Kynam Capital Management, LP — 13F Holdings & Portfolio
CIK 1907884 · latest 13F-HR filed 2026-05-15
Kynam Capital Management, LP manages $1.62B in 13F-reported U.S. long-equity assets across 39 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SNDX (11.60%), CLDX (11.43%), PCVX (10.48%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 3, added to 19, and trimmed 10.
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.
$1.62B
Long-equity book
39
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −3 / ↑19 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VAXCYTE INC$35.0M +25.9%
- CYTOMX THERAPEUTICS INC.$32.4M +84.7%
- TRAVERE THERAPEUTICS INC$26.8M +135.6%
- CELLDEX THERAPEUTICS INC NEW$23.8M +14.8%
- BEAM THERAPEUTICS INC$20.1M +29.7%
Top Trims
- COGENT BIOSCIENCES INC-$63.6M -29.0%
- VERA THERAPEUTICS INC-$37.1M -21.4%
- WAVE LIFE SCIENCES LTD-$29.9M -81.0%
- BIOCRYST PHARMACEUTICALS INC-$19.0M -26.0%
- NURIX THERAPEUTICS INC-$18.9M -50.5%
New Positions
- UROGEN PHARMA LTD$40.4M
- LEGEND BIOTECH CORP$28.5M
- SOLENO THERAPEUTICS INC$18.7M
- CANDEL THERAPEUTICS INC$980.0K
Exited Positions
- TYRA BIOSCIENCES INC$41.1M
- CG ONCOLOGY INC$39.3M
- DYNAVAX TECHNOLOGIES CORP$21.2M
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 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $188.1M | 11.60% | 8,050,959 | SH |
| 2 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $185.3M | 11.43% | 5,840,567 | SH |
| 3 | VAXCYTE INC | PCVX | 92243G108 | $169.8M | 10.48% | 2,922,335 | SH |
| 4 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $155.4M | 9.59% | 4,037,331 | SH |
| 5 | VERA THERAPEUTICS INC | VERA | 92337R101 | $136.7M | 8.43% | 3,398,224 | SH |
| 6 | BEAM THERAPEUTICS INC | BEAM | 07373V105 | $87.7M | 5.41% | 3,682,185 | SH |
| 7 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $70.6M | 4.35% | 15,013,093 | SH |
| 8 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $54.1M | 3.34% | 5,680,795 | SH |
| 9 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $46.6M | 2.88% | 1,569,018 | SH |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $45.8M | 2.83% | 2,341,652 | SH |
| 11 | CULLINAN THERAPEUTICS INC | CGEM | 230031106 | $44.3M | 2.73% | 3,114,132 | SH |
| 12 | UROGEN PHARMA LTD | URGN | M96088105 | $40.4M | 2.49% | 2,247,393 | SH |
| 13 | KALVISTA PHARMACEUTICALS INC | KALV | 483497103 | $36.7M | 2.26% | 1,820,954 | SH |
| 14 | APELLIS PHARMACEUTICALS INC | APLS | 03753U106 | $33.2M | 2.05% | 825,000 | SH |
| 15 | LEGEND BIOTECH CORP | LEGN | 52490G102 | $28.5M | 1.76% | 1,576,295 | SH |
| 16 | MBX BIOSCIENCES INC | MBX | 55287L101 | $27.9M | 1.72% | 934,799 | SH |
| 17 | IMMUNOCORE HLDGS PLC | IMCR | 45258D105 | $26.7M | 1.65% | 884,937 | SH |
| 18 | TRAVERE THERAPEUTICS INC Call | TVTX | 89422G107 | $23.8M | 1.47% | 800,000 | SH |
| 19 | SUTRO BIOPHARMA INC | STRO | 869367201 | $21.7M | 1.34% | 872,558 | SH |
| 20 | REVOLUTION MEDICINES INC Put | RVMD | 76155X100 | $20.2M | 1.24% | 207,500 | SH |
| 21 | BURNING ROCK BIOTECH LTD | BNR | 12233L206 | $19.8M | 1.22% | 1,227,555 | SH |
| 22 | SOLENO THERAPEUTICS INC | SLNO | 834203309 | $18.7M | 1.16% | 560,000 | SH |
| 23 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $18.5M | 1.14% | 1,194,757 | SH |
| 24 | PHARVARIS N V | PHVS | N69605108 | $18.1M | 1.12% | 640,395 | SH |
| 25 | EVOMMUNE INC | EVMN | 30054Y107 | $14.4M | 0.89% | 625,496 | SH |
| 26 | RELAY THERAPEUTICS INC | RLAY | 75943R102 | $14.2M | 0.87% | 1,424,259 | SH |
| 27 | GERON CORP | GERN | 374163103 | $10.2M | 0.63% | 6,836,318 | SH |
| 28 | ENGENE HOLDINGS INC | ENGNW | 29286M105 | $9.2M | 0.57% | 1,356,843 | SH |
| 29 | DESIGN THERAPEUTICS INC | DSGN | 25056L103 | $8.3M | 0.51% | 784,606 | SH |
| 30 | WAVE LIFE SCIENCES LTD | WVE | Y95308105 | $7.0M | 0.43% | 965,193 | SH |
| 31 | CLIMB BIO INC | CLYM | 28658R106 | $6.9M | 0.42% | 1,003,341 | SH |
| 32 | AMARIN CORP PLC | AMRN | 023111404 | $6.8M | 0.42% | 472,382 | SH |
| 33 | BIOHAVEN LTD | BHVN | G1110E107 | $5.9M | 0.37% | 702,884 | SH |
| 34 | PRELUDE THERAPEUTICS INC | PRLD | 74065P101 | $5.4M | 0.34% | 1,592,551 | SH |
| 35 | CARIBOU BIOSCIENCES INC | CRBU | 142038108 | $4.8M | 0.29% | 2,503,302 | SH |
| 36 | ALECTOR INC | ALEC | 014442107 | $4.3M | 0.27% | 2,000,000 | SH |
| 37 | PROQR THRAPEUTICS N V | PRQR | N71542109 | $2.5M | 0.16% | 1,566,317 | SH |
| 38 | TRAVERE THERAPEUTICS INC Put | TVTX | 89422G107 | $1.6M | 0.10% | 54,900 | SH |
| 39 | CANDEL THERAPEUTICS INC | CADL | 137404109 | $980.0K | 0.06% | 200,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |