Kynam Capital Management, LP — 13F Holdings & Portfolio
CIK 1907884 · latest 13F-HR filed 2026-08-14
Kynam Capital Management, LP manages $1.81B in 13F-reported U.S. long-equity assets across 32 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CLDX (10.95%), SNDX (9.73%), PCVX (9.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 9; 18 existing positions rose in reported value and 7 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VIRIDIAN THERAPEUTICS INC$72.8M +158.8%
- TRAVERE THERAPEUTICS INC$67.0M +143.7%
- LEGEND BIOTECH CORP$58.2M +204.0%
- UROGEN PHARMA LTD$49.2M +121.7%
- RELAY THERAPEUTICS INC$47.6M +335.7%
Top Trims
- BIOCRYST PHARMACEUTICALS INC-$28.9M -53.4%
- COGENT BIOSCIENCES INC-$13.5M -8.7%
- VERA THERAPEUTICS INC-$12.7M -9.3%
- SYNDAX PHARMACEUTICALS INC-$12.1M -6.4%
- BURNING ROCK BIOTECH LTD-$9.3M -46.9%
New Positions
- SUMMIT THERAPEUTICS INC$17.5M
- INSMED INC$10.7M
- PARABILIS MEDICINES INC$6.8M
- ENGENE THERAPEUTICS INC$792.1K
- TRAWS PHARMA INC$71.2K
Exited Positions
- KALVISTA PHARMACEUTICALS INC$36.7M
- APELLIS PHARMACEUTICALS INC$33.2M
- SOLENO THERAPEUTICS INC$18.7M
- EVOMMUNE INC$14.4M
- ENGENE HOLDINGS INC$9.2M
Kynam Capital Management, LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $198.1M | 10.95% | 5,322,908 | SH |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $176.0M | 9.73% | 8,050,959 | SH |
| 3 | VAXCYTE INC | PCVX | 92243G108 | $169.9M | 9.39% | 2,922,335 | SH |
| 4 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $141.9M | 7.84% | 3,667,097 | SH |
| 5 | VERA THERAPEUTICS INC | VERA | 92337R101 | $124.0M | 6.85% | 2,890,059 | SH |
| 6 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $118.6M | 6.55% | 6,453,877 | SH |
| 7 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $113.6M | 6.28% | 2,000,000 | SH |
| 8 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $97.5M | 5.39% | 2,840,792 | SH |
| 9 | UROGEN PHARMA LTD | URGN | M96088105 | $89.6M | 4.95% | 2,434,207 | SH |
| 10 | LEGEND BIOTECH CORP | LEGN | 52490G102 | $86.7M | 4.79% | 3,001,205 | SH |
| 11 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $81.4M | 4.50% | 21,703,093 | SH |
| 12 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $61.7M | 3.41% | 3,300,000 | SH |
| 13 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $56.7M | 3.13% | 3,114,132 | SH |
| 14 | MBX BIOSCIENCES INC | MBX | 55287L101 | $51.6M | 2.85% | 934,799 | SH |
| 15 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $43.7M | 2.41% | 1,375,000 | SH |
| 16 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $29.0M | 1.60% | 1,194,757 | SH |
| 17 | SUTRO BIOPHARMA INC | STRO | 869367201 | $29.0M | 1.60% | 872,558 | SH |
| 18 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $25.2M | 1.39% | 2,522,660 | SH |
| 19 | PHARVARIS N V | PHVS | N69605108 | $22.9M | 1.26% | 661,795 | SH |
| 20 | SUMMIT THERAPEUTICS INC | SMMT | 86627T108 | $17.5M | 0.97% | 1,200,000 | SH |
| 21 | PRELUDE THERAPEUTICS INC | PRLD | 74065P101 | $12.9M | 0.71% | 2,415,087 | SH |
| 22 | INSMED INC | INSM | 457669307 | $10.7M | 0.59% | 100,000 | SH |
| 23 | BURNING ROCK BIOTECH LTD | BNR | 12233L206 | $10.5M | 0.58% | 1,238,563 | SH |
| 24 | GERON CORP | GERN | 374163103 | $8.8M | 0.48% | 6,836,318 | SH |
| 25 | AMARIN CORP PLC | AMRN | 023111404 | $8.5M | 0.47% | 532,982 | SH |
| 26 | ALECTOR INC | ALEC | 014442107 | $7.7M | 0.42% | 3,808,494 | SH |
| 27 | PARABILIS MEDICINES INC | PBLS | 698955101 | $6.8M | 0.38% | 250,000 | SH |
| 28 | CARIBOU BIOSCIENCES INC | CRBU | 142038108 | $4.4M | 0.24% | 2,503,302 | SH |
| 29 | PROQR THRAPEUTICS N V | PRQR | N71542109 | $2.9M | 0.16% | 1,566,317 | SH |
| 30 | CANDEL THERAPEUTICS INC | CADL | 137404109 | $996.4K | 0.06% | 96,741 | SH |
| 31 | ENGENE THERAPEUTICS INC | ENGN | 29286X101 | $792.1K | 0.04% | 457,855 | SH |
| 32 | TRAWS PHARMA INC | TRAW | 68232V884 | $71.2K | 0.00% | 84,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.81B | 32 | 0001907884-26-000012 |
| 2026-03-31 | 2026-05-15 | $1.62B | 39 | 0001907884-26-000007 |
| 2025-12-31 | 2026-02-17 | $1.57B | 37 | 0001907884-26-000001 |
| 2025-09-30 | 2025-11-14 | $1.34B | 35 | 0001907884-25-000002 |
PRINCETON, NJ 08540