Institutional Manager · CIK 0001907884
Kynam Capital Management, LP
PRINCETON, NJ · File #028-21939
Latest AUM
$1.57B
Positions
37
Top-10 Concentration
71.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202537 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Sep 202535 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Jun 202531 pos · $928.8M
- 13F HOLDINGS REPORTQ/E Mar 202532 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Dec 202430 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Sep 202425 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Jun 202426 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Mar 202423 pos · $955.5M
- 13F HOLDINGS REPORTQ/E Dec 202330 pos · $611.4M
- 13F HOLDINGS REPORTQ/E Sep 202326 pos · $727.1M
- 13F HOLDINGS REPORTQ/E Jun 202335 pos · $774.6M
- 13F HOLDINGS REPORTQ/E Mar 202331 pos · $651.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |