Kynam Capital Management, LP
CIK 1907884 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- SNDX11.94%
- CLDX11.76%
- PCVX10.78%
- COGT9.86%
- VERA8.68%
- BEAM5.57%
- CTMX4.48%
- BCRX3.43%
- TVTX2.96%
- VRDN2.91%
Share classes counted separately72.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- COGTWeight decreased · -4.40 pp14.26% → 9.86%Shares -2.13M (-34.51%)
- VERAWeight decreased · -2.64 pp11.32% → 8.68%Shares -34.83K (-1.01%)
- PCVXWeight increased · +2.00 pp8.78% → 10.78%Shares 0 (0.00%)
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 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SNDXSYNDAX PHARMACEUTICALS INC View history and evidence | $188.07M | 11.94% | 8.05M shares | 11.01% → 11.94%+0.93 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | CLDXCELLDEX THERAPEUTICS INCCOM NEW View history and evidence | $185.26M | 11.76% | 5.84M shares | 10.51% → 11.76%+1.25 pp -102.61K (-1.73%) | Reduced | ↗▾ |
| 03 | PCVXVAXCYTE INC View history and evidence | $169.82M | 10.78% | 2.92M shares | 8.78% → 10.78%+2.00 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | COGTCOGENT BIOSCIENCES INC View history and evidence | $155.40M | 9.86% | 4.04M shares | 14.26% → 9.86%-4.40 pp -2.13M (-34.51%) | Reduced | ↗▾ |
| 05 | VERAVERA THERAPEUTICS INCCL A View history and evidence | $136.71M | 8.68% | 3.40M shares | 11.32% → 8.68%-2.64 pp -34.83K (-1.01%) | Reduced | ↗▾ |
| 06 | BEAMBEAM THERAPEUTICS INC View history and evidence | $87.75M | 5.57% | 3.68M shares | 4.40% → 5.57%+1.17 pp +1.24M (+50.90%) | Added | ↗▾ |
| 07 | CTMXCYTOMX THERAPEUTICS INC View history and evidence | $70.56M | 4.48% | 15.01M shares | 2.49% → 4.48%+1.99 pp +6.05M (+67.44%) | Added | ↗▾ |
| 08 | BCRXBIOCRYST PHARMACEUTICALS INC View history and evidence | $54.08M | 3.43% | 5.68M shares | 4.76% → 3.43%-1.33 pp -3.69M (-39.35%) | Reduced | ↗▾ |
| 09 | TVTXTRAVERE THERAPEUTICS INC View history and evidence | $46.62M | 2.96% | 1.57M shares | 1.29% → 2.96%+1.67 pp +1.05M (+202.97%) | Added | ↗▾ |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC View history and evidence | $45.80M | 2.91% | 2.34M shares | 2.98% → 2.91%-0.07 pp +871.11K (+59.24%) | Added | ↗▾ |
Options overlay 3
$45.58M 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 | |
|---|---|---|---|---|---|
TVTXTRAVERE THERAPEUTICS INC View history and evidence | Call | 800.00K | $23.77M | +800.00K | ▾ |
RVMDREVOLUTION MEDICINES INC View history and evidence | Put | 207.50K | $20.18M | +207.50K | ▾ |
TVTXTRAVERE THERAPEUTICS INC View history and evidence | Put | 54.90K | $1.63M | +54.90K | ▾ |
3 / 3 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TYRA TYRA BIOSCIENCES INC | Non-derivative | -1,564,492 | -$41.13M | SEC filing ↗ | SEC filing ↗ |
| CGON CG ONCOLOGY INC | Non-derivative | -945,830 | -$39.27M | SEC filing ↗ | SEC filing ↗ |
| BEAM BEAM THERAPEUTICS INC | Call | -937,000 | -$25.97M | SEC filing ↗ | SEC filing ↗ |
3 / 5 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1621127019
}Research all 39 reported holdings.
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