Kynam Capital Management as of June 30, 2022
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 33 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Global Blood Therapeutics In | 17.8 | $70M | 2.2M | 31.95 | |
| Syndax Pharmaceuticals (SNDX) | 12.2 | $48M | 2.5M | 19.24 | |
| Natera (NTRA) | 11.1 | $44M | 1.2M | 35.44 | |
| Celldex Therapeutics Com New (CLDX) | 9.4 | $37M | 1.4M | 26.96 | |
| Travere Therapeutics (TVTX) | 7.6 | $30M | 1.2M | 24.23 | |
| Vera Therapeutics Cl A (VERA) | 5.2 | $21M | 1.5M | 13.61 | |
| Gossamer Bio (GOSS) | 5.0 | $20M | 2.4M | 8.37 | |
| Biogen Idec (BIIB) | 4.1 | $16M | 79k | 203.94 | |
| Vaxcyte (PCVX) | 4.0 | $16M | 724k | 21.76 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 3.2 | $13M | 4.3M | 2.91 | |
| BioCryst Pharmaceuticals (BCRX) | 2.5 | $9.9M | 937k | 10.58 | |
| Amicus Therapeutics (FOLD) | 2.4 | $9.7M | 900k | 10.74 | |
| Cogent Biosciences (COGT) | 2.3 | $9.0M | 1.0M | 9.02 | |
| Miragen Therapeutics (VRDN) | 1.7 | $6.8M | 590k | 11.57 | |
| Liquidia Corporation Com New (LQDA) | 1.7 | $6.5M | 1.5M | 4.36 | |
| Amarin Corp Spons Adr New (AMRN) | 1.5 | $6.0M | 4.0M | 1.49 | |
| Wave Life Sciences SHS (WVE) | 1.4 | $5.5M | 1.7M | 3.25 | |
| Xenon Pharmaceuticals (XENE) | 1.3 | $5.3M | 175k | 30.42 | |
| Concert Pharmaceuticals I equity | 1.1 | $4.2M | 1.0M | 4.21 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.9 | $3.7M | 758k | 4.87 | |
| Merus N V (MRUS) | 0.6 | $2.3M | 104k | 22.64 | |
| Fate Therapeutics (FATE) | 0.5 | $2.0M | 81k | 24.78 | |
| Affimed Therapeutics B V | 0.5 | $1.9M | 701k | 2.77 | |
| Akouos | 0.5 | $1.8M | 384k | 4.69 | |
| Puma Biotechnology (PBYI) | 0.4 | $1.7M | 580k | 2.85 | |
| Olema Pharmaceuticals (OLMA) | 0.3 | $1.0M | 249k | 4.07 | |
| Alnylam Pharmaceuticals Put Option (ALNY) | 0.2 | $925k | 50k | 18.50 | |
| Seres Therapeutics (MCRB) | 0.2 | $887k | 259k | 3.43 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.2 | $643k | 740k | 0.87 | |
| Cabaletta Bio (CABA) | 0.1 | $580k | 547k | 1.06 | |
| Karuna Therapeutics Ord Put Option | 0.1 | $578k | 39k | 14.86 | |
| Catalyst Biosciences Com New | 0.0 | $166k | 93k | 1.78 | |
| Neoleukin Therapeutics | 0.0 | $128k | 125k | 1.03 |
