account_balance
Investment manager · 13F filer · SEC CIK 1907884
Kynam Capital Management, LP
Reported value$1.81Bas of Jun 30, 2026
Positions32 5 new, 9 sold out
Top 10 weight72.7%CLDX alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CLDXCelldex Therapeutics Inc New
10.9%Trimmed −9%
SNDXSyndax Pharmaceuticals Inc
9.7%
PCVXVaxcyte Inc
9.4%
COGTCogent Biosciences Inc
7.8%Trimmed −9%
VERAVera Therapeutics Inc
6.9%Trimmed −15%
VRDNViridian Therapeutics Inc
6.6%Added +176%
TVTXTravere Therapeutics Inc
6.3%Added +27%
BEAMBeam Therapeutics Inc
5.4%Trimmed −23%
URGNUrogen Pharma Ltd
5.0%Added +8%
LEGNLegend Biotech Corp
4.8%Added +90%
CTMXCytomx Therapeutics Inc.
4.5%Added +45%
RLAYRelay Therapeutics Inc
3.4%Added +132%
CLDXCelldex Therapeutics Inc New
10.9%Trimmed −9%
SNDXSyndax Pharmaceuticals Inc
9.7%
PCVXVaxcyte Inc
9.4%
COGTCogent Biosciences Inc
7.8%Trimmed −9%
VERAVera Therapeutics Inc
6.9%Trimmed −15%
VRDN6.6%TVTX6.3%BEAM5.4%URGN5.0%LEGN4.8%CTMX4.5%RLAY3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CLDX Celldex Therapeutics Inc New 10.9% Trimmed −9%SNDX Syndax Pharmaceuticals Inc 9.7% HeldPCVX Vaxcyte Inc 9.4% HeldCOGT Cogent Biosciences Inc 7.8% Trimmed −9%VERA Vera Therapeutics Inc 6.9% Trimmed −15%VRDN Viridian Therapeutics Inc 6.6% Added +176%TVTX Travere Therapeutics Inc 6.3% Added +27%BEAM Beam Therapeutics Inc 5.4% Trimmed −23%URGN Urogen Pharma Ltd 5.0% Added +8%LEGN Legend Biotech Corp 4.8% Added +90%CTMX Cytomx Therapeutics Inc. 4.5% Added +45%RLAY Relay Therapeutics Inc 3.4% Added +132%
What changed
Biggest moves since Mar 31, 2026
remove_circleSold out
- Kalvista Pharmaceuticals Inc $36.7M
- Apellis Pharmaceuticals Inc $33.2M
- Soleno Therapeutics Inc $18.7M
- EVMN $14.4M