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 RLAY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,171,377 | 1,424,259 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,049,231 | 1,424,259 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,070,213 | 2,887,014 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,989,068 | 2,887,014 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,025,825 | 3,063,292 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,120,000 | 1,000,000 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||