Kynam Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kynam Capital Management, LP disclosed 32 US equity positions worth $1.8bn in its Q2 2026 13F filing. The largest position was CLDX at 10.9% of the reported book, followed by SNDX and PCVX. Against the Q1 2026 filing, it opened 5 new positions, added to 12 and reduced 6 among the top 32 holdings.
What did Kynam Capital Management, LP own in Q2 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 10.9% | $198.1m | 5,322,908 | -9% | reduced |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 9.7% | $176.0m | 8,050,959 | 0% | held |
| 3 | PCVX VAXCYTE INC | Healthcare | 9.4% | $169.9m | 2,922,335 | 0% | held |
| 4 | COGT COGENT BIOSCIENCES INC | Healthcare | 7.8% | $141.9m | 3,667,097 | -9% | reduced |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 6.9% | $124.0m | 2,890,059 | -15% | reduced |
| 6 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 6.6% | $118.6m | 6,453,877 | 176% | added |
| 7 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 6.3% | $113.6m | 2,000,000 | 27% | added |
| 8 | BEAM BEAM THERAPEUTICS INC | Healthcare | 5.4% | $97.5m | 2,840,792 | -23% | reduced |
| 9 | URGN UROGEN PHARMA LTD | Healthcare | 5.0% | $89.6m | 2,434,207 | 8% | added |
| 10 | LEGN LEGEND BIOTECH CORP | Healthcare | 4.8% | $86.7m | 3,001,205 | 90% | added |
| 11 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 4.5% | $81.4m | 21,703,093 | 45% | added |
| 12 | RLAY RELAY THERAPEUTICS INC | Healthcare | 3.4% | $61.7m | 3,300,000 | 132% | added |
| 13 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 3.1% | $56.7m | 3,114,132 | 0% | held |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 2.9% | $51.6m | 934,799 | 0% | held |
| 15 | IMCR IMMUNOCORE HLDGS PLC | Healthcare | 2.4% | $43.7m | 1,375,000 | 55% | added |
| 16 | NRIX NURIX THERAPEUTICS INC | Healthcare | 1.6% | $29.0m | 1,194,757 | 0% | held |
| 17 | STRO SUTRO BIOPHARMA INC | Healthcare | 1.6% | $29.0m | 872,558 | 0% | held |
| 18 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.4% | $25.2m | 2,522,660 | -56% | reduced |
| 19 | PHVS PHARVARIS N V | Healthcare | 1.3% | $22.9m | 661,795 | 3% | added |
| 20 | SMMT SUMMIT THERAPEUTICS INC | Healthcare | 1.0% | $17.5m | 1,200,000 | – | new |
| 21 | PRLD PRELUDE THERAPEUTICS INC | 0.7% | $12.9m | 2,415,087 | 52% | added | |
| 22 | INSM INSMED INC | Healthcare | 0.6% | $10.7m | 100,000 | – | new |
| 23 | BNR BURNING ROCK BIOTECH LTD | 0.6% | $10.5m | 1,238,563 | 1% | added | |
| 24 | GERN GERON CORP | Healthcare | 0.5% | $8.8m | 6,836,318 | 0% | held |
| 25 | AMRN AMARIN CORP PLC | 0.5% | $8.5m | 532,982 | 13% | added | |
| 26 | ALEC ALECTOR INC | Healthcare | 0.4% | $7.7m | 3,808,494 | 90% | added |
| 27 | PARABILIS MEDICINES INC | 0.4% | $6.8m | 250,000 | – | new | |
| 28 | CRBU CARIBOU BIOSCIENCES INC | Healthcare | 0.2% | $4.4m | 2,503,302 | 0% | held |
| 29 | PROQR THRAPEUTICS N V | 0.2% | $2.9m | 1,566,317 | 0% | held | |
| 30 | CADL CANDEL THERAPEUTICS INC | 0.1% | $996.4k | 96,741 | -52% | reduced | |
| 31 | ENGN ENGENE THERAPEUTICS INC | 0.0% | $792.1k | 457,855 | – | new | |
| 32 | TRAW TRAWS PHARMA INC | 0.0% | $71.2k | 84,400 | – | 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.