# Kynam Capital Management, LP: Form 13F holdings

An institutional investment manager in PRINCETON, NJ. SEC CIK 1907884.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.81bn
- Positions: 32 (32 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1907884/000190788426000012/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $198.1m | 10.9% | 5,322,908 |  | Reduced −517,659 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $176.0m | 9.7% | 8,050,959 |  | Unchanged |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $169.9m | 9.4% | 2,922,335 |  | Unchanged |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $141.9m | 7.8% | 3,667,097 |  | Reduced −370,234 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | CL A | $124.0m | 6.9% | 2,890,059 |  | Reduced −508,165 |
| [VIRIDIAN THERAPEUTICS INC (VRDN)](/companies/vrdn.md) | COM | $118.6m | 6.6% | 6,453,877 |  | Added +4,112,225 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $113.6m | 6.3% | 2,000,000 |  | Added +430,982 |
| [BEAM THERAPEUTICS INC (BEAM)](/companies/beam.md) | COM | $97.5m | 5.4% | 2,840,792 |  | Reduced −841,393 |
| UROGEN PHARMA LTD | COM | $89.6m | 5.0% | 2,434,207 |  | Added +186,814 |
| [LEGEND BIOTECH CORP (LEGN)](/companies/legn.md) | SPONSORED ADS | $86.7m | 4.8% | 3,001,205 |  | Added +1,424,910 |
| [CYTOMX THERAPEUTICS INC. (CTMX)](/companies/ctmx.md) | COM | $81.4m | 4.5% | 21,703,093 |  | Added +6,690,000 |
| [RELAY THERAPEUTICS INC (RLAY)](/companies/rlay.md) | COM | $61.7m | 3.4% | 3,300,000 |  | Added +1,875,741 |
| [CULLINAN THERAPEUTICS INC (CGEM)](/companies/cgem.md) | COM | $56.7m | 3.1% | 3,114,132 |  | Unchanged |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $51.6m | 2.9% | 934,799 |  | Unchanged |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $43.7m | 2.4% | 1,375,000 |  | Added +490,063 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $29.0m | 1.6% | 1,194,757 |  | Unchanged |
| [SUTRO BIOPHARMA INC (STRO)](/companies/stro.md) | COM SHS | $29.0m | 1.6% | 872,558 |  | Unchanged |
| [BIOCRYST PHARMACEUTICALS INC (BCRX)](/companies/bcrx.md) | COM | $25.2m | 1.4% | 2,522,660 |  | Reduced −3,158,135 |
| PHARVARIS N V | COM | $22.9m | 1.3% | 661,795 |  | Added +21,400 |
| [SUMMIT THERAPEUTICS INC (SMMT)](/companies/smmt.md) | COM | $17.5m | 1.0% | 1,200,000 |  | New +1,200,000 |
| [PRELUDE THERAPEUTICS INC (PRLD)](/companies/prld.md) | COM | $12.9m | 0.7% | 2,415,087 |  | Added +822,536 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $10.7m | 0.6% | 100,000 |  | New +100,000 |
| [BURNING ROCK BIOTECH LTD (BNR)](/companies/bnr.md) | SPONSORED ADS | $10.5m | 0.6% | 1,238,563 |  | Added +11,008 |
| [GERON CORP (GERN)](/companies/gern.md) | COM | $8.8m | 0.5% | 6,836,318 |  | Unchanged |
| [AMARIN CORP PLC (AMRN)](/companies/amrn.md) | SPONSORED ADR | $8.5m | 0.5% | 532,982 |  | Added +60,600 |
| [ALECTOR INC (ALEC)](/companies/alec.md) | COM | $7.7m | 0.4% | 3,808,494 |  | Added +1,808,494 |
| [PARABILIS MEDICINES INC (PBLS)](/companies/pbls.md) | COM | $6.8m | 0.4% | 250,000 |  | New +250,000 |
| [CARIBOU BIOSCIENCES INC (CRBU)](/companies/crbu.md) | COM | $4.4m | 0.2% | 2,503,302 |  | Unchanged |
| PROQR THRAPEUTICS N V | SHS EURO | $2.9m | 0.2% | 1,566,317 |  | Unchanged |
| [CANDEL THERAPEUTICS INC (CADL)](/companies/cadl.md) | COM | $996.4k | <0.1% | 96,741 |  | Reduced −103,259 |
| [ENGENE THERAPEUTICS INC (ENGN)](/companies/engn.md) | COM | $792.1k | <0.1% | 457,855 |  | New +457,855 |
| [TRAWS PHARMA INC (TRAW)](/companies/traw.md) | COM NEW | $71.2k | <0.1% | 84,400 |  | New +84,400 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| APELLIS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −825,000 |
| BIOHAVEN LTD | COM | $0 | 0.0% | 0 |  | Sold out −702,884 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,003,341 |
| [DESIGN THERAPEUTICS INC (DSGN)](/companies/dsgn.md) | COM | $0 | 0.0% | 0 |  | Sold out −784,606 |
| ENGENE HOLDINGS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,356,843 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −625,496 |
| KALVISTA PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 |  | Sold out −1,820,954 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $0 | 0.0% | 0 | Put | Sold out −207,500 |
| SOLENO THERAPEUTICS INC | COM | $0 | 0.0% | 0 |  | Sold out −560,000 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $0 | 0.0% | 0 | Put | Sold out −54,900 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −800,000 |
| WAVE LIFE SCIENCES LTD | SHS | $0 | 0.0% | 0 |  | Sold out −965,193 |

Source: SEC EDGAR, Form 13F-HR, accession 0001907884-26-000012. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.