Kynam Capital Management as of Sept. 30, 2023
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 21.7 | $133M | 3.0M | 44.25 | |
| Celldex Therapeutics Com New (CLDX) | 14.4 | $88M | 3.2M | 27.52 | |
| Vaxcyte (PCVX) | 10.9 | $66M | 1.3M | 50.98 | |
| Syndax Pharmaceuticals (SNDX) | 9.5 | $58M | 4.0M | 14.52 | |
| Vera Therapeutics Cl A (VERA) | 6.6 | $41M | 3.0M | 13.71 | |
| Protagonist Therapeutics (PTGX) | 5.0 | $30M | 1.8M | 16.68 | |
| 2seventy Bio Common Stock (TSVT) | 3.8 | $23M | 6.0M | 3.92 | |
| Wave Life Sciences SHS (WVE) | 3.7 | $23M | 3.9M | 5.75 | |
| BioCryst Pharmaceuticals (BCRX) | 3.6 | $22M | 3.1M | 7.08 | |
| Cogent Biosciences (COGT) | 3.5 | $22M | 2.2M | 9.75 | |
| Liquidia Corporation Com New (LQDA) | 2.1 | $13M | 2.0M | 6.34 | |
| Acelyrin (SLRN) | 2.0 | $12M | 1.2M | 10.17 | |
| Amarin Corp Spons Adr New (AMRN) | 1.8 | $11M | 12M | 0.92 | |
| Miragen Therapeutics (VRDN) | 1.8 | $11M | 700k | 15.34 | |
| Taysha Gene Therapies Com Shs (TSHA) | 1.7 | $10M | 3.3M | 3.16 | |
| Travere Therapeutics (TVTX) | 1.4 | $8.7M | 973k | 8.94 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 1.3 | $8.2M | 8.5M | 0.97 | |
| Dynavax Technologies Corp Com New (DVAX) | 1.2 | $7.4M | 500k | 14.77 | |
| Sutro Biopharma (STRO) | 0.9 | $5.4M | 1.6M | 3.47 | |
| Caribou Biosciences (CRBU) | 0.8 | $5.1M | 1.1M | 4.78 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.8 | $4.7M | 731k | 6.47 | |
| Immunovant Put Option (IMVT) | 0.6 | $3.8M | 100k | 38.39 | |
| Olema Pharmaceuticals (OLMA) | 0.5 | $2.9M | 235k | 12.35 | |
| Puma Biotechnology (PBYI) | 0.2 | $1.2M | 474k | 2.63 | |
| Connect Biopharma Hldgs Ads (CNTB) | 0.1 | $434k | 535k | 0.81 | |
| Gossamer Bio (GOSS) | 0.0 | $208k | 250k | 0.83 | |
| Neoleukin Therapeutics Com New | 0.0 | $95k | 24k | 3.95 | |
| Catalyst Biosciences Com New | 0.0 | $43k | 90k | 0.48 |
