Q1 2025 · 13F-HR
Kynam Capital Management, LPholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003252
$1.19B
Reported value
32
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 632307104 | NTRA | NATERA INC | $165.1M | 13.9% | 1,167,570 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $120.8M | 10.2% | 3,200,000 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $118.0M | 9.91% | 6,500,000 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $104.7M | 8.79% | 8,520,000 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $67.0M | 5.63% | 8,928,523 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $64.0M | 5.37% | 2,611,662 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $63.4M | 5.32% | 4,700,000 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $57.6M | 4.84% | 2,400,000 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $54.5M | 4.58% | 9,105,000 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $50.3M | 4.23% | 1,695,576 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $49.2M | 4.13% | 2,518,170 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $39.6M | 3.33% | 4,899,497 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $34.0M | 2.86% | 2,620,797 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $32.3M | 2.71% | 1,802,750 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $22.4M | 1.88% | 2,406,067 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $22.4M | 1.88% | 4,994,090 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $21.6M | 1.82% | 302,500 | CALL | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $20.7M | 1.74% | 610,000 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $17.7M | 1.49% | 2,338,629 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $9.5M | 0.80% | 800,000 | Common | SOLE |
| 53635D202 | LQDA | LIQUIDIA CORPORATION | $9.3M | 0.79% | 633,802 | Common | SOLE |
| 46333X108 | IRWD | IRONWOOD PHARMACEUTICALS INC | $8.6M | 0.72% | 5,822,938 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $8.0M | 0.67% | 3,063,292 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $5.8M | 0.49% | 3,659,526 | Common | SOLE |
| 023111206 | — | AMARIN CORP PLC | $5.6M | 0.47% | 12,414,628 | Common | SOLE |
| 12233L206 | BNR | BURNING ROCK BIOTECH LTD | $4.4M | 0.37% | 994,883 | Common | SOLE |
| 869367102 | — | SUTRO BIOPHARMA INC | $3.5M | 0.30% | 5,441,447 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $3.5M | 0.29% | 904,017 | Common | SOLE |
| 142038108 | CRBU | CARIBOU BIOSCIENCES INC | $3.0M | 0.25% | 3,269,147 | Common | SOLE |
| N71542109 | PRQR | PROQR THRAPEUTICS N V | $2.3M | 0.20% | 1,750,000 | Common | SOLE |
| 28658R106 | CLYM | CLIMB BIO INC | $1.3M | 0.11% | 1,047,000 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $276,500 | 0.02% | 25,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.