Kynam Capital Management, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.2T
Holdings
32
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 1,167,570 | $165.1B | 13.87% | |
| 2 | PCVXVAXCYTE INC | 3,200,000 | $120.8B | 10.15% | |
| 3 | TCE2CELLDEX THERAPEUTICS INC NEW | 6,500,000 | $118.0B | 9.91% | |
| 4 | SNDXSYNDAX PHARMACEUTICALS INC | 8,520,000 | $104.7B | 8.79% | |
| 5 | BCRXBIOCRYST PHARMACEUTICALS INC | 8,928,523 | $67.0B | 5.63% | |
| 6 | CGONCG ONCOLOGY INC | 2,611,662 | $64.0B | 5.37% | |
| 7 | VRDNVIRIDIAN THERAPEUTICS INC | 4,700,000 | $63.4B | 5.32% | |
| 8 | VERAVERA THERAPEUTICS INC | 2,400,000 | $57.6B | 4.84% | |
| 9 | COGTCOGENT BIOSCIENCES INC | 9,105,000 | $54.5B | 4.58% | |
| 10 | IMCRIMMUNOCORE HLDGS PLC | 1,695,576 | $50.3B | 4.23% | |
| 11 | BEAMBEAM THERAPEUTICS INC | 2,518,170 | $49.2B | 4.13% | |
| 12 | WVEWAVE LIFE SCIENCES LTD | 4,899,497 | $39.6B | 3.33% | |
| 13 | DVAXDYNAVAX TECHNOLOGIES CORP | 2,620,797 | $34.0B | 2.86% | |
| 14 | TVTXTRAVERE THERAPEUTICS INC | 1,802,750 | $32.3B | 2.71% | |
| 15 | TYRATYRA BIOSCIENCES INC | 2,406,067 | $22.4B | 1.88% | |
| 16 | ENGNENGENE HOLDINGS INC | 4,994,090 | $22.4B | 1.88% | |
| 17 | SLNOSOLENO THERAPEUTICS INC | 302,500 | $21.6B | 1.82% | Call |
| 18 | LEGNLEGEND BIOTECH CORP | 610,000 | $20.7B | 1.74% | |
| 19 | CGEMCULLINAN THERAPEUTICS INC | 2,338,629 | $17.7B | 1.49% | |
| 20 | NRIXNURIX THERAPEUTICS INC | 800,000 | $9.5B | 0.80% | |
| 21 | LQDALIQUIDIA CORPORATION | 633,802 | $9.3B | 0.79% | |
| 22 | IRWDIRONWOOD PHARMACEUTICALS INC | 5,822,938 | $8.6B | 0.72% | |
| 23 | RLAYRELAY THERAPEUTICS INC | 3,063,292 | $8.0B | 0.67% | |
| 24 | GONGERON CORP | 3,659,526 | $5.8B | 0.49% | |
| 25 | AMRNAMARIN CORP PLC | 12,414,628 | $5.6B | 0.47% | |
| 26 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $4.4B | 0.37% | |
| 27 | STROSUTRO BIOPHARMA INC | 5,441,447 | $3.5B | 0.30% | |
| 28 | DSGNDESIGN THERAPEUTICS INC | 904,017 | $3.5B | 0.29% | |
| 29 | CRBUCARIBOU BIOSCIENCES INC | 3,269,147 | $3.0B | 0.25% | |
| 30 | PRQRPROQR THRAPEUTICS N V | 1,750,000 | $2.3B | 0.20% | |
| 31 | CLYMCLIMB BIO INC | 1,047,000 | $1.3B | 0.11% | |
| 32 | URGNUROGEN PHARMA LTD | 25,000 | $276.5M | 0.02% |