Kynam Capital Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Kynam Capital Management, LP disclosed 31 US equity positions worth $1.2bn in its Q1 2025 13F filing. The largest position was NTRA at 14.1% of the reported book, followed by PCVX and CLDX. Against the Q4 2024 filing, it opened 5 new positions, added to 14 and reduced 4 among the top 31 holdings.
What did Kynam Capital Management, LP own in Q1 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA NATERA INC | Healthcare | 14.1% | $165.1m | 1,167,570 | -42% | reduced |
| 2 | PCVX VAXCYTE INC | Healthcare | 10.3% | $120.8m | 3,200,000 | 37% | added |
| 3 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 10.1% | $118.0m | 6,500,000 | 28% | added |
| 4 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 9.0% | $104.7m | 8,520,000 | 0% | held |
| 5 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 5.7% | $67.0m | 8,928,523 | -2% | reduced |
| 6 | CGON CG ONCOLOGY INC | Healthcare | 5.5% | $64.0m | 2,611,662 | 4% | added |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 5.4% | $63.4m | 4,700,000 | 41% | added |
| 8 | VERA VERA THERAPEUTICS INC | Healthcare | 4.9% | $57.6m | 2,400,000 | 65% | added |
| 9 | COGT COGENT BIOSCIENCES INC | Healthcare | 4.7% | $54.5m | 9,105,000 | 0% | held |
| 10 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 4.3% | $50.3m | 1,695,576 | 38% | added |
| 11 | BEAM BEAM THERAPEUTICS INC | Healthcare | 4.2% | $49.2m | 2,518,170 | 43% | added |
| 12 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 3.4% | $39.6m | 4,899,497 | 0% | held |
| 13 | DVAX DYNAVAX TECHNOLOGIES CORP | 2.9% | $34.0m | 2,620,797 | -60% | reduced | |
| 14 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.8% | $32.3m | 1,802,750 | 0% | held |
| 15 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.9% | $22.4m | 2,406,067 | 354% | added |
| 16 | ENGENE HOLDINGS INC | 1.9% | $22.4m | 4,994,090 | 0% | held | |
| 17 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.8% | $20.7m | 610,000 | – | new |
| 18 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 1.5% | $17.7m | 2,338,629 | 87% | added |
| 19 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.8% | $9.5m | 800,000 | – | new |
| 20 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.8% | $9.3m | 633,802 | -72% | reduced |
| 21 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 0.7% | $8.6m | 5,822,938 | 24% | added |
| 22 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.7% | $8.0m | 3,063,292 | 206% | added |
| 23 | GERN GERON CORP | Healthcare | 0.5% | $5.8m | 3,659,526 | – | new |
| 24 | AMARIN CORP PLC | 0.5% | $5.6m | 12,414,628 | 0% | held | |
| 25 | BNR BURNING ROCK BIOTECH LTD | 0.4% | $4.4m | 994,883 | 0% | held | |
| 26 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.3% | $3.5m | 5,441,447 | 49% | added |
| 27 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.3% | $3.5m | 904,017 | – | new |
| 28 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.3% | $3.0m | 3,269,147 | 36% | added |
| 29 | PROQR THRAPEUTICS N V | 0.2% | $2.3m | 1,750,000 | 0% | held | |
| 30 | CLYM CLIMB BIO INC | 0.1% | $1.3m | 1,047,000 | 91% | added | |
| 31 | URGN UROGEN PHARMA LTD | Healthcare | 0.0% | $276.5k | 25,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.