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CIK: 0001907884
Total reported value
$1.8B
$1.8B
23 檔
31.1%
At the close of Q1 2024, Kynam Capital Management, LP disclosed equity holdings valued at approximately $1.8B, spread across 23 reported holdings.
During Q1 2024, Kynam Capital Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | Stock-Healthcare | 19.14% | — | -16.67% | |
| 2 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 14.10% | -1.87% | — | |
| 3 | CLDX | Celldex Therapeutics Inc | Stock-Other | 12.74% | -0.48% | -3.52% | |
| 4 | VERA | Vera Therapeutics Inc | Stock-Other | 6.89% | -1.58% | -58.17% | |
| 5 | COGT | Cogent Biosciences Inc | Stock-Other | 5.98% | -1.75% | +45.18% | |
| 6 | DVAX | Dynavax Technologies CORP | Stock-Other | 5.51% | — | +179.97% | |
| 7 | PCVX | Vaxcyte Inc | Stock-Other | 5.33% | -1.09% | -25.68% | |
| 8 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 4.37% | — | — | |
| 9 | LQDA | Liquidia CORP | Stock-Other | 3.47% | — | -16.68% | |
| 10 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 3.47% | -1.95% | +41.90% | |
| 11 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 3.46% | — | -42.93% | |
| 12 | TSVT* | 2seventy Bio Inc | Stock-Other | 3.33% | — | — | |
| 13 | WVE | Wave Life Sciences Ltd. | Stock-Other | 2.54% | -0.43% | EXIT | |
| 14 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.61% | +1.84% | — | |
| 15 | CORT | Corcept Therapeutics Inc | Stock-Healthcare | 1.54% | — | — | |
| 16 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 1.48% | — | — | |
| 17 | STRO | Sutro Biopharma, Inc. | Stock-Other | 1.18% | — | — | |
| 18 | ✓ | Amarin Corp PLC | Stock-Other | 1.12% | — | — | |
| 19 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.88% | — | +51.44% | |
| 20 | BNR | Burning Rock Biotech Ltd-adr | Stock-Other | 0.73% | — | +10.89% | |
| 21 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.57% | -0.05% | — | |
| 22 | ✓ | Acelyrin Inc | Stock-Other | 0.28% | — | -66.97% | |
| 23 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.25% | +3.72% | -77.98% |
According to official SEC Form 13F filings, Kynam Capital Management, LP reported a total U.S. public equity portfolio value of $1.8B across 23 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NTRA, SNDX, CLDX) accounted for 31.1% of total reported equity market value during Q1 2024.
During Q1 2024, Kynam Capital Management, LP's top holdings by market value included NTRA (19.1%)、SNDX (14.1%)、CLDX (12.7%). The largest single position, NTRA, represented 19.1% of total portfolio value.
In Q1 2024, Kynam Capital Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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