Kynam Capital Management as of June 30, 2026
Portfolio Holdings for Kynam Capital Management
Kynam Capital Management holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Celldex Therapeutics Com New (CLDX) | 10.9 | $198M | 5.3M | 37.21 | |
| Syndax Pharmaceuticals (SNDX) | 9.7 | $176M | 8.1M | 21.86 | |
| Vaxcyte (PCVX) | 9.4 | $170M | 2.9M | 58.13 | |
| Cogent Biosciences (COGT) | 7.8 | $142M | 3.7M | 38.70 | |
| Vera Therapeutics Cl A (VERA) | 6.9 | $124M | 2.9M | 42.91 | |
| Miragen Therapeutics (VRDN) | 6.6 | $119M | 6.5M | 18.37 | |
| Travere Therapeutics (TVTX) | 6.3 | $114M | 2.0M | 56.81 | |
| Beam Therapeutics (BEAM) | 5.4 | $98M | 2.8M | 34.32 | |
| Urogen Pharma (URGN) | 5.0 | $90M | 2.4M | 36.80 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 4.8 | $87M | 3.0M | 28.88 | |
| Cytomx Therapeutics (CTMX) | 4.5 | $81M | 22M | 3.75 | |
| Relay Therapeutics (RLAY) | 3.4 | $62M | 3.3M | 18.71 | |
| Cullinan Oncology (CGEM) | 3.1 | $57M | 3.1M | 18.21 | |
| Mbx Biosciences (MBX) | 2.9 | $52M | 935k | 55.20 | |
| Immunocore Hldgs Ads (IMCR) | 2.4 | $44M | 1.4M | 31.75 | |
| Nurix Therapeutics (NRIX) | 1.6 | $29M | 1.2M | 24.26 | |
| Sutro Biopharma Com Shs (STRO) | 1.6 | $29M | 873k | 33.20 | |
| BioCryst Pharmaceuticals (BCRX) | 1.4 | $25M | 2.5M | 10.00 | |
| Pharvaris N V (PHVS) | 1.3 | $23M | 662k | 34.58 | |
| Summit Therapeutics (SMMT) | 1.0 | $18M | 1.2M | 14.57 | |
| Prelude Therapeutics (PRLD) | 0.7 | $13M | 2.4M | 5.33 | |
| Insmed Com Par $.01 (INSM) | 0.6 | $11M | 100k | 106.62 | |
| Burning Rock Biotech Sponsored Ads (BNR) | 0.6 | $11M | 1.2M | 8.49 | |
| Geron Corporation (GERN) | 0.5 | $8.8M | 6.8M | 1.28 | |
| Amarin Corp Sponsored Adr (AMRN) | 0.5 | $8.5M | 533k | 15.94 | |
| Alector (ALEC) | 0.4 | $7.7M | 3.8M | 2.01 | |
| Parabilis Medicines | 0.4 | $6.8M | 250k | 27.37 | |
| Caribou Biosciences (CRBU) | 0.2 | $4.4M | 2.5M | 1.76 | |
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.2 | $2.9M | 1.6M | 1.86 | |
| Candel Therapeutics (CADL) | 0.1 | $996k | 97k | 10.30 | |
| Engene Therapeutics (ENGN) | 0.0 | $792k | 458k | 1.73 | |
| Traws Pharma Com New (TRAW) | 0.0 | $71k | 84k | 0.84 |
