Kynam Capital Management, LP

Est. AUM

$1.62B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SYNDAX PHARMACEUTICALS INC	COM	$188.1M	8050959	11.60%	SOLE
2	CELLDEX THERAPEUTICS INC NEW	COM NEW	$185.3M	5840567	11.43%	SOLE
3	VAXCYTE INC	COM	$169.8M	2922335	10.48%	SOLE
4	COGENT BIOSCIENCES INC	COM	$155.4M	4037331	9.59%	SOLE
5	VERA THERAPEUTICS INC	CL A	$136.7M	3398224	8.43%	SOLE
6	BEAM THERAPEUTICS INC	COM	$87.7M	3682185	5.41%	SOLE
7	CYTOMX THERAPEUTICS INC.	COM	$70.6M	15013093	4.35%	SOLE
8	BIOCRYST PHARMACEUTICALS INC	COM	$54.1M	5680795	3.34%	SOLE
9	TRAVERE THERAPEUTICS INC	COM	$46.6M	1569018	2.88%	SOLE
10	VIRIDIAN THERAPEUTICS INC	COM	$45.8M	2341652	2.83%	SOLE
11	CULLINAN THERAPEUTICS INC	COM	$44.3M	3114132	2.73%	SOLE
12	UROGEN PHARMA LTD	COM	$40.4M	2247393	2.49%	SOLE
13	KALVISTA PHARMACEUTICALS INC	COM	$36.7M	1820954	2.26%	SOLE
14	APELLIS PHARMACEUTICALS INC	COM	$33.2M	825000	2.05%	SOLE
15	LEGEND BIOTECH CORP	SPONSORED ADS	$28.5M	1576295	1.76%	SOLE
16	MBX BIOSCIENCES INC	COM	$27.9M	934799	1.72%	SOLE
17	IMMUNOCORE HLDGS PLC	ADS	$26.7M	884937	1.65%	SOLE
18	TRAVERE THERAPEUTICS INCCALL	COM	$23.8M	800000	1.47%	SOLE
19	SUTRO BIOPHARMA INC	COM SHS	$21.7M	872558	1.34%	SOLE
20	REVOLUTION MEDICINES INCPUT	COM	$20.2M	207500	1.24%	SOLE
21	BURNING ROCK BIOTECH LTD	SPONSORED ADS	$19.8M	1227555	1.22%	SOLE
22	SOLENO THERAPEUTICS INC	COM	$18.7M	560000	1.16%	SOLE
23	NURIX THERAPEUTICS INC	COM	$18.5M	1194757	1.14%	SOLE
24	PHARVARIS N V	COM	$18.1M	640395	1.12%	SOLE
25	EVOMMUNE INC	COM SHS	$14.4M	625496	0.89%	SOLE
26	RELAY THERAPEUTICS INC	COM	$14.2M	1424259	0.87%	SOLE
27	GERON CORP	COM	$10.2M	6836318	0.63%	SOLE
28	ENGENE HOLDINGS INC	COM	$9.2M	1356843	0.57%	SOLE
29	DESIGN THERAPEUTICS INC	COM	$8.3M	784606	0.51%	SOLE
30	WAVE LIFE SCIENCES LTD	SHS	$7.0M	965193	0.43%	SOLE
31	CLIMB BIO INC	COM	$6.9M	1003341	0.42%	SOLE
32	AMARIN CORP PLC	SPONSORED ADR	$6.8M	472382	0.42%	SOLE
33	BIOHAVEN LTD	COM	$5.9M	702884	0.37%	SOLE
34	PRELUDE THERAPEUTICS INC	COM	$5.4M	1592551	0.34%	SOLE
35	CARIBOU BIOSCIENCES INC	COM	$4.8M	2503302	0.29%	SOLE
36	ALECTOR INC	COM	$4.3M	2000000	0.27%	SOLE
37	PROQR THRAPEUTICS N V	SHS EURO	$2.5M	1566317	0.16%	SOLE
38	TRAVERE THERAPEUTICS INCPUT	COM	$1.6M	54900	0.10%	SOLE
39	CANDEL THERAPEUTICS INC	COM	$980K	200000	0.06%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.