KC

Kynam Capital Management, LP

Sector-focusedMomentum followerDiversified strategy

Total reported value

$1.6B

Reporting period: 2026-03-31 · Number of holdings: 39

Kynam Capital Management, LP disclosed 39 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6B and a quarterly turnover rate of 40.0%.

Personality snowflake

Concentration
26.76
Portfolio Stability
40.03
Momentum/Contrarian
100
Sector conviction
100
Diversification
74
Sizing Uniformity
87.69

Recent moves

  • Trim COGT

    -34.5%　-$63.6M

  • Add TVTX

    +368.0%　$52.2M

  • Trim VERA

    -1.0%　-$37.1M

  • Trim WVE

    -55.5%　-$29.9M

  • Add CTMX

    +67.4%　$32.4M

  • Add PCVX

    0.0%　$35.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 37 holdings (of 39 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SNDXSyndax Pharmaceuticals INCStock-Other11.60%+0.79%—
2CLDXCelldex Therapeutics INCStock-Other11.43%+1.12%-1.73%
3PCVXVaxcyte INCStock-Other10.48%+1.87%—
4COGTCogent Biosciences INCStock-Other9.59%-4.40%-34.51%
5VERAVera Therapeutics INCStock-Other8.43%-2.68%-1.01%
6BEAMBeam Therapeutics INCStock-Other5.41%-0.57%+9.03%
7TVTXTravere Therapeutics INCStock-Other4.44%+3.18%+368.04%
8CTMXCytomx Therapeutics INCStock-Other4.35%+1.91%+67.44%
9BCRXBiocryst Pharmaceuticals INCStock-Other3.34%-1.33%-39.35%
10VRDNViridian Therapeutics INCStock-Other2.83%-0.09%+59.24%
11CGEMCullinan Therapeutics INCStock-Other2.73%+0.67%—
12URGNUroGen Pharma Ltd.Stock-Other2.49%+2.49%NEW
134XC1Kalvista Pharmaceuticals INCStock-Other2.26%+0.39%+0.55%
14APLSUSDApellis Pharmaceuticals INCStock-Other2.05%+0.59%-9.20%
15LEGNLegend Biotech Corp-adrStock-Other1.76%+1.76%NEW
16MBXMbx Biosciences INCStock-Other1.72%-0.16%—
17IMCRImmunocore Holdings Plc-adrStock-Other1.65%-0.25%+3.32%
18STROSutro Biopharma INCStock-Other1.34%+0.99%+81.94%
19RVMDRevolution Medicines INCStock-Healthcare1.24%+1.24%NEW
20BNRBurning Rock Biotech Ltd-adrStock-Other1.22%-0.06%+23.39%
21SLNOEURSoleno Therapeutics INCStock-Other1.16%+1.16%NEW
22NRIXNurix Therapeutics INCStock-Other1.14%-1.25%-39.36%
23PHVSPharvaris N.V.Stock-Other1.12%-0.02%—
24EVMNEvommune INCStock-Other0.89%+0.69%+237.23%
25RLAYRelay Therapeutics INCStock-Other0.87%+0.10%—
26GERNGeron CORPStock-Other0.63%+0.34%+97.79%
27✓ Engene Holdings INCStock-Other0.57%-0.29%-9.11%
28DSGNDesign Therapeutics INCStock-Other0.51%+0.05%—
29WVEWave Life Sciences Ltd.Stock-Other0.43%-1.93%-55.50%
30CLYMClimb Bio INCStock-Other0.42%+0.16%-2.43%
31AMRNAmarin CORP PLC -adrStock-Other0.42%+0.07%+21.35%
32BHVNBiohaven Ltd.Stock-Other0.37%-0.14%—
33PRLDPrelude Therapeutics INCStock-Other0.34%+0.19%+101.88%
34CRBUCaribou Biosciences INCStock-Other0.29%+0.04%—
35ALECAlector INCStock-Other0.27%+0.07%—
36✓ Proqr Thrapeutics N VStock-Other0.16%-0.04%—
37CADLCandel Therapeutics INCStock-Other0.06%+0.06%NEW

Holding changes this quarter

Kynam Capital Management, LP's most significant position changes for 2026-03-31: Sold out: Tyra Biosciences INC (TYRA); New buy: UroGen Pharma Ltd. (URGN); Sold out: Cg Oncology INC (CGON); New buy: Legend Biotech Corp-adr (LEGN); Sold out: Dynavax Technologies CORP (DVAX).

Position changes disclosed by Kynam Capital Management, LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TVTXTravere Therapeutics INC+3.2%+368.04%Add
2CTMXCytomx Therapeutics INC+1.9%+67.44%Add
3PCVXVaxcyte INC+1.9%—Unchanged
4CLDXCelldex Therapeutics INC+1.1%-1.73%Trim
5STROSutro Biopharma INC+1%+81.94%Add
6SNDXSyndax Pharmaceuticals INC+0.8%—Unchanged
7EVMNEvommune INC+0.7%+237.23%Add
8CGEMCullinan Therapeutics INC+0.7%—Unchanged
9APLSUSDApellis Pharmaceuticals INC+0.6%-9.20%Trim
104XC1Kalvista Pharmaceuticals INC+0.4%+0.55%Add
11GERNGeron CORP+0.3%+97.79%Add
12PRLDPrelude Therapeutics INC+0.2%+101.88%Add
13CLYMClimb Bio INC+0.2%-2.43%Trim
14RLAYRelay Therapeutics INC+0.1%—Unchanged
15AMRNAmarin CORP PLC -adr+0.1%+21.35%Add
16ALECAlector INC+0.1%—Unchanged
17DSGNDesign Therapeutics INC+0.1%—Unchanged
18CRBUCaribou Biosciences INC0%—Unchanged
19PHVSPharvaris N.V.0%—Unchanged
20✓ Proqr Thrapeutics N V0%—Unchanged
21BNRBurning Rock Biotech Ltd-adr-0.1%+23.39%Add
22VRDNViridian Therapeutics INC-0.1%+59.24%Add
23BHVNBiohaven Ltd.-0.1%—Unchanged
24MBXMbx Biosciences INC-0.2%—Unchanged
25IMCRImmunocore Holdings Plc-adr-0.3%+3.32%Add
26✓ Engene Holdings INC-0.3%-9.11%Trim
27BEAMBeam Therapeutics INC-0.6%+9.03%Add
28NRIXNurix Therapeutics INC-1.3%-39.36%Trim
29BCRXBiocryst Pharmaceuticals INC-1.3%-39.35%Trim
30WVEWave Life Sciences Ltd.-1.9%-55.50%Trim
31VERAVera Therapeutics INC-2.7%-1.01%Trim
32COGTCogent Biosciences INC-4.4%-34.51%Trim
33TYRATyra Biosciences INC—EXITSold out
34URGNUroGen Pharma Ltd.—NEWNew buy
35CGONCg Oncology INC—EXITSold out
36LEGNLegend Biotech Corp-adr—NEWNew buy
37DVAXDynavax Technologies CORP—EXITSold out
38RVMDRevolution Medicines INC—NEWNew buy
39SLNOEURSoleno Therapeutics INC—NEWNew buy
40OMEROmeros CORP—EXITSold out
41CADLCandel Therapeutics INC—NEWNew buy

FAQ

What is Kynam Capital Management, LP and what type of investor is it?
Kynam Capital Management, LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.6B, spread across 39 disclosed positions.
What are Kynam Capital Management, LP's largest equity positions?
Based on the latest 13F filing, Kynam Capital Management, LP's top holdings by market value are: 1. Syndax Pharmaceuticals INC (SNDX) — $188.1M (11.6%) 2. Celldex Therapeutics INC (CLDX) — $185.3M (11.4%) 3. Vaxcyte INC (PCVX) — $169.8M (10.5%) 4. Cogent Biosciences INC (COGT) — $155.4M (9.6%) 5. Vera Therapeutics INC (VERA) — $136.7M (8.4%)
What changes did Kynam Capital Management, LP make in its most recent portfolio filing?
In the latest reported quarter, Kynam Capital Management, LP made 30 notable position adjustments: 5 new positions were initiated, 12 existing holdings were added to, 9 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Tyra Biosciences INC (TYRA); New buy: UroGen Pharma Ltd. (URGN); Sold out: Cg Oncology INC (CGON); New buy: Legend Biotech Corp-adr (LEGN); Sold out: Dynavax Technologies CORP (DVAX)
What sectors does Kynam Capital Management, LP focus on?
Kynam Capital Management, LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Health Care: 100.0%