Kynam Capital Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Kynam Capital Management, LP disclosed 35 US equity positions worth $1.3bn in its Q3 2025 13F filing. The largest position was CLDX at 11.8% of the reported book, followed by SNDX and VERA. Against the Q2 2025 filing, it opened 5 new positions, added to 7 and reduced 4 among the top 35 holdings.
What did Kynam Capital Management, LP own in Q3 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 11.8% | $157.8m | 6,100,729 | 0% | held |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 9.8% | $131.1m | 8,520,000 | 0% | held |
| 3 | VERA VERA THERAPEUTICS INC | Healthcare | 8.7% | $117.0m | 4,027,800 | 18% | added |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 8.4% | $113.2m | 7,886,172 | -7% | reduced |
| 5 | PCVX VAXCYTE INC | Healthcare | 8.2% | $110.6m | 3,071,588 | 0% | held |
| 6 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 7.1% | $95.6m | 4,427,927 | 0% | held |
| 7 | CGON CG ONCOLOGY INC | Healthcare | 6.0% | $80.8m | 2,005,205 | -18% | reduced |
| 8 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 5.3% | $71.3m | 9,390,270 | 11% | added |
| 9 | BEAM BEAM THERAPEUTICS INC | Healthcare | 4.5% | $61.1m | 2,517,647 | 4% | added |
| 10 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.7% | $36.7m | 1,009,267 | 3% | added |
| 11 | MBX MBX BIOSCIENCES INC | Healthcare | 2.6% | $35.0m | 2,000,000 | – | new |
| 12 | ENGENE HOLDINGS INC | 2.5% | $34.1m | 4,994,090 | 0% | held | |
| 13 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 2.5% | $33.4m | 4,560,053 | 0% | held |
| 14 | TYRA TYRA BIOSCIENCES INC | Healthcare | 2.4% | $32.6m | 2,329,998 | 0% | held |
| 15 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.7% | $22.7m | 949,727 | -38% | reduced |
| 16 | DVAX DYNAVAX TECHNOLOGIES CORP | 1.6% | $21.3m | 2,145,319 | 0% | held | |
| 17 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.5% | $20.0m | 2,168,605 | 85% | added |
| 18 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.5% | $20.0m | 67,588 | – | new |
| 19 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.4% | $18.3m | 808,607 | – | new | |
| 20 | PHVS PHARVARIS N V | 1.3% | $16.8m | 675,000 | – | new | |
| 21 | RLAY RELAY THERAPEUTICS INC | Healthcare | 1.1% | $15.1m | 2,887,014 | 0% | held |
| 22 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 1.0% | $13.7m | 2,302,172 | 10% | added |
| 23 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.9% | $11.6m | 3,646,503 | 69% | added |
| 24 | AMRN AMARIN CORP PLC | 0.7% | $9.4m | 576,111 | 0% | held | |
| 25 | BNR BURNING ROCK BIOTECH LTD | 0.6% | $8.6m | 994,883 | 0% | held | |
| 26 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.6% | $7.8m | 1,029,579 | 0% | held |
| 27 | 4XC1 KALVISTA PHARMACEUTICALS INC | 0.5% | $7.4m | 606,171 | – | new | |
| 28 | IRWD IRONWOOD PHARMACEUTICALS INC | Healthcare | 0.5% | $7.2m | 5,466,825 | 0% | held |
| 29 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.5% | $7.1m | 3,067,774 | 0% | held |
| 30 | URGN UROGEN PHARMA LTD | Healthcare | 0.5% | $6.9m | 282,412 | -57% | reduced |
| 31 | GERN GERON CORP | Healthcare | 0.4% | $4.7m | 3,456,318 | 0% | held |
| 32 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.3% | $4.4m | 5,088,099 | 0% | held |
| 33 | EWTX EDGEWISE THERAPEUTICS INC | 0.3% | $4.1m | 253,979 | 0% | held | |
| 34 | PROQR THRAPEUTICS N V | 0.3% | $3.5m | 1,649,462 | 0% | held | |
| 35 | CLYM CLIMB BIO INC | 0.2% | $2.1m | 1,028,341 | 0% | held |
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.