Kynam Capital Management

Latest statistics and disclosures from Kynam Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CLDX, SNDX, VERA, COGT, PCVX, and represent 46.89% of Kynam Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: MBX (+$35M), UTHR (+$20M), APLS (+$18M), VERA (+$18M), PHVS (+$17M), NRIX (+$9.2M), KALV (+$7.4M), BCRX (+$7.0M), CTMX, BEAM.
  • Started 5 new stock positions in APLS, MBX, KALV, PHVS, UTHR.
  • Reduced shares in these 5 stocks: CGON (-$18M), TVTX (-$14M), URGN (-$9.2M), COGT (-$8.7M), LQDA.
  • Sold out of its position in LQDA.
  • Kynam Capital Management was a net buyer of stock by $88M.
  • Kynam Capital Management has $1.3B in assets under management (AUM), dropping by 44.60%.
  • Central Index Key (CIK): 0001907884

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Positions held by Kynam Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kynam Capital Management

Kynam Capital Management holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Celldex Therapeutics Com New (CLDX) 11.8 $158M 6.1M 25.87
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Syndax Pharmaceuticals (SNDX) 9.8 $131M 8.5M 15.38
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Vera Therapeutics Cl A (VERA) 8.7 $117M +17% 4.0M 29.06
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Cogent Biosciences (COGT) 8.4 $113M -7% 7.9M 14.36
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Vaxcyte (PCVX) 8.2 $111M 3.1M 36.02
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Miragen Therapeutics (VRDN) 7.1 $96M 4.4M 21.58
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Cg Oncology (CGON) 6.0 $81M -18% 2.0M 40.28
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BioCryst Pharmaceuticals (BCRX) 5.3 $71M +10% 9.4M 7.59
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Beam Therapeutics (BEAM) 4.5 $61M +4% 2.5M 24.27
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Immunocore Hldgs Ads (IMCR) 2.7 $37M +3% 1.0M 36.33
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Mbx Biosciences (MBX) 2.6 $35M NEW 2.0M 17.50
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Engene Holdings (ENGN) 2.5 $34M 5.0M 6.83
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Wave Life Sciences SHS (WVE) 2.5 $33M 4.6M 7.32
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Tyra Biosciences (TYRA) 2.4 $33M 2.3M 13.99
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Travere Therapeutics (TVTX) 1.7 $23M -38% 950k 23.90
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Dynavax Technologies Corp Com New (DVAX) 1.6 $21M 2.1M 9.93
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Nurix Therapeutics (NRIX) 1.5 $20M +84% 2.2M 9.24
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United Therapeutics Corporation (UTHR) 1.5 $20M NEW 68k 296.06
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Apellis Pharmaceuticals (APLS) 1.4 $18M NEW 809k 22.63
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Pharvaris N V (PHVS) 1.3 $17M NEW 675k 24.95
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Relay Therapeutics (RLAY) 1.1 $15M 2.9M 5.22
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Cullinan Oncology (CGEM) 1.0 $14M +9% 2.3M 5.93
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Cytomx Therapeutics (CTMX) 0.9 $12M +69% 3.6M 3.19
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Amarin Corp Sponsored Adr (AMRN) 0.7 $9.4M 576k 16.38
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Burning Rock Biotech Sponsored Ads (BNR) 0.6 $8.6M 995k 8.65
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Design Therapeutics (DSGN) 0.6 $7.8M 1.0M 7.53
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Kalvista Pharmaceuticals (KALV) 0.5 $7.4M NEW 606k 12.18
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Ironwood Pharmaceuticals Com Cl A (IRWD) 0.5 $7.2M 5.5M 1.31
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Caribou Biosciences (CRBU) 0.5 $7.1M 3.1M 2.33
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Urogen Pharma (URGN) 0.5 $6.9M -56% 282k 24.56
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Geron Corporation (GERN) 0.4 $4.7M 3.5M 1.37
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Sutro Biopharma (STRO) 0.3 $4.4M 5.1M 0.87
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Edgewise Therapeutics (EWTX) 0.3 $4.1M 254k 16.22
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Proqr Thrapeutics N V Shs Euro (PRQR) 0.3 $3.5M 1.6M 2.13
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Eliem Therapeutics (CLYM) 0.2 $2.1M 1.0M 2.01
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Past Filings by Kynam Capital Management

SEC 13F filings are viewable for Kynam Capital Management going back to 2021