Q1 2026 · 13F-HR
Kynam Capital Management, LPholdings as filed
Filed 2026-05-15 · accession 0001907884-26-000007
$1.62B
Reported value
39
Positions
2026-03-31
Period end
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%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $188.1M | 11.6% | 8,050,959 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $185.3M | 11.4% | 5,840,567 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $169.8M | 10.5% | 2,922,335 | Common | SOLE |
| 19240Q201 | COGT | COGENT BIOSCIENCES INC | $155.4M | 9.59% | 4,037,331 | Common | SOLE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $136.7M | 8.43% | 3,398,224 | Common | SOLE |
| 07373V105 | BEAM | BEAM THERAPEUTICS INC | $87.7M | 5.41% | 3,682,185 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC. | $70.6M | 4.35% | 15,013,093 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $54.1M | 3.34% | 5,680,795 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $46.6M | 2.88% | 1,569,018 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $45.8M | 2.83% | 2,341,652 | Common | SOLE |
| 230031106 | CGEM | CULLINAN THERAPEUTICS INC | $44.3M | 2.73% | 3,114,132 | Common | SOLE |
| M96088105 | URGN | UROGEN PHARMA LTD | $40.4M | 2.49% | 2,247,393 | Common | SOLE |
| 483497103 | KALV | KALVISTA PHARMACEUTICALS INC | $36.7M | 2.26% | 1,820,954 | Common | SOLE |
| 03753U106 | APLSUSD | APELLIS PHARMACEUTICALS INC | $33.2M | 2.05% | 825,000 | Common | SOLE |
| 52490G102 | LEGN | LEGEND BIOTECH CORP | $28.5M | 1.76% | 1,576,295 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $27.9M | 1.72% | 934,799 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $26.7M | 1.65% | 884,937 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $23.8M | 1.47% | 800,000 | CALL | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $21.7M | 1.34% | 872,558 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $20.2M | 1.24% | 207,500 | PUT | SOLE |
| 12233L206 | BNR | BURNING ROCK BIOTECH LTD | $19.8M | 1.22% | 1,227,555 | Common | SOLE |
| 834203309 | SLNO | SOLENO THERAPEUTICS INC | $18.7M | 1.16% | 560,000 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $18.5M | 1.14% | 1,194,757 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $18.1M | 1.12% | 640,395 | Common | SOLE |
| 30054Y107 | EVMN | EVOMMUNE INC | $14.4M | 0.89% | 625,496 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $14.2M | 0.87% | 1,424,259 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $10.2M | 0.63% | 6,836,318 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $9.2M | 0.57% | 1,356,843 | Common | SOLE |
| 25056L103 | DSGN | DESIGN THERAPEUTICS INC | $8.3M | 0.51% | 784,606 | Common | SOLE |
| Y95308105 | WVE | WAVE LIFE SCIENCES LTD | $7.0M | 0.43% | 965,193 | Common | SOLE |
| 28658R106 | CLYM | CLIMB BIO INC | $6.9M | 0.42% | 1,003,341 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $6.8M | 0.42% | 472,382 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $5.9M | 0.37% | 702,884 | Common | SOLE |
| 74065P101 | PRLD | PRELUDE THERAPEUTICS INC | $5.4M | 0.34% | 1,592,551 | Common | SOLE |
| 142038108 | CRBU | CARIBOU BIOSCIENCES INC | $4.8M | 0.29% | 2,503,302 | Common | SOLE |
| 014442107 | ALEC | ALECTOR INC | $4.3M | 0.27% | 2,000,000 | Common | SOLE |
| N71542109 | PRQR | PROQR THRAPEUTICS N V | $2.5M | 0.16% | 1,566,317 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $1.6M | 0.10% | 54,900 | PUT | SOLE |
| 137404109 | CADL | CANDEL THERAPEUTICS INC | $980,000 | 0.06% | 200,000 | 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.