Kynam Capital Management as of Dec. 31, 2023
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 24 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 16.7 | $150M | 2.4M | 62.64 | |
| Syndax Pharmaceuticals (SNDX) | 13.6 | $122M | 5.7M | 21.61 | |
| Celldex Therapeutics Com New (CLDX) | 13.2 | $119M | 3.0M | 39.66 | |
| Vaxcyte (PCVX) | 7.0 | $63M | 1.0M | 62.80 | |
| Vera Therapeutics Cl A (VERA) | 6.2 | $56M | 3.7M | 15.38 | |
| Protagonist Therapeutics (PTGX) | 5.1 | $46M | 2.0M | 22.93 | |
| ImmunoGen | 4.7 | $42M | 1.4M | 29.65 | |
| Morphosys Sponsored Ads (MOR) | 4.6 | $42M | 4.2M | 9.90 | |
| Cogent Biosciences (COGT) | 3.8 | $34M | 5.9M | 5.88 | |
| Liquidia Corporation Com New (LQDA) | 3.6 | $33M | 2.7M | 12.03 | |
| BioCryst Pharmaceuticals (BCRX) | 3.1 | $28M | 4.6M | 5.99 | |
| 2seventy Bio Common Stock (TSVT) | 2.8 | $25M | 6.0M | 4.27 | |
| Dynavax Technologies Corp Com New (DVAX) | 2.3 | $21M | 1.5M | 13.98 | |
| Wave Life Sciences SHS (WVE) | 2.2 | $20M | 3.9M | 5.05 | |
| Corcept Therapeutics Incorporated Put Option (CORT) | 2.1 | $19M | 586k | 32.48 | |
| Travere Therapeutics (TVTX) | 2.0 | $18M | 2.0M | 8.99 | |
| Miragen Therapeutics (VRDN) | 1.5 | $13M | 608k | 21.78 | |
| Amarin Corp Spons Adr New (AMRN) | 1.2 | $11M | 12M | 0.87 | |
| Acelyrin (SLRN) | 1.0 | $9.0M | 1.2M | 7.46 | |
| Sutro Biopharma (STRO) | 1.0 | $8.6M | 2.0M | 4.29 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.9 | $8.1M | 8.7M | 0.93 | |
| Caribou Biosciences (CRBU) | 0.7 | $6.1M | 1.1M | 5.73 | |
| Tyra Biosciences (TYRA) | 0.5 | $4.7M | 340k | 13.85 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 0.4 | $3.5M | 443k | 7.96 |
