Kynam Capital Management as of March 31, 2024
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 19.1 | $183M | 2.0M | 91.46 | |
| Syndax Pharmaceuticals (SNDX) | 14.1 | $135M | 5.7M | 23.80 | |
| Celldex Therapeutics Com New (CLDX) | 12.7 | $122M | 2.9M | 41.97 | |
| Vera Therapeutics Cl A (VERA) | 6.9 | $66M | 1.5M | 43.12 | |
| Cogent Biosciences (COGT) | 6.0 | $57M | 8.5M | 6.72 | |
| Dynavax Technologies Corp Com New (DVAX) | 5.5 | $53M | 4.2M | 12.41 | |
| Vaxcyte (PCVX) | 5.3 | $51M | 745k | 68.31 | |
| Vertex Pharmaceuticals Incorporated Put Option (VRTX) | 4.4 | $42M | 100k | 418.01 | |
| Liquidia Corporation Com New (LQDA) | 3.5 | $33M | 2.2M | 14.75 | |
| BioCryst Pharmaceuticals (BCRX) | 3.5 | $33M | 6.5M | 5.08 | |
| Protagonist Therapeutics (PTGX) | 3.5 | $33M | 1.1M | 28.93 | |
| 2seventy Bio Common Stock | 3.3 | $32M | 6.0M | 5.35 | |
| Wave Life Sciences SHS (WVE) | 2.5 | $24M | 3.9M | 6.17 | |
| Travere Therapeutics (TVTX) | 1.6 | $15M | 2.0M | 7.71 | |
| Corcept Therapeutics Incorporated Put Option (CORT) | 1.5 | $15M | 586k | 25.19 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 1.5 | $14M | 1.6M | 8.71 | |
| Sutro Biopharma | 1.2 | $11M | 2.0M | 5.65 | |
| Amarin Corp Spons Adr New | 1.1 | $11M | 12M | 0.89 | |
| Tyra Biosciences (TYRA) | 0.9 | $8.4M | 515k | 16.40 | |
| Burning Rock Biotech Sponsored Ads | 0.7 | $7.0M | 9.6M | 0.73 | |
| Caribou Biosciences (CRBU) | 0.6 | $5.5M | 1.1M | 5.14 | |
| Acelyrin | 0.3 | $2.7M | 396k | 6.75 | |
| Miragen Therapeutics (VRDN) | 0.2 | $2.3M | 134k | 17.51 |
