Kynam Capital Management, LP
Sector Allocation
- Healthcare100.0%$1.8B
AUM History
13fpro.ai/research/fund/kynam-capital-management-lp-1907884
Conviction and streaks
Stable · top 10 = 72.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CLDX
$198.1MSNDX
$176.0MPCVX
$169.9MCOGT
$141.9MVERA
$124.0MVRDN
$118.6MTVTX
$113.6MBEAM
$97.5MURGN
$89.6MLEGN
$86.7MCTMX
$81.4MRLAY
$61.7MCGEM
$56.7MMBX
$51.6MIMCR
$43.7MNRIX
$29.0MSTRO
$29.0MBCRX
$25.2MPHVS
$22.9MSMMT
$17.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kynam-capital-management-lp-1907884
Kynam Capital Management, LP 13F holdings — Q2 2026
$1.8B portfolio (+11.6% QoQ) · 32 holdings · Q2 2026 13F · top 10 are 73% of the stock portfolio
$198.1M
10.9% of stocks
-9%This quarter-29.7%Since filed11+ qtrsHeldAIQuality7.9#2,898Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$176.0M
9.7% of stocks
No changeThis quarter-33.4%Since filed11+ qtrsHeld$169.9M
9.4% of stocks
No changeThis quarter+3.3%Since filed11+ qtrsHeld$141.9M
7.8% of stocks
-9%This quarter-18.5%Since filed11+ qtrsHeld$124.0M
6.8% of stocks
-15%This quarter-10.5%Since filed11+ qtrsHeld$118.6M
6.5% of stocks
+176%This quarter+5.7%Since filed10 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$113.6M
6.3% of stocks
+27%This quarter-19.6%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$97.5M
5.4% of stocks
-23%This quarter-11.1%Since filed8 qtrsHeld$89.6M
5.0% of stocks
+8%This quarter-29.4%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$86.7M
4.8% of stocks
+90%This quarter+0.1%Since filed2 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Kynam Capital Management, LP (Q2 2026)
32 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CytomX Therapeutics, Inc. | Healthcare | $81.4M | 4.5% | 21.70M | +45% | 5 qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Relay Therapeutics, Inc. | Healthcare | $61.7M | 3.4% | 3.30M | +132% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Cullinan Therapeutics, Inc. | Healthcare | $56.7M | 3.1% | 3.11M | — | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MBX Biosciences, Inc. | Healthcare | $51.6M | 2.9% | 935K | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Immunocore Holdings plcadr | Healthcare | $43.7M | 2.4% | 1.38M | +55% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Nurix Therapeutics, Inc. | Healthcare | $29.0M | 1.6% | 1.19M | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | SUTRO BIOPHARMA, INC. | Healthcare | $29.0M | 1.6% | 873K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BIOCRYST PHARMACEUTICALS INC | Healthcare | $25.2M | 1.4% | 2.52M | -56% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Pharvaris N.V. | Healthcare | $22.9M | 1.3% | 662K | +3% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Summit Therapeutics Inc. | Healthcare | $17.5M | 1.0% | 1.20M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Prelude Therapeutics Inc | Healthcare | $12.9M | 0.7% | 2.42M | +52% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | INSMED Inc | Healthcare | $10.7M | 0.6% | 100K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Burning Rock Biotech Ltdadr | Healthcare | $10.5M | 0.6% | 1.24M | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | GERON CORP | Healthcare | $8.8M | 0.5% | 6.84M | — | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMARIN CORP PLC\UKadr | Healthcare | $8.5M | 0.5% | 533K | +13% | 5 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ALEC | Alector, Inc. | Healthcare | $7.7M | 0.4% | 3.81M | +90% | |||
| 27 | $PBLS | Parabilis Medicines, Inc. | Healthcare | $6.8M | 0.4% | 250K | New | |||
| 28 | $CRBU | Caribou Biosciences, Inc. | Healthcare | $4.4M | 0.2% | 2.50M | — | |||
| 29 | $PRQR | ProQR Therapeutics N.V. | Healthcare | $2.9M | 0.2% | 1.57M | — | |||
| 30 | $CADL | Candel Therapeutics, Inc. | Healthcare | $996K | 0.1% | 97K | -52% | |||
| 31 | $ENGN | enGene Therapeutics Inc. | Healthcare | $792K | 0.0% | 458K | -66% | |||
| 32 | $TRAW | Traws Pharma, Inc. | Healthcare | $71K | 0.0% | 84K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 4 new, 12 added to, 7 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
Added to (12)
now $118.6M · held 10 qtrs, 2 adds in a row
now $86.7M · held 2 qtrs, 2 adds in a row
now $61.7M · held 7 qtrs
now $81.4M · held 5 qtrs, 5 adds in a row
now $113.6M · held 11+ qtrs, 2 adds in a row
now $43.7M · held 7 qtrs, 2 adds in a row
+6 more in the Excel export
Trimmed (7)
now $25.2M · held 11+ qtrs, 2 trims in a row
now $97.5M · held 8 qtrs
now $124.0M · held 11+ qtrs, 3 trims in a row
now $198.1M · held 11+ qtrs, 3 trims in a row
now $141.9M · held 11+ qtrs, 5 trims in a row
$ENGNenGene Therapeutics Inc.-66%
now $792K · held 8 qtrs, 3 trims in a row
+1 more in the Excel export
Sold out (11)
$KALVKalVista Pharmaceuticals, Inc.was $36.7M
held 3 qtrs
$APLSApellis Pharmaceuticals, Inc.was $33.2M
held 3 qtrs
$RVMDPUTRevolution Medicines, Inc.was $20.2M
$SLNOSOLENO THERAPEUTICS INCwas $18.7M
held 1 qtr
$EVMNEvommune, Inc.was $14.4M
held 2 qtrs
+5 more in the Excel export
Holdings by quarter
Every 13F Kynam Capital Management, LP has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Kynam Capital Management?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kynam Capital Management's top 20 holdings: 27/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
-15.5%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 38% over the last 4
Top 10 weight
73%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2023 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kynam Capital Management, LP disclosed 32 positions worth $1.8B in its Form 13F-HR for Q2 2026, led by $CLDX (Celldex Therapeutics, Inc.) at 10.9% of the equity portfolio, followed by $SNDX and $PCVX. During the quarter the fund opened 4 new positions and exited 11 — including a new stake in $SMMT and a full exit from $KALV. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Kynam Capital Management, LP’s Form 13F-HR filing with the SEC under CIK 1907884.
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