Kynam Capital Management as of March 31, 2026
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 37 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Syndax Pharmaceuticals (SNDX) | 11.6 | $188M | 8.1M | 23.36 | |
| Celldex Therapeutics Com New (CLDX) | 11.4 | $185M | 5.8M | 31.72 | |
| Vaxcyte (PCVX) | 10.5 | $170M | 2.9M | 58.11 | |
| Cogent Biosciences (COGT) | 9.6 | $155M | 4.0M | 38.49 | |
| Vera Therapeutics Cl A (VERA) | 8.4 | $137M | 3.4M | 40.23 | |
| Beam Therapeutics (BEAM) | 5.4 | $88M | 3.7M | 23.83 | |
| Travere Therapeutics (TVTX) | 4.4 | $72M | 2.4M | 29.71 | |
| Cytomx Therapeutics (CTMX) | 4.4 | $71M | 15M | 4.70 | |
| BioCryst Pharmaceuticals (BCRX) | 3.3 | $54M | 5.7M | 9.52 | |
| Miragen Therapeutics (VRDN) | 2.8 | $46M | 2.3M | 19.56 | |
| Cullinan Oncology (CGEM) | 2.7 | $44M | 3.1M | 14.21 | |
| Urogen Pharma (URGN) | 2.5 | $40M | 2.2M | 17.98 | |
| Kalvista Pharmaceuticals (KALV) | 2.3 | $37M | 1.8M | 20.13 | |
| Apellis Pharmaceuticals (APLS) | 2.0 | $33M | 825k | 40.23 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 1.8 | $29M | 1.6M | 18.09 | |
| Mbx Biosciences (MBX) | 1.7 | $28M | 935k | 29.85 | |
| Immunocore Hldgs Ads (IMCR) | 1.6 | $27M | 885k | 30.15 | |
| Sutro Biopharma Com Shs (STRO) | 1.3 | $22M | 873k | 24.91 | |
| Revolution Medicines Put Option (RVMD) | 1.2 | $20M | 208k | 97.25 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 1.2 | $20M | 1.2M | 16.12 | |
| Soleno Therapeutics (SLNO) | 1.2 | $19M | 560k | 33.48 | |
| Nurix Therapeutics (NRIX) | 1.1 | $19M | 1.2M | 15.50 | |
| Pharvaris N V (PHVS) | 1.1 | $18M | 640k | 28.25 | |
| Evommune Com Shs (EVMN) | 0.9 | $14M | 626k | 22.99 | |
| Relay Therapeutics (RLAY) | 0.9 | $14M | 1.4M | 9.95 | |
| Geron Corporation (GERN) | 0.6 | $10M | 6.8M | 1.49 | |
| Engene Holdings (ENGN) | 0.6 | $9.2M | 1.4M | 6.81 | |
| Design Therapeutics (DSGN) | 0.5 | $8.3M | 785k | 10.64 | |
| Wave Life Sciences SHS (WVE) | 0.4 | $7.0M | 965k | 7.25 | |
| Eliem Therapeutics (CLYM) | 0.4 | $6.9M | 1.0M | 6.85 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.4 | $6.8M | 472k | 14.46 | |
| Biohaven (BHVN) | 0.4 | $5.9M | 703k | 8.46 | |
| Prelude Therapeutics (PRLD) | 0.3 | $5.4M | 1.6M | 3.42 | |
| Caribou Biosciences (CRBU) | 0.3 | $4.8M | 2.5M | 1.90 | |
| Alector (ALEC) | 0.3 | $4.3M | 2.0M | 2.15 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $2.5M | 1.6M | 1.62 | |
| Candel Therapeutics (CADL) | 0.1 | $980k | 200k | 4.90 |
