Kynam Capital Management, LP 13F Holdings

CIK 0001907884 · PRINCETON, NJ

As of Sep 30, 2025, Kynam Capital Management, LP reported 35 positions worth .3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CELLDEX THERAPEUTICS INC NEWCLDXHealthcare6,100,729 57.8M11.75%
SYNDAX PHARMACEUTICALS INCSNDXHealthcare8,520,000 31.1M9.76%
VERA THERAPEUTICS INCVERAHealthcare4,027,800 17.0M8.71%
COGENT BIOSCIENCES INCCOGTHealthcare7,886,172 13.2M8.43%
VAXCYTE INCPCVXHealthcare3,071,588 10.6M8.24%
VIRIDIAN THERAPEUTICS INCVRDNHealthcare4,427,927$95.6M7.11%
CG ONCOLOGY INCCGONHealthcare2,005,205$80.8M6.01%
BIOCRYST PHARMACEUTICALS INCBCRXHealthcare9,390,270$71.3M5.31%
BEAM THERAPEUTICS INCBEAMHealthcare2,517,647$61.1M4.55%
IMMUNOCORE HOLDINGS PLCIMCRHealthcare1,009,267$36.7M2.73%
MBX BIOSCIENCES INCMBXHealthcare2,000,000$35.0M2.61%
ENGENE HOLDINGS INCENGNHealthcare4,994,090$34.1M2.54%
WAVE LIFE SCIENCES LTDWVEHealthcare4,560,053$33.4M2.49%
TYRA BIOSCIENCES INCTYRAHealthcare2,329,998$32.6M2.43%
TRAVERE THERAPEUTICS INCTVTXHealthcare949,727$22.7M1.69%
DYNAVAX TECHNOLOGIES CORPDVAXHealthcare2,145,319$21.3M1.59%
NURIX THERAPEUTICS INCNRIXHealthcare2,168,605$20.0M1.49%
UNITED THERAPEUTICS CORPUTHRHealthcare67,588$20.0M1.49%
APELLIS PHARMACEUTICALS INCAPLSHealthcare808,607 8.3M1.36%
PHARVARIS N VPHVSHealthcare675,000 6.8M1.25%
RELAY THERAPEUTICS INCRLAYHealthcare2,887,014 5.1M1.12%
CULLINAN THERAPEUTICS INCCGEMHealthcare2,302,172 3.7M1.02%
CYTOMX THERAPEUTICS INCCTMXHealthcare3,646,503 1.6M0.87%
AMARIN CORP PLCAMRNHealthcare576,111$9.4M0.70%
BURNING ROCK BIOTECH LTD-ADRBNR—994,883$8.6M0.64%