Kynam Capital Management as of March 31, 2023
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 35 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 20.9 | $162M | 2.9M | 55.52 | |
| Horizon Therapeutics Pub L SHS | 15.4 | $120M | 1.1M | 109.14 | |
| Syndax Pharmaceuticals (SNDX) | 8.7 | $68M | 3.2M | 21.12 | |
| Celldex Therapeutics Com New (CLDX) | 6.5 | $51M | 1.4M | 35.98 | |
| Vaxcyte (PCVX) | 5.9 | $46M | 1.2M | 37.48 | |
| 2seventy Bio Common Stock (TSVT) | 4.9 | $38M | 3.7M | 10.20 | |
| Travere Therapeutics (TVTX) | 4.5 | $35M | 1.6M | 22.49 | |
| Protagonist Therapeutics (PTGX) | 4.1 | $32M | 1.4M | 23.00 | |
| Vera Therapeutics Cl A (VERA) | 3.4 | $26M | 3.4M | 7.76 | |
| Burning Rock Biotech Sponsored Ads | 2.9 | $23M | 8.0M | 2.81 | |
| Seagen | 2.6 | $20M | 100k | 202.47 | |
| Mirati Therapeutics | 2.4 | $19M | 500k | 37.18 | |
| Amarin Corp Spons Adr New (AMRN) | 2.3 | $18M | 12M | 1.50 | |
| GSK Sponsored Adr (GSK) | 2.3 | $18M | 498k | 35.58 | |
| Wave Life Sciences SHS (WVE) | 2.1 | $17M | 3.8M | 4.33 | |
| Miragen Therapeutics (VRDN) | 1.8 | $14M | 544k | 25.44 | |
| Liquidia Corporation Com New (LQDA) | 1.5 | $11M | 1.6M | 6.91 | |
| Iovance Biotherapeutics (IOVA) | 1.4 | $11M | 1.8M | 6.11 | |
| BioCryst Pharmaceuticals (BCRX) | 1.1 | $8.3M | 1.0M | 8.34 | |
| Allogene Therapeutics (ALLO) | 1.0 | $7.4M | 1.5M | 4.94 | |
| Olema Pharmaceuticals (OLMA) | 0.9 | $7.0M | 2.0M | 3.47 | |
| Seres Therapeutics (MCRB) | 0.6 | $4.4M | 769k | 5.67 | |
| Cogent Biosciences (COGT) | 0.6 | $4.3M | 400k | 10.79 | |
| Sutro Biopharma (STRO) | 0.5 | $4.2M | 902k | 4.62 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.4 | $2.8M | 729k | 3.85 | |
| Gossamer Bio (GOSS) | 0.2 | $1.9M | 1.5M | 1.26 | |
| Argenx Se Sponsored Adr Put Option (ARGX) | 0.2 | $1.7M | 4.5k | 372.58 | |
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $1.7M | 93k | 17.84 | |
| Puma Biotechnology (PBYI) | 0.2 | $1.5M | 473k | 3.09 | |
| Xenon Pharmaceuticals (XENE) | 0.1 | $1.0M | 29k | 35.79 | |
| Arcellx Common Stock (ACLX) | 0.1 | $966k | 31k | 30.81 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.1 | $740k | 740k | 1.00 | |
| Merus N V (MRUS) | 0.1 | $395k | 22k | 18.40 | |
| Neoleukin Therapeutics | 0.0 | $84k | 120k | 0.70 | |
| Catalyst Biosciences Com New | 0.0 | $19k | 90k | 0.21 |
