Kynam Capital Management as of Sept. 30, 2024
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 19.9 | $259M | 2.0M | 126.95 | |
| Vaxcyte (PCVX) | 9.1 | $119M | 1.0M | 114.27 | |
| Celldex Therapeutics Com New (CLDX) | 9.0 | $118M | 3.5M | 33.99 | |
| Syndax Pharmaceuticals (SNDX) | 8.6 | $113M | 5.8M | 19.25 | |
| Cogent Biosciences (COGT) | 7.6 | $100M | 9.2M | 10.80 | |
| Dynavax Technologies Corp Com New (DVAX) | 7.1 | $93M | 8.3M | 11.14 | |
| Vera Therapeutics Cl A (VERA) | 5.3 | $70M | 1.6M | 44.20 | |
| BioCryst Pharmaceuticals (BCRX) | 5.3 | $69M | 9.1M | 7.60 | |
| Cg Oncology (CGON) | 5.1 | $67M | 1.8M | 37.73 | |
| Miragen Therapeutics (VRDN) | 4.4 | $57M | 2.5M | 22.75 | |
| Wave Life Sciences SHS (WVE) | 3.1 | $40M | 4.9M | 8.20 | |
| Beam Therapeutics (BEAM) | 2.4 | $32M | 1.3M | 24.50 | |
| 2seventy Bio Common Stock | 2.2 | $28M | 6.0M | 4.72 | |
| Liquidia Corporation Com New (LQDA) | 1.7 | $23M | 2.3M | 10.00 | |
| Protagonist Therapeutics (PTGX) | 1.6 | $21M | 456k | 45.00 | |
| Travere Therapeutics (TVTX) | 1.5 | $19M | 1.4M | 13.99 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 1.2 | $15M | 3.7M | 4.12 | |
| Vertex Pharmaceuticals Incorporated Put Option (VRTX) | 1.1 | $14M | 30k | 465.08 | |
| Engene Holdings (ENGN) | 0.9 | $12M | 1.7M | 6.60 | |
| Tyra Biosciences (TYRA) | 0.8 | $11M | 468k | 23.51 | |
| Amarin Corp Spons Adr New | 0.6 | $7.8M | 12M | 0.63 | |
| Sutro Biopharma (STRO) | 0.5 | $7.1M | 2.1M | 3.46 | |
| Caribou Biosciences (CRBU) | 0.4 | $4.6M | 2.4M | 1.96 | |
| Acelyrin | 0.3 | $4.2M | 847k | 4.93 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.2 | $3.2M | 989k | 3.27 |
