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CIK: 0001907884
Total reported value
$1.8B
$1.8B
30 檔
51.3%
At the close of Q4 2024, Kynam Capital Management, LP disclosed equity holdings valued at approximately $1.8B, spread across 30 reported holdings.
In Q4 2024, Kynam Capital Management, LP displayed an active expansion posture, initiating 6 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTRA | Natera Inc | Stock-Healthcare | 18.92% | — | -1.00% | |
| 2 | PCVX | Vaxcyte Inc | Stock-Other | 11.31% | -1.09% | +124.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.39% | — | — | |
| 4 | CLDX | Celldex Therapeutics Inc | Stock-Other | 7.56% | -0.48% | +46.42% | |
| 5 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 6.66% | -1.87% | +45.82% | |
| 6 | DVAX | Dynavax Technologies CORP | Stock-Other | 4.95% | — | -21.26% | |
| 7 | CGON | Cg Oncology Inc | Stock-Other | 4.27% | — | +42.29% | |
| 8 | COGT | Cogent Biosciences Inc | Stock-Other | 4.20% | -1.75% | -1.46% | |
| 9 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 4.04% | -1.95% | — | |
| 10 | VRDN | Viridian Therapeutics Inc | Stock-Other | 3.77% | +3.72% | +32.45% | |
| 11 | VERA | Vera Therapeutics Inc | Stock-Other | 3.64% | -1.58% | -7.53% | |
| 12 | WVE | Wave Life Sciences Ltd. | Stock-Other | 3.58% | -0.43% | EXIT | |
| 13 | BEAM | Beam Therapeutics Inc | Stock-Other | 2.57% | -0.02% | +34.87% | |
| 14 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.14% | +0.76% | — | |
| 15 | ✓ | Engene Holdings Inc | Stock-Other | 1.96% | -0.57% | EXIT | |
| 16 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.86% | +1.84% | +31.44% | |
| 17 | LQDA | Liquidia CORP | Stock-Other | 1.58% | — | — | |
| 18 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 1.23% | — | +27.13% | |
| 19 | TSVT* | 2seventy Bio Inc | Stock-Other | 1.03% | — | — | |
| 20 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 0.90% | +0.40% | — | |
| 21 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.89% | — | -14.37% | |
| 22 | TYRA | Tyra Biosciences Inc | Stock-Other | 0.44% | — | +13.36% | |
| 23 | BNR | Burning Rock Biotech Ltd-adr | Stock-Other | 0.40% | -0.64% | +0.57% | |
| 24 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.40% | — | +76.22% | |
| 25 | ✓ | Amarin Corp PLC | Stock-Other | 0.36% | — | — | |
| 26 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.27% | — | — | |
| 27 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.24% | +2.54% | — | |
| 28 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.23% | -0.05% | +2.12% | |
| 29 | ✓ | Acelyrin Inc | Stock-Other | 0.16% | — | — | |
| 30 | CLYM | Climb Bio Inc | Stock-Other | 0.06% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +10.4% | NEW | New buy |
| 2 | PCVX | Vaxcyte Inc | +2.2% | +124.85% | Add |
| 3 | IMCR | Immunocore Holdings Plc-adr | +2.1% | NEW | New buy |
| 4 | ✓ | Engene Holdings Inc | +1.1% | +187.64% | Add |
| 5 | CGEM | Cullinan Therapeutics Inc | +0.9% | NEW | New buy |
| 6 | WVE | Wave Life Sciences Ltd. | +0.5% | — | Unchanged |
| 7 | TVTX | Travere Therapeutics Inc | +0.4% | +31.44% | Add |
| 8 | ✓ | Proqr Therapeutics N.v. | +0.3% | NEW | New buy |
| 9 | RLAY | Relay Therapeutics Inc | +0.2% | NEW | New buy |
| 10 | BNR | Burning Rock Biotech Ltd-adr | +0.2% | +0.57% | Add |
| 11 | BEAM | Beam Therapeutics Inc | +0.1% | +34.87% | Add |
| 12 | IRWD | Ironwood Pharmaceuticals Inc | +0.1% | +27.13% | Add |
| 13 | CLYM | Climb Bio Inc | +0.1% | NEW | New buy |
| 14 | CRBU | Caribou Biosciences Inc | -0.1% | +2.12% | Add |
| 15 | STRO | Sutro Biopharma, Inc. | -0.2% | +76.22% | Add |
| 16 | LQDA | Liquidia CORP | -0.2% | — | Unchanged |
| 17 | ✓ | Acelyrin Inc | -0.2% | — | Unchanged |
| 18 | ✓ | Amarin Corp PLC | -0.2% | — | Unchanged |
| 19 | TYRA | Tyra Biosciences Inc | -0.4% | +13.36% | Add |
| 20 | VRDN | Viridian Therapeutics Inc | -0.6% | +32.45% | Add |
| 21 | PTGX | Protagonist Therapeutics Inc | -0.7% | -14.37% | Trim |
| 22 | CGON | Cg Oncology Inc | -0.9% | +42.29% | Add |
| 23 | NTRA | Natera Inc | -1% | -1.00% | Trim |
| 24 | VRTX | Vertex Pharmaceuticals Inc | -1.1% | EXIT | Sold out |
| 25 | TSVT* | 2seventy Bio Inc | -1.1% | — | Unchanged |
| 26 | BCRX | Biocryst Pharmaceuticals Inc | -1.3% | — | Unchanged |
| 27 | CLDX | Celldex Therapeutics Inc | -1.5% | +46.42% | Add |
| 28 | VERA | Vera Therapeutics Inc | -1.7% | -7.53% | Trim |
| 29 | SNDX | Syndax Pharmaceuticals Inc | -2% | +45.82% | Add |
| 30 | DVAX | Dynavax Technologies CORP | -2.2% | -21.26% | Trim |
| 31 | COGT | Cogent Biosciences Inc | -3.5% | -1.46% | 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 30 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NTRA, PCVX, SPY) accounted for 51.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPY
市值: $175.8M
Top Position Liquidated / Trimmed
VRTX
前期市值: $14.0M
During Q4 2024, Kynam Capital Management, LP's top holdings by market value included NTRA (18.9%)、PCVX (11.3%)、SPY (10.4%). The largest single position, NTRA, represented 18.9% of total portfolio value.
In Q4 2024, Kynam Capital Management, LP made 25 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 5 holdings, and fully liquidating 1 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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