Sponsored

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

Currently, Kynam Capital Management, LP holds 39 types of securities in its portfolio with a total value $1.4B. 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 VRDN (-3.0M shares, valued at $63.8M), COGT (-1.7M shares, valued at $24.7M), ENGN (-3.5M shares, valued at $23.9M); 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).

1M P&L

+184.3M+10.06%

3M P&L

+203.6M+11.23%

HY P&L

+683.7M+51.26%

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

1Biotechnology1.3B

90.3%

2Drug Manufacturers - Specialty & Generic119.7M

8.4%

3Drug Manufacturers - General9.4M

0.7%

Top Industries by Stock Count

1Biotechnology29 stocks

82.9%

2Drug Manufacturers - Specialty & Generic4 stocks

11.4%

3Drug Manufacturers - General1 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

COGT COGENT BIOSCIENCES INC6.2M shares-21.82%2025-12-312026-02-17

CLDX CELLDEX THERAPEUTICS INC NEW6.1M shares0.00%2025-09-302025-11-14

SNDX SYNDAX PHARMACEUTICALS INC8.5M shares0.00%2025-09-302025-11-14

VERA VERA THERAPEUTICS INC4.0M shares17.54%2025-09-302025-11-14

PCVX VAXCYTE INC3.1M shares0.00%2025-09-302025-11-14

CGON CG ONCOLOGY INC2.0M shares-18.41%2025-09-302025-11-14

BCRX BIOCRYST PHARMACEUTICALS INC9.4M shares10.95%2025-09-302025-11-14

BEAM BEAM THERAPEUTICS INC2.5M shares4.14%2025-09-302025-11-14

Sponsored

CTMX CYTOMX THERAPEUTICS INC9.0M shares145.88%2025-12-312026-03-04

CGEM CULLINAN THERAPEUTICS INC3.1M shares35.27%2025-12-312026-03-04

IMCR IMMUNOCORE HLDGS PLC1.0M shares3.38%2025-09-302025-11-14

MBX MBX BIOSCIENCES INC2.0M sharesnew addition2025-09-302025-11-14

WVE WAVE LIFE SCIENCES LTD4.6M shares0.00%2025-09-302025-11-14

TYRA TYRA BIOSCIENCES INC2.3M shares0.00%2025-09-302025-11-14

VRDN VIRIDIAN THERAPEUTICS INC1.5M shares-66.79%2025-12-312026-02-17

TVTX TRAVERE THERAPEUTICS INC949.7K shares-38.36%2025-09-302025-11-14

Sponsored

DVAX DYNAVAX TECHNOLOGIES CORP2.1M shares0.00%2025-09-302025-11-14

NRIX NURIX THERAPEUTICS INC2.2M shares84.78%2025-09-302025-11-14

UTHR UNITED THERAPEUTICS CORP DEL67.6K sharesnew addition2025-09-302025-11-14

APLS APELLIS PHARMACEUTICALS INC808.6K sharesnew addition2025-09-302025-11-14

PHVS PHARVARIS N V675.0K sharesnew addition2025-09-302025-11-14

RLAY RELAY THERAPEUTICS INC2.9M shares0.00%2025-09-302025-11-14

ENGN ENGENE HOLDINGS INC1.5M shares-70.11%2025-12-312026-02-17

AMRN AMARIN CORP PLC576.1K shares0.00%2025-09-302025-11-14

Sponsored

BNR BURNING ROCK BIOTECH LTD994.9K shares0.00%2025-09-302025-11-14

DSGN DESIGN THERAPEUTICS INC1.0M shares0.00%2025-09-302025-11-14

KALV KALVISTA PHARMACEUTICALS INC606.2K sharesnew addition2025-09-302025-11-14

IRWD IRONWOOD PHARMACEUTICALS INC5.5M shares0.00%2025-09-302025-11-14

CRBU CARIBOU BIOSCIENCES INC3.1M shares0.00%2025-09-302025-11-14

URGN UROGEN PHARMA LTD282.4K shares-56.99%2025-09-302025-11-14

GERN GERON CORP3.5M shares0.00%2025-09-302025-11-14

STRO SUTRO BIOPHARMA INC5.1M shares0.00%2025-09-302025-11-14

Sponsored

EWTX EDGEWISE THERAPEUTICS INC254.0K shares0.00%2025-09-302025-11-14

PRQR PROQR THRAPEUTICS N V1.6M shares0.00%2025-09-302025-11-14

CLYM CLIMB BIO INC1.0M shares0.00%2025-09-302025-11-14

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

COGT

COGENT BIOSCIENCES INC

-21.82%

Shares6.2M

Event2025-12-31

Filed2026-02-17

CLDX

CELLDEX THERAPEUTICS INC NEW

0.00%

Shares6.1M

Event2025-09-30

Filed2025-11-14

SNDX

SYNDAX PHARMACEUTICALS INC

0.00%

Shares8.5M

Event2025-09-30

Filed2025-11-14

VERA

VERA THERAPEUTICS INC

17.54%

Shares4.0M

Event2025-09-30

Filed2025-11-14

PCVX

VAXCYTE INC

0.00%

Shares3.1M

Event2025-09-30

Filed2025-11-14

CGON

CG ONCOLOGY INC

-18.41%

Shares2.0M

Event2025-09-30

Filed2025-11-14

BCRX

BIOCRYST PHARMACEUTICALS INC

10.95%

Shares9.4M

Event2025-09-30

Filed2025-11-14

BEAM

BEAM THERAPEUTICS INC

4.14%

Shares2.5M

Event2025-09-30

Filed2025-11-14

CTMX

CYTOMX THERAPEUTICS INC

145.88%

Shares9.0M

Event2025-12-31

Filed2026-03-04

CGEM

CULLINAN THERAPEUTICS INC

35.27%

Shares3.1M

Event2025-12-31

Filed2026-03-04

IMCR

IMMUNOCORE HLDGS PLC

3.38%

Shares1.0M

Event2025-09-30

Filed2025-11-14

MBX

MBX BIOSCIENCES INC

New

Shares2.0M

Event2025-09-30

Filed2025-11-14

WVE

WAVE LIFE SCIENCES LTD

0.00%

Shares4.6M

Event2025-09-30

Filed2025-11-14

TYRA

TYRA BIOSCIENCES INC

0.00%

Shares2.3M

Event2025-09-30

Filed2025-11-14

VRDN

VIRIDIAN THERAPEUTICS INC

-66.79%

Shares1.5M

Event2025-12-31

Filed2026-02-17

TVTX

TRAVERE THERAPEUTICS INC

-38.36%

Shares949.7K

Event2025-09-30

Filed2025-11-14

DVAX

DYNAVAX TECHNOLOGIES CORP

0.00%

Shares2.1M

Event2025-09-30

Filed2025-11-14

NRIX

NURIX THERAPEUTICS INC

84.78%

Shares2.2M

Event2025-09-30

Filed2025-11-14

UTHR

UNITED THERAPEUTICS CORP DEL

New

Shares67.6K

Event2025-09-30

Filed2025-11-14

APLS

APELLIS PHARMACEUTICALS INC

New

Shares808.6K

Event2025-09-30

Filed2025-11-14

PHVS

PHARVARIS N V

New

Shares675.0K

Event2025-09-30

Filed2025-11-14

RLAY

RELAY THERAPEUTICS INC

0.00%

Shares2.9M

Event2025-09-30

Filed2025-11-14

ENGN

ENGENE HOLDINGS INC

-70.11%

Shares1.5M

Event2025-12-31

Filed2026-02-17

AMRN

AMARIN CORP PLC

0.00%

Shares576.1K

Event2025-09-30

Filed2025-11-14

BNR

BURNING ROCK BIOTECH LTD

0.00%

Shares994.9K

Event2025-09-30

Filed2025-11-14

DSGN

DESIGN THERAPEUTICS INC

0.00%

Shares1.0M

Event2025-09-30

Filed2025-11-14

KALV

KALVISTA PHARMACEUTICALS INC

New

Shares606.2K

Event2025-09-30

Filed2025-11-14

IRWD

IRONWOOD PHARMACEUTICALS INC

0.00%

Shares5.5M

Event2025-09-30

Filed2025-11-14

CRBU

CARIBOU BIOSCIENCES INC

0.00%

Shares3.1M

Event2025-09-30

Filed2025-11-14

URGN

UROGEN PHARMA LTD

-56.99%

Shares282.4K

Event2025-09-30

Filed2025-11-14

GERN

GERON CORP

0.00%

Shares3.5M

Event2025-09-30

Filed2025-11-14

STRO

SUTRO BIOPHARMA INC

0.00%

Shares5.1M

Event2025-09-30

Filed2025-11-14

EWTX

EDGEWISE THERAPEUTICS INC

0.00%

Shares254.0K

Event2025-09-30

Filed2025-11-14

PRQR

PROQR THRAPEUTICS N V

0.00%

Shares1.6M

Event2025-09-30

Filed2025-11-14

CLYM

CLIMB BIO INC

0.00%

Shares1.0M

Event2025-09-30

Filed2025-11-14

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

No call option holdings data available

Put Option Holdings

No put option holdings data available