Kynam Capital Management as of June 30, 2023
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 19.4 | $141M | 2.9M | 48.66 | |
| Celldex Therapeutics Com New (CLDX) | 12.1 | $88M | 2.6M | 33.93 | |
| Argenx Se Sponsored Adr Put Option (ARGX) | 9.9 | $72M | 184k | 389.73 | |
| Syndax Pharmaceuticals (SNDX) | 9.4 | $68M | 3.3M | 20.93 | |
| Vaxcyte (PCVX) | 8.9 | $65M | 1.3M | 49.94 | |
| 2seventy Bio Common Stock (TSVT) | 6.8 | $50M | 4.9M | 10.12 | |
| Vera Therapeutics Cl A (VERA) | 6.6 | $48M | 3.0M | 16.05 | |
| Protagonist Therapeutics (PTGX) | 3.7 | $27M | 975k | 27.62 | |
| Travere Therapeutics (TVTX) | 3.1 | $22M | 1.5M | 15.36 | |
| BioCryst Pharmaceuticals (BCRX) | 2.8 | $20M | 2.8M | 7.04 | |
| Cogent Biosciences (COGT) | 2.6 | $19M | 1.6M | 11.84 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 2.5 | $18M | 8.5M | 2.15 | |
| Miragen Therapeutics (VRDN) | 2.3 | $17M | 710k | 23.79 | |
| Wave Life Sciences SHS (WVE) | 2.0 | $14M | 3.9M | 3.64 | |
| Amarin Corp Spons Adr New (AMRN) | 2.0 | $14M | 12M | 1.19 | |
| Liquidia Corporation Com New (LQDA) | 1.8 | $13M | 1.6M | 7.85 | |
| Olema Pharmaceuticals (OLMA) | 1.6 | $12M | 1.3M | 9.03 | |
| Sutro Biopharma (STRO) | 1.0 | $7.0M | 1.5M | 4.65 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.6 | $4.5M | 729k | 6.19 | |
| Puma Biotechnology (PBYI) | 0.2 | $1.7M | 473k | 3.53 | |
| Fibrogen Call Option (FGEN) | 0.2 | $1.6M | 587k | 2.70 | |
| Rhythm Pharmaceuticals (RYTM) | 0.2 | $1.5M | 93k | 16.49 | |
| Ptc Therapeutics I Call Option (PTCT) | 0.2 | $1.2M | 29k | 40.67 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.1 | $603k | 535k | 1.13 | |
| Neoleukin Therapeutics | 0.0 | $100k | 120k | 0.83 | |
| Catalyst Biosciences Com New | 0.0 | $32k | 90k | 0.35 |
