Kynam Capital Management as of Sept. 30, 2025
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celldex Therapeutics Com New (CLDX) | 11.8 | $158M | 6.1M | 25.87 | |
| Syndax Pharmaceuticals (SNDX) | 9.8 | $131M | 8.5M | 15.38 | |
| Vera Therapeutics Cl A (VERA) | 8.7 | $117M | 4.0M | 29.06 | |
| Cogent Biosciences (COGT) | 8.4 | $113M | 7.9M | 14.36 | |
| Vaxcyte (PCVX) | 8.2 | $111M | 3.1M | 36.02 | |
| Miragen Therapeutics (VRDN) | 7.1 | $96M | 4.4M | 21.58 | |
| Cg Oncology (CGON) | 6.0 | $81M | 2.0M | 40.28 | |
| BioCryst Pharmaceuticals (BCRX) | 5.3 | $71M | 9.4M | 7.59 | |
| Beam Therapeutics (BEAM) | 4.5 | $61M | 2.5M | 24.27 | |
| Immunocore Hldgs Ads (IMCR) | 2.7 | $37M | 1.0M | 36.33 | |
| Mbx Biosciences (MBX) | 2.6 | $35M | 2.0M | 17.50 | |
| Engene Holdings (ENGN) | 2.5 | $34M | 5.0M | 6.83 | |
| Wave Life Sciences SHS (WVE) | 2.5 | $33M | 4.6M | 7.32 | |
| Tyra Biosciences (TYRA) | 2.4 | $33M | 2.3M | 13.99 | |
| Travere Therapeutics (TVTX) | 1.7 | $23M | 950k | 23.90 | |
| Dynavax Technologies Corp Com New (DVAX) | 1.6 | $21M | 2.1M | 9.93 | |
| Nurix Therapeutics (NRIX) | 1.5 | $20M | 2.2M | 9.24 | |
| United Therapeutics Corporation (UTHR) | 1.5 | $20M | 68k | 296.06 | |
| Apellis Pharmaceuticals (APLS) | 1.4 | $18M | 809k | 22.63 | |
| Pharvaris N V (PHVS) | 1.3 | $17M | 675k | 24.95 | |
| Relay Therapeutics (RLAY) | 1.1 | $15M | 2.9M | 5.22 | |
| Cullinan Oncology (CGEM) | 1.0 | $14M | 2.3M | 5.93 | |
| Cytomx Therapeutics (CTMX) | 0.9 | $12M | 3.6M | 3.19 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.7 | $9.4M | 576k | 16.38 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.6 | $8.6M | 995k | 8.65 | |
| Design Therapeutics (DSGN) | 0.6 | $7.8M | 1.0M | 7.53 | |
| Kalvista Pharmaceuticals (KALV) | 0.5 | $7.4M | 606k | 12.18 | |
| Ironwood Pharmaceuticals Com Cl A (IRWD) | 0.5 | $7.2M | 5.5M | 1.31 | |
| Caribou Biosciences (CRBU) | 0.5 | $7.1M | 3.1M | 2.33 | |
| Urogen Pharma (URGN) | 0.5 | $6.9M | 282k | 24.56 | |
| Geron Corporation (GERN) | 0.4 | $4.7M | 3.5M | 1.37 | |
| Sutro Biopharma (STRO) | 0.3 | $4.4M | 5.1M | 0.87 | |
| Edgewise Therapeutics (EWTX) | 0.3 | $4.1M | 254k | 16.22 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.3 | $3.5M | 1.6M | 2.13 | |
| Eliem Therapeutics (CLYM) | 0.2 | $2.1M | 1.0M | 2.01 |
