Kynam Capital Management, LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001907884

Type: FundHoldings: 32Value: $1.2BLatest: 2025Q1

Kynam Capital Management, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 32 holdings worth $1.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AMRN",
  "CRBU",
  "DVAX",
  "RLAY",
  "TVTX",
  "TYRA",
  "LQDA",
  "NRIX",
  "SNDX",
  "LEGN",
  "BNR",
  "GERN",
  "PRQR",
  "STRO",
  "SLNO",
  "COGT",
  "NTRA",
  "WVE",
  null,
  null,
  "IMCR",
  "DSGN",
  "IRWD",
  "URGN",
  "VRDN",
  "VERA",
  "PCVX",
  "BEAM",
  "BCRX",
  "CLDX",
  "CGON",
  "CGEM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 32
Total Value: 1190280157
Accession Number: 0001085146-25-003252
Form Type: 13F-HR
CIK: kynam-capital-management-lp
Manager Name: Kynam-Capital-Management-Lp

Data Enrichment

94% identified

30 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

32 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

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Natera, Inc.

NTRA|632307104

Shares:1.2M

Value:$165.1M

% of Portfolio:13.9% ($165.1M/$1.2B)

Vaxcyte, Inc.

PCVX|92243G108

Shares:3.2M

Value:$120.8M

% of Portfolio:10.2% ($120.8M/$1.2B)

Celldex Therapeutics, Inc.

CLDX|15117B202

Shares:6.5M

Value:$118.0M

% of Portfolio:9.9% ($118.0M/$1.2B)

Syndax Pharmaceuticals Inc

SNDX|87164F105

Shares:8.5M

Value:$104.7M

% of Portfolio:8.8% ($104.7M/$1.2B)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:8.9M

Value:$67.0M

% of Portfolio:5.6% ($67.0M/$1.2B)

CG Oncology, Inc.

CGON|156944100

Shares:2.6M

Value:$64.0M

% of Portfolio:5.4% ($64.0M/$1.2B)

Viridian Therapeutics, Inc.\DE

VRDN|92790C104

Shares:4.7M

Value:$63.4M

% of Portfolio:5.3% ($63.4M/$1.2B)

Vera Therapeutics, Inc.

VERA|92337R101

Shares:2.4M

Value:$57.6M

% of Portfolio:4.8% ($57.6M/$1.2B)

Cogent Biosciences, Inc.

COGT|19240Q201

Shares:9.1M

Value:$54.5M

% of Portfolio:4.6% ($54.5M/$1.2B)

Immunocore Holdings plc

IMCR|45258D105

Shares:1.7M

Value:$50.3M

% of Portfolio:4.2% ($50.3M/$1.2B)

Beam Therapeutics Inc.

BEAM|07373V105

Shares:2.5M

Value:$49.2M

% of Portfolio:4.1% ($49.2M/$1.2B)

Wave Life Sciences Ltd.

WVE|Y95308105

Shares:4.9M

Value:$39.6M

% of Portfolio:3.3% ($39.6M/$1.2B)

DYNAVAX TECHNOLOGIES CORP

DVAX|268158201

Shares:2.6M

Value:$34.0M

% of Portfolio:2.9% ($34.0M/$1.2B)

Travere Therapeutics, Inc.

TVTX|89422G107

Shares:1.8M

Value:$32.3M

% of Portfolio:2.7% ($32.3M/$1.2B)

Tyra Biosciences, Inc.

TYRA|90240B106

Shares:2.4M

Value:$22.4M

% of Portfolio:1.9% ($22.4M/$1.2B)

29286M105

Shares:5.0M

Value:$22.4M

% of Portfolio:1.9% ($22.4M/$1.2B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:302.5K

Value:$21.6M

% of Portfolio:1.8% ($21.6M/$1.2B)

Legend Biotech Corp

LEGN|52490G102

Shares:610.0K

Value:$20.7M

% of Portfolio:1.7% ($20.7M/$1.2B)

Cullinan Therapeutics, Inc.

CGEM|230031106

Shares:2.3M

Value:$17.7M

% of Portfolio:1.5% ($17.7M/$1.2B)

Nurix Therapeutics, Inc.

NRIX|67080M103

Shares:800.0K

Value:$9.5M

% of Portfolio:0.8% ($9.5M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Natera, Inc.(NTRAcusip632307104)	1.2M	QoQ -42.25% (-854.5K) YoY -41.62% (-832.4K)	All Managers (Combined)	$165.1M	13.9% ($165.1M/$1.2B)	QoQ -48.42% (-$155.0M) YoY -9.73% (-$17.8M)
Vaxcyte, Inc.(PCVXcusip92243G108)	3.2M	QoQ +36.93% (-863.2K) YoY +329.53% (+2.5M)	All Managers (Combined)	$120.8M	10.2% ($120.8M/$1.2B)	QoQ -36.83% (-$70.5M) YoY +137.43% (+$69.9M)
Celldex Therapeutics, Inc.(CLDXcusip15117B202)	6.5M	QoQ +28.35% (-1.4M) YoY +124.13% (-3.6M)	All Managers (Combined)	$118.0M	9.9% ($118.0M/$1.2B)	QoQ -7.81% (-$10.0M) YoY -3.07% (-$3.7M)
Syndax Pharmaceuticals Inc(SNDXcusip87164F105)	8.5M	QoQ 0.00% (-0) YoY +50.53% (-2.9M)	All Managers (Combined)	$104.7M	8.8% ($104.7M/$1.2B)	QoQ -7.07% (-$8.0M) YoY -22.29% (-$30.0M)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	8.9M	QoQ -1.72% (-156.8K) YoY +36.78% (+2.4M)	All Managers (Combined)	$67.0M	5.6% ($67.0M/$1.2B)	QoQ -1.98% (-$1.4M) YoY +101.94% (+$33.8M)
CG Oncology, Inc.(CGONcusip156944100)	2.6M	QoQ +3.64% (-92.0K) YoY NEW(+2.6M)	All Managers (Combined)	$64.0M	5.4% ($64.0M/$1.2B)	QoQ -11.49% (-$8.3M) YoY NEW(+$64.0M)
Viridian Therapeutics, Inc.\DE(VRDNcusip92790C104)	4.7M	QoQ +41.29% (-1.4M) YoY +3410.68% (+4.6M)	All Managers (Combined)	$63.4M	5.3% ($63.4M/$1.2B)	QoQ -0.64% (-$408.4K) YoY +2602.68% (+$61.0M)
Vera Therapeutics, Inc.(VERAcusip92337R101)	2.4M	QoQ +64.61% (-942.1K) YoY +57.19% (-873.2K)	All Managers (Combined)	$57.6M	4.8% ($57.6M/$1.2B)	QoQ -6.49% (-$4.0M) YoY -12.43% (-$8.2M)
Cogent Biosciences, Inc.(COGTcusip19240Q201)	9.1M	QoQ 0.00% (-0) YoY +7.11% (-605.0K)	All Managers (Combined)	$54.5M	4.6% ($54.5M/$1.2B)	QoQ -23.20% (-$16.5M) YoY -4.51% (-$2.6M)
Immunocore Holdings plc(IMCRcusip45258D105)	1.7M	QoQ +38.34% (+470.0K) YoY NEW(+1.7M)	All Managers (Combined)	$50.3M	4.2% ($50.3M/$1.2B)	QoQ +39.14% (+$14.2M) YoY NEW(+$50.3M)
Beam Therapeutics Inc.(BEAMcusip07373V105)	2.5M	QoQ +43.39% (+762.0K) YoY NEW(+2.5M)	All Managers (Combined)	$49.2M	4.1% ($49.2M/$1.2B)	QoQ +12.92% (+$5.6M) YoY NEW(+$49.2M)
Wave Life Sciences Ltd.(WVEcusipY95308105)	4.9M	QoQ 0.00% (-0) YoY +24.60% (+967.4K)	All Managers (Combined)	$39.6M	3.3% ($39.6M/$1.2B)	QoQ -34.68% (-$21.0M) YoY +63.17% (+$15.3M)
DYNAVAX TECHNOLOGIES CORP(DVAXcusip268158201)	2.6M	QoQ -60.05% (-3.9M) YoY -38.18% (-1.6M)	All Managers (Combined)	$34.0M	2.9% ($34.0M/$1.2B)	QoQ -59.42% (-$49.8M) YoY -35.39% (-$18.6M)
Travere Therapeutics, Inc.(TVTXcusip89422G107)	1.8M	QoQ 0.00% (+0) YoY -9.86% (-197.3K)	All Managers (Combined)	$32.3M	2.7% ($32.3M/$1.2B)	QoQ +2.87% (+$901.4K) YoY +109.50% (-$16.9M)
Tyra Biosciences, Inc.(TYRAcusip90240B106)	2.4M	QoQ +353.56% (+1.9M) YoY +367.02% (+1.9M)	All Managers (Combined)	$22.4M	1.9% ($22.4M/$1.2B)	QoQ +203.46% (+$15.0M) YoY +164.83% (+$13.9M)
(cusip29286M105)✕	5.0M	QoQ 0.00% (-0) YoY NEW(+5.0M)	All Managers (Combined)	$22.4M	1.9% ($22.4M/$1.2B)	QoQ -32.63% (-$10.8M) YoY NEW(+$22.4M)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	302.5K	QoQ NEW(+302.5K) YoY NEW(+302.5K)	All Managers (Combined)	$21.6M	1.8% ($21.6M/$1.2B)	QoQ NEW(+$21.6M) YoY NEW(+$21.6M)
Legend Biotech Corp(LEGNcusip52490G102)	610.0K	QoQ NEW(+610.0K) YoY NEW(+610.0K)	All Managers (Combined)	$20.7M	1.7% ($20.7M/$1.2B)	QoQ NEW(+$20.7M) YoY NEW(+$20.7M)
Cullinan Therapeutics, Inc.(CGEMcusip230031106)	2.3M	QoQ +86.68% (+1.1M) YoY NEW(+2.3M)	All Managers (Combined)	$17.7M	1.5% ($17.7M/$1.2B)	QoQ +16.02% (+$2.4M) YoY NEW(+$17.7M)
Nurix Therapeutics, Inc.(NRIXcusip67080M103)	800.0K	QoQ NEW(+800.0K) YoY NEW(+800.0K)	All Managers (Combined)	$9.5M	0.8% ($9.5M/$1.2B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)