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CIK: 0001907884
Total reported value
$1.8B
$1.8B
35 檔
34.8%
The Q3 2025 SEC filing reveals that Kynam Capital Management, LP held a total portfolio value of $1.8B, covering 35 public equity positions.
In Q3 2025, Kynam Capital Management, LP adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLDX | Celldex Therapeutics Inc | Stock-Other | 11.75% | -0.48% | — | |
| 2 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 9.76% | -1.87% | — | |
| 3 | VERA | Vera Therapeutics Inc | Stock-Other | 8.71% | -1.58% | +17.54% | |
| 4 | COGT | Cogent Biosciences Inc | Stock-Other | 8.43% | -1.75% | -7.14% | |
| 5 | PCVX | Vaxcyte Inc | Stock-Other | 8.24% | -1.09% | — | |
| 6 | VRDN | Viridian Therapeutics Inc | Stock-Other | 7.11% | +3.72% | — | |
| 7 | CGON | Cg Oncology Inc | Stock-Other | 6.01% | — | -18.41% | |
| 8 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 5.31% | -1.95% | +10.95% | |
| 9 | BEAM | Beam Therapeutics Inc | Stock-Other | 4.55% | -0.02% | +4.14% | |
| 10 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 2.73% | +0.76% | +3.38% | |
| 11 | MBX | Mbx Biosciences Inc | Stock-Other | 2.61% | +1.13% | — | |
| 12 | ✓ | Engene Holdings Inc | Stock-Other | 2.54% | -0.57% | EXIT | |
| 13 | WVE | Wave Life Sciences Ltd. | Stock-Other | 2.49% | -0.43% | EXIT | |
| 14 | TYRA | Tyra Biosciences Inc | Stock-Other | 2.43% | — | — | |
| 15 | TVTX | Travere Therapeutics Inc | Stock-Other | 1.69% | +1.84% | -38.36% | |
| 16 | DVAX | Dynavax Technologies CORP | Stock-Other | 1.59% | — | — | |
| 17 | NRIX | Nurix Therapeutics Inc | Stock-Other | 1.49% | +0.46% | +84.78% | |
| 18 | UTHR | United Therapeutics CORP | Stock-Healthcare | 1.49% | — | — | |
| 19 | APLSUSD | Apellis Pharmaceuticals Inc | Stock-Other | 1.36% | -2.05% | EXIT | |
| 20 | PHVS | Pharvaris N.V. | Stock-Other | 1.25% | +0.14% | — | |
| 21 | RLAY | Relay Therapeutics Inc | Stock-Other | 1.12% | +2.54% | — | |
| 22 | CGEM | Cullinan Therapeutics Inc | Stock-Other | 1.02% | +0.40% | +9.84% | |
| 23 | CTMX | Cytomx Therapeutics Inc | Stock-Other | 0.87% | +0.15% | +69.26% | |
| 24 | AMRN | Amarin CORP PLC -adr | Stock-Other | 0.70% | +0.05% | — | |
| 25 | BNR | Burning Rock Biotech Ltd-adr | Stock-Other | 0.64% | -0.64% | — | |
| 26 | DSGN | Design Therapeutics Inc | Stock-Other | 0.58% | -0.52% | EXIT | |
| 27 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 0.55% | -2.26% | EXIT | |
| 28 | IRWD | Ironwood Pharmaceuticals Inc | Stock-Other | 0.53% | — | — | |
| 29 | CRBU | Caribou Biosciences Inc | Stock-Other | 0.53% | -0.05% | — | |
| 30 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.52% | +2.46% | -56.99% | |
| 31 | GERN | Geron CORP | Stock-Other | 0.35% | -0.15% | — | |
| 32 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.33% | — | — | |
| 33 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.31% | — | — | |
| 34 | ✓ | Proqr Therapeutics N.v. | Stock-Other | 0.26% | — | — | |
| 35 | CLYM | Climb Bio Inc | Stock-Other | 0.15% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VERA | Vera Therapeutics Inc | +3.9% | +17.54% | Add |
| 2 | COGT | Cogent Biosciences Inc | +3.9% | -7.14% | Trim |
| 3 | CLDX | Celldex Therapeutics Inc | +1.8% | — | Trim |
| 4 | VRDN | Viridian Therapeutics Inc | +1.8% | — | Trim |
| 5 | SNDX | Syndax Pharmaceuticals Inc | +1% | — | Unchanged |
| 6 | NRIX | Nurix Therapeutics Inc | +0.7% | +84.78% | Add |
| 7 | ✓ | Engene Holdings Inc | +0.7% | — | Unchanged |
| 8 | CGON | Cg Oncology Inc | +0.6% | -18.41% | Trim |
| 9 | TYRA | Tyra Biosciences Inc | +0.6% | — | Trim |
| 10 | URGN | UroGen Pharma Ltd. | +0.5% | -56.99% | Add |
| 11 | RLAY | Relay Therapeutics Inc | +0.5% | — | Trim |
| 12 | BEAM | Beam Therapeutics Inc | +0.4% | +4.14% | Trim |
| 13 | DSGN | Design Therapeutics Inc | +0.3% | — | Add |
| 14 | CRBU | Caribou Biosciences Inc | +0.3% | — | Trim |
| 15 | BNR | Burning Rock Biotech Ltd-adr | +0.3% | — | Unchanged |
| 16 | ✓ | Proqr Therapeutics N.v. | +0.1% | — | Trim |
| 17 | CLYM | Climb Bio Inc | 0% | — | Trim |
| 18 | STRO | Sutro Biopharma, Inc. | 0% | — | Trim |
| 19 | GERN | Geron CORP | -0.1% | — | Trim |
| 20 | IRWD | Ironwood Pharmaceuticals Inc | -0.2% | — | Trim |
| 21 | BCRX | Biocryst Pharmaceuticals Inc | -0.3% | +10.95% | Add |
| 22 | CGEM | Cullinan Therapeutics Inc | -0.5% | +9.84% | Trim |
| 23 | WVE | Wave Life Sciences Ltd. | -0.8% | — | Trim |
| 24 | TVTX | Travere Therapeutics Inc | -1% | -38.36% | Trim |
| 25 | DVAX | Dynavax Technologies CORP | -1.3% | — | Trim |
| 26 | IMCR | Immunocore Holdings Plc-adr | -1.5% | +3.38% | Trim |
| 27 | PCVX | Vaxcyte Inc | -1.9% | — | Trim |
| 28 | NTRA | Natera Inc | — | EXIT | Sold out |
| 29 | MBX | Mbx Biosciences Inc | — | NEW | New buy |
| 30 | SLNOEUR | Soleno Therapeutics Inc | — | EXIT | Sold out |
| 31 | LEGN | Legend Biotech Corp-adr | — | EXIT | Sold out |
| 32 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 33 | APLSUSD | Apellis Pharmaceuticals Inc | — | NEW | New buy |
| 34 | PHVS | Pharvaris N.V. | — | NEW | New buy |
| 35 | CTMX | Cytomx Therapeutics Inc | — | NEW | New buy |
| 36 | AMRN | Amarin CORP PLC -adr | — | NEW | New buy |
| 37 | LQDA | Liquidia CORP | — | EXIT | Sold out |
| 38 | 4XC1 | Kalvista Pharmaceuticals Inc | — | NEW | New buy |
| 39 | ✓ | Amarin Corp PLC | — | EXIT | Sold out |
| 40 | EWTX | Edgewise Therapeutics Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kynam Capital Management, LP reported a total U.S. public equity portfolio value of $1.8B across 35 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 CLDX, SNDX, VERA) accounted for 34.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
MBX
市值: $35.0M
Top Position Liquidated / Trimmed
NTRA
前期市值: $165.1M
During Q3 2025, Kynam Capital Management, LP's top holdings by market value included CLDX (11.8%)、SNDX (9.8%)、VERA (8.7%). The largest single position, CLDX, represented 11.8% of total portfolio value.
In Q3 2025, Kynam Capital Management, LP made 37 total portfolio adjustments, initiating 8 new buys, adding to 5 positions, trimming 19 holdings, and fully liquidating 5 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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