Kynam Capital Management
Latest statistics and disclosures from Kynam Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CLDX, SNDX, PCVX, COGT, VERA, and represent 44.76% of Kynam Capital Management's stock portfolio.
- Added to shares of these 10 stocks: VRDN (+$76M), LEGN (+$41M), RLAY (+$35M), CTMX (+$25M), SMMT (+$18M), IMCR (+$16M), INSM (+$11M), URGN (+$6.9M), Parabilis Medicines (+$6.8M), PRLD.
- Started 5 new stock positions in TRAW, SMMT, ENGN, Parabilis Medicines, INSM.
- Reduced shares in these 10 stocks: Kalvista Pharmaceuticals (-$37M), Apellis Pharmaceuticals (-$33M), BCRX (-$32M), BEAM (-$29M), TVTX (-$24M), VERA (-$22M), RVMD (-$20M), CLDX (-$19M), Soleno Therapeutics (-$19M), EVMN (-$14M).
- Sold out of its positions in Apellis Pharmaceuticals, DSGN, CLYM, Engene Holdings, EVMN, Kalvista Pharmaceuticals, RVMD, Soleno Therapeutics, BHVN, WVE.
- Kynam Capital Management was a net seller of stock by $-57M.
- Kynam Capital Management has $1.8B in assets under management (AUM), dropping by 11.61%.
- Central Index Key (CIK): 0001907884
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Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Celldex Therapeutics Com New (CLDX) | 10.9 | $198M | -8% | 5.3M | 37.21 |
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| Syndax Pharmaceuticals (SNDX) | 9.7 | $176M | 8.1M | 21.86 |
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| Vaxcyte (PCVX) | 9.4 | $170M | 2.9M | 58.13 |
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| Cogent Biosciences (COGT) | 7.8 | $142M | -9% | 3.7M | 38.70 |
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| Vera Therapeutics Cl A (VERA) | 6.9 | $124M | -14% | 2.9M | 42.91 |
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| Miragen Therapeutics (VRDN) | 6.6 | $119M | +175% | 6.5M | 18.37 |
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| Travere Therapeutics (TVTX) | 6.3 | $114M | -17% | 2.0M | 56.81 |
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| Beam Therapeutics (BEAM) | 5.4 | $98M | -22% | 2.8M | 34.32 |
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| Urogen Pharma (URGN) | 5.0 | $90M | +8% | 2.4M | 36.80 |
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| Legend Biotech Corp Sponsored Ads (LEGN) | 4.8 | $87M | +90% | 3.0M | 28.88 |
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| Cytomx Therapeutics (CTMX) | 4.5 | $81M | +44% | 22M | 3.75 |
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| Relay Therapeutics (RLAY) | 3.4 | $62M | +131% | 3.3M | 18.71 |
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| Cullinan Oncology (CGEM) | 3.1 | $57M | 3.1M | 18.21 |
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| Mbx Biosciences (MBX) | 2.9 | $52M | 935k | 55.20 |
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| Immunocore Hldgs Ads (IMCR) | 2.4 | $44M | +55% | 1.4M | 31.75 |
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| Nurix Therapeutics (NRIX) | 1.6 | $29M | 1.2M | 24.26 |
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| Sutro Biopharma Com Shs (STRO) | 1.6 | $29M | 873k | 33.20 |
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| BioCryst Pharmaceuticals (BCRX) | 1.4 | $25M | -55% | 2.5M | 10.00 |
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| Pharvaris N V (PHVS) | 1.3 | $23M | +3% | 662k | 34.58 |
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| Summit Therapeutics (SMMT) | 1.0 | $18M | NEW | 1.2M | 14.57 |
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| Prelude Therapeutics (PRLD) | 0.7 | $13M | +51% | 2.4M | 5.33 |
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| Insmed Com Par $.01 (INSM) | 0.6 | $11M | NEW | 100k | 106.62 |
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| Burning Rock Biotech Sponsored Ads (BNR) | 0.6 | $11M | 1.2M | 8.49 |
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| Geron Corporation (GERN) | 0.5 | $8.8M | 6.8M | 1.28 |
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| Amarin Corp Sponsored Adr (AMRN) | 0.5 | $8.5M | +12% | 533k | 15.94 |
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| Alector (ALEC) | 0.4 | $7.7M | +90% | 3.8M | 2.01 |
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| Parabilis Medicines | 0.4 | $6.8M | NEW | 250k | 27.37 |
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| Caribou Biosciences (CRBU) | 0.2 | $4.4M | 2.5M | 1.76 |
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| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $2.9M | 1.6M | 1.86 |
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| Candel Therapeutics (CADL) | 0.1 | $996k | -51% | 97k | 10.30 |
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| Engene Therapeutics (ENGN) | 0.0 | $792k | NEW | 458k | 1.73 |
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| Traws Pharma Com New (TRAW) | 0.0 | $71k | NEW | 84k | 0.84 |
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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 2026 Q2 filed Aug. 14, 2026
- Kynam Capital Management 2026 Q1 filed May 15, 2026
- 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