The Analysis of Kynam Capital Management, LP's Holdings


Currently, Kynam Capital Management, LP holds 35 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in MBX (+2.0M shares, valued at $35.0M), UTHR (+67.6K shares, valued at $20.0M), APLS (+808.6K shares, valued at $18.3M); decreased their positions in CGON (-452.5K shares, valued at $18.2M), TVTX (-591.0K shares, valued at $14.1M), URGN (-374.2K shares, valued at $9.2M); initiated new positions in MBX (+2.0M shares, valued at $35.0M), UTHR (+67.6K shares, valued at $20.0M), APLS (+808.6K shares, valued at $18.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CLDX CELLDEX THERAPEUTICS INC NEW6.1M shares0.00%2025-09-302025-11-14history
SNDX SYNDAX PHARMACEUTICALS INC8.5M shares0.00%2025-09-302025-11-14history
VERA VERA THERAPEUTICS INC4.0M shares17.54%2025-09-302025-11-14history
COGT COGENT BIOSCIENCES INC7.9M shares-7.14%2025-09-302025-11-14history
PCVX VAXCYTE INC3.1M shares0.00%2025-09-302025-11-14history
VRDN VIRIDIAN THERAPEUTICS INC4.4M shares0.00%2025-09-302025-11-14history
CGON CG ONCOLOGY INC2.0M shares-18.41%2025-09-302025-11-14history
BCRX BIOCRYST PHARMACEUTICALS INC9.4M shares10.95%2025-09-302025-11-14history
Sponsored
BEAM BEAM THERAPEUTICS INC2.5M shares4.14%2025-09-302025-11-14history
IMCR IMMUNOCORE HLDGS PLC1.0M shares3.38%2025-09-302025-11-14history
MBX MBX BIOSCIENCES INC2.0M sharesnew addition2025-09-302025-11-14history
ENGN ENGENE HOLDINGS INC5.0M shares0.00%2025-09-302025-11-14history
WVE WAVE LIFE SCIENCES LTD4.6M shares0.00%2025-09-302025-11-14history
TYRA TYRA BIOSCIENCES INC2.3M shares0.00%2025-09-302025-11-14history
TVTX TRAVERE THERAPEUTICS INC949.7K shares-38.36%2025-09-302025-11-14history
DVAX DYNAVAX TECHNOLOGIES CORP2.1M shares0.00%2025-09-302025-11-14history
Sponsored
NRIX NURIX THERAPEUTICS INC2.2M shares84.78%2025-09-302025-11-14history
UTHR UNITED THERAPEUTICS CORP DEL67.6K sharesnew addition2025-09-302025-11-14history
APLS APELLIS PHARMACEUTICALS INC808.6K sharesnew addition2025-09-302025-11-14history
PHVS PHARVARIS N V675.0K sharesnew addition2025-09-302025-11-14history
RLAY RELAY THERAPEUTICS INC2.9M shares0.00%2025-09-302025-11-14history
CGEM CULLINAN THERAPEUTICS INC2.3M shares9.84%2025-09-302025-11-14history
CTMX CYTOMX THERAPEUTICS INC3.6M shares69.26%2025-09-302025-11-14history
AMRN AMARIN CORP PLC576.1K shares0.00%2025-09-302025-11-14history
Sponsored
BNR BURNING ROCK BIOTECH LTD994.9K shares0.00%2025-09-302025-11-14history
DSGN DESIGN THERAPEUTICS INC1.0M shares0.00%2025-09-302025-11-14history
KALV KALVISTA PHARMACEUTICALS INC606.2K sharesnew addition2025-09-302025-11-14history
IRWD IRONWOOD PHARMACEUTICALS INC5.5M shares0.00%2025-09-302025-11-14history
CRBU CARIBOU BIOSCIENCES INC3.1M shares0.00%2025-09-302025-11-14history
URGN UROGEN PHARMA LTD282.4K shares-56.99%2025-09-302025-11-14history
GERN GERON CORP3.5M shares0.00%2025-09-302025-11-14history
STRO SUTRO BIOPHARMA INC5.1M shares0.00%2025-09-302025-11-14history
Sponsored
EWTX EDGEWISE THERAPEUTICS INC254.0K shares0.00%2025-09-302025-11-14history
PRQR PROQR THRAPEUTICS N V1.6M shares0.00%2025-09-302025-11-14history
CLYM CLIMB BIO INC1.0M shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available