Q4 2025 · 13F-HR
Kynam Capital Management, LPholdings as filed
Filed 2026-02-17 · accession 0001907884-26-000001
$1.57B
Reported value
37
Positions
2025-12-31
Period end
The Brief · Kynam Capital Management, LP · Q4 2025
AI · grounded in 13F
Kynam Capital Management, LP closed its position in UTHR, reducing its exposure by $20.0M. The fund also exited its position in IRWD, resulting in a $7.2M decrease. On the buy side, the fund increased its holdings in CTMX by 145.88% and BEAM by 34.14%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $219.0M | 14.0% | 6,165,223 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $173.8M | 11.1% | 3,433,051 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $169.2M | 10.8% | 8,050,959 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $161.4M | 10.3% | 5,943,180 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $134.8M | 8.61% | 2,922,335 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $73.1M | 4.67% | 9,366,526 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $67.6M | 4.32% | 2,440,214 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $45.8M | 2.92% | 1,470,541 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $41.1M | 2.63% | 1,564,492 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $39.3M | 2.51% | 945,830 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $38.2M | 2.44% | 8,966,077 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $37.4M | 2.39% | 1,970,357 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $36.9M | 2.36% | 2,169,105 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $32.2M | 2.06% | 3,114,132 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $29.7M | 1.90% | 856,462 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $29.5M | 1.88% | 934,799 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $29.2M | 1.87% | 1,810,954 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $26.0M | 1.66% | 937,000 | CALL | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $22.8M | 1.46% | 908,607 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $21.2M | 1.35% | 1,375,632 | Common | SOLE |
| 12233L206 | BNR | BURNING ROCK BIOTECH LTD | $20.0M | 1.28% | 994,883 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $19.8M | 1.26% | 517,884 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $17.8M | 1.14% | 640,395 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $13.5M | 0.86% | 1,492,898 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $12.0M | 0.77% | 1,424,259 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $7.9M | 0.51% | 702,884 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $7.4M | 0.47% | 784,606 | Common | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $5.5M | 0.35% | 479,590 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $5.4M | 0.35% | 389,273 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $4.6M | 0.29% | 3,456,318 | Common | SOLE |
| 28658R106 | CLYM | CLIMB BIO INC | $4.1M | 0.26% | 1,028,341 | Common | SOLE |
| 142038108 | CRBU | CARIBOU BIOSCIENCES INC | $4.0M | 0.25% | 2,503,302 | Common | SOLE |
| 682143102 | OMER | OMEROS CORP | $3.4M | 0.22% | 200,000 | PUT | SOLE |
| 30054Y107 | EVMN | EVOMMUNE INC | $3.2M | 0.20% | 185,482 | Common | SOLE |
| N71542109 | PRQR | PROQR THRAPEUTICS N V | $3.2M | 0.20% | 1,566,317 | Common | SOLE |
| 014442107 | ALEC | ALECTOR INC | $3.1M | 0.20% | 2,000,000 | Common | SOLE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $2.3M | 0.15% | 788,867 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.