Holdings of Kynam Capital Management, LP
30 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 76.4 % of the equity sleeve
Sector breakdown
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 96.3 %
- KY 3.2 %
- GB 0.5 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 27 | 1.4B $ | 96.31 % |
| KY | 2 | 48.3M $ | 3.24 % |
| GB | 1 | 6.8M $ | 0.46 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Syndax Pharmaceuticals Inc | 8,050,959 | 188.1M $ | |
| Celldex Therapeutics Inc | 5,840,567 | 185.3M $ | |
| Vaxcyte Inc | 2,922,335 | 169.8M $ | |
| Cogent Biosciences Inc | 4,037,331 | 155.4M $ | |
| Vera Therapeutics Inc | 3,398,224 | 136.7M $ | |
| Beam Therapeutics Inc | 3,682,185 | 87.7M $ | |
| CytomX Therapeutics Inc | 15,013,093 | 70.6M $ | |
| BioCryst Pharmaceuticals Inc | 5,680,795 | 54.1M $ | |
| Travere Therapeutics Inc | 1,569,018 | 46.6M $ | |
| Viridian Therapeutics Inc | 2,341,652 | 45.8M $ | |
| Cullinan Therapeutics Inc | 3,114,132 | 44.3M $ | |
| KalVista Pharmaceuticals Inc | 1,820,954 | 36.7M $ | |
| Apellis Pharmaceuticals Inc | 825,000 | 33.2M $ | |
| LEGEND BIOTECH CORP | 1,576,295 | 28.5M $ | |
| MBX Biosciences Inc | 934,799 | 27.9M $ | |
| Immunocore Holdings PLC | 884,937 | 26.7M $ | |
| Sutro Biopharma Inc | 872,558 | 21.7M $ | |
| Burning Rock Biotech Ltd | 1,227,555 | 19.8M $ | |
| Soleno Therapeutics Inc | 560,000 | 18.7M $ | |
| Nurix Therapeutics Inc | 1,194,757 | 18.5M $ | |
| Evommune Inc | 625,496 | 14.4M $ | |
| Relay Therapeutics Inc | 1,424,259 | 14.2M $ | |
| Geron Corp | 6,836,318 | 10.2M $ | |
| Design Therapeutics Inc | 784,606 | 8.3M $ | |
| Climb Bio Inc | 1,003,341 | 6.9M $ | |
| Amarin Corp PLC | 472,382 | 6.8M $ | |
| Prelude Therapeutics Inc | 1,592,551 | 5.4M $ | |
| Caribou Biosciences Inc | 2,503,302 | 4.8M $ | |
| Alector Inc | 2,000,000 | 4.3M $ | |
| Candel Therapeutics Inc | 200,000 | 980K $ | |