Kynam Capital Management as of Sept. 30, 2022
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 35 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 18.5 | $88M | 2.0M | 43.82 | |
| Syndax Pharmaceuticals (SNDX) | 11.4 | $55M | 2.3M | 24.03 | |
| Celldex Therapeutics Com New (CLDX) | 9.4 | $45M | 1.6M | 28.11 | |
| Vera Therapeutics Cl A (VERA) | 6.9 | $33M | 1.5M | 21.31 | |
| United Therapeutics Corporation (UTHR) | 6.6 | $32M | 151k | 209.38 | |
| Sanofi Sponsored Adr (SNY) | 4.8 | $23M | 600k | 38.02 | |
| Miragen Therapeutics (VRDN) | 4.3 | $21M | 1.0M | 20.51 | |
| Biogen Idec (BIIB) | 4.2 | $20M | 75k | 267.00 | |
| Vaxcyte (PCVX) | 3.5 | $17M | 699k | 24.00 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 3.4 | $16M | 6.7M | 2.39 | |
| GSK Sponsored Adr (GSK) | 3.1 | $15M | 500k | 29.43 | |
| Cogent Biosciences (COGT) | 3.1 | $15M | 985k | 14.92 | |
| Liquidia Corporation Com New (LQDA) | 2.5 | $12M | 2.2M | 5.44 | |
| Concert Pharmaceuticals I equity | 2.3 | $11M | 1.7M | 6.70 | |
| Travere Therapeutics (TVTX) | 2.2 | $10M | 417k | 24.64 | |
| Global Blood Therapeutics In | 1.9 | $8.9M | 131k | 68.10 | |
| Amarin Corp Spons Adr New (AMRN) | 1.5 | $7.3M | 6.7M | 1.09 | |
| Amicus Therapeutics (FOLD) | 1.5 | $7.1M | 677k | 10.44 | |
| BioCryst Pharmaceuticals (BCRX) | 1.1 | $5.5M | 435k | 12.60 | |
| Wave Life Sciences SHS (WVE) | 1.1 | $5.0M | 1.4M | 3.61 | |
| Seres Therapeutics (MCRB) | 1.0 | $5.0M | 773k | 6.42 | |
| Akouos | 1.0 | $4.9M | 718k | 6.76 | |
| Gossamer Bio (GOSS) | 1.0 | $4.6M | 386k | 11.98 | |
| Protagonist Therapeutics (PTGX) | 0.9 | $4.4M | 519k | 8.43 | |
| Olema Pharmaceuticals (OLMA) | 0.8 | $3.9M | 1.4M | 2.76 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.6 | $2.9M | 732k | 4.02 | |
| Affimed Therapeutics B V | 0.3 | $1.4M | 677k | 2.06 | |
| Puma Biotechnology (PBYI) | 0.3 | $1.3M | 560k | 2.37 | |
| Xenon Pharmaceuticals (XENE) | 0.2 | $1.0M | 29k | 36.09 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.2 | $954k | 740k | 1.29 | |
| Relmada Therapeutics Put Option (RLMD) | 0.2 | $803k | 300k | 2.68 | |
| Tricida Call Option | 0.1 | $465k | 358k | 1.30 | |
| Cabaletta Bio (CABA) | 0.1 | $343k | 528k | 0.65 | |
| Neoleukin Therapeutics | 0.0 | $77k | 120k | 0.64 | |
| Catalyst Biosciences Com New | 0.0 | $45k | 90k | 0.50 |
