Kynam Capital Management, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1907884) · Explore on the interactive board
Kynam Capital Management, LP disclosed 32 US equity positions worth $1.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is CLDX at 10.9% of the reported book, followed by SNDX, PCVX. The top ten holdings are 72.7% of the book, and the portfolio behaves like about 16 equal-weight positions. Versus the prior filing it opened 5 new positions, added to 12, reduced 6 and exited 9. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Kynam Capital Management, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 5 new, 12 added, 6 reduced, 9 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 10.9% | $198.1m | 5,322,908 | -9% | reduced |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 9.7% | $176.0m | 8,050,959 | 0% | held |
| 3 | PCVX VAXCYTE INC | Healthcare | 9.4% | $169.9m | 2,922,335 | 0% | held |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 7.8% | $141.9m | 3,667,097 | -9% | reduced |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 6.9% | $124.0m | 2,890,059 | -15% | reduced |
| 6 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.6% | $118.6m | 6,453,877 | 176% | added |
| 7 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 6.3% | $113.6m | 2,000,000 | 27% | added |
| 8 | BEAM BEAM THERAPEUTICS INC | Healthcare | 5.4% | $97.5m | 2,840,792 | -23% | reduced |
| 9 | URGN UROGEN PHARMA LTD | Healthcare | 5.0% | $89.6m | 2,434,207 | 8% | added |
| 10 | LEGN LEGEND BIOTECH CORP | Healthcare | 4.8% | $86.7m | 3,001,205 | 90% | added |
| 11 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 4.5% | $81.4m | 21,703,093 | 45% | added |
| 12 | RLAY RELAY THERAPEUTICS INC | Healthcare | 3.4% | $61.7m | 3,300,000 | 132% | added |
| 13 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 3.1% | $56.7m | 3,114,132 | 0% | held |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 2.9% | $51.6m | 934,799 | 0% | held |
| 15 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.4% | $43.7m | 1,375,000 | 55% | added |
| 16 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.6% | $29.0m | 1,194,757 | 0% | held |
| 17 | STRO SUTRO BIOPHARMA INC | Healthcare | 1.6% | $29.0m | 872,558 | 0% | held |
| 18 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.4% | $25.2m | 2,522,660 | -56% | reduced |
| 19 | PHVS PHARVARIS N V | Healthcare | 1.3% | $22.9m | 661,795 | 3% | added |
| 20 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 1.0% | $17.5m | 1,200,000 | – | new |
| 21 | PRLD PRELUDE THERAPEUTICS INC | 0.7% | $12.9m | 2,415,087 | 52% | added | |
| 22 | INSM INSMED INC | Healthcare | 0.6% | $10.7m | 100,000 | – | new |
| 23 | BNR BURNING ROCK BIOTECH LTD | 0.6% | $10.5m | 1,238,563 | 1% | added | |
| 24 | GERN GERON CORP | Healthcare | 0.5% | $8.8m | 6,836,318 | 0% | held |
| 25 | AMRN AMARIN CORP PLC | 0.5% | $8.5m | 532,982 | 13% | added | |
| 26 | ALEC ALECTOR INC | Healthcare | 0.4% | $7.7m | 3,808,494 | 90% | added |
| 27 | PARABILIS MEDICINES INC | 0.4% | $6.8m | 250,000 | – | new | |
| 28 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.2% | $4.4m | 2,503,302 | 0% | held |
| 29 | PROQR THRAPEUTICS N V | 0.2% | $2.9m | 1,566,317 | 0% | held | |
| 30 | CADL CANDEL THERAPEUTICS INC | 0.1% | $996.4k | 96,741 | -52% | reduced | |
| 31 | ENGN ENGENE THERAPEUTICS INC | 0.0% | $792.1k | 457,855 | – | new | |
| 32 | TRAW TRAWS PHARMA INC | 0.0% | $71.2k | 84,400 | – | new |
What did Kynam Capital Management, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 4XC1 KALVISTA PHARMACEUTICALS INC | 26.1% | $36.7m |
| APLSUSD APELLIS PHARMACEUTICALS INC | 23.6% | $33.2m |
| SLNOEUR SOLENO THERAPEUTICS INC | 13.4% | $18.7m |
| EVMN EVOMMUNE INC | 10.2% | $14.4m |
| ENGENE HOLDINGS INC | 6.6% | $9.2m |
| DSGN DESIGN THERAPEUTICS INC | 5.9% | $8.3m |
| WVE WAVE LIFE SCIENCES LTD | 5.0% | $7.0m |
| CLYM CLIMB BIO INC | 4.9% | $6.9m |
| BHVN BIOHAVEN LTD | 4.2% | $5.9m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 97.6% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Kynam Capital Management, LP's portfolio?
Across every quarter Kynam Capital Management, LP has filed, its median largest position is 11.4% of the book and its median top-ten weight is 72.5%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 9.0 completed holding spells, the median lasted 1.0 quarters; 32.0 positions are still open and their final length is unknown.