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CIK: 0001907884
Total reported value
$1.8B
$1.8B
25 檔
39.1%
In Q3 2024, Kynam Capital Management, LP's U.S. equity holdings reached a combined market value of $1.8B, distributed across 25 disclosed stock positions.
In Q3 2024, Kynam Capital Management, LP displayed an active expansion posture, initiating 2 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | Stock-Healthcare | 19.88% | — | +1.39% | |
| 2 | PCVX | Vaxcyte Inc | Stock-Other | 9.10% | -1.09% | +37.98% | |
| 3 | CLDX | Celldex Therapeutics Inc | Stock-Other | 9.01% | -0.48% | +2.06% | |
| 4 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 8.62% | -1.87% | +2.11% | |
| 5 | COGT | Cogent Biosciences Inc | Stock-Other | 7.65% | -1.75% | -0.22% | |
| 6 | DVAX | Dynavax Technologies CORP | Stock-Other | 7.12% | — | +17.65% | |
| 7 | VERA | Vera Therapeutics Inc | Stock-Other | 5.34% | -1.58% | +2.13% | |
| 8 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 5.29% | -1.95% | +2.93% | |
| 9 | CGON | Cg Oncology Inc | Stock-Other | 5.12% | — | +3184.68% | |
| 10 | VRDN | Viridian Therapeutics Inc | Stock-Other | 4.38% | +3.72% | +43.50% | |
| 11 | WVE | Wave Life Sciences Ltd. | Stock-Other | 3.08% | -0.43% | EXIT | |
| 12 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.45% | -0.02% | — | |
| 13 | TSVT* | 2seventy Bio Inc | Stock-Other | 2.15% | — | — | |
| 14 | LQDA | Liquidia CORP | Stock-Other | 1.74% | — | +147.26% | |
| 15 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.57% | — | -42.95% | |
| 16 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.47% | +1.84% | -32.16% | |
| 17 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 1.16% | — | +124.47% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.07% | — | -90.91% | |
| 19 | ✓ | Engene Holdings Inc | Stock-Other | 0.88% | -0.57% | EXIT | |
| 20 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.84% | — | -17.43% | |
| 21 | ✓ | Amarin Corp PLC | Stock-Other | 0.60% | — | +2.13% | |
| 22 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.55% | — | +2.11% | |
| 23 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.35% | -0.05% | +43.08% | |
| 24 | ✓ | Acelyrin Inc | Stock-Other | 0.32% | — | +1.93% | |
| 25 | BNR | Burning Rock Biotech Ltd-adr | Stock-Other | 0.25% | -0.64% | +1.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGON | Cg Oncology Inc | +5% | +3184.68% | Add |
| 2 | PCVX | Vaxcyte Inc | +4.7% | +37.98% | Add |
| 3 | NTRA | Natera Inc | +3.1% | +1.39% | Add |
| 4 | VRDN | Viridian Therapeutics Inc | +2.6% | +43.50% | Add |
| 5 | BEAM | Beam Therapeutics Inc | +2.5% | NEW | New buy |
| 6 | COGT | Cogent Biosciences Inc | +1.6% | -0.22% | Trim |
| 7 | WVE | Wave Life Sciences Ltd. | +1.6% | +23.24% | Add |
| 8 | BCRX | Biocryst Pharmaceuticals Inc | +1.1% | +2.93% | Add |
| 9 | VERA | Vera Therapeutics Inc | +1% | +2.13% | Add |
| 10 | DVAX | Dynavax Technologies CORP | +1% | +17.65% | Add |
| 11 | LQDA | Liquidia CORP | +0.9% | +147.26% | Add |
| 12 | ✓ | Engene Holdings Inc | +0.9% | NEW | New buy |
| 13 | TSVT* | 2seventy Bio Inc | +0.4% | — | Unchanged |
| 14 | IRWD | Ironwood Pharmaceuticals Inc | +0.3% | +124.47% | Add |
| 15 | TVTX | Travere Therapeutics Inc | +0.2% | -32.16% | Trim |
| 16 | TYRA | Tyra Biosciences Inc | +0.1% | -17.43% | Trim |
| 17 | CRBU | Caribou Biosciences Inc | +0.1% | +43.08% | Add |
| 18 | STRO | Sutro Biopharma, Inc. | +0.1% | +2.11% | Add |
| 19 | ✓ | Acelyrin Inc | 0% | +1.93% | Add |
| 20 | ✓ | Amarin Corp PLC | -0.1% | +2.13% | Add |
| 21 | BNR | Burning Rock Biotech Ltd-adr | -0.2% | +1.49% | Add |
| 22 | SNDX | Syndax Pharmaceuticals Inc | -0.4% | +2.11% | Add |
| 23 | PTGX | Protagonist Therapeutics Inc | -0.6% | -42.95% | Trim |
| 24 | CLDX | Celldex Therapeutics Inc | -0.7% | +2.06% | Add |
| 25 | ALNY | Alnylam Pharmaceuticals Inc | -0.8% | EXIT | Sold out |
| 26 | INSM | Insmed Inc | -5.2% | EXIT | Sold out |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | -8.4% | EXIT | Sold out |
| 28 | VRTX | Vertex Pharmaceuticals Inc | -10.9% | -90.91% | Trim |
According to official SEC Form 13F filings, Kynam Capital Management, LP reported a total U.S. public equity portfolio value of $1.8B across 25 disclosed positions in Q3 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NTRA, PCVX, CLDX) accounted for 39.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
BEAM
市值: $31.9M
Top Position Liquidated / Trimmed
SPY
前期市值: $109.1M
During Q3 2024, Kynam Capital Management, LP's top holdings by market value included NTRA (19.9%)、PCVX (9.1%)、CLDX (9.0%). The largest single position, NTRA, represented 19.9% of total portfolio value.
In Q3 2024, Kynam Capital Management, LP made 27 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 5 holdings, and fully liquidating 3 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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