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Equibles

Kynam Capital Management, LP

Position in MBX — MBX Biosciences, Inc.

CIK 1907884 PRINCETON, NJ
Back to MBX Full portfolio

Position in MBX

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$51,600,904
+$23,697,154 QoQ
Shares Held
934,799
0.0% QoQ
Ownership
1.94%
of shares outstanding
% of Portfolio
2.85%
of 13F equity value
Holder Rank
#14
of 172 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MBX Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Kynam Capital Management, LP holds $1,765,169,848 across 29 Biotechnology names. MBX ranks #14 (2.9% 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.
 2,840,792 $97,495,981

All Filings in MBX

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $51,600,904 934,799
2026-03-31 $27,903,750 934,799
2025-12-31 $29,483,560 934,799
2025-09-30 $35,000,000 2,000,000