Kynam Capital Management, LP
An institutional investment manager in PRINCETON, NJ. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1907884.
- Reported value$1.81bn
- Positions32
Holdings: 32 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Celldex Therapeutics Inc NewCLDX | COM NEW | 15117B202 | 198 | 10.9% | 5,322,908 | Reduced−517,659 | |
| Syndax Pharmaceuticals IncSNDX | COM | 87164F105 | 176 | 9.7% | 8,050,959 | Unchanged | |
| Vaxcyte IncPCVX | COM | 92243G108 | 170 | 9.4% | 2,922,335 | Unchanged | |
| Cogent Biosciences IncCOGT | COM | 19240Q201 | 142 | 7.8% | 3,667,097 | Reduced−370,234 | |
| Vera Therapeutics IncVERA | CL A | 92337R101 | 124 | 6.9% | 2,890,059 | Reduced−508,165 | |
| Viridian Therapeutics IncVRDN | COM | 92790C104 | 119 | 6.6% | 6,453,877 | Added+4,112,225 | |
| Travere Therapeutics IncTVTX | COM | 89422G107 | 114 | 6.3% | 2,000,000 | Added+430,982 | |
| Beam Therapeutics IncBEAM | COM | 07373V105 | 97.5 | 5.4% | 2,840,792 | Reduced−841,393 | |
| Urogen Pharma Ltd | COM | M96088105 | 89.6 | 5.0% | 2,434,207 | Added+186,814 | |
| Legend Biotech CorpLEGN | SPONSORED ADS | 52490G102 | 86.7 | 4.8% | 3,001,205 | Added+1,424,910 | |
| Cytomx Therapeutics Inc.CTMX | COM | 23284F105 | 81.4 | 4.5% | 21,703,093 | Added+6,690,000 | |
| Relay Therapeutics IncRLAY | COM | 75943R102 | 61.7 | 3.4% | 3,300,000 | Added+1,875,741 | |
| Cullinan Therapeutics IncCGEM | COM | 230031106 | 56.7 | 3.1% | 3,114,132 | Unchanged | |
| MBX Biosciences IncMBX | COM | 55287L101 | 51.6 | 2.9% | 934,799 | Unchanged | |
| Immunocore Holdings plcIMCR | ADS | 45258D105 | 43.7 | 2.4% | 1,375,000 | Added+490,063 | |
| Nurix Therapeutics IncNRIX | COM | 67080M103 | 29.0 | 1.6% | 1,194,757 | Unchanged | |
| Sutro Biopharma IncSTRO | COM SHS | 869367201 | 29.0 | 1.6% | 872,558 | Unchanged | |
| Biocryst Pharmaceuticals IncBCRX | COM | 09058V103 | 25.2 | 1.4% | 2,522,660 | Reduced−3,158,135 | |
| Pharvaris N V | COM | N69605108 | 22.9 | 1.3% | 661,795 | Added+21,400 | |
| Summit Therapeutics IncSMMT | COM | 86627T108 | 17.5 | 1.0% | 1,200,000 | New+1,200,000 | |
| Prelude Therapeutics IncPRLD | COM | 74065P101 | 12.9 | 0.7% | 2,415,087 | Added+822,536 | |
| Insmed IncINSM | COM PAR $.01 | 457669307 | 10.7 | 0.6% | 100,000 | New+100,000 | |
| Burning Rock Biotech LtdBNR | SPONSORED ADS | 12233L206 | 10.5 | 0.6% | 1,238,563 | Added+11,008 | |
| Geron CorpGERN | COM | 374163103 | 8.8 | 0.5% | 6,836,318 | Unchanged | |
| Amarin Corp plcAMRN | SPONSORED ADR | 023111404 | 8.5 | 0.5% | 532,982 | Added+60,600 | |
| Alector IncALEC | COM | 014442107 | 7.7 | 0.4% | 3,808,494 | Added+1,808,494 | |
| Parabilis Medicines IncPBLS | COM | 698955101 | 6.8 | 0.4% | 250,000 | New+250,000 | |
| Caribou Biosciences IncCRBU | COM | 142038108 | 4.4 | 0.2% | 2,503,302 | Unchanged | |
| Proqr Thrapeutics N V | SHS EURO | N71542109 | 2.9 | 0.2% | 1,566,317 | Unchanged | |
| Candel Therapeutics IncCADL | COM | 137404109 | 1.0 | <0.1% | 96,741 | Reduced−103,259 | |
| Engene Therapeutics IncENGN | COM | 29286X101 | 0.8 | <0.1% | 457,855 | New+457,855 | |
| Traws Pharma IncTRAW | COM NEW | 68232V884 | 0.1 | <0.1% | 84,400 | New+84,400 |
Sold out: 12 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Apellis Pharmaceuticals Inc | COM | 03753U106 | 0.0 | 0.0% | 0 | Sold out−825,000 | |
| Biohaven Ltd | COM | G1110E107 | 0.0 | 0.0% | 0 | Sold out−702,884 | |
| Climb Bio IncCLYM | COM | 28658R106 | 0.0 | 0.0% | 0 | Sold out−1,003,341 | |
| Design Therapeutics IncDSGN | COM | 25056L103 | 0.0 | 0.0% | 0 | Sold out−784,606 | |
| Engene Holdings Inc | COM | 29286M105 | 0.0 | 0.0% | 0 | Sold out−1,356,843 | |
| Evommune IncEVMN | COM SHS | 30054Y107 | 0.0 | 0.0% | 0 | Sold out−625,496 | |
| Kalvista Pharmaceuticals Inc | COM | 483497103 | 0.0 | 0.0% | 0 | Sold out−1,820,954 | |
| Revolution Medicines IncRVMD | COM | 76155X100 | 0.0 | 0.0% | 0 | Put | Sold out−207,500 |
| Soleno Therapeutics Inc | COM | 834203309 | 0.0 | 0.0% | 0 | Sold out−560,000 | |
| Travere Therapeutics IncTVTX | COM | 89422G107 | 0.0 | 0.0% | 0 | Put | Sold out−54,900 |
| Travere Therapeutics IncTVTX | COM | 89422G107 | 0.0 | 0.0% | 0 | Call | Sold out−800,000 |
| Wave Life Sciences Ltd | SHS | Y95308105 | 0.0 | 0.0% | 0 | Sold out−965,193 |
Source: SEC EDGAR, Form 13F-HR, accession 0001907884-26-000012 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.