Kynam Capital Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Kynam Capital Management, LP disclosed 35 US equity positions worth $1.5bn in its Q4 2025 13F filing. The largest position was COGT at 14.3% of the reported book, followed by VERA and SNDX. Against the Q3 2025 filing, it opened 5 new positions, added to 4 and reduced 22 among the top 35 holdings.
What did Kynam Capital Management, LP own in Q4 2025? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | COGT COGENT BIOSCIENCES INC | Healthcare | 14.3% | $219.0m | 6,165,223 | -22% | reduced |
| 2 | VERA VERA THERAPEUTICS INC | Healthcare | 11.3% | $173.8m | 3,433,051 | -15% | reduced |
| 3 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 11.0% | $169.2m | 8,050,959 | -6% | reduced |
| 4 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 10.5% | $161.4m | 5,943,180 | -3% | reduced |
| 5 | PCVX VAXCYTE INC | Healthcare | 8.8% | $134.8m | 2,922,335 | -5% | reduced |
| 6 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 4.8% | $73.1m | 9,366,526 | -0% | held |
| 7 | BEAM BEAM THERAPEUTICS INC | Healthcare | 4.4% | $67.6m | 2,440,214 | -3% | reduced |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.0% | $45.8m | 1,470,541 | -67% | reduced |
| 9 | TYRA TYRA BIOSCIENCES INC | Healthcare | 2.7% | $41.1m | 1,564,492 | -33% | reduced |
| 10 | CGON CG ONCOLOGY INC | Healthcare | 2.6% | $39.3m | 945,830 | -53% | reduced |
| 11 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 2.5% | $38.2m | 8,966,077 | 146% | added |
| 12 | NRIX NURIX THERAPEUTICS INC | Healthcare | 2.4% | $37.4m | 1,970,357 | -9% | reduced |
| 13 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 2.4% | $36.9m | 2,169,105 | -52% | reduced |
| 14 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 2.1% | $32.2m | 3,114,132 | 35% | added |
| 15 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 1.9% | $29.7m | 856,462 | -15% | reduced |
| 16 | MBX MBX BIOSCIENCES INC | Healthcare | 1.9% | $29.5m | 934,799 | -53% | reduced |
| 17 | 4XC1 KALVISTA PHARMACEUTICALS INC | 1.9% | $29.2m | 1,810,954 | 199% | added | |
| 18 | APLSUSD APELLIS PHARMACEUTICALS INC | 1.5% | $22.8m | 908,607 | 12% | added | |
| 19 | DVAX DYNAVAX TECHNOLOGIES CORP | 1.4% | $21.2m | 1,375,632 | -36% | reduced | |
| 20 | BNR BURNING ROCK BIOTECH LTD | 1.3% | $20.0m | 994,883 | 0% | held | |
| 21 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.3% | $19.8m | 517,884 | -45% | reduced |
| 22 | PHVS PHARVARIS N V | 1.2% | $17.8m | 640,395 | -5% | reduced | |
| 23 | ENGENE HOLDINGS INC | 0.9% | $13.5m | 1,492,898 | -70% | reduced | |
| 24 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.8% | $12.0m | 1,424,259 | -51% | reduced |
| 25 | BHVN BIOHAVEN LTD | Healthcare | 0.5% | $7.9m | 702,884 | – | new |
| 26 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.5% | $7.4m | 784,606 | -24% | reduced |
| 27 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.4% | $5.5m | 479,590 | – | new |
| 28 | AMRN AMARIN CORP PLC | 0.4% | $5.4m | 389,273 | -32% | reduced | |
| 29 | GERN GERON CORP | Healthcare | 0.3% | $4.6m | 3,456,318 | 0% | held |
| 30 | CLYM CLIMB BIO INC | 0.3% | $4.1m | 1,028,341 | 0% | held | |
| 31 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.3% | $4.0m | 2,503,302 | -18% | reduced |
| 32 | EVMN EVOMMUNE INC | 0.2% | $3.2m | 185,482 | – | new | |
| 33 | PROQR THRAPEUTICS N V | 0.2% | $3.2m | 1,566,317 | -5% | reduced | |
| 34 | ALEC ALECTOR INC | Healthcare | 0.2% | $3.1m | 2,000,000 | – | new |
| 35 | PRLD PRELUDE THERAPEUTICS INC | 0.1% | $2.3m | 788,867 | – | 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.