Titelia

Holdings of Kynam Capital Management, LP

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Net assets
-
Positions
30 in 3 countries
Top ten
76.4 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Syndax Pharmaceuticals Inc 8,050,959188.1M $
2Celldex Therapeutics Inc 5,840,567185.3M $
3VAXCYTE INC 2,922,335169.8M $
4COGENT BIOSCIENCES INC 4,037,331155.4M $
5VERA THERAPEUTICS INC 3,398,224136.7M $
6Beam Therapeutics Inc 3,682,18587.7M $
7CYTOMX THERAPEUTICS INC 15,013,09370.6M $
8BioCryst Pharmaceuticals Inc 5,680,79554.1M $
9TRAVERE THERAPEUTICS INC 1,569,01846.6M $
10VIRIDIAN THERAPEUTICS INC 2,341,65245.8M $
11Cullinan Therapeutics Inc 3,114,13244.3M $
12KalVista Pharmaceuticals Inc 1,820,95436.7M $
13Apellis Pharmaceuticals Inc 825,00033.2M $
14LEGEND BIOTECH CORP 1,576,29528.5M $
15MBX BIOSCIENCES INC 934,79927.9M $
16Immunocore Holdings PLC 884,93726.7M $
17Sutro Biopharma Inc 872,55821.7M $
18Burning Rock Biotech Ltd 1,227,55519.8M $
19Soleno Therapeutics Inc 560,00018.7M $
20Nurix Therapeutics Inc 1,194,75718.5M $
21Evommune Inc 625,49614.4M $
22Relay Therapeutics Inc 1,424,25914.2M $
23Geron Corp 6,836,31810.2M $
24Design Therapeutics Inc 784,6068.3M $
25Climb Bio Inc 1,003,3416.9M $
26AMARIN CORP PLC 472,3826.8M $
27Prelude Therapeutics Inc 1,592,5515.4M $
28Caribou Biosciences Inc 2,503,3024.8M $
29Alector Inc 2,000,0004.3M $
30Candel Therapeutics Inc 200,000980K $

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Sector breakdown

  • Unattributed 100.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.3 %
  • Cayman Islands 3.2 %
  • United Kingdom 0.5 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States271.4B $96.31 %
2Cayman Islands248.3M $3.24 %
3United Kingdom16.8M $0.46 %
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Titelia. "Holdings of Kynam Capital Management, LP". https://titelia.com/en/funds/US13F1907884