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Kynam Capital Management, LP
hedge fundUpdated 27 days agoManaged by Kynam Capital Management, Lp • Latest filing Q2 2026
Portfolio value
$1.8B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $774.6M |
| Q2 2023 | $727.1M |
| Q3 2023 | $611.4M |
| Q4 2023 | $902.6M |
| Q1 2024 | $955.5M |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.3B |
| Q4 2024 | $1.7B |
| Q1 2025 | $1.2B |
| Q2 2025 | $928.8M |
| Q3 2025 | $1.3B |
| Q4 2025 | $1.6B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.8B |
Top holdings
32 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CLDX CELLDEX THERAPEUTICS INC NEW | $198.1M | 5.32M | 10.95% | — |
| 2 | S SNDX SYNDAX PHARMACEUTICALS INC | $176M | 8.05M | 9.73% | — |
| 3 | P PCVX VAXCYTE INC | $169.9M | 2.92M | 9.39% | — |
| 4 | C COGT COGENT BIOSCIENCES INC | $141.9M | 3.67M | 7.84% | — |
| 5 | V VERA VERA THERAPEUTICS INC | $124M | 2.89M | 6.85% | — |
| 6 | V VRDN VIRIDIAN THERAPEUTICS INC | $118.6M | 6.45M | 6.55% | — |
| 7 | T TVTX TRAVERE THERAPEUTICS INC | $113.6M | 2.00M | 6.28% | — |
| 8 | B BEAM BEAM THERAPEUTICS INC | $97.5M | 2.84M | 5.39% | — |
| 9 | U URGN UROGEN PHARMA LTD | $89.6M | 2.43M | 4.95% | — |
| 10 | L LEGN LEGEND BIOTECH CORP | $86.7M | 3.00M | 4.79% | — |
| 11 | C CTMX CYTOMX THERAPEUTICS INC. | $81.4M | 21.70M | 4.50% | — |
| 12 | R RLAY RELAY THERAPEUTICS INC | $61.7M | 3.30M | 3.41% | — |
| 13 | C CGEM CULLINAN THERAPEUTICS INC | $56.7M | 3.11M | 3.13% | — |
| 14 | M MBX MBX BIOSCIENCES INC | $51.6M | 934.8K | 2.85% | — |
| 15 | I IMCR IMMUNOCORE HLDGS PLC | $43.7M | 1.38M | 2.41% | — |
| 16 | N NRIX NURIX THERAPEUTICS INC | $29M | 1.19M | 1.60% | — |
| 17 | ? N/A SUTRO BIOPHARMA INC | $29M | 872.6K | 1.60% | — |
| 18 | B BCRX BIOCRYST PHARMACEUTICALS INC | $25.2M | 2.52M | 1.39% | — |
| 19 | P PHVS PHARVARIS N V | $22.9M | 661.8K | 1.26% | — |
| 20 | S SMMT SUMMIT THERAPEUTICS INC | $17.5M | 1.20M | 0.97% | — |