Kynam Capital Management, LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$1.6T
Holdings
36
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (36 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COGTCOGENT BIOSCIENCES INC | 6,165,223 | $219.0B | 13.99% | |
| 2 | VERAVERA THERAPEUTICS INC | 3,433,051 | $173.8B | 11.11% | |
| 3 | SNDXSYNDAX PHARMACEUTICALS INC | 8,050,959 | $169.2B | 10.81% | |
| 4 | TCE2CELLDEX THERAPEUTICS INC NEW | 5,943,180 | $161.4B | 10.31% | |
| 5 | PCVXVAXCYTE INC | 2,922,335 | $134.8B | 8.61% | |
| 6 | BEAMBEAM THERAPEUTICS INC | 3,377,214 | $93.6B | 5.98% | Call |
| 7 | BCRXBIOCRYST PHARMACEUTICALS INC | 9,366,526 | $73.1B | 4.67% | |
| 8 | VRDNVIRIDIAN THERAPEUTICS INC | 1,470,541 | $45.8B | 2.92% | |
| 9 | TYRATYRA BIOSCIENCES INC | 1,564,492 | $41.1B | 2.63% | |
| 10 | CGONCG ONCOLOGY INC | 945,830 | $39.3B | 2.51% | |
| 11 | CTMXCYTOMX THERAPEUTICS INC | 8,966,077 | $38.2B | 2.44% | |
| 12 | NRIXNURIX THERAPEUTICS INC | 1,970,357 | $37.4B | 2.39% | |
| 13 | WVEWAVE LIFE SCIENCES LTD | 2,169,105 | $36.9B | 2.36% | |
| 14 | CGEMCULLINAN THERAPEUTICS INC | 3,114,132 | $32.2B | 2.06% | |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 856,462 | $29.7B | 1.90% | |
| 16 | MBXMBX BIOSCIENCES INC | 934,799 | $29.5B | 1.88% | |
| 17 | KALVKALVISTA PHARMACEUTICALS INC | 1,810,954 | $29.2B | 1.87% | |
| 18 | APLSAPELLIS PHARMACEUTICALS INC | 908,607 | $22.8B | 1.46% | |
| 19 | DVAXDYNAVAX TECHNOLOGIES CORP | 1,375,632 | $21.2B | 1.35% | |
| 20 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $20.0B | 1.28% | |
| 21 | TVTXTRAVERE THERAPEUTICS INC | 517,884 | $19.8B | 1.26% | |
| 22 | PHVSPHARVARIS N V | 640,395 | $17.8B | 1.14% | |
| 23 | ENGNENGENE HOLDINGS INC | 1,492,898 | $13.5B | 0.86% | |
| 24 | RLAYRELAY THERAPEUTICS INC | 1,424,259 | $12.0B | 0.77% | |
| 25 | BHVNBIOHAVEN LTD | 702,884 | $7.9B | 0.51% | |
| 26 | DSGNDESIGN THERAPEUTICS INC | 784,606 | $7.4B | 0.47% | |
| 27 | STROSUTRO BIOPHARMA INC | 479,590 | $5.5B | 0.35% | |
| 28 | EH3AMARIN CORP PLC | 389,273 | $5.4B | 0.35% | |
| 29 | GONGERON CORP | 3,456,318 | $4.6B | 0.29% | |
| 30 | CLYMCLIMB BIO INC | 1,028,341 | $4.1B | 0.26% | |
| 31 | CRBUCARIBOU BIOSCIENCES INC | 2,503,302 | $4.0B | 0.25% | |
| 32 | OMEROMEROS CORP | 200,000 | $3.4B | 0.22% | Put |
| 33 | EVMNEVOMMUNE INC | 185,482 | $3.2B | 0.20% | |
| 34 | PRQRPROQR THRAPEUTICS N V | 1,566,317 | $3.2B | 0.20% | |
| 35 | ALECALECTOR INC | 2,000,000 | $3.1B | 0.20% | |
| 36 | PRLDPRELUDE THERAPEUTICS INC | 788,867 | $2.3B | 0.15% |