EdgeMarket › What Kynam Capital Management, Lp reported owning
What Kynam Capital Management, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
39Quarter
2026-03-31Shown below
36largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SNDX Syndax Pharmaceuticals Inc | 188.1M | 11.6% | 8.1M | 19.65 | +24.8% |
| CLDX Celldex Therapeutics, Inc. | 185.3M | 11.4% | 5.8M | 40.38 | +93.3% |
| PCVX Vaxcyte, Inc. | 169.8M | 10.5% | 2.9M | 62.62 | +100.3% |
| COGT Cogent Biosciences, Inc. | 155.4M | 9.6% | 4.0M | 36.73 | +209.6% |
| VERA Vera Therapeutics, Inc. | 136.7M | 8.4% | 3.4M | 32.27 | +46.0% |
| BEAM Beam Therapeutics Inc. | 87.7M | 5.4% | 3.7M | 29.76 | +85.3% |
| CTMX CytomX Therapeutics, Inc. | 70.6M | 4.4% | 15.0M | 3.28 | +66.5% |
| BCRX BIOCRYST PHARMACEUTICALS INC | 54.1M | 3.3% | 5.7M | 9.55 | +14.0% |
| TVTX Travere Therapeutics, Inc. | 46.6M | 2.9% | 1.6M | 65.71 | +265.7% |
| VRDN Viridian Therapeutics, Inc.\DE | 45.8M | 2.8% | 2.3M | 24.29 | +33.9% |
| CGEM Cullinan Therapeutics, Inc. | 44.3M | 2.7% | 3.1M | 21.68 | +190.2% |
| URGN UroGen Pharma Ltd. | 40.4M | 2.5% | 2.2M | 46.86 | +142.7% |
| unmapped CUSIP 483497103 | 36.7M | 2.3% | 1.8M | — | — |
| unmapped CUSIP 03753U106 | 33.2M | 2.0% | 825.0K | — | — |
| LEGN Legend Biotech Corp | 28.5M | 1.8% | 1.6M | 21.82 | -38.8% |
| MBX MBX Biosciences, Inc. | 27.9M | 1.7% | 934.8K | 66.33 | +386.6% |
| IMCR Immunocore Holdings plc | 26.7M | 1.6% | 884.9K | 36.88 | +13.5% |
| STRO SUTRO BIOPHARMA, INC. | 21.7M | 1.3% | 872.6K | 21.04 | +143.4% |
| BNR Burning Rock Biotech Ltd | 19.8M | 1.2% | 1.2M | 9.78 | +5.2% |
| unmapped CUSIP 834203309 | 18.7M | 1.2% | 560.0K | — | — |
| NRIX Nurix Therapeutics, Inc. | 18.5M | 1.1% | 1.2M | 26.72 | +180.4% |
| PHVS Pharvaris N.V. | 18.1M | 1.1% | 640.4K | 36.27 | +57.7% |
| EVMN Evommune, Inc. | 14.4M | 0.9% | 625.5K | 14.02 | — |
| RLAY Relay Therapeutics, Inc. | 14.2M | 0.9% | 1.4M | 19.44 | +471.8% |
| GERN GERON CORP | 10.2M | 0.6% | 6.8M | 1.52 | +9.4% |
| ENGN enGene Therapeutics Inc. | 9.2M | 0.6% | 1.4M | 1.78 | -53.9% |
| DSGN Design Therapeutics, Inc. | 8.3M | 0.5% | 784.6K | 14.99 | +212.9% |
| WVE Wave Life Sciences, Inc. | 7.0M | 0.4% | 965.2K | 5.29 | -44.0% |
| CLYM Climb Bio, Inc. | 6.9M | 0.4% | 1.0M | 17.28 | +668.0% |
| AMRN AMARIN CORP PLC\UK | 6.8M | 0.4% | 472.4K | 14.09 | -11.1% |
| BHVN Biohaven Ltd. | 5.9M | 0.4% | 702.9K | 13.85 | -5.8% |
| PRLD Prelude Therapeutics Inc | 5.4M | 0.3% | 1.6M | 6.63 | +531.4% |
| CRBU Caribou Biosciences, Inc. | 4.8M | 0.3% | 2.5M | 1.66 | -7.8% |
| ALEC Alector, Inc. | 4.3M | 0.3% | 2.0M | 2.36 | +7.3% |
| PRQR ProQR Therapeutics N.V. | 2.5M | 0.2% | 1.6M | 2.34 | +9.3% |
| CADL Candel Therapeutics, Inc. | 980.0K | 0.1% | 200.0K | 13.13 | +136.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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