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 WVE
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,997,649 | 965,193 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,874,785 | 2,169,105 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,379,587 | 4,560,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $29,640,344 | 4,560,053 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,587,935 | 4,899,497 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,606,777 | 4,899,497 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $40,175,875 | 4,899,497 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,837,849 | 3,975,521 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,260,945 | 3,932,082 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,857,014 | 3,932,082 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,609,471 | 3,932,082 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,285,551 | 3,924,602 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,488,103 | 3,807,876 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,667,274 | 1,238,182 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,044,899 | 1,397,479 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,514,388 | 1,696,735 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,823,456 | 1,911,728 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,693,025 | 1,494,594 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||