Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kynam Capital Management, LP (CIK 1907884) reported $1.62B across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SNDX ($188.1M, 11.60%), CLDX ($185.3M, 11.43%), PCVX ($169.8M, 10.48%), COGT ($155.4M, 9.59%), VERA ($136.7M, 8.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNDX | SYNDAX PHARMACEUTICALS INC | $188.1M | 11.60% | 8.1M | Hold |
| 2 | CLDX | CELLDEX THERAPEUTICS INC NEW | $185.3M | 11.43% | 5.8M | Trimmed |
| 3 | PCVX | VAXCYTE INC | $169.8M | 10.48% | 2.9M | Hold |
| 4 | COGT | COGENT BIOSCIENCES INC | $155.4M | 9.59% | 4.0M | Trimmed |
| 5 | VERA | VERA THERAPEUTICS INC | $136.7M | 8.43% | 3.4M | Trimmed |
| 6 | BEAM | BEAM THERAPEUTICS INC | $87.7M | 5.41% | 3.7M | Added |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | $72.0M | 4.44% | 2.4M | Added |
| 8 | CTMX | CYTOMX THERAPEUTICS INC. | $70.6M | 4.35% | 15.0M | Added |
| 9 | BCRX | BIOCRYST PHARMACEUTICALS INC | $54.1M | 3.34% | 5.7M | Trimmed |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $45.8M | 2.83% | 2.3M | Added |
| 11 | CGEM | CULLINAN THERAPEUTICS INC | $44.3M | 2.73% | 3.1M | Hold |
| 12 | URGN | UROGEN PHARMA LTD | $40.4M | 2.49% | 2.2M | New |
| 13 | KALV | KALVISTA PHARMACEUTICALS INC | $36.7M | 2.26% | 1.8M | Added |
| 14 | APLS | APELLIS PHARMACEUTICALS INC | $33.2M | 2.05% | 825,000 | Trimmed |
| 15 | LEGN | LEGEND BIOTECH CORP | $28.5M | 1.76% | 1.6M | New |
| 16 | MBX | MBX BIOSCIENCES INC | $27.9M | 1.72% | 934,799 | Hold |
| 17 | IMCR | IMMUNOCORE HLDGS PLC | $26.7M | 1.65% | 884,937 | Added |
| 18 | STRO | SUTRO BIOPHARMA INC | $21.7M | 1.34% | 872,558 | Added |
| 19 | RVMD | REVOLUTION MEDICINES INC | $20.2M | 1.24% | 207,500 | New |
| 20 | BNR | BURNING ROCK BIOTECH LTD | $19.8M | 1.22% | 1.2M | Added |
| 21 | SLNO | SOLENO THERAPEUTICS INC | $18.7M | 1.16% | 560,000 | New |
| 22 | NRIX | NURIX THERAPEUTICS INC | $18.5M | 1.14% | 1.2M | Trimmed |
| 23 | PHVS | PHARVARIS N V | $18.1M | 1.12% | 640,395 | Hold |
| 24 | EVOMMUNE INC | $14.4M | 0.89% | 625,496 | Added | |
| 25 | RLAY | RELAY THERAPEUTICS INC | $14.2M | 0.87% | 1.4M | Hold |
Source: SEC Form 13F filings · as of 2026-03-31