Kynam Capital Management as of Dec. 31, 2025
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 36 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cogent Biosciences (COGT) | 14.0 | $219M | 6.2M | 35.52 | |
| Vera Therapeutics Cl A (VERA) | 11.1 | $174M | 3.4M | 50.64 | |
| Syndax Pharmaceuticals (SNDX) | 10.8 | $169M | 8.1M | 21.01 | |
| Celldex Therapeutics Com New (CLDX) | 10.3 | $161M | 5.9M | 27.16 | |
| Vaxcyte (PCVX) | 8.6 | $135M | 2.9M | 46.14 | |
| Beam Therapeutics (BEAM) | 6.0 | $94M | 3.4M | 27.72 | |
| BioCryst Pharmaceuticals (BCRX) | 4.7 | $73M | 9.4M | 7.80 | |
| Miragen Therapeutics (VRDN) | 2.9 | $46M | 1.5M | 31.12 | |
| Tyra Biosciences (TYRA) | 2.6 | $41M | 1.6M | 26.29 | |
| Cg Oncology (CGON) | 2.5 | $39M | 946k | 41.52 | |
| Cytomx Therapeutics (CTMX) | 2.4 | $38M | 9.0M | 4.26 | |
| Nurix Therapeutics (NRIX) | 2.4 | $37M | 2.0M | 18.97 | |
| Wave Life Sciences SHS (WVE) | 2.4 | $37M | 2.2M | 17.00 | |
| Cullinan Oncology (CGEM) | 2.1 | $32M | 3.1M | 10.35 | |
| Immunocore Hldgs Ads (IMCR) | 1.9 | $30M | 857k | 34.71 | |
| Mbx Biosciences (MBX) | 1.9 | $30M | 935k | 31.54 | |
| Kalvista Pharmaceuticals (KALV) | 1.9 | $29M | 1.8M | 16.15 | |
| Apellis Pharmaceuticals (APLS) | 1.5 | $23M | 909k | 25.12 | |
| Dynavax Technologies Corp Com New (DVAX) | 1.4 | $21M | 1.4M | 15.38 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 1.3 | $20M | 995k | 20.15 | |
| Travere Therapeutics (TVTX) | 1.3 | $20M | 518k | 38.21 | |
| Pharvaris N V (PHVS) | 1.1 | $18M | 640k | 27.75 | |
| Engene Holdings (ENGN) | 0.9 | $14M | 1.5M | 9.03 | |
| Relay Therapeutics (RLAY) | 0.8 | $12M | 1.4M | 8.46 | |
| Biohaven (BHVN) | 0.5 | $7.9M | 703k | 11.29 | |
| Design Therapeutics (DSGN) | 0.5 | $7.4M | 785k | 9.38 | |
| Sutro Biopharma Com Shs (STRO) | 0.4 | $5.5M | 480k | 11.57 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.3 | $5.4M | 389k | 13.96 | |
| Geron Corporation (GERN) | 0.3 | $4.6M | 3.5M | 1.32 | |
| Eliem Therapeutics (CLYM) | 0.3 | $4.1M | 1.0M | 4.00 | |
| Caribou Biosciences (CRBU) | 0.3 | $4.0M | 2.5M | 1.59 | |
| Omeros Corporation Put Option (OMER) | 0.2 | $3.4M | 200k | 17.18 | |
| Evommune Com Shs (EVMN) | 0.2 | $3.2M | 186k | 17.12 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $3.2M | 1.6M | 2.02 | |
| Alector (ALEC) | 0.2 | $3.1M | 2.0M | 1.56 | |
| Prelude Therapeutics (PRLD) | 0.1 | $2.3M | 789k | 2.90 |
