Kynam Capital Management, LP

Reported value$1.81Bas of Jun 30, 2026

Positions32 5 new, 9 sold out

Top 10 weight73%CLDX alone is 11%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

CLDX

Celldex Therapeutics INC New

10.9%Trimmed

SNDX

Syndax Pharmaceuticals INC

9.7%

PCVX

Vaxcyte INC

9.4%

COGT

Cogent Biosciences INC

7.8%Trimmed

VERA

Vera Therapeutics INC

6.9%Trimmed

VRDN

Viridian Therapeutics INC

6.6%Added

TVTX

Travere Therapeutics INC

6.3%Added

BEAM

Beam Therapeutics INC

URGN

LEGN

22 others

27.3%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

SMMT $17.5M
INSM $10.7M
PBLS $6.84M
ENGN $792K

arrow_upwardAdded

VRDN +176%
RLAY +132%
ALEC +90%
LEGN +90%

arrow_downwardTrimmed

BCRX −56%
BEAM −23%
VERA −15%
COGT −9%

remove_circleSold out

Kalvista Pharmaceuticals INC $36.7M
Apellis Pharmaceuticals INC $33.2M
Soleno Therapeutics INC $18.7M
EVMN $14.4M