Kynam Capital Management as of June 30, 2025
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 31 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celldex Therapeutics Com New (CLDX) | 13.4 | $124M | 6.1M | 20.35 | |
| Vaxcyte (PCVX) | 10.8 | $100M | 3.1M | 32.51 | |
| Vera Therapeutics Cl A (VERA) | 8.7 | $81M | 3.4M | 23.56 | |
| Syndax Pharmaceuticals (SNDX) | 8.6 | $80M | 8.5M | 9.37 | |
| BioCryst Pharmaceuticals (BCRX) | 8.2 | $76M | 8.5M | 8.96 | |
| Cg Oncology (CGON) | 6.9 | $64M | 2.5M | 26.00 | |
| Miragen Therapeutics (VRDN) | 6.7 | $62M | 4.4M | 13.98 | |
| Cogent Biosciences (COGT) | 6.6 | $61M | 8.5M | 7.18 | |
| Beam Therapeutics (BEAM) | 4.4 | $41M | 2.4M | 17.01 | |
| Immunocore Hldgs Ads (IMCR) | 3.3 | $31M | 976k | 31.38 | |
| Wave Life Sciences SHS (WVE) | 3.2 | $30M | 4.6M | 6.50 | |
| Travere Therapeutics (TVTX) | 2.5 | $23M | 1.5M | 14.80 | |
| Tyra Biosciences (TYRA) | 2.4 | $22M | 2.3M | 9.57 | |
| Dynavax Technologies Corp Com New (DVAX) | 2.3 | $21M | 2.1M | 9.92 | |
| Engene Holdings (ENGN) | 2.0 | $18M | 5.0M | 3.64 | |
| Cullinan Oncology (CGEM) | 1.7 | $16M | 2.1M | 7.52 | |
| Nurix Therapeutics (NRIX) | 1.4 | $13M | 1.2M | 11.39 | |
| Relay Therapeutics (RLAY) | 1.1 | $10M | 2.9M | 3.46 | |
| Amarin Corp Sponsored Adr (AMRN) | 1.0 | $9.3M | 576k | 16.22 | |
| Urogen Pharma (URGN) | 1.0 | $9.0M | 657k | 13.70 | |
| Cytomx Therapeutics (CTMX) | 0.5 | $4.9M | 2.2M | 2.27 | |
| Geron Corporation (GERN) | 0.5 | $4.9M | 3.5M | 1.41 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.4 | $3.9M | 5.5M | 0.72 | |
| Caribou Biosciences (CRBU) | 0.4 | $3.9M | 3.1M | 1.26 | |
| Sutro Biopharma | 0.4 | $3.6M | 5.1M | 0.71 | |
| Design Therapeutics (DSGN) | 0.4 | $3.5M | 1.0M | 3.37 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.4 | $3.4M | 1.6M | 2.04 | |
| Edgewise Therapeutics (EWTX) | 0.4 | $3.3M | 254k | 13.11 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.3 | $3.1M | 995k | 3.16 | |
| Liquidia Corporation Com New (LQDA) | 0.3 | $2.5M | 200k | 12.46 | |
| Eliem Therapeutics (CLYM) | 0.1 | $1.3M | 1.0M | 1.24 |
