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Kynam Capital Management, LP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $1,809,410,222

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. CELLDEX THERAPEUTICS INC NEW · COM NEW · 15117B202 · shares: $198,065,407
  2. SYNDAX PHARMACEUTICALS INC · COM · 87164F105 · shares: $175,993,964
  3. VAXCYTE INC · COM · 92243G108 · shares: $169,875,334
  4. COGENT BIOSCIENCES INC · COM · 19240Q201 · shares: $141,916,654
  5. VERA THERAPEUTICS INC · CL A · 92337R101 · shares: $124,012,432
  6. VIRIDIAN THERAPEUTICS INC · COM · 92790C104 · shares: $118,557,720
  7. TRAVERE THERAPEUTICS INC · COM · 89422G107 · shares: $113,620,000
  8. BEAM THERAPEUTICS INC · COM · 07373V105 · shares: $97,495,981
  9. UROGEN PHARMA LTD · COM · M96088105 · shares: $89,578,818
  10. LEGEND BIOTECH CORP · SPONSORED ADS · 52490G102 · shares: $86,674,800

Reported holdings

32 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CELLDEX THERAPEUTICS INC NEWCOM NEW15117B202 — 5,322,908 shares $198,065,407
SYNDAX PHARMACEUTICALS INCCOM87164F105 — 8,050,959 shares $175,993,964
VAXCYTE INCCOM92243G108 — 2,922,335 shares $169,875,334
COGENT BIOSCIENCES INCCOM19240Q201 — 3,667,097 shares $141,916,654
VERA THERAPEUTICS INCCL A92337R101 — 2,890,059 shares $124,012,432
VIRIDIAN THERAPEUTICS INCCOM92790C104 — 6,453,877 shares $118,557,720
TRAVERE THERAPEUTICS INCCOM89422G107 — 2,000,000 shares $113,620,000
BEAM THERAPEUTICS INCCOM07373V105 — 2,840,792 shares $97,495,981
UROGEN PHARMA LTDCOMM96088105 — 2,434,207 shares $89,578,818
LEGEND BIOTECH CORPSPONSORED ADS52490G102 — 3,001,205 shares $86,674,800
CYTOMX THERAPEUTICS INC.COM23284F105 — 21,703,093 shares $81,386,599
RELAY THERAPEUTICS INCCOM75943R102 — 3,300,000 shares $61,743,000
CULLINAN THERAPEUTICS INCCOM230031106 — 3,114,132 shares $56,708,344
MBX BIOSCIENCES INCCOM55287L101 — 934,799 shares $51,600,905
IMMUNOCORE HLDGS PLCADS45258D105 — 1,375,000 shares $43,656,250
NURIX THERAPEUTICS INCCOM67080M103 — 1,194,757 shares $28,984,805
SUTRO BIOPHARMA INCCOM SHS869367201 — 872,558 shares $28,968,926
BIOCRYST PHARMACEUTICALS INCCOM09058V103 — 2,522,660 shares $25,226,600
PHARVARIS N VCOMN69605108 — 661,795 shares $22,884,871
SUMMIT THERAPEUTICS INCCOM86627T108 — 1,200,000 shares $17,484,000
PRELUDE THERAPEUTICS INCCOM74065P101 — 2,415,087 shares $12,872,414
INSMED INCCOM PAR $.01457669307 — 100,000 shares $10,662,000
BURNING ROCK BIOTECH LTDSPONSORED ADS12233L206 — 1,238,563 shares $10,517,747
GERON CORPCOM374163103 — 6,836,318 shares $8,750,487
AMARIN CORP PLCSPONSORED ADR023111404 — 532,982 shares $8,495,733
ALECTOR INCCOM014442107 — 3,808,494 shares $7,655,073
PARABILIS MEDICINES INCCOM698955101 — 250,000 shares $6,842,500
CARIBOU BIOSCIENCES INCCOM142038108 — 2,503,302 shares $4,405,812
PROQR THRAPEUTICS N VSHS EURON71542109 — 1,566,317 shares $2,913,350
CANDEL THERAPEUTICS INCCOM137404109 — 96,741 shares $996,432
ENGENE THERAPEUTICS INCCOM29286X101 — 457,855 shares $792,089
TRAWS PHARMA INCCOM NEW68232V884 — 84,400 shares $71,175