Position in BEAM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,495,981
+$9,749,513 QoQ
Shares Held
2,840,792
-22.9% QoQ
Ownership
2.75%
of shares outstanding
% of Portfolio
5.39%
of 13F equity value
Holder Rank
#12
of 273 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BEAM Over Time
Shares Held
Position Value (USD)
Derivatives in BEAM
reported options exposure · as of Dec 31, 2025CallValue
$25,973,640
CallShares
937,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Kynam Capital Management, LP holds $1,765,169,848 across 29 Biotechnology names. BEAM ranks #8 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CLDX |
Celldex Therapeutics, Inc.
|
5,322,908 | $198,065,406 | |
| 2 | SNDX |
Syndax Pharmaceuticals Inc
|
8,050,959 | $175,993,963 | |
| 3 | PCVX |
Vaxcyte, Inc.
|
2,922,335 | $169,875,333 | |
| 4 | COGT |
Cogent Biosciences, Inc.
|
3,667,097 | $141,916,653 | |
| 5 | VERA |
Vera Therapeutics, Inc.
|
2,890,059 | $124,012,431 | |
| 6 | VRDN |
Viridian Therapeutics, Inc.\DE
|
6,453,877 | $118,557,720 | |
| 7 | TVTX |
Travere Therapeutics, Inc.
|
2,000,000 | $113,620,000 | |
| 8 | BEAM |
Beam Therapeutics Inc.
This page
|
2,840,792 | $97,495,981 |
All Filings in BEAM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,495,981 | 2,840,792 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,746,468 | 3,682,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $67,642,732 | 2,440,214 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $25,973,640 | 937,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $61,103,292 | 2,517,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $41,124,175 | 2,417,647 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $49,179,860 | 2,518,170 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $43,552,718 | 1,756,158 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,901,082 | 1,302,085 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||