Kynam Capital Management, LP
Top Portfolio Positions
37 positions ·
$1,621,136,956 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
8,050,959 | $188,070,402 | 11.60% | |
| CLDX |
Celldex Therapeutics, Inc.
Healthcare
|
5,840,567 | $185,262,785 | 11.43% | |
| PCVX |
Vaxcyte, Inc.
Healthcare
|
2,922,335 | $169,816,886 | 10.48% | |
| COGT |
Cogent Biosciences, Inc.
Healthcare
|
4,037,331 | $155,396,870 | 9.59% | |
| VERA |
Vera Therapeutics, Inc.
Healthcare
|
3,398,224 | $136,710,551 | 8.43% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
3,682,185 | $87,746,468 | 5.41% | |
| TVTX |
Travere Therapeutics, Inc.
Healthcare
|
2,423,918 | $72,014,603 | 4.44% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
15,013,093 | $70,561,537 | 4.35% | |
| BCRX |
Biocryst Pharmaceuticals Inc
Healthcare
|
5,680,795 | $54,081,168 | 3.34% | |
| VRDN |
Viridian Therapeutics, Inc.DE
Healthcare
|
2,341,652 | $45,802,713 | 2.83% |
Portfolio Trend
18 quarters · across all stocks
Holdings in BCRX
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,081,168 | 5,680,795 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,058,902 | 9,366,526 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $71,272,149 | 9,390,270 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $75,835,128 | 8,463,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,963,922 | 8,928,523 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $68,321,967 | 9,085,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $69,048,796 | 9,085,368 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $54,549,067 | 8,826,710 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,159,654 | 6,527,491 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,554,000 | 4,600,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,183,006 | 3,133,193 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $20,051,306 | 2,848,197 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,340,000 | 1,000,000 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $5,482,474 | 435,117 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,908,836 | 936,563 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||