Kynam Capital Management, LP 13F holdings
Kynam Capital Management, LP reported 32 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CLDX CELLDEX THERAPEUTICS INC NEW (10.9%), SNDX SYNDAX PHARMACEUTICALS INC (9.7%), PCVX VAXCYTE INC (9.4%), COGT COGENT BIOSCIENCES INC (7.8%), VERA VERA THERAPEUTICS INC (6.9%). Against 2026-03-31 it opened 4 new positions and exited 8. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 32 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CLDX CELLDEX THERAPEUTICS INC NEW | 5,322,908 | $198.1M | 10.9% |
| SNDX SYNDAX PHARMACEUTICALS INC | 8,050,959 | $176.0M | 9.7% |
| PCVX VAXCYTE INC | 2,922,335 | $169.9M | 9.4% |
| COGT COGENT BIOSCIENCES INC | 3,667,097 | $141.9M | 7.8% |
| VERA VERA THERAPEUTICS INC | 2,890,059 | $124.0M | 6.9% |
| VIRIDIAN THERAPEUTICS INC | 6,453,877 | $118.6M | 6.6% |
| TVTX TRAVERE THERAPEUTICS INC | 2,000,000 | $113.6M | 6.3% |
| BEAM BEAM THERAPEUTICS INC | 2,840,792 | $97.5M | 5.4% |
| URGN UROGEN PHARMA LTD | 2,434,207 | $89.6M | 5.0% |
| LEGN LEGEND BIOTECH CORP | 3,001,205 | $86.7M | 4.8% |
| CTMX CYTOMX THERAPEUTICS INC. | 21,703,093 | $81.4M | 4.5% |
| RLAY RELAY THERAPEUTICS INC | 3,300,000 | $61.7M | 3.4% |
| CGEM CULLINAN THERAPEUTICS INC | 3,114,132 | $56.7M | 3.1% |
| MBX MBX BIOSCIENCES INC | 934,799 | $51.6M | 2.9% |
| IMCR IMMUNOCORE HLDGS PLC | 1,375,000 | $43.7M | 2.4% |
| NRIX NURIX THERAPEUTICS INC | 1,194,757 | $29.0M | 1.6% |
| STRO SUTRO BIOPHARMA INC | 872,558 | $29.0M | 1.6% |
| BCRX BIOCRYST PHARMACEUTICALS INC | 2,522,660 | $25.2M | 1.4% |
| PHVS PHARVARIS N V | 661,795 | $22.9M | 1.3% |
| SMMT SUMMIT THERAPEUTICS INC | 1,200,000 | $17.5M | 1.0% |
| PRLD PRELUDE THERAPEUTICS INC | 2,415,087 | $12.9M | 0.7% |
| INSM INSMED INC | 100,000 | $10.7M | 0.6% |
| BNR BURNING ROCK BIOTECH LTD | 1,238,563 | $10.5M | 0.6% |
| GERN GERON CORP | 6,836,318 | $8.8M | 0.5% |
| AMARIN CORP PLC | 532,982 | $8.5M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 8 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| KALVISTA PHARMACEUTICALS INC | 1,820,954 | $36.7M | 2.3% |
| APELLIS PHARMACEUTICALS INC | 825,000 | $33.2M | 2.1% |
| SOLENO THERAPEUTICS INC | 560,000 | $18.7M | 1.2% |
| EVMN EVOMMUNE INC | 625,496 | $14.4M | 0.9% |
| DSGN DESIGN THERAPEUTICS INC | 784,606 | $8.3M | 0.5% |
| WVE WAVE LIFE SCIENCES LTD | 965,193 | $7.0M | 0.4% |
| CLYM CLIMB BIO INC | 1,003,341 | $6.9M | 0.4% |
| BHVN BIOHAVEN LTD | 702,884 | $5.9M | 0.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VIRIDIAN THERAPEUTICS INC | 2,341,652 | 6,453,877 | +175.6% | $118.6M |
| LEGN LEGEND BIOTECH CORP | 1,576,295 | 3,001,205 | +90.4% | $86.7M |
| RLAY RELAY THERAPEUTICS INC | 1,424,259 | 3,300,000 | +131.7% | $61.7M |
| CTMX CYTOMX THERAPEUTICS INC. | 15,013,093 | 21,703,093 | +44.6% | $81.4M |
| TVTX TRAVERE THERAPEUTICS INC | 1,569,018 | 2,000,000 | +27.5% | $113.6M |
| IMCR IMMUNOCORE HLDGS PLC | 884,937 | 1,375,000 | +55.4% | $43.7M |
| URGN UROGEN PHARMA LTD | 2,247,393 | 2,434,207 | +8.3% | $89.6M |
| PRLD PRELUDE THERAPEUTICS INC | 1,592,551 | 2,415,087 | +51.6% | $12.9M |
| ALEC ALECTOR INC | 2,000,000 | 3,808,494 | +90.4% | $7.7M |
| AMARIN CORP PLC | 472,382 | 532,982 | +12.8% | $8.5M |
| PHVS PHARVARIS N V | 640,395 | 661,795 | +3.3% | $22.9M |
| BNR BURNING ROCK BIOTECH LTD | 1,227,555 | 1,238,563 | +0.9% | $10.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BCRX BIOCRYST PHARMACEUTICALS INC | 5,680,795 | 2,522,660 | -55.6% | $25.2M |
| BEAM BEAM THERAPEUTICS INC | 3,682,185 | 2,840,792 | -22.9% | $97.5M |
| VERA VERA THERAPEUTICS INC | 3,398,224 | 2,890,059 | -15.0% | $124.0M |
| CLDX CELLDEX THERAPEUTICS INC NEW | 5,840,567 | 5,322,908 | -8.9% | $198.1M |
| COGT COGENT BIOSCIENCES INC | 4,037,331 | 3,667,097 | -9.2% | $141.9M |
| ENGN ENGENE THERAPEUTICS INC | 1,356,843 | 457,855 | -66.3% | $792.1K |
| CADL CANDEL THERAPEUTICS INC | 200,000 | 96,741 | -51.6% | $996.4K |
CIK 1907884 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
