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 | $19.05 | -2.21% | 90.98% | 8.98% | $188.1M | 11.60% | — | HELD |
| 2 | CLDX | CELLDEX THERAPEUTICS INC NEW | $38.06 | -1.12% | 70.11% | -28.30% | $185.3M | 11.43% | — | HELD |
| 3 | PCVX | VAXCYTE INC | $54.08 | -3.36% | 67.08% | 110.33% | $169.8M | 10.48% | — | HELD |
| 4 | COGT | COGENT BIOSCIENCES INC | $38.93 | -5.88% | 248.33% | 379.59% | $155.4M | 9.59% | — | HELD |
| 5 | VERA | VERA THERAPEUTICS INC | $32.10 | -2.87% | 54.11% | 119.03% | $136.7M | 8.43% | — | HELD |
| 6 | BEAM | BEAM THERAPEUTICS INC | $25.52 | -3.66% | 36.01% | -76.91% | $87.7M | 5.41% | — | HELD |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | $55.89 | -2.43% | 257.58% | 156.02% | $72.0M | 4.44% | — | HELD |
| 8 | CTMX | CYTOMX THERAPEUTICS INC. | $3.10 | -5.49% | 33.40% | -38.77% | $70.6M | 4.35% | — | HELD |
| 9 | BCRX | BIOCRYST PHARMACEUTICALS INC | $8.98 | -2.81% | 12.96% | -43.59% | $54.1M | 3.34% | — | HELD |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $18.92 | -4.92% | 14.30% | 48.73% | $45.8M | 2.83% | — | HELD |
| 11 | CGEM | CULLINAN THERAPEUTICS INC | $16.50 | -5.82% | 115.25% | -41.50% | $44.3M | 2.73% | — | HELD |
| 12 | URGN | UROGEN PHARMA LTD | $38.24 | -6.94% | 99.90% | 120.09% | $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 | $18.55 | -2.62% | -52.19% | -51.55% | $28.5M | 1.76% | — | HELD |
| 16 | MBX | MBX BIOSCIENCES INC | $65.93 | -0.80% | 381.16% | 188.91% | $27.9M | 1.72% | — | HELD |
| 17 | IMCR | IMMUNOCORE HLDGS PLC | $33.81 | -0.18% | 1.03% | -3.56% | $26.7M | 1.65% | — | HELD |
| 18 | STRO | SUTRO BIOPHARMA INC | $24.17 | -2.62% | 206.42% | -88.57% | $21.7M | 1.34% | — | HELD |
| 19 | RVMD | REVOLUTION MEDICINES INC | $187.53 | -2.41% | 424.62% | 560.61% | $20.2M | 1.24% | — | HELD |
| 20 | BNR | BURNING ROCK BIOTECH LTD | $8.90 | 0.56% | 56.08% | -95.25% | $19.8M | 1.22% | — | HELD |
| 21 | SLNO | SOLENO THERAPEUTICS INC | — | — | — | — | $18.7M | 1.16% | — | HELD |
| 22 | NRIX | NURIX THERAPEUTICS INC | $23.21 | -1.57% | 113.41% | -26.81% | $18.5M | 1.14% | — | HELD |
| 23 | PHVS | PHARVARIS N V | $32.62 | -3.72% | 63.35% | 61.81% | $18.1M | 1.12% | — | HELD |
| 24 | EVMN | EVOMMUNE INC | $11.25 | -0.88% | -38.86% | -34.26% | $14.4M | 0.89% | — | HELD |
| 25 | RLAY | RELAY THERAPEUTICS INC | $18.83 | -3.19% | 453.27% | -41.96% | $14.2M | 0.87% | — | HELD |
| 26 | GERN | GERON CORP | $1.29 | -3.73% | 14.53% | -7.59% | $10.2M | 0.63% | — | HELD |
| 27 | — | ENGENE HOLDINGS INC | — | — | — | — | $9.2M | 0.57% | — | HELD |
| 28 | DSGN | DESIGN THERAPEUTICS INC | $12.18 | -3.49% | 226.18% | -20.74% | $8.3M | 0.51% | — | HELD |
| 29 | WVE | WAVE LIFE SCIENCES LTD | $5.51 | -4.34% | -35.52% | -12.09% | $7.0M | 0.43% | — | HELD |
| 30 | CLYM | CLIMB BIO INC | $11.90 | -1.49% | 720.69% | -33.82% | $6.9M | 0.42% | — | HELD |
| 31 | AMRN | AMARIN CORP PLC | $14.26 | 0.21% | — | — | $6.8M | 0.42% | — | HELD |
| 32 | BHVN | BIOHAVEN LTD | $13.50 | -2.32% | — | — | $5.9M | 0.37% | — | HELD |
| 33 | PRLD | PRELUDE THERAPEUTICS INC | $4.60 | -8.91% | — | — | $5.4M | 0.34% | — | HELD |
| 34 | CRBU | CARIBOU BIOSCIENCES INC | $1.46 | -3.31% | — | — | $4.8M | 0.29% | — | HELD |
| 35 | ALEC | ALECTOR INC | $1.51 | -6.79% | — | — | $4.3M | 0.27% | — | HELD |
| 36 | PRQR | PROQR THRAPEUTICS N V | $1.72 | -3.37% | — | — | $2.5M | 0.16% | — | HELD |
| 37 | CADL | CANDEL THERAPEUTICS INC | $10.01 | 1.42% | — | — | $980K | 0.06% | — | HELD |
Source: SEC EDGAR · accession 0001907884-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.