Kynam Capital Management, LP
Filing Date
Global Rank
#1,711
/ 8,794
▼ 118
· as of Jun 2026
Top Industry
Biotechnology
97.6%
Period ended 3 months ago
Filed Aug 14, 2026 · 51d
19 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
32 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.9%
−1.3 pts
Top 5
44.8%
−9.7 pts
Top 10
72.7%
−3.3 pts
HHI
637
Diversified−99
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 100.0% | $1,809,258,953 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CTMX | CytomX Therapeutics, Inc. | +6,690,000 | 21,703,093 | $81,386,598 | |
| VRDN | Viridian Therapeutics, Inc.\DE | +4,112,225 | 6,453,877 | $118,557,720 | |
| RLAY | Relay Therapeutics, Inc. | +1,875,741 | 3,300,000 | $61,743,000 | |
| ALEC | Alector, Inc. | +1,808,494 | 3,808,494 | $7,655,072 | |
| LEGN | Legend Biotech Corp | +1,424,910 | 3,001,205 | $86,674,800 | |
| PRLD | Prelude Therapeutics Inc | +822,536 | 2,415,087 | $12,872,413 | |
| IMCR | Immunocore Holdings plc | +490,063 | 1,375,000 | $43,656,250 | |
| URGN | UroGen Pharma Ltd. | +186,814 | 2,434,207 | $89,578,817 | |
| AMRN | Amarin Corp Plc\Uk | +60,600 | 532,982 | $8,495,733 | |
| PHVS | Pharvaris N.V. | +21,400 | 661,795 | $22,884,871 | |
| BNR | Burning Rock Biotech Ltd | +11,008 | 1,238,563 | $10,366,772 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BCRX | Biocryst Pharmaceuticals Inc | −3,158,135 | 2,522,660 | $25,226,600 | |
| ENGN | enGene Therapeutics Inc. | −898,988 | 457,855 | $792,089 | |
| BEAM | Beam Therapeutics Inc. | −841,393 | 2,840,792 | $97,495,981 | |
| CLDX | Celldex Therapeutics, Inc. | −517,659 | 5,322,908 | $198,065,406 | |
| VERA | Vera Therapeutics, Inc. | −508,165 | 2,890,059 | $124,012,431 | |
| TVTX | Travere Therapeutics, Inc. | −423,918 | 2,000,000 | $113,620,000 | |
| COGT | Cogent Biosciences, Inc. | −370,234 | 3,667,097 | $141,916,653 | |
| CADL | Candel Therapeutics, Inc. | −103,259 | 96,741 | $996,432 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RVMD | Revolution Medicines, Inc. | 207,500 | $20,179,375 | |
| EVMN | Evommune, Inc. | 625,496 | $14,380,153 | |
| DSGN | Design Therapeutics, Inc. | 784,606 | $8,348,207 | |
| WVE | Wave Life Sciences, Inc. | 965,193 | $6,997,649 | |
| CLYM | Climb Bio, Inc. | 1,003,341 | $6,872,885 | |
| BHVN | Biohaven Ltd. | 702,884 | $5,946,398 | |
| — | 825,000 | $0 | ||
| — | 560,000 | $0 | ||
| — | 1,820,954 | $0 | ||
| No positions match the current search. | ||||
32 tracked positions ·
$1,809,258,953 total
· filing declares
32 positions · $1,809,410,222
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
Reduced | 5,322,908 | $198,065,406 | 10.95% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
Held | 8,050,959 | $175,993,963 | 9.73% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
Held | 2,922,335 | $169,875,333 | 9.39% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
Reduced | 3,667,097 | $141,916,653 | 7.84% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
Reduced | 2,890,059 | $124,012,431 | 6.85% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
Added | 6,453,877 | $118,557,720 | 6.55% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
Reduced | 2,000,000 | $113,620,000 | 6.28% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
Reduced | 2,840,792 | $97,495,981 | 5.39% | |
| URGN |
UroGen Pharma Ltd.
Healthcare
|
Added | 2,434,207 | $89,578,817 | 4.95% | |
| LEGN |
Legend Biotech Corp
Healthcare
|
Added | 3,001,205 | $86,674,800 | 4.79% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
Added | 21,703,093 | $81,386,598 | 4.50% | |
| RLAY |
Relay Therapeutics, Inc.
Healthcare
|
Added | 3,300,000 | $61,743,000 | 3.41% | |
| CGEM |
Cullinan Therapeutics, Inc.
Healthcare
|
Held | 3,114,132 | $56,708,343 | 3.13% | |
| MBX |
MBX Biosciences, Inc.
Healthcare
|
Held | 934,799 | $51,600,904 | 2.85% | |
| IMCR |
Immunocore Holdings plc
Healthcare
|
Added | 1,375,000 | $43,656,250 | 2.41% | |
| NRIX |
Nurix Therapeutics, Inc.
Healthcare
|
Held | 1,194,757 | $28,984,804 | 1.60% | |
| STRO |
Sutro Biopharma, Inc.
Healthcare
|
Held | 872,558 | $28,968,925 | 1.60% | |
| BCRX |
Biocryst Pharmaceuticals Inc
Healthcare
|
Reduced | 2,522,660 | $25,226,600 | 1.39% | |
| PHVS |
Pharvaris N.V.
Healthcare
|
Added | 661,795 | $22,884,871 | 1.26% | |
| SMMT |
Summit Therapeutics Inc.
Healthcare
|
NEW | 1,200,000 | $17,484,000 | 0.97% | |
| PRLD |
Prelude Therapeutics Inc
Healthcare
|
Added | 2,415,087 | $12,872,413 | 0.71% | |
| INSM |
INSMED Inc
Healthcare
|
NEW | 100,000 | $10,662,000 | 0.59% | |
| BNR |
Burning Rock Biotech Ltd
Healthcare
|
Added | 1,238,563 | $10,366,772 | 0.57% | |
| GERN |
Geron Corp
Healthcare
|
Held | 6,836,318 | $8,750,487 | 0.48% | |
| AMRN |
Amarin Corp Plc\Uk
Healthcare
|
Added | 532,982 | $8,495,733 | 0.47% | |
| ALEC |
Alector, Inc.
Healthcare
|
Added | 3,808,494 | $7,655,072 | 0.42% | |
| PBLS |
Parabilis Medicines, Inc.
Healthcare
|
NEW | 250,000 | $6,842,500 | 0.38% | |
| CRBU |
Caribou Biosciences, Inc.
Healthcare
|
Held | 2,503,302 | $4,405,811 | 0.24% | |
| PRQR |
ProQR Therapeutics N.V.
Healthcare
|
Held | 1,566,317 | $2,913,349 | 0.16% | |
| CADL |
Candel Therapeutics, Inc.
Healthcare
|
Reduced | 96,741 | $996,432 | 0.06% | |
| ENGN |
enGene Therapeutics Inc.
Healthcare
|
Reduced | 457,855 | $792,089 | 0.04% | |
| TRAW |
Traws Pharma, Inc.
Healthcare
|
NEW | 84,400 | $70,896 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.