Institutional
Kynam Capital Management, LP
CIK 0001907884
$1.62B
Reported AUM
37
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Kynam Capital Management, LP · Q1 2026
AI · grounded in 13F
Kynam Capital Management, LP closed its position in TYRA for a reduction of $41.1M. The fund also exited positions in CGON and DVAX, totaling $39.3M and $21.2M respectively. On the buy side, the fund established new positions in URGN for $40.4M and LEGN for $28.5M. Additionally, it increased its stake in TVTX by 368%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDX | SYNDAX PHARMACEUTICALS INC | $17.34 | -3.77% | 51.44% | 18.93% | $188.1M | 11.60% | — | HELD |
| 2 | CLDX | CELLDEX THERAPEUTICS INC NEW | $28.62 | -4.38% | 34.05% | -34.58% | $185.3M | 11.43% | −102,613 | −1.7% |
| 3 | PCVX | VAXCYTE INC | $47.36 | -2.87% | 28.03% | 118.45% | $169.8M | 10.48% | — | HELD |
| 4 | COGT | COGENT BIOSCIENCES INC | $31.02 | -5.40% | 356.18% | 417.00% | $155.4M | 9.59% | −2,127,892 | −34.5% |
| 5 | VERA | VERA THERAPEUTICS INC | $32.29 | -3.27% | 42.25% | 79.39% | $136.7M | 8.43% | −34,827 | −1.0% |
| 6 | BEAM | BEAM THERAPEUTICS INC | $29.40 | -10.48% | 58.28% | -68.04% | $87.7M | 5.41% | +304,971 | +9.0% |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | $45.81 | -0.80% | 199.02% | 233.16% | $72.0M | 4.44% | +1,906,034 | +368.0% |
| 8 | CTMX | CYTOMX THERAPEUTICS INC. | $3.00 | -5.66% | 13.64% | -44.55% | $70.6M | 4.35% | +6,047,016 | +67.4% |
| 9 | BCRX | BIOCRYST PHARMACEUTICALS INC | $8.41 | -0.71% | -23.82% | -47.83% | $54.1M | 3.34% | −3,685,731 | −39.4% |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $15.78 | -4.77% | 7.49% | 1.64% | $45.8M | 2.83% | +871,111 | +59.2% |
| 11 | CGEM | CULLINAN THERAPEUTICS INC | $13.51 | -6.38% | 48.79% | -41.08% | $44.3M | 2.73% | — | HELD |
| 12 | URGN | UROGEN PHARMA LTD | $26.85 | -2.72% | 264.31% | 73.23% | $40.4M | 2.49% | +2,247,393 | NEW |
| 13 | KALV | KALVISTA PHARMACEUTICALS INC | $26.95 | 0.00% | 87.61% | 33.81% | $36.7M | 2.26% | +10,000 | +0.6% |
| 14 | APLSUSD | APELLIS PHARMACEUTICALS INC | — | — | — | — | $33.2M | 2.05% | −83,607 | −9.2% |
| 15 | LEGN | LEGEND BIOTECH CORP | $32.62 | -4.62% | -6.80% | -24.19% | $28.5M | 1.76% | +1,576,295 | NEW |
| 16 | MBX | MBX BIOSCIENCES INC | $30.28 | -2.04% | 166.31% | 32.23% | $27.9M | 1.72% | — | HELD |
| 17 | IMCR | IMMUNOCORE HLDGS PLC | $28.29 | -1.63% | -24.05% | -13.54% | $26.7M | 1.65% | +28,475 | +3.3% |
| 18 | STRO | SUTRO BIOPHARMA INC | $26.09 | -9.03% | 206.94% | -84.68% | $21.7M | 1.34% | +392,968 | +81.9% |
| 19 | RVMD | REVOLUTION MEDICINES INC | $149.23 | -4.15% | 263.18% | 421.05% | $20.2M | 1.24% | +207,500 | NEW |
| 20 | BNR | BURNING ROCK BIOTECH LTD | $9.21 | 0.55% | 217.59% | -95.96% | $19.8M | 1.22% | +232,672 | +23.4% |
| 21 | SLNO | SOLENO THERAPEUTICS INC | $53.01 | 0.00% | -29.80% | 288.35% | $18.7M | 1.16% | +560,000 | NEW |
| 22 | NRIX | NURIX THERAPEUTICS INC | $14.64 | -4.19% | 14.55% | -52.37% | $18.5M | 1.14% | −775,600 | −39.4% |
| 23 | PHVS | PHARVARIS N V | $31.09 | -1.71% | 85.28% | 74.96% | $18.1M | 1.12% | — | HELD |
| 24 | EVMN | EVOMMUNE INC | $19.92 | -3.72% | 8.20% | 16.36% | $14.4M | 0.89% | +440,014 | +237.2% |
| 25 | RLAY | RELAY THERAPEUTICS INC | $13.52 | -7.02% | 302.38% | -58.32% | $14.2M | 0.87% | — | HELD |
| 26 | GERN | GERON CORP | $1.17 | -3.31% | -26.88% | -4.10% | $10.2M | 0.63% | +3,380,000 | +97.8% |
| 27 | — | ENGENE HOLDINGS INC | — | — | — | — | $9.2M | 0.57% | −136,055 | −9.1% |
| 28 | DSGN | DESIGN THERAPEUTICS INC | $10.65 | -1.02% | 165.59% | -31.20% | $8.3M | 0.51% | — | HELD |
| 29 | WVE | WAVE LIFE SCIENCES LTD | $5.73 | -5.91% | -20.64% | 3.99% | $7.0M | 0.43% | −1,203,912 | −55.5% |
| 30 | CLYM | CLIMB BIO INC | $10.55 | -3.30% | 658.99% | -41.32% | $6.9M | 0.42% | −25,000 | −2.4% |
| 31 | AMRN | AMARIN CORP PLC | $13.93 | 0.94% | — | — | $6.8M | 0.42% | +83,109 | +21.3% |
| 32 | BHVN | BIOHAVEN LTD | $10.80 | -5.26% | — | — | $5.9M | 0.37% | — | HELD |
| 33 | PRLD | PRELUDE THERAPEUTICS INC | $3.81 | -6.62% | — | — | $5.4M | 0.34% | +803,684 | +101.9% |
| 34 | CRBU | CARIBOU BIOSCIENCES INC | $1.92 | -7.02% | — | — | $4.8M | 0.29% | — | HELD |
| 35 | ALEC | ALECTOR INC | $1.63 | -9.67% | — | — | $4.3M | 0.27% | — | HELD |
| 36 | PRQR | PROQR THRAPEUTICS N V | $1.50 | -1.96% | — | — | $2.5M | 0.16% | — | HELD |
| 37 | CADL | CANDEL THERAPEUTICS INC | $8.51 | -8.20% | — | — | $980K | 0.06% | +200,000 | NEW |
| 38 | TYRA | TYRA BIOSCIENCES INC | $26.64 | -1.99% | — | — | — | — | −1,564,492 | EXITED |
| 39 | CGON | CG ONCOLOGY INC | $53.72 | -4.23% | — | — | — | — | −945,830 | EXITED |
| 40 | DVAX | DYNAVAX TECHNOLOGIES CORP | — | — | — | — | — | — | −1,375,632 | EXITED |
| 41 | OMER | OMEROS CORP | $9.79 | -4.49% | — | — | — | — | −200,000 | EXITED |
Source: SEC EDGAR · accession 0001907884-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.