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 TVTX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,615,524 | 1,569,018 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $23,768,000 | 800,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,631,079 | 54,900 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $19,788,347 | 517,884 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,698,475 | 949,727 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,802,226 | 1,540,691 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,305,280 | 1,802,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,403,905 | 1,802,750 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,187,438 | 1,371,511 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,618,036 | 2,021,659 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,420,000 | 2,000,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,980,000 | 2,000,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,994 | 15,100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $8,560,067 | 957,502 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $22,344,652 | 1,454,730 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,165,251 | 1,563,595 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,792,621 | 418,099 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,268,202 | 416,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,927,708 | 1,235,151 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $22,443,556 | 870,918 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,652,477 | 182,103 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||