Kynam Capital Management, LP
CIK 1907884 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- COGT14.26%
- VERA11.32%
- SNDX11.01%
- CLDX10.51%
- PCVX8.78%
- BCRX4.76%
- BEAM4.40%
- VRDN2.98%
- TYRA2.68%
- CGON2.56%
Share classes counted separately73.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COGTWeight increased · +5.83 pp8.43% → 14.26%Shares -1.72M (-21.82%)
- VRDNWeight decreased · -4.13 pp7.11% → 2.98%Shares -2.96M (-66.79%)
- CGONWeight decreased · -3.45 pp6.01% → 2.56%Shares -1.06M (-52.83%)
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 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | COGTCOGENT BIOSCIENCES INC View history and evidence | $218.99M | 14.26% | 6.17M shares | 8.43% → 14.26%+5.83 pp -1.72M (-21.82%) | Reduced | ↗▾ |
| 02 | VERAVERA THERAPEUTICS INCCL A View history and evidence | $173.85M | 11.32% | 3.43M shares | 8.71% → 11.32%+2.61 pp -594.75K (-14.77%) | Reduced | ↗▾ |
| 03 | SNDXSYNDAX PHARMACEUTICALS INC View history and evidence | $169.15M | 11.01% | 8.05M shares | 9.76% → 11.01%+1.25 pp -469.04K (-5.51%) | Reduced | ↗▾ |
| 04 | CLDXCELLDEX THERAPEUTICS INCCOM NEW View history and evidence | $161.42M | 10.51% | 5.94M shares | 11.75% → 10.51%-1.24 pp -157.55K (-2.58%) | Reduced | ↗▾ |
| 05 | PCVXVAXCYTE INC View history and evidence | $134.84M | 8.78% | 2.92M shares | 8.24% → 8.78%+0.54 pp -149.25K (-4.86%) | Reduced | ↗▾ |
| 06 | BCRXBIOCRYST PHARMACEUTICALS INC View history and evidence | $73.06M | 4.76% | 9.37M shares | 5.31% → 4.76%-0.55 pp -23.74K (-0.25%) | Reduced | ↗▾ |
| 07 | BEAMBEAM THERAPEUTICS INC View history and evidence | $67.64M | 4.40% | 2.44M shares | 4.55% → 4.40%-0.15 pp -77.43K (-3.08%) | Reduced | ↗▾ |
| 08 | VRDNVIRIDIAN THERAPEUTICS INC View history and evidence | $45.76M | 2.98% | 1.47M shares | 7.11% → 2.98%-4.13 pp -2.96M (-66.79%) | Reduced | ↗▾ |
| 09 | TYRATYRA BIOSCIENCES INC View history and evidence | $41.13M | 2.68% | 1.56M shares | 2.43% → 2.68%+0.25 pp -765.51K (-32.85%) | Reduced | ↗▾ |
| 10 | CGONCG ONCOLOGY INC View history and evidence | $39.27M | 2.56% | 945.83K shares | 6.01% → 2.56%-3.45 pp -1.06M (-52.83%) | Reduced | ↗▾ |
Options overlay 2
$29.41M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
BEAMBEAM THERAPEUTICS INC View history and evidence | Call | 937.00K | $25.97M | +937.00K | ▾ |
OMEROMEROS CORP View history and evidence | Put | 200.00K | $3.44M | +200.00K | ▾ |
2 / 2 options · preview only
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UTHR UNITED THERAPEUTICS CORP | Non-derivative | -67,588 | -$20.01M | SEC filing ↗ | SEC filing ↗ |
| IRWD IRONWOOD PHARMACEUTICALS INC | Non-derivative | -5,466,825 | -$7.16M | SEC filing ↗ | SEC filing ↗ |
| URGN UROGEN PHARMA LTD | Non-derivative | -282,412 | -$6.94M | 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 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1565452855
}Research all 37 reported holdings.
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