Kynam Capital Management, LP
CIK: 0001907884SEC EDGAR →
Portfolio Value
$1.6B
Holdings
36
As of
Q4 2025
New Positions
5
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | COGENT BIOSCIENCES INC | 6,165,223 | $219.0M | 13.99% |
| 2 | VERA THERAPEUTICS INC | 3,433,051 | $173.8M | 11.11% |
| 3 | SYNDAX PHARMACEUTICALS INC | 8,050,959 | $169.2M | 10.81% |
| 4 | CELLDEX THERAPEUTICS INC NEW | 5,943,180 | $161.4M | 10.31% |
| 5 | VAXCYTE INC | 2,922,335 | $134.8M | 8.61% |
| 6 | BEAMCall BEAM THERAPEUTICS INC | 3,377,214 | $93.6M | 5.98% |
| 7 | BIOCRYST PHARMACEUTICALS INC | 9,366,526 | $73.1M | 4.67% |
| 8 | VIRIDIAN THERAPEUTICS INC | 1,470,541 | $45.8M | 2.92% |
| 9 | TYRA BIOSCIENCES INC | 1,564,492 | $41.1M | 2.63% |
| 10 | CG ONCOLOGY INC | 945,830 | $39.3M | 2.51% |
Quarterly Changes
New Positions (7)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 33 | $1.4B | 89.1% |
| Unknown | 3 | $171.4M | 10.9% |