Holders — by stockHoldings — by fund
Kynam Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001907884
$1.81B
disclosed book value
32
positions
10.9%
largest position share
Positions, as of 2026-06-30
top 32 of 32 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CLDXCELLDEX THERAPEUTICS INC NEW | 5.3M | $198.1M | 10.9% |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 8.1M | $176.0M | 9.7% |
| 3 | PCVXVAXCYTE INC | 2.9M | $169.9M | 9.4% |
| 4 | COGTCOGENT BIOSCIENCES INC | 3.7M | $141.9M | 7.8% |
| 5 | VERAVERA THERAPEUTICS INC | 2.9M | $124.0M | 6.9% |
| 6 | VRDNVIRIDIAN THERAPEUTICS INC | 6.5M | $118.6M | 6.6% |
| 7 | TVTXTRAVERE THERAPEUTICS INC | 2.0M | $113.6M | 6.3% |
| 8 | BEAMBEAM THERAPEUTICS INC | 2.8M | $97.5M | 5.4% |
| 9 | URGNUROGEN PHARMA LTD | 2.4M | $89.6M | 5% |
| 10 | LEGNLEGEND BIOTECH CORP | 3.0M | $86.7M | 4.8% |
| 11 | CTMXCYTOMX THERAPEUTICS INC. | 21.7M | $81.4M | 4.5% |
| 12 | RLAYRELAY THERAPEUTICS INC | 3.3M | $61.7M | 3.4% |
| 13 | CGEMCULLINAN THERAPEUTICS INC | 3.1M | $56.7M | 3.1% |
| 14 | MBXMBX BIOSCIENCES INC | 934,799 | $51.6M | 2.9% |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 1.4M | $43.7M | 2.4% |
| 16 | NRIXNURIX THERAPEUTICS INC | 1.2M | $29.0M | 1.6% |
| 17 | STROSUTRO BIOPHARMA INC | 872,558 | $29.0M | 1.6% |
| 18 | BCRXBIOCRYST PHARMACEUTICALS INC | 2.5M | $25.2M | 1.4% |
| 19 | PHVSPHARVARIS N V | 661,795 | $22.9M | 1.3% |
| 20 | SMMTSUMMIT THERAPEUTICS INC | 1.2M | $17.5M | 1% |
| 21 | PRLDPRELUDE THERAPEUTICS INC | 2.4M | $12.9M | 0.7% |
| 22 | INSMINSMED INC | 100,000 | $10.7M | 0.6% |
| 23 | BNRBURNING ROCK BIOTECH LTD | 1.2M | $10.5M | 0.6% |
| 24 | GERNGERON CORP | 6.8M | $8.8M | 0.5% |
| 25 | AMRNAMARIN CORP PLC | 532,982 | $8.5M | 0.5% |
| 26 | ALECALECTOR INC | 3.8M | $7.7M | 0.4% |
| 27 | PBLSPARABILIS MEDICINES INC | 250,000 | $6.8M | 0.4% |
| 28 | CRBUCARIBOU BIOSCIENCES INC | 2.5M | $4.4M | 0.2% |
| 29 | PRQRPROQR THRAPEUTICS N V | 1.6M | $2.9M | 0.2% |
| 30 | CADLCANDEL THERAPEUTICS INC | 96,741 | $996,432 | 0.1% |
| 31 | ENGNENGENE THERAPEUTICS INC | 457,855 | $792,089 | 0% |
| 32 | TRAWTRAWS PHARMA INC | 84,400 | $71,175 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.