Kynam Capital Management as of March 31, 2025
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Natera (NTRA) | 13.9 | $165M | 1.2M | 141.41 | |
| Vaxcyte (PCVX) | 10.2 | $121M | 3.2M | 37.76 | |
| Celldex Therapeutics Com New (CLDX) | 9.9 | $118M | 6.5M | 18.15 | |
| Syndax Pharmaceuticals (SNDX) | 8.8 | $105M | 8.5M | 12.29 | |
| BioCryst Pharmaceuticals (BCRX) | 5.6 | $67M | 8.9M | 7.50 | |
| Cg Oncology (CGON) | 5.4 | $64M | 2.6M | 24.49 | |
| Miragen Therapeutics (VRDN) | 5.3 | $63M | 4.7M | 13.48 | |
| Vera Therapeutics Cl A (VERA) | 4.8 | $58M | 2.4M | 24.02 | |
| Cogent Biosciences (COGT) | 4.6 | $55M | 9.1M | 5.99 | |
| Immunocore Hldgs Ads (IMCR) | 4.2 | $50M | 1.7M | 29.67 | |
| Beam Therapeutics (BEAM) | 4.1 | $49M | 2.5M | 19.53 | |
| Wave Life Sciences SHS (WVE) | 3.3 | $40M | 4.9M | 8.08 | |
| Dynavax Technologies Corp Com New (DVAX) | 2.9 | $34M | 2.6M | 12.97 | |
| Travere Therapeutics (TVTX) | 2.7 | $32M | 1.8M | 17.92 | |
| Tyra Biosciences (TYRA) | 1.9 | $22M | 2.4M | 9.30 | |
| Engene Holdings (ENGN) | 1.9 | $22M | 5.0M | 4.48 | |
| Soleno Therapeutics Call Option (SLNO) | 1.8 | $22M | 303k | 71.45 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.7 | $21M | 610k | 33.93 | |
| Cullinan Oncology (CGEM) | 1.5 | $18M | 2.3M | 7.57 | |
| Nurix Therapeutics (NRIX) | 0.8 | $9.5M | 800k | 11.88 | |
| Liquidia Corporation Com New (LQDA) | 0.8 | $9.3M | 634k | 14.75 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.7 | $8.6M | 5.8M | 1.47 | |
| Relay Therapeutics (RLAY) | 0.7 | $8.0M | 3.1M | 2.62 | |
| Geron Corporation (GERN) | 0.5 | $5.8M | 3.7M | 1.59 | |
| Amarin Corp Spons Adr New | 0.5 | $5.6M | 12M | 0.45 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.4 | $4.4M | 995k | 4.40 | |
| Sutro Biopharma (STRO) | 0.3 | $3.5M | 5.4M | 0.65 | |
| Design Therapeutics (DSGN) | 0.3 | $3.5M | 904k | 3.86 | |
| Caribou Biosciences (CRBU) | 0.3 | $3.0M | 3.3M | 0.91 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $2.3M | 1.8M | 1.33 | |
| Eliem Therapeutics (CLYM) | 0.1 | $1.3M | 1.0M | 1.22 | |
| Urogen Pharma (URGN) | 0.0 | $277k | 25k | 11.06 |
