Kynam Capital Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Kynam Capital Management, Lp disclosed 26 stock positions valued at approximately $1.81B as of quarter-end June 30, 2026. The largest holdings include CELLDEX THERAPEUTICS INC NEW, SYNDAX PHARMACEUTICALS INC, and VAXCYTE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $1.81B
Holdings by Sector
Kynam Capital Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 10.95% | 5,322,908 | -517,659 | -8.86% | $198,065,407 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 9.73% | 8,050,959 | - | - | $175,993,964 |
| VAXCYTE INC | PCVX | Healthcare | 9.39% | 2,922,335 | - | - | $169,875,334 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 7.84% | 3,667,097 | -370,234 | -9.17% | $141,916,654 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 6.85% | 2,890,059 | -508,165 | -14.95% | $124,012,432 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 6.55% | 6,453,877 | +4,112,225 | +175.61% | $118,557,720 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 6.28% | 2,000,000 | +430,982 | +27.47% | $113,620,000 |
| BEAM THERAPEUTICS INC | BEAM | Healthcare | 5.39% | 2,840,792 | -841,393 | -22.85% | $97,495,981 |
| LEGEND BIOTECH CORP | LEGN | Healthcare | 4.79% | 3,001,205 | +1,424,910 | +90.40% | $86,674,800 |
| CYTOMX THERAPEUTICS INC. | CTMX | Healthcare | 4.50% | 21,703,093 | +6,690,000 | +44.56% | $81,386,599 |
| RELAY THERAPEUTICS INC | RLAY | Healthcare | 3.41% | 3,300,000 | +1,875,741 | +131.70% | $61,743,000 |
| CULLINAN THERAPEUTICS INC | CGEM | Healthcare | 3.13% | 3,114,132 | - | - | $56,708,344 |
| MBX BIOSCIENCES INC | MBX | Other | 2.85% | 934,799 | - | - | $51,600,905 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 2.41% | 1,375,000 | +490,063 | +55.38% | $43,656,250 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 1.60% | 1,194,757 | - | - | $28,984,805 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 1.39% | 2,522,660 | -3,158,135 | -55.59% | $25,226,600 |
| PHARVARIS N V | PHVS | Other | 1.26% | 661,795 | +21,400 | +3.34% | $22,884,871 |
| SUMMIT THERAPEUTICS INC | SMMT | Healthcare | 0.97% | 1,200,000 | +1,200,000 | +100.00% | $17,484,000 |
| PRELUDE THERAPEUTICS INC | PRLD | Healthcare | 0.71% | 2,415,087 | +822,536 | +51.65% | $12,872,414 |
| INSMED INC | INSM | Healthcare | 0.59% | 100,000 | +100,000 | +100.00% | $10,662,000 |
| BURNING ROCK BIOTECH LTD | BNR | Healthcare | 0.58% | 1,238,563 | +11,008 | +0.90% | $10,517,747 |
| GERON CORP | GERN | Healthcare | 0.48% | 6,836,318 | - | - | $8,750,487 |
| ALECTOR INC | ALEC | Healthcare | 0.42% | 3,808,494 | +1,808,494 | +90.42% | $7,655,073 |
| PARABILIS MEDICINES INC | PBLS | Other | 0.38% | 250,000 | +250,000 | +100.00% | $6,842,500 |
| CARIBOU BIOSCIENCES INC | CRBU | Healthcare | 0.24% | 2,503,302 | - | - | $4,405,812 |
| CANDEL THERAPEUTICS INC | CADL | Healthcare | 0.06% | 96,741 | -103,259 | -51.63% | $996,432 |
Showing 26 of 26 holdings in the latest reporting period.