Kynam Capital Management, LP
13F Reported Value
ⓘ$1.8B
Holdings
32
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$CLDX
$SNDX
$PCVX
$COGT
$VERA
$CTMX
$VRDN
$TVTX
$URGN
$LEGNSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 8.4#2,931
Quality
$198.1M5,322,908 sh - 33.8#2,378
Quality
$176.0M8,050,959 sh - —
Quality
$169.9M2,922,335 sh - —
Quality
$141.9M3,667,097 sh - —
Quality
$124.0M2,890,059 sh - 27.2
Quality
$118.6M6,453,877 sh - 56.6
Quality
$113.6M2,000,000 sh - 34.2
Quality
$97.5M2,840,792 sh - —
Quality
$89.6M2,434,207 sh - 47.8
Quality
$86.7M3,001,205 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Celldex Therapeutics, Inc.$CLDX | 8.4#2,931 | $198.1M | 5,322,908 |
| Syndax Pharmaceuticals Inc$SNDX | 33.8#2,378 | $176.0M | 8,050,959 |
| Vaxcyte, Inc.$PCVX | — | $169.9M | 2,922,335 |
| Cogent Biosciences, Inc.$COGT | — | $141.9M | 3,667,097 |
| Vera Therapeutics, Inc.$VERA | — | $124.0M | 2,890,059 |
| Viridian Therapeutics, Inc.\DE$VRDN | 27.2 | $118.6M | 6,453,877 |
| Travere Therapeutics, Inc.$TVTX | 56.6 | $113.6M | 2,000,000 |
 Beam Therapeutics Inc.$BEAM | 34.2 | $97.5M | 2,840,792 |
| UroGen Pharma Ltd.$URGN | — | $89.6M | 2,434,207 |
| Legend Biotech Corp$LEGN | 47.8 | $86.7M | 3,001,205 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kynam Capital Management, LP's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Healthcare
$1.8B
Full Holdings — Kynam Capital Management, LP (Q2 2026)
All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CLDX | Celldex Therapeutics, Inc. | $198.1M | 10.9% | -9% | 8.4 |
| 2 | $SNDX | Syndax Pharmaceuticals Inc | $176.0M | 9.7% | +0% | 33.8 |
| 3 | $PCVX | Vaxcyte, Inc. | $169.9M | 9.4% | +0% | — |
| 4 | $COGT | Cogent Biosciences, Inc. | $141.9M | 7.8% | -9% | — |
| 5 | $VERA | Vera Therapeutics, Inc. | $124.0M | 6.8% | -15% | — |
| 6 | $VRDN | Viridian Therapeutics, Inc.\DE | $118.6M | 6.5% | +176% | 27.2 |
| 7 | $TVTX | Travere Therapeutics, Inc. | $113.6M | 6.3% | +27% | 56.6 |
| 8 | $BEAM | Beam Therapeutics Inc. | $97.5M | 5.4% | -23% | 34.2 |
| 9 | $URGN | UroGen Pharma Ltd. | $89.6M | 5.0% | +8% | — |
| 10 | $LEGN | Legend Biotech Corp | $86.7M | 4.8% | +90% | 47.8 |
| 11 | $CTMX | CytomX Therapeutics, Inc. | $81.4M | 4.5% | +45% | 8.7 |
| 12 |  $RLAY | Relay Therapeutics, Inc. | $61.7M | 3.4% | +132% | 19.5 |
| 13 |  $CGEM | Cullinan Therapeutics, Inc. | $56.7M | 3.1% | +0% | — |
| 14 |  $MBX | MBX Biosciences, Inc. | $51.6M | 2.9% | +0% | — |
| 15 |  $IMCR | Immunocore Holdings plc | $43.7M | 2.4% | +55% | — |
| 16 |  $NRIX | Nurix Therapeutics, Inc. | $29.0M | 1.6% | +0% | 6.4 |
| 17 |  $STRO | SUTRO BIOPHARMA, INC. | $29.0M | 1.6% | +0% | 15.3 |
| 18 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $25.2M | 1.4% | -56% | 53.2 |
| 19 |  $PHVS | Pharvaris N.V. | $22.9M | 1.3% | +3% | — |
| 20 |  $SMMT | Summit Therapeutics Inc. | $17.5M | 1.0% | NEW | — |
| 21 |  $PRLD | Prelude Therapeutics Inc | $12.9M | 0.7% | +52% | 21.5 |
| 22 |  $INSM | INSMED Inc | $10.7M | 0.6% | NEW | 39.4 |
| 23 |  $BNR | Burning Rock Biotech Ltd | $10.5M | 0.6% | +1% | — |
| 24 |  $GERN | GERON CORP | $8.8M | 0.5% | +0% | — |
| 25 |  $AMRN | AMARIN CORP PLC\UK | $8.5M | 0.5% | +13% | 31.3 |
| 26 |  $ALEC | Alector, Inc. | $7.7M | 0.4% | +90% | 10.9 |
| 27 |  $PBLS | Parabilis Medicines, Inc. | $6.8M | 0.4% | NEW | — |
| 28 |  $CRBU | Caribou Biosciences, Inc. | $4.4M | 0.2% | +0% | 11.7 |
| 29 |  $PRQR | ProQR Therapeutics N.V. | $2.9M | 0.2% | +0% | — |
| 30 |  $CADL | Candel Therapeutics, Inc. | $996,432 | 0.1% | -52% | — |
| 31 |  $ENGN | enGene Therapeutics Inc. | $792,089 | 0.0% | -66% | — |
| 32 |  $TRAW | Traws Pharma, Inc. | $71,175 | 0.0% | NEW | — |
New Positions (4)
Exited Positions (11)
$KALV KalVista Pharmaceuticals, Inc.
$APLS Apellis Pharmaceuticals, Inc.$TVTXCALL Travere Therapeutics, Inc.
$RVMDPUT Revolution Medicines, Inc.
$SLNO SOLENO THERAPEUTICS INC
$EVMN Evommune, Inc.
$DSGN Design Therapeutics, Inc.
$WVE Wave Life Sciences, Inc.
$CLYM Climb Bio, Inc.
$BHVN Biohaven Ltd.$TVTXPUT Travere Therapeutics, Inc.Browse Top Institutional Investors
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