Kynam Capital Management, Lp Portfolio Stock Holdings
Kynam Capital Management, Lp disclosed 36 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include SYNDAX PHARMACEUTICALS INC, CELLDEX THERAPEUTICS INC NEW, and VAXCYTE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 36
- Portfolio Value
- $1.6B
Holdings by Sector
Kynam Capital Management, Lp Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 11.94% | 8,050,959 | - | - | $188,070,402 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 11.76% | 5,840,567 | -102,613 | -1.73% | $185,262,785 |
| VAXCYTE INC | PCVX | Healthcare | 10.78% | 2,922,335 | - | - | $169,816,887 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 9.86% | 4,037,331 | -2,127,892 | -34.51% | $155,396,870 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 8.68% | 3,398,224 | -34,827 | -1.01% | $136,710,552 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 5.57% | 3,682,185 | +1,241,971 | +50.90% | $87,746,469 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 4.48% | 15,013,093 | +6,047,016 | +67.44% | $70,561,537 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 3.43% | 5,680,795 | -3,685,731 | -39.35% | $54,081,168 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.96% | 1,569,018 | +1,051,134 | +202.97% | $46,615,525 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 2.91% | 2,341,652 | +871,111 | +59.24% | $45,802,713 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 2.81% | 3,114,132 | - | - | $44,251,816 |
| KALVISTA PHARMACEUTICALS INC | KALV | Healthcare | 2.33% | 1,820,954 | +10,000 | +0.55% | $36,655,804 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 2.11% | 825,000 | -83,607 | -9.20% | $33,189,750 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 1.81% | 1,576,295 | +1,576,295 | +100.00% | $28,515,177 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 1.69% | 884,937 | +28,475 | +3.32% | $26,680,851 |
| BURNING ROCK BIOTECH LTD | BNR | Healthcare | 1.26% | 1,227,555 | +232,672 | +23.39% | $19,790,507 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 1.19% | 560,000 | +560,000 | +100.00% | $18,748,800 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.18% | 1,194,757 | -775,600 | -39.36% | $18,518,734 |
| PHARVARIS N V | PHVS | Other | 1.15% | 640,395 | - | - | $18,091,159 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 0.90% | 1,424,259 | - | - | $14,171,377 |
| GERON CORP | GERN | Healthcare | 0.65% | 6,836,318 | +3,380,000 | +97.79% | $10,186,114 |
| ENGENE HOLDINGS INC | ENGN | Healthcare | 0.59% | 1,356,843 | -136,055 | -9.11% | $9,240,101 |
| DESIGN THERAPEUTICS INC | DSGN | Healthcare | 0.53% | 784,606 | - | - | $8,348,208 |
| CLIMB BIO INC | ELYM | Other | 0.44% | 1,003,341 | -25,000 | -2.43% | $6,872,886 |
| PRELUDE THERAPEUTICS INC | PRLD | Healthcare | 0.35% | 1,592,551 | +803,684 | +101.88% | $5,446,524 |
| CARIBOU BIOSCIENCES INC | CRBU | Healthcare | 0.30% | 2,503,302 | - | - | $4,756,274 |
| ALECTOR INC | ALEC | Healthcare | 0.27% | 2,000,000 | - | - | $4,300,000 |
| CANDEL THERAPEUTICS INC | CADL | Healthcare | 0.06% | 200,000 | +200,000 | +100.00% | $980,000 |
Kynam Capital Management, Lp Options Holdings in Q1 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | TVTX | Travere Therapeutics, Inc. | CALL | 800,000 | $23,768,000 |
| Q1 2026 | RVMD | Revolution Medicines, Inc. | PUT | 207,500 | $20,179,375 |
| Q1 2026 | TVTX | Travere Therapeutics, Inc. | PUT | 54,900 | $1,631,079 |
Notional value represents the total exposure of the options position.