Position in STRO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$28,968,925
+$7,233,506 QoQ
Shares Held
872,558
0.0% QoQ
Ownership
5.26%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#6
of 97 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STRO 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. STRO ranks #17 (1.6% 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 STRO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,968,925 | 872,558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,735,419 | 872,558 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,548,856 | 479,590 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,426,646 | 5,088,099 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,612,550 | 5,088,099 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,536,940 | 5,441,447 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,700,262 | 3,641,447 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,149,906 | 2,066,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,929,391 | 2,023,683 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,309,757 | 2,001,727 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,587,408 | 2,001,727 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,387,782 | 1,552,675 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,975,000 | 1,500,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,166,482 | 901,836 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,268,715 | 404,544 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||