87% |
| 18 | BEAM THERAPEUTICS INC | BEAM | 937,000 | $26.0M | 1.66% |
| 19 | APELLIS PHARMACEUTICALS INC | APLS | 908,607 | $22.8M | 1.46% |
| 20 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 1,375,632 | $21.2M | 1.35% |
| 21 | BURNING ROCK BIOTECH LTD | BNR | 994,883 | $20.0M | 1.28% |
| 22 | TRAVERE THERAPEUTICS INC | TVTX | 517,884 | $19.8M | 1.26% |
| 23 | PHARVARIS N V | PHVS | 640,395 | $17.8M | 1.14% |
| 24 | ENGENE HOLDINGS INC | ENGNW | 1,492,898 | $13.5M | 0.86% |
| 25 | RELAY THERAPEUTICS INC | RLAY | 1,424,259 | $12.0M | 0.77% |
| 26 | BIOHAVEN LTD | BHVN | 702,884 | $7.9M | 0.51% |
| 27 | DESIGN THERAPEUTICS INC | DSGN | 784,606 | $7.4M | 0.47% |
| 28 | SUTRO BIOPHARMA INC | STRO | 479,590 | $5.5M | 0.35% |
| 29 | AMARIN CORP PLC | AMRN | 389,273 | $5.4M | 0.35% |
| 30 | GERON CORP | GERN | 3,456,318 | $4.6M | 0.29% |
| 31 | CLIMB BIO INC | CLYM | 1,028,341 | $4.1M | 0.26% |
| 32 | CARIBOU BIOSCIENCES INC | CRBU | 2,503,302 | $4.0M | 0.25% |
| 33 | OMEROS CORP | OMER | 200,000 | $3.4M | 0.22% |
| 34 | EVOMMUNE INC | EVMN | 185,482 | $3.2M | 0.20% |
| 35 | PROQR THRAPEUTICS N V | N71542109 | 1,566,317 | $3.2M | 0.20% |
| 36 | ALECTOR INC | ALEC | 2,000,000 | $3.1M | 0.20% |
| 37 | PRELUDE THERAPEUTICS INC | PRLD | 788,867 | $2.3M | 0.15% |