Kynam Capital Management
Latest statistics and disclosures from Kynam Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are COGT, VERA, SNDX, CLDX, PCVX, and represent 54.82% of Kynam Capital Management's stock portfolio.
- Added to shares of these 10 stocks: BEAM (+$24M), CTMX (+$23M), KALV (+$20M), CGEM (+$8.4M), BHVN (+$7.9M), STRO (+$5.5M), OMER, EVMN, ALEC, APLS.
- Started 6 new stock positions in EVMN, ALEC, STRO, PRLD, BHVN, OMER.
- Reduced shares in these 10 stocks: VRDN (-$92M), COGT (-$61M), CGON (-$44M), WVE (-$41M), MBX (-$34M), ENGN (-$32M), VERA (-$30M), TYRA (-$20M), , TVTX (-$17M).
- Sold out of its positions in EWTX, IRWD, Sutro Biopharma, UTHR, URGN.
- Kynam Capital Management was a net seller of stock by $-371M.
- Kynam Capital Management has $1.6B in assets under management (AUM), dropping by 16.55%.
- Central Index Key (CIK): 0001907884
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Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Cogent Biosciences (COGT) | 14.0 | $219M | -21% | 6.2M | 35.52 |
|
| Vera Therapeutics Cl A (VERA) | 11.1 | $174M | -14% | 3.4M | 50.64 |
|
| Syndax Pharmaceuticals (SNDX) | 10.8 | $169M | -5% | 8.1M | 21.01 |
|
| Celldex Therapeutics Com New (CLDX) | 10.3 | $161M | -2% | 5.9M | 27.16 |
|
| Vaxcyte (PCVX) | 8.6 | $135M | -4% | 2.9M | 46.14 |
|
| Beam Therapeutics (BEAM) | 6.0 | $94M | +34% | 3.4M | 27.72 |
|
| BioCryst Pharmaceuticals (BCRX) | 4.7 | $73M | 9.4M | 7.80 |
|
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| Miragen Therapeutics (VRDN) | 2.9 | $46M | -66% | 1.5M | 31.12 |
|
| Tyra Biosciences (TYRA) | 2.6 | $41M | -32% | 1.6M | 26.29 |
|
| Cg Oncology (CGON) | 2.5 | $39M | -52% | 946k | 41.52 |
|
| Cytomx Therapeutics (CTMX) | 2.4 | $38M | +145% | 9.0M | 4.26 |
|
| Nurix Therapeutics (NRIX) | 2.4 | $37M | -9% | 2.0M | 18.97 |
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| Wave Life Sciences SHS (WVE) | 2.4 | $37M | -52% | 2.2M | 17.00 |
|
| Cullinan Oncology (CGEM) | 2.1 | $32M | +35% | 3.1M | 10.35 |
|
| Immunocore Hldgs Ads (IMCR) | 1.9 | $30M | -15% | 857k | 34.71 |
|
| Mbx Biosciences (MBX) | 1.9 | $30M | -53% | 935k | 31.54 |
|
| Kalvista Pharmaceuticals (KALV) | 1.9 | $29M | +198% | 1.8M | 16.15 |
|
| Apellis Pharmaceuticals (APLS) | 1.5 | $23M | +12% | 909k | 25.12 |
|
| Dynavax Technologies Corp Com New (DVAX) | 1.4 | $21M | -35% | 1.4M | 15.38 |
|
| Burning Rock Biotech Sponsored Ads (BNR) | 1.3 | $20M | 995k | 20.15 |
|
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| Travere Therapeutics (TVTX) | 1.3 | $20M | -45% | 518k | 38.21 |
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| Pharvaris N V (PHVS) | 1.1 | $18M | -5% | 640k | 27.75 |
|
| Engene Holdings (ENGN) | 0.9 | $14M | -70% | 1.5M | 9.03 |
|
| Relay Therapeutics (RLAY) | 0.8 | $12M | -50% | 1.4M | 8.46 |
|
| Biohaven (BHVN) | 0.5 | $7.9M | NEW | 703k | 11.29 |
|
| Design Therapeutics (DSGN) | 0.5 | $7.4M | -23% | 785k | 9.38 |
|
| Sutro Biopharma Com Shs (STRO) | 0.4 | $5.5M | NEW | 480k | 11.57 |
|
| Amarin Corp Sponsored Adr (AMRN) | 0.3 | $5.4M | -32% | 389k | 13.96 |
|
| Geron Corporation (GERN) | 0.3 | $4.6M | 3.5M | 1.32 |
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| Eliem Therapeutics (CLYM) | 0.3 | $4.1M | 1.0M | 4.00 |
|
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| Caribou Biosciences (CRBU) | 0.3 | $4.0M | -18% | 2.5M | 1.59 |
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| Omeros Corporation Put Option (OMER) | 0.2 | $3.4M | NEW | 200k | 17.18 |
|
| Evommune Com Shs (EVMN) | 0.2 | $3.2M | NEW | 186k | 17.12 |
|
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $3.2M | -5% | 1.6M | 2.02 |
|
| Alector (ALEC) | 0.2 | $3.1M | NEW | 2.0M | 1.56 |
|
| Prelude Therapeutics (PRLD) | 0.1 | $2.3M | NEW | 789k | 2.90 |
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Past Filings by Kynam Capital Management
SEC 13F filings are viewable for Kynam Capital Management going back to 2021
- Kynam Capital Management 2025 Q4 filed Feb. 17, 2026
- Kynam Capital Management 2025 Q3 filed Nov. 14, 2025
- Kynam Capital Management 2025 Q2 filed Aug. 14, 2025
- Kynam Capital Management 2025 Q1 filed May 15, 2025
- Kynam Capital Management 2024 Q4 filed Feb. 14, 2025
- Kynam Capital Management 2024 Q3 filed Nov. 14, 2024
- Kynam Capital Management 2024 Q2 filed Aug. 14, 2024
- Kynam Capital Management 2024 Q1 filed May 15, 2024
- Kynam Capital Management 2023 Q4 filed Feb. 14, 2024
- Kynam Capital Management 2023 Q3 filed Nov. 14, 2023
- Kynam Capital Management 2023 Q2 filed Aug. 14, 2023
- Kynam Capital Management 2023 Q1 filed May 15, 2023
- Kynam Capital Management 2022 Q4 filed Feb. 14, 2023
- Kynam Capital Management 2022 Q3 filed Nov. 14, 2022
- Kynam Capital Management 2022 Q2 filed Aug. 15, 2022
- Kynam Capital Management 2022 Q1 filed May 13, 2022