Kynam Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kynam Capital Management, LP disclosed 36 US equity positions worth $1.6bn in its Q1 2026 13F filing. The largest position was SNDX at 11.9% of the reported book, followed by CLDX and PCVX.
What did Kynam Capital Management, LP own in Q1 2026? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 11.9% | $188.1m | 8,050,959 | – | |
| 2 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 11.8% | $185.3m | 5,840,567 | – | |
| 3 | PCVX VAXCYTE INC | Healthcare | 10.8% | $169.8m | 2,922,335 | – | |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 9.9% | $155.4m | 4,037,331 | – | |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 8.7% | $136.7m | 3,398,224 | – | |
| 6 | BEAM BEAM THERAPEUTICS INC | Healthcare | 5.6% | $87.7m | 3,682,185 | – | |
| 7 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 4.5% | $70.6m | 15,013,093 | – | |
| 8 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 3.4% | $54.1m | 5,680,795 | – | |
| 9 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 3.0% | $46.6m | 1,569,018 | – | |
| 10 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.9% | $45.8m | 2,341,652 | – | |
| 11 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 2.8% | $44.3m | 3,114,132 | – | |
| 12 | URGN UROGEN PHARMA LTD | Healthcare | 2.6% | $40.4m | 2,247,393 | – | |
| 13 | 4XC1 KALVISTA PHARMACEUTICALS INC | 2.3% | $36.7m | 1,820,954 | – | ||
| 14 | APLSUSD APELLIS PHARMACEUTICALS INC | 2.1% | $33.2m | 825,000 | – | ||
| 15 | LEGN LEGEND BIOTECH CORP | Healthcare | 1.8% | $28.5m | 1,576,295 | – | |
| 16 | MBX MBX BIOSCIENCES INC | Healthcare | 1.8% | $27.9m | 934,799 | – | |
| 17 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 1.7% | $26.7m | 884,937 | – | |
| 18 | STRO SUTRO BIOPHARMA INC | Healthcare | 1.4% | $21.7m | 872,558 | – | |
| 19 | BNR BURNING ROCK BIOTECH LTD | 1.3% | $19.8m | 1,227,555 | – | ||
| 20 | SLNOEUR SOLENO THERAPEUTICS INC | 1.2% | $18.7m | 560,000 | – | ||
| 21 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.2% | $18.5m | 1,194,757 | – | |
| 22 | PHVS PHARVARIS N V | Healthcare | 1.1% | $18.1m | 640,395 | – | |
| 23 | EVMN EVOMMUNE INC | 0.9% | $14.4m | 625,496 | – | ||
| 24 | RLAY RELAY THERAPEUTICS INC | Healthcare | 0.9% | $14.2m | 1,424,259 | – | |
| 25 | GERN GERON CORP | Healthcare | 0.6% | $10.2m | 6,836,318 | – | |
| 26 | ENGENE HOLDINGS INC | 0.6% | $9.2m | 1,356,843 | – | ||
| 27 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 0.5% | $8.3m | 784,606 | – | |
| 28 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.4% | $7.0m | 965,193 | – | |
| 29 | CLYM CLIMB BIO INC | Healthcare | 0.4% | $6.9m | 1,003,341 | – | |
| 30 | AMRN AMARIN CORP PLC | 0.4% | $6.8m | 472,382 | – | ||
| 31 | BHVN BIOHAVEN LTD | Healthcare | 0.4% | $5.9m | 702,884 | – | |
| 32 | PRLD PRELUDE THERAPEUTICS INC | 0.3% | $5.4m | 1,592,551 | – | ||
| 33 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.3% | $4.8m | 2,503,302 | – | |
| 34 | ALEC ALECTOR INC | Healthcare | 0.3% | $4.3m | 2,000,000 | – | |
| 35 | PROQR THRAPEUTICS N V | 0.2% | $2.5m | 1,566,317 | – | ||
| 36 | CADL CANDEL THERAPEUTICS INC | 0.1% | $980.0k | 200,000 | – |
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.