Kynam Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Kynam Capital Management, LP disclosed 31 US equity positions worth $928.8m in its Q2 2025 13F filing. The largest position was CLDX at 13.4% of the reported book, followed by PCVX and VERA. Against the Q1 2025 filing, it opened 3 new positions, added to 4 and reduced 21 among the top 31 holdings.
What did Kynam Capital Management, LP own in Q2 2025? Top 31 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 13.4% | $124.1m | 6,100,729 | -6% | reduced |
| 2 | PCVX VAXCYTE INC | Healthcare | 10.8% | $99.9m | 3,071,588 | -4% | reduced |
| 3 | VERA VERA THERAPEUTICS INC | Healthcare | 8.7% | $80.7m | 3,426,887 | 43% | added |
| 4 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 8.6% | $79.8m | 8,520,000 | 0% | held |
| 5 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 8.2% | $75.8m | 8,463,742 | -5% | reduced |
| 6 | CGON CG ONCOLOGY INC | Healthcare | 6.9% | $63.9m | 2,457,667 | -6% | reduced |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.7% | $61.9m | 4,427,927 | -6% | reduced |
| 8 | COGT COGENT BIOSCIENCES INC | Healthcare | 6.6% | $61.0m | 8,492,557 | -7% | reduced |
| 9 | BEAM BEAM THERAPEUTICS INC | Healthcare | 4.4% | $41.1m | 2,417,647 | -4% | reduced |
| 10 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 3.3% | $30.6m | 976,267 | -42% | reduced |
| 11 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 3.2% | $29.6m | 4,560,053 | -7% | reduced |
| 12 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.5% | $22.8m | 1,540,691 | -15% | reduced |
| 13 | TYRA TYRA BIOSCIENCES INC | Healthcare | 2.4% | $22.3m | 2,329,998 | -3% | reduced |
| 14 | DVAX DYNAVAX TECHNOLOGIES CORP | 2.3% | $21.3m | 2,145,319 | -18% | reduced | |
| 15 | ENGENE HOLDINGS INC | 2.0% | $18.2m | 4,994,090 | 0% | held | |
| 16 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 1.7% | $15.8m | 2,095,998 | -10% | reduced |
| 17 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.4% | $13.4m | 1,173,605 | 47% | added |
| 18 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.1% | $10.0m | 2,887,014 | -6% | reduced |
| 19 | AMRN AMARIN CORP PLC | 1.0% | $9.3m | 576,111 | – | new | |
| 20 | URGN UROGEN PHARMA LTD | Healthcare | 1.0% | $9.0m | 656,573 | 2526% | added |
| 21 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.5% | $4.9m | 2,154,413 | – | new |
| 22 | GERN GERON CORP | Healthcare | 0.5% | $4.9m | 3,456,318 | -6% | reduced |
| 23 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 0.4% | $3.9m | 5,466,825 | -6% | reduced |
| 24 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.4% | $3.9m | 3,067,774 | -6% | reduced |
| 25 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.4% | $3.6m | 5,088,099 | -6% | reduced |
| 26 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.4% | $3.5m | 1,029,579 | 14% | added |
| 27 | PROQR THRAPEUTICS N V | 0.4% | $3.4m | 1,649,462 | -6% | reduced | |
| 28 | EWTX EDGEWISE THERAPEUTICS INC | 0.4% | $3.3m | 253,979 | – | new | |
| 29 | BNR BURNING ROCK BIOTECH LTD | 0.3% | $3.1m | 994,883 | 0% | held | |
| 30 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.3% | $2.5m | 200,047 | -68% | reduced |
| 31 | CLYM CLIMB BIO INC | 0.1% | $1.3m | 1,028,341 | -2% | reduced |
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.