Kynam Capital Management as of March 31, 2022
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 33 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Blood Therapeutics In | 15.0 | $46M | 1.3M | 34.64 | |
| Natera (NTRA) | 12.8 | $39M | 966k | 40.68 | |
| Syndax Pharmaceuticals (SNDX) | 10.9 | $34M | 1.9M | 17.38 | |
| Celldex Therapeutics Com New (CLDX) | 8.3 | $26M | 753k | 34.06 | |
| Travere Therapeutics (TVTX) | 7.3 | $22M | 871k | 25.77 | |
| Gossamer Bio (GOSS) | 5.2 | $16M | 1.8M | 8.68 | |
| Xenon Pharmaceuticals (XENE) | 4.8 | $15M | 483k | 30.57 | |
| Vaxcyte (PCVX) | 4.5 | $14M | 580k | 24.15 | |
| Vera Therapeutics Cl A (VERA) | 3.8 | $12M | 502k | 23.49 | |
| Miragen Therapeutics (VRDN) | 3.5 | $11M | 590k | 18.49 | |
| Liquidia Corporation Com New (LQDA) | 2.7 | $8.3M | 1.2M | 7.18 | |
| Biogen Idec (BIIB) | 2.6 | $8.1M | 38k | 210.61 | |
| Amarin Corp Spons Adr New (AMRN) | 2.4 | $7.5M | 2.3M | 3.29 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 2.3 | $7.2M | 773k | 9.29 | |
| Sierra Oncology Com New | 2.0 | $6.2M | 193k | 32.05 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 1.9 | $6.0M | 669k | 8.97 | |
| Amicus Therapeutics (FOLD) | 1.8 | $5.4M | 574k | 9.47 | |
| Wave Life Sciences SHS (WVE) | 1.2 | $3.8M | 1.9M | 2.00 | |
| Fate Therapeutics (FATE) | 1.1 | $3.5M | 91k | 38.77 | |
| Merus N V (MRUS) | 1.0 | $3.1M | 117k | 26.44 | |
| Seres Therapeutics (MCRB) | 0.7 | $2.1M | 291k | 7.12 | |
| Puma Biotechnology (PBYI) | 0.6 | $1.9M | 653k | 2.88 | |
| Akouos | 0.6 | $1.8M | 388k | 4.75 | |
| Radius Health Com New | 0.5 | $1.6M | 186k | 8.83 | |
| Affimed Therapeutics B V | 0.5 | $1.5M | 348k | 4.37 | |
| Cabaletta Bio (CABA) | 0.4 | $1.3M | 616k | 2.03 | |
| Krystal Biotech (KRYS) | 0.4 | $1.2M | 18k | 66.55 | |
| Olema Pharmaceuticals (OLMA) | 0.4 | $1.2M | 281k | 4.26 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.2 | $688k | 228k | 3.02 | |
| Tg Therapeutics Put Option (TGTX) | 0.1 | $401k | 259k | 1.55 | |
| Neoleukin Therapeutics | 0.1 | $264k | 141k | 1.88 | |
| Nektar Therapeutics Put Option (NKTR) | 0.1 | $260k | 200k | 1.30 | |
| Catalyst Biosciences Com New | 0.0 | $70k | 106k | 0.66 |
