Kynam Capital Management, LP
CIK 1907884 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- CLDX13.37%
- PCVX10.75%
- VERA8.69%
- SNDX8.59%
- BCRX8.16%
- CGON6.88%
- VRDN6.66%
- COGT6.56%
- BEAM4.43%
- IMCR3.30%
Share classes counted separately77.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VERAWeight increased · +3.76 pp4.93% → 8.69%Shares +1.03M (+42.79%)
- CLDXWeight increased · +3.28 pp10.09% → 13.37%Shares -399.27K (-6.14%)
- BCRXWeight increased · +2.43 pp5.73% → 8.16%Shares -464.78K (-5.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CLDXCELLDEX THERAPEUTICS INCCOM NEW View history and evidence | $124.15M | 13.37% | 6.10M shares | 10.09% → 13.37%+3.28 pp -399.27K (-6.14%) | Reduced | ↗▾ |
| 02 | PCVXVAXCYTE INC View history and evidence | $99.86M | 10.75% | 3.07M shares | 10.34% → 10.75%+0.41 pp -128.41K (-4.01%) | Reduced | ↗▾ |
| 03 | VERAVERA THERAPEUTICS INCCL A View history and evidence | $80.74M | 8.69% | 3.43M shares | 4.93% → 8.69%+3.76 pp +1.03M (+42.79%) | Added | ↗▾ |
| 04 | SNDXSYNDAX PHARMACEUTICALS INC View history and evidence | $79.79M | 8.59% | 8.52M shares | 8.96% → 8.59%-0.37 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | BCRXBIOCRYST PHARMACEUTICALS INC View history and evidence | $75.84M | 8.16% | 8.46M shares | 5.73% → 8.16%+2.43 pp -464.78K (-5.21%) | Reduced | ↗▾ |
| 06 | CGONCG ONCOLOGY INC View history and evidence | $63.90M | 6.88% | 2.46M shares | 5.47% → 6.88%+1.41 pp -154.00K (-5.90%) | Reduced | ↗▾ |
| 07 | VRDNVIRIDIAN THERAPEUTICS INC View history and evidence | $61.90M | 6.66% | 4.43M shares | 5.42% → 6.66%+1.24 pp -272.07K (-5.79%) | Reduced | ↗▾ |
| 08 | COGTCOGENT BIOSCIENCES INC View history and evidence | $60.98M | 6.56% | 8.49M shares | 4.67% → 6.56%+1.89 pp -612.44K (-6.73%) | Reduced | ↗▾ |
| 09 | BEAMBEAM THERAPEUTICS INC View history and evidence | $41.12M | 4.43% | 2.42M shares | 4.21% → 4.43%+0.22 pp -100.52K (-3.99%) | Reduced | ↗▾ |
| 10 | IMCRIMMUNOCORE HOLDINGS PLC-ADRADS View history and evidence | $30.64M | 3.30% | 976.27K shares | 4.30% → 3.30%-1.00 pp -719.31K (-42.42%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NTRA NATERA INC | Non-derivative | -1,167,570 | -$165.11M | SEC filing ↗ | SEC filing ↗ |
| SLNO SOLENO THERAPEUTICS INC | Call | -302,500 | -$21.61M | SEC filing ↗ | SEC filing ↗ |
| LEGN LEGEND BIOTECH CORP-ADR | Non-derivative | -610,000 | -$20.70M | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1907884 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 928820424
}Research all 31 reported holdings.
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