Position in RLAY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$61,743,000
+$47,571,623 QoQ
Shares Held
3,300,000
+131.7% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
3.41%
of 13F equity value
Holder Rank
#19
of 256 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RLAY Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Kynam Capital Management, LP holds $1,765,169,848 across 29 Biotechnology names. RLAY ranks #12 (3.5% 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.
|
2,840,792 | $97,495,981 |
All Filings in RLAY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,743,000 | 3,300,000 | Shares | Sole | 2026-08-14 | |
| 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 filing history on record for this holder in this stock. | ||||||