Kynam Capital Management as of Dec. 31, 2022
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 31 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Horizon Therapeutics Pub L SHS | 19.2 | $125M | 1.1M | 113.80 | |
| Natera (NTRA) | 16.0 | $105M | 2.6M | 40.17 | |
| Celldex Therapeutics Com New (CLDX) | 11.0 | $72M | 1.6M | 44.57 | |
| Syndax Pharmaceuticals (SNDX) | 10.0 | $65M | 2.6M | 25.45 | |
| Vaxcyte (PCVX) | 5.2 | $34M | 703k | 47.95 | |
| Miragen Therapeutics (VRDN) | 4.6 | $30M | 1.0M | 29.21 | |
| United Therapeutics Corporation (UTHR) | 4.3 | $28M | 100k | 278.09 | |
| Vera Therapeutics Cl A (VERA) | 4.2 | $27M | 1.4M | 19.35 | |
| Concert Pharmaceuticals I equity | 4.0 | $26M | 4.4M | 5.84 | |
| GSK Sponsored Adr (GSK) | 2.7 | $18M | 502k | 35.14 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 2.6 | $17M | 7.4M | 2.25 | |
| Apellis Pharmaceuticals (APLS) | 2.4 | $16M | 300k | 51.71 | |
| Amarin Corp Spons Adr New (AMRN) | 1.8 | $12M | 9.6M | 1.21 | |
| Liquidia Corporation Com New (LQDA) | 1.7 | $11M | 1.8M | 6.37 | |
| Cogent Biosciences (COGT) | 1.4 | $9.2M | 794k | 11.56 | |
| Travere Therapeutics (TVTX) | 1.3 | $8.8M | 418k | 21.03 | |
| Wave Life Sciences SHS (WVE) | 1.3 | $8.7M | 1.2M | 7.00 | |
| Mirati Therapeutics | 1.3 | $8.7M | 191k | 45.31 | |
| Protagonist Therapeutics (PTGX) | 0.9 | $5.7M | 521k | 10.91 | |
| Olema Pharmaceuticals (OLMA) | 0.8 | $5.0M | 2.0M | 2.45 | |
| Seres Therapeutics (MCRB) | 0.7 | $4.3M | 777k | 5.60 | |
| Gossamer Bio (GOSS) | 0.6 | $3.8M | 1.8M | 2.17 | |
| Sutro Biopharma (STRO) | 0.5 | $3.3M | 405k | 8.08 | |
| Allogene Therapeutics (ALLO) | 0.4 | $2.5M | 396k | 6.29 | |
| Puma Biotechnology (PBYI) | 0.4 | $2.4M | 562k | 4.23 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.3 | $2.3M | 734k | 3.10 | |
| Cabaletta Bio (CABA) | 0.2 | $1.5M | 166k | 9.25 | |
| Xenon Pharmaceuticals (XENE) | 0.2 | $1.1M | 29k | 39.43 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.1 | $642k | 740k | 0.87 | |
| Neoleukin Therapeutics | 0.0 | $62k | 121k | 0.51 | |
| Catalyst Biosciences Com New | 0.0 | $48k | 91k | 0.53 |
