Back to Kynam Capital Management, LP
Q2 2026 13F filing
Updated 27 days ago32 disclosed positions worth $1.8B
Portfolio value
$1.8B
Total holdings
32
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | P PRLD PRELUDE THERAPEUTICS INC | $12.9M | 2.42M | 0.71% | — |
| 22 | I INSM INSMED INC | $10.7M | 100.0K | 0.59% | — |
| 23 | B BNR BURNING ROCK BIOTECH LTD | $10.5M | 1.24M | 0.58% | — |
| 24 | G GERN GERON CORP | $8.8M | 6.84M | 0.48% | — |
| 25 | A AMRN AMARIN CORP PLC | $8.5M | 533.0K | 0.47% | — |
| 26 | A ALEC ALECTOR INC | $7.7M | 3.81M | 0.42% | — |
| 27 | P PBLS PARABILIS MEDICINES INC | $6.8M | 250.0K | 0.38% | — |
| 28 | ? N/A CARIBOU BIOSCIENCES INC | $4.4M | 2.50M | 0.24% | — |
| 29 | P PRQR PROQR THRAPEUTICS N V | $2.9M | 1.57M | 0.16% | — |
| 30 | C CGC CANDEL THERAPEUTICS INC | $996K | 96.7K | 0.06% | — |
| 31 | E ENGNW ENGENE THERAPEUTICS INC | $792K | 457.9K | 0.04% | — |
| 32 | T TRAW TRAWS PHARMA INC | $71K | 84.4K | 0.00% | — |