Kynam Capital Management, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.62B
Q ending 2026-03-31
Prior quarter
$1.57B
Q ending 2025-12-31
Change
+3.6% QoQ · +36.2% YoY
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Syndax Pharmaceuticals Inc | SNDX | Shares | $188.1M | 8.1M |
| Celldex Therapeutics Inc New | CLDX | Shares | $185.3M | 5.8M |
| Vaxcyte Inc | PCVX | Shares | $169.8M | 2.9M |
| Cogent Biosciences Inc | COGT | Shares | $155.4M | 4.0M |
| Vera Therapeutics Inc | VERA | Shares | $136.7M | 3.4M |
| Beam Therapeutics Inc | BEAM | Shares | $87.7M | 3.7M |
| Cytomx Therapeutics Inc. | CTMX | Shares | $70.6M | 15.0M |
| Biocryst Pharmaceuticals Inc | BCRX | Shares | $54.1M | 5.7M |
| Travere Therapeutics Inc | TVTX | Shares | $46.6M | 1.6M |
| Viridian Therapeutics Inc | VRDN | Shares | $45.8M | 2.3M |
| Cullinan Therapeutics Inc | CGEM | Shares | $44.3M | 3.1M |
| Urogen Pharma Ltd | Shares | $40.4M | 2.2M | |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $36.7M | 1.8M |
| Apellis Pharmaceuticals Inc | APLS | Shares | $33.2M | 825K |
| Legend Biotech Corp | LEGN | Shares | $28.5M | 1.6M |
| Mbx Biosciences Inc | MBX | Shares | $27.9M | 935K |
| Immunocore Hldgs Plc | IMCR | Shares | $26.7M | 885K |
| Travere Therapeutics Inc | TVTX | Call | $23.8M | 800K |
| Sutro Biopharma Inc | STRO | Shares | $21.7M | 873K |
| Revolution Medicines Inc | RVMD | Put | $20.2M | 208K |
| Burning Rock Biotech Ltd | BNR | Shares | $19.8M | 1.2M |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $18.7M | 560K |
| Nurix Therapeutics Inc | NRIX | Shares | $18.5M | 1.2M |
| Pharvaris N V | Shares | $18.1M | 640K | |
| Evommune Inc | EVMN | Shares | $14.4M | 625K |
| Relay Therapeutics Inc | RLAY | Shares | $14.2M | 1.4M |
| Geron Corp | GERN | Shares | $10.2M | 6.8M |
| Engene Holdings Inc | Shares | $9.2M | 1.4M | |
| Design Therapeutics Inc | DSGN | Shares | $8.3M | 785K |
| Wave Life Sciences Ltd | Shares | $7.0M | 965K | |
| Climb Bio Inc | CLYM | Shares | $6.9M | 1.0M |
| Amarin Corp Plc | AMRN | Shares | $6.8M | 472K |
| Biohaven Ltd | Shares | $5.9M | 703K | |
| Prelude Therapeutics Inc | PRLD | Shares | $5.4M | 1.6M |
| Caribou Biosciences Inc | CRBU | Shares | $4.8M | 2.5M |
| Alector Inc | ALEC | Shares | $4.3M | 2.0M |
| Proqr Thrapeutics N V | Shares | $2.5M | 1.6M | |
| Travere Therapeutics Inc | TVTX | Put | $1.6M | 55K |
| Candel Therapeutics Inc | CADL | Shares | $980K | 200K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.