Kynam Capital Management

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

  • Top 5 stock holdings are SNDX, CLDX, PCVX, COGT, VERA, and represent 51.52% of Kynam Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: TVTX (+$57M), URGN (+$40M), LEGN (+$29M), CTMX (+$28M), RVMD (+$20M), SLNO (+$19M), VRDN (+$17M), EVMN (+$10M), STRO (+$9.8M), BEAM (+$7.3M).
  • Started 5 new stock positions in CADL, URGN, SLNO, LEGN, RVMD.
  • Reduced shares in these 10 stocks: COGT (-$82M), TYRA (-$41M), CGON (-$39M), BCRX (-$35M), DVAX (-$21M), NRIX (-$12M), WVE (-$8.7M), OMER, APLS, CLDX.
  • Sold out of its positions in CGON, DVAX, OMER, TYRA.
  • Kynam Capital Management was a net buyer of stock by $37k.
  • Kynam Capital Management has $1.6B in assets under management (AUM), dropping by 3.56%.
  • Central Index Key (CIK): 0001907884

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Portfolio Holdings for Kynam Capital Management

Kynam Capital Management holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Syndax Pharmaceuticals (SNDX) 11.6 $188M 8.1M 23.36
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Celldex Therapeutics Com New (CLDX) 11.4 $185M 5.8M 31.72
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Vaxcyte (PCVX) 10.5 $170M 2.9M 58.11
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Cogent Biosciences (COGT) 9.6 $155M -34% 4.0M 38.49
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Vera Therapeutics Cl A (VERA) 8.4 $137M 3.4M 40.23
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Beam Therapeutics (BEAM) 5.4 $88M +9% 3.7M 23.83
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Travere Therapeutics (TVTX) 4.4 $72M +368% 2.4M 29.71
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Cytomx Therapeutics (CTMX) 4.4 $71M +67% 15M 4.70
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BioCryst Pharmaceuticals (BCRX) 3.3 $54M -39% 5.7M 9.52
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Miragen Therapeutics (VRDN) 2.8 $46M +59% 2.3M 19.56
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Cullinan Oncology (CGEM) 2.7 $44M 3.1M 14.21
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Urogen Pharma (URGN) 2.5 $40M NEW 2.2M 17.98
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Kalvista Pharmaceuticals (KALV) 2.3 $37M 1.8M 20.13
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Apellis Pharmaceuticals (APLS) 2.0 $33M -9% 825k 40.23
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Legend Biotech Corp Sponsored Ads (LEGN) 1.8 $29M NEW 1.6M 18.09
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Mbx Biosciences (MBX) 1.7 $28M 935k 29.85
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Immunocore Hldgs Ads (IMCR) 1.6 $27M +3% 885k 30.15
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Sutro Biopharma Com Shs (STRO) 1.3 $22M +81% 873k 24.91
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Revolution Medicines Put Option (RVMD) 1.2 $20M NEW 208k 97.25
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Burning Rock Biotech Sponsored Ads (BNR) 1.2 $20M +23% 1.2M 16.12
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Soleno Therapeutics (SLNO) 1.2 $19M NEW 560k 33.48
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Nurix Therapeutics (NRIX) 1.1 $19M -39% 1.2M 15.50
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Pharvaris N V (PHVS) 1.1 $18M 640k 28.25
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Evommune Com Shs (EVMN) 0.9 $14M +237% 626k 22.99
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Relay Therapeutics (RLAY) 0.9 $14M 1.4M 9.95
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Geron Corporation (GERN) 0.6 $10M +97% 6.8M 1.49
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Engene Holdings (ENGN) 0.6 $9.2M -9% 1.4M 6.81
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Design Therapeutics (DSGN) 0.5 $8.3M 785k 10.64
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Wave Life Sciences SHS (WVE) 0.4 $7.0M -55% 965k 7.25
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Eliem Therapeutics (CLYM) 0.4 $6.9M -2% 1.0M 6.85
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Amarin Corp Sponsored Adr (AMRN) 0.4 $6.8M +21% 472k 14.46
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Biohaven (BHVN) 0.4 $5.9M 703k 8.46
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Prelude Therapeutics (PRLD) 0.3 $5.4M +101% 1.6M 3.42
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Caribou Biosciences (CRBU) 0.3 $4.8M 2.5M 1.90
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Alector (ALEC) 0.3 $4.3M 2.0M 2.15
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Proqr Thrapeutics N V Shs Euro (PRQR) 0.2 $2.5M 1.6M 1.62
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Candel Therapeutics (CADL) 0.1 $980k NEW 200k 4.90
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Past Filings by Kynam Capital Management

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

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