§ 13F · FUND PROFILE
Kynam Capital Management, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 37Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1565.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | COGT | COGENT BIOSCIENCES INC | 6.17M | $219.0T | 14.0% | NEW |
| 2 | VERA | VERA THERAPEUTICS INC | 3.43M | $173.8T | 11.1% | NEW |
| 3 | SNDX | SYNDAX PHARMACEUTICALS INC | 8.05M | $169.2T | 10.8% | NEW |
| 4 | CLDX | CELLDEX THERAPEUTICS INC NEW | 5.94M | $161.4T | 10.3% | NEW |
| 5 | PCVX | VAXCYTE INC | 2.92M | $134.8T | 8.6% | NEW |
| 6 | BCRX | BIOCRYST PHARMACEUTICALS INC | 9.37M | $73.1T | 4.7% | NEW |
| 7 | BEAM | BEAM THERAPEUTICS INC | 2.44M | $67.6T | 4.3% | NEW |
| 8 | VRDN | VIRIDIAN THERAPEUTICS INC | 1.47M | $45.8T | 2.9% | NEW |
| 9 | TYRA | TYRA BIOSCIENCES INC | 1.56M | $41.1T | 2.6% | NEW |
| 10 | CGON | CG ONCOLOGY INC | 946K | $39.3T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KYNAM SIGNAL
AC read
Kynam Capital Management, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed