Kynam Capital Management as of Dec. 31, 2024
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 18.9 | $320M | 2.0M | 158.30 | |
| Vaxcyte (PCVX) | 11.3 | $191M | 2.3M | 81.86 | |
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 10.4 | $176M | 300k | 586.08 | |
| Celldex Therapeutics Com New (CLDX) | 7.6 | $128M | 5.1M | 25.27 | |
| Syndax Pharmaceuticals (SNDX) | 6.7 | $113M | 8.5M | 13.22 | |
| Dynavax Technologies Corp Com New (DVAX) | 5.0 | $84M | 6.6M | 12.77 | |
| Cg Oncology (CGON) | 4.3 | $72M | 2.5M | 28.68 | |
| Cogent Biosciences (COGT) | 4.2 | $71M | 9.1M | 7.80 | |
| BioCryst Pharmaceuticals (BCRX) | 4.0 | $68M | 9.1M | 7.52 | |
| Miragen Therapeutics (VRDN) | 3.8 | $64M | 3.3M | 19.17 | |
| Vera Therapeutics Cl A (VERA) | 3.6 | $62M | 1.5M | 42.29 | |
| Wave Life Sciences SHS (WVE) | 3.6 | $61M | 4.9M | 12.37 | |
| Beam Therapeutics (BEAM) | 2.6 | $44M | 1.8M | 24.80 | |
| Immunocore Hldgs Ads (IMCR) | 2.1 | $36M | 1.2M | 29.50 | |
| Engene Holdings (ENGN) | 2.0 | $33M | 5.0M | 6.65 | |
| Travere Therapeutics (TVTX) | 1.9 | $31M | 1.8M | 17.42 | |
| Liquidia Corporation Com New (LQDA) | 1.6 | $27M | 2.3M | 11.76 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 1.2 | $21M | 4.7M | 4.43 | |
| 2seventy Bio Common Stock | 1.0 | $18M | 6.0M | 2.94 | |
| Cullinan Oncology (CGEM) | 0.9 | $15M | 1.3M | 12.18 | |
| Protagonist Therapeutics (PTGX) | 0.9 | $15M | 391k | 38.60 | |
| Tyra Biosciences (TYRA) | 0.4 | $7.4M | 531k | 13.90 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.4 | $6.7M | 995k | 6.75 | |
| Sutro Biopharma | 0.4 | $6.7M | 3.6M | 1.84 | |
| Amarin Corp Spons Adr New | 0.4 | $6.0M | 12M | 0.48 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.3 | $4.6M | 1.8M | 2.65 | |
| Relay Therapeutics (RLAY) | 0.2 | $4.1M | 1.0M | 4.12 | |
| Caribou Biosciences (CRBU) | 0.2 | $3.8M | 2.4M | 1.59 | |
| Acelyrin | 0.2 | $2.7M | 847k | 3.14 | |
| Eliem Therapeutics (CLYM) | 0.1 | $985k | 547k | 1.80 |
