Kynam Capital Management, LP

Kynam Capital Management, LP reported 32 holdings worth US$1.81B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Kynam Capital Management, LP reported 32 holdings worth US$1.81B as of Jun 30, 2026. Largest: Celldex Therapeutics, Inc., Syndax Pharmaceuticals, Inc. and Vaxcyte, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
32
Value as reported
US$1.81B

The filing in full

CompanySharesValue as reported% of portfolio
Celldex Therapeutics, Inc.5.32MUS$198M10.9%
Syndax Pharmaceuticals, Inc.8.05MUS$176M9.7%
Vaxcyte, Inc.2.92MUS$170M9.4%
Cogent Biosciences, Inc.3.67MUS$142M7.8%
Vera Therapeutics, Inc.2.89MUS$124M6.9%
Viridian Therapeutics, Inc.6.45MUS$119M6.6%
Travere Therapeutics, Inc.2MUS$114M6.3%
Beam Therapeutics Inc.2.84MUS$97.5M5.4%
Cytomx Therapeutics, Inc.21.7MUS$81.4M4.5%
Relay Therapeutics, Inc.3.3MUS$61.7M3.4%
Cullinan Therapeutics, Inc.3.11MUS$56.7M3.1%
Mbx Biosciences, Inc.935KUS$51.6M2.9%
Nurix Therapeutics, Inc.1.19MUS$29M1.6%
Sutro Biopharma, Inc.873KUS$29M1.6%
Biocryst Pharmaceuticals, Inc.2.52MUS$25.2M1.4%
Summit Therapeutics Inc.1.2MUS$17.5M0.97%
Prelude Therapeutics Incorporated2.42MUS$12.9M0.71%
Insmed Incorporated100KUS$10.7M0.59%
Geron Corporation6.84MUS$8.75M0.48%
Alector, Inc.3.81MUS$7.66M0.42%
Parabilis Medicines, Inc.250KUS$6.84M0.38%
Caribou Biosciences, Inc.2.5MUS$4.41M0.24%
Candel Therapeutics, Inc.96,741US$996K0.06%
Traws Pharma, Inc.84,400US$71,175<0.01%
Design Therapeutics, Inc.0US$00.00%
Engene Holdings Inc.0US$00.00%
Evommune, Inc.0US$00.00%
Kalvista Pharmaceuticals, Inc.0US$00.00%
Soleno Therapeutics, Inc.0US$00.00%
Apellis Pharmaceuticals, Inc.0US$00.00%
Biohaven Ltd.0US$00.00%
Climb Bio, Inc.0US$00.00%

Source

View original at SEC

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