Sponsored

The Analysis of Kynam Capital Management, LP's Holdings & P&L

Currently, Kynam Capital Management, LP holds 40 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in SNDX (+8.1M shares, valued at $188.1M), CLDX (+5.8M shares, valued at $185.3M), PCVX (+2.9M shares, valued at $169.8M); initiated new positions in SNDX (+8.1M shares, valued at $188.1M), CLDX (+5.8M shares, valued at $185.3M), PCVX (+2.9M shares, valued at $169.8M).

1M P&L

+18.8M+1.22%

3M P&L

+127.8M+8.90%

HY P&L

+143.0M+10.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology1.4B

96.3%

2Drug Manufacturers - Specialty & Generic54.1M

3.7%

3N/AN/A

0.0%

Top Industries by Stock Count

1Biotechnology31 stocks

93.9%

2Drug Manufacturers - Specialty & Generic1 stocks

3.0%

3N/A1 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SNDX SYNDAX PHARMACEUTICALS INC8.1M sharesnew addition2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW5.8M sharesnew addition2026-03-312026-05-15

PCVX VAXCYTE INC2.9M sharesnew addition2026-03-312026-05-15

COGT COGENT BIOSCIENCES INC4.0M sharesnew addition2026-03-312026-05-15

VERA VERA THERAPEUTICS INC3.4M sharesnew addition2026-03-312026-05-15

BEAM BEAM THERAPEUTICS INC3.7M sharesnew addition2026-03-312026-05-15

CTMX CYTOMX THERAPEUTICS INC.15.0M sharesnew addition2026-03-312026-05-15

BCRX BIOCRYST PHARMACEUTICALS INC5.7M sharesnew addition2026-03-312026-05-15

Sponsored

TVTX TRAVERE THERAPEUTICS INC1.6M sharesnew addition2026-03-312026-05-15

VRDN VIRIDIAN THERAPEUTICS INC2.3M sharesnew addition2026-03-312026-05-15

CGEM CULLINAN THERAPEUTICS INC3.1M sharesnew addition2026-03-312026-05-15

URGN UROGEN PHARMA LTD2.2M sharesnew addition2026-03-312026-05-15

KALV KALVISTA PHARMACEUTICALS INC1.8M sharesnew addition2026-03-312026-05-15

APLS APELLIS PHARMACEUTICALS INC825.0K sharesnew addition2026-03-312026-05-15

LEGN LEGEND BIOTECH CORP1.6M sharesnew addition2026-03-312026-05-15

MBX MBX BIOSCIENCES INC934.8K sharesnew addition2026-03-312026-05-15

Sponsored

IMCR IMMUNOCORE HLDGS PLC884.9K sharesnew addition2026-03-312026-05-15

SUTRO BIOPHARMA INC SUTRO BIOPHARMA INC872.6K sharesnew addition2026-03-312026-05-15

BURNING ROCK BIOTECH LTD BURNING ROCK BIOTECH LTD1.2M sharesnew addition2026-03-312026-05-15

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC560.0K sharesnew addition2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC1.2M sharesnew addition2026-03-312026-05-15

PHVS PHARVARIS N V640.4K sharesnew addition2026-03-312026-05-15

EVOMMUNE INC EVOMMUNE INC625.5K sharesnew addition2026-03-312026-05-15

RLAY RELAY THERAPEUTICS INC1.4M sharesnew addition2026-03-312026-05-15

Sponsored

GERN GERON CORP6.8M sharesnew addition2026-03-312026-05-15

ENGENE HOLDINGS INC ENGENE HOLDINGS INC1.4M sharesnew addition2026-03-312026-05-15

DSGN DESIGN THERAPEUTICS INC784.6K sharesnew addition2026-03-312026-05-15

WVE WAVE LIFE SCIENCES LTD965.2K sharesnew addition2026-03-312026-05-15

CLYM CLIMB BIO INC1.0M sharesnew addition2026-03-312026-05-15

AMARIN CORP PLC AMARIN CORP PLC472.4K sharesnew addition2026-03-312026-05-15

BIOHAVEN LTD BIOHAVEN LTD702.9K sharesnew addition2026-03-312026-05-15

PRLD PRELUDE THERAPEUTICS INC1.6M sharesnew addition2026-03-312026-05-15

Sponsored

CRBU CARIBOU BIOSCIENCES INC2.5M sharesnew addition2026-03-312026-05-15

ALEC ALECTOR INC2.0M sharesnew addition2026-03-312026-05-15

PRQR PROQR THRAPEUTICS N V1.6M sharesnew addition2026-03-312026-05-15

CADL CANDEL THERAPEUTICS INC200.0K sharesnew addition2026-03-312026-05-15

CLDX N/A sharesnew addition2026-03-312026-05-15

CTMX N/A sharesnew addition2026-03-312026-05-15

STRO N/A sharesnew addition2026-03-312026-05-15

BNR N/A sharesnew addition2026-03-312026-05-15

Sponsored

SNDX

SYNDAX PHARMACEUTICALS INC

New

Shares8.1M

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

New

Shares5.8M

Event2026-03-31

Filed2026-05-15

PCVX

VAXCYTE INC

New

Shares2.9M

Event2026-03-31

Filed2026-05-15

COGT

COGENT BIOSCIENCES INC

New

Shares4.0M

Event2026-03-31

Filed2026-05-15

VERA

VERA THERAPEUTICS INC

New

Shares3.4M

Event2026-03-31

Filed2026-05-15

BEAM

BEAM THERAPEUTICS INC

New

Shares3.7M

Event2026-03-31

Filed2026-05-15

CTMX

CYTOMX THERAPEUTICS INC.

New

Shares15.0M

Event2026-03-31

Filed2026-05-15

BCRX

BIOCRYST PHARMACEUTICALS INC

New

Shares5.7M

Event2026-03-31

Filed2026-05-15

TVTX

TRAVERE THERAPEUTICS INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

VRDN

VIRIDIAN THERAPEUTICS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

CGEM

CULLINAN THERAPEUTICS INC

New

Shares3.1M

Event2026-03-31

Filed2026-05-15

URGN

UROGEN PHARMA LTD

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

KALV

KALVISTA PHARMACEUTICALS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

APLS

APELLIS PHARMACEUTICALS INC

New

Shares825.0K

Event2026-03-31

Filed2026-05-15

LEGN

LEGEND BIOTECH CORP

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

New

Shares934.8K

Event2026-03-31

Filed2026-05-15

IMCR

IMMUNOCORE HLDGS PLC

New

Shares884.9K

Event2026-03-31

Filed2026-05-15

SUTRO BIOPHARMA INC

New

Shares872.6K

Event2026-03-31

Filed2026-05-15

BURNING ROCK BIOTECH LTD

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

SOLENO THERAPEUTICS INC

New

Shares560.0K

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

New

Shares640.4K

Event2026-03-31

Filed2026-05-15

EVOMMUNE INC

New

Shares625.5K

Event2026-03-31

Filed2026-05-15

RLAY

RELAY THERAPEUTICS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

GERN

GERON CORP

New

Shares6.8M

Event2026-03-31

Filed2026-05-15

ENGENE HOLDINGS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

DSGN

DESIGN THERAPEUTICS INC

New

Shares784.6K

Event2026-03-31

Filed2026-05-15

WVE

WAVE LIFE SCIENCES LTD

New

Shares965.2K

Event2026-03-31

Filed2026-05-15

CLYM

CLIMB BIO INC

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

AMARIN CORP PLC

New

Shares472.4K

Event2026-03-31

Filed2026-05-15

BIOHAVEN LTD

New

Shares702.9K

Event2026-03-31

Filed2026-05-15

PRLD

PRELUDE THERAPEUTICS INC

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

CRBU

CARIBOU BIOSCIENCES INC

New

Shares2.5M

Event2026-03-31

Filed2026-05-15

ALEC

ALECTOR INC

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

PRQR

PROQR THRAPEUTICS N V

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

CADL

CANDEL THERAPEUTICS INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

CLDX

New

SharesN/A

Event2026-03-31

Filed2026-05-15

CTMX

New

SharesN/A

Event2026-03-31

Filed2026-05-15

STRO

New

SharesN/A

Event2026-03-31

Filed2026-05-15

BNR

New

SharesN/A

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TVTX Call CallTRAVERE THERAPEUTICS INC800.0K sharesnew addition2026-03-312026-05-15

TVTX Call

TRAVERE THERAPEUTICS INC

New

Shares800.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

RVMD Put PutREVOLUTION MEDICINES INC207.5K sharesnew addition2026-03-312026-05-15

TVTX Put PutTRAVERE THERAPEUTICS INC54.9K sharesnew addition2026-03-312026-05-15

RVMD Put

REVOLUTION MEDICINES INC

New

Shares207.5K

Event2026-03-31

Filed2026-05-15

TVTX Put

TRAVERE THERAPEUTICS INC

New

Shares54.9K

Event2026-03-31

Filed2026-05-15