Kynam Capital Management, LP: 13F holdings
CIK 19078842026Q2
| Positions | 32 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 32 (-5 vs prior quarter) |
|---|
| Reported value | $1.8bn (+11.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CLDX CELLDEX THERAPEUTICS INC NEW | 5,322,908 | $198.1m | 10.9% |
| SNDX SYNDAX PHARMACEUTICALS INC | 8,050,959 | $176.0m | 9.7% |
| PCVX VAXCYTE INC | 2,922,335 | $169.9m | 9.4% |
| COGT COGENT BIOSCIENCES INC | 3,667,097 | $141.9m | 7.8% |
| VERA VERA THERAPEUTICS INC | 2,890,059 | $124.0m | 6.9% |
| VRDN VIRIDIAN THERAPEUTICS INC | 6,453,877 | $118.6m | 6.6% |
| TVTX TRAVERE THERAPEUTICS INC | 2,000,000 | $113.6m | 6.3% |
| BEAM BEAM THERAPEUTICS INC | 2,840,792 | $97.5m | 5.4% |
| UROGEN PHARMA LTD | 2,434,207 | $89.6m | 5.0% |
| LEGN LEGEND BIOTECH CORP | 3,001,205 | $86.7m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907884")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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