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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SNDX | SYNDAX PHARMACEUTICALS INC | $19.26 | 0.21% | 92.38% | 9.78% | $188.1M | 11.60% | — | HELD |
| 2 | CLDX | CELLDEX THERAPEUTICS INC NEW | $37.79 | 0.75% | 70.78% | -28.02% | $185.3M | 11.43% | — | HELD |
| 3 | PCVX | VAXCYTE INC | $54.54 | 2.94% | 60.21% | 101.68% | $169.8M | 10.48% | — | HELD |
| 4 | COGT | COGENT BIOSCIENCES INC | $40.60 | 2.60% | 257.28% | 391.91% | $155.4M | 9.59% | — | HELD |
| 5 | VERA | VERA THERAPEUTICS INC | $32.42 | -0.28% | 55.85% | 121.51% | $136.7M | 8.43% | — | HELD |
| 6 | BEAM | BEAM THERAPEUTICS INC | $25.72 | -1.15% | 37.07% | -76.73% | $87.7M | 5.41% | — | HELD |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | $56.36 | 1.44% | 260.59% | 158.18% | $72.0M | 4.44% | — | HELD |
| 8 | CTMX | CYTOMX THERAPEUTICS INC. | $3.21 | 1.42% | 37.02% | -37.11% | $70.6M | 4.35% | — | HELD |
| 9 | BCRX | BIOCRYST PHARMACEUTICALS INC | $9.27 | -2.78% | 16.54% | -41.80% | $54.1M | 3.34% | — | HELD |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $19.63 | -1.26% | 14.19% | 48.58% | $45.8M | 2.83% | — | HELD |
| 11 | CGEM | CULLINAN THERAPEUTICS INC | $17.47 | 1.51% | 128.68% | -37.85% | $44.3M | 2.73% | — | HELD |
| 12 | URGN | UROGEN PHARMA LTD | $40.90 | 1.10% | 110.95% | 132.26% | $40.4M | 2.49% | — | HELD |
| 13 | KALV | KALVISTA PHARMACEUTICALS INC | — | — | — | — | $36.7M | 2.26% | — | HELD |
| 14 | APLSUSD | APELLIS PHARMACEUTICALS INC | — | — | — | — | $33.2M | 2.05% | — | HELD |
| 15 | LEGN | LEGEND BIOTECH CORP | $18.93 | 0.42% | -52.04% | -51.40% | $28.5M | 1.76% | — | HELD |
| 16 | MBX | MBX BIOSCIENCES INC | $66.00 | 3.19% | 378.44% | 187.27% | $27.9M | 1.72% | — | HELD |
| 17 | IMCR | IMMUNOCORE HLDGS PLC | $33.81 | 1.17% | 2.33% | -2.31% | $26.7M | 1.65% | — | HELD |
| 18 | STRO | SUTRO BIOPHARMA INC | $24.47 | 4.93% | 187.90% | -89.26% | $21.7M | 1.34% | — | HELD |
| 19 | RVMD | REVOLUTION MEDICINES INC | $188.76 | 4.33% | 393.91% | 521.93% | $20.2M | 1.24% | — | HELD |
| 20 | BNR | BURNING ROCK BIOTECH LTD | $8.89 | 0.79% | 55.56% | -95.27% | $19.8M | 1.22% | — | HELD |
| 21 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $18.7M | 1.16% | — | HELD |
| 22 | NRIX | NURIX THERAPEUTICS INC | $23.29 | -1.31% | 110.51% | -27.80% | $18.5M | 1.14% | — | HELD |
| 23 | PHVS | PHARVARIS N V | $33.62 | 3.05% | 67.35% | 65.78% | $18.1M | 1.12% | — | HELD |
| 24 | EVMN | EVOMMUNE INC | $11.11 | 0.54% | -39.65% | -35.11% | $14.4M | 0.89% | — | HELD |
| 25 | RLAY | RELAY THERAPEUTICS INC | $18.84 | 2.56% | 461.61% | -41.09% | $14.2M | 0.87% | — | HELD |
| 26 | GERN | GERON CORP | $1.41 | 0.71% | 19.66% | -3.45% | $10.2M | 0.63% | — | HELD |
| 27 | — | ENGENE HOLDINGS INC | — | — | — | — | $9.2M | 0.57% | — | HELD |
| 28 | DSGN | DESIGN THERAPEUTICS INC | $12.50 | 3.99% | 229.32% | -19.97% | $8.3M | 0.51% | — | HELD |
| 29 | WVE | WAVE LIFE SCIENCES LTD | $5.57 | -4.22% | -34.88% | -11.22% | $7.0M | 0.43% | — | HELD |
| 30 | CLYM | CLIMB BIO INC | $12.35 | 2.02% | 752.07% | -31.28% | $6.9M | 0.42% | — | HELD |
| 31 | AMRN | AMARIN CORP PLC | $14.15 | -0.07% | — | — | $6.8M | 0.42% | — | HELD |
| 32 | BHVN | BIOHAVEN LTD | $13.30 | -0.97% | — | — | $5.9M | 0.37% | — | HELD |
| 33 | PRLD | PRELUDE THERAPEUTICS INC | $4.80 | 1.91% | — | — | $5.4M | 0.34% | — | HELD |
| 34 | CRBU | CARIBOU BIOSCIENCES INC | $1.50 | 1.70% | — | — | $4.8M | 0.29% | — | HELD |
| 35 | ALEC | ALECTOR INC | $1.64 | 8.22% | — | — | $4.3M | 0.27% | — | HELD |
| 36 | PRQR | PROQR THRAPEUTICS N V | $1.74 | 0.64% | — | — | $2.5M | 0.16% | — | HELD |
| 37 | CADL | CANDEL THERAPEUTICS INC | $9.72 | 3.40% | — | — | $980K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001907884-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.