§ 13F · FUND PROFILE
Kynam Capital Management, LP.
AUM · $1.8B (13F)Positions · 32Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CLDX | CELLDEX THERAPEUTICS INC NEW | 5.32M | $198M | 10.9% | −9% |
| 2 | SNDX | SYNDAX PHARMACEUTICALS INC | 8.05M | $176M | 9.7% | ±0% |
| 3 | PCVX | VAXCYTE INC | 2.92M | $170M | 9.4% | ±0% |
| 4 | COGT | COGENT BIOSCIENCES INC | 3.67M | $142M | 7.8% | −9% |
| 5 | VERA | VERA THERAPEUTICS INC | 2.89M | $124M | 6.9% | −15% |
| 6 | VRDN | VIRIDIAN THERAPEUTICS INC | 6.45M | $119M | 6.6% | +176% |
| 7 | TVTX | TRAVERE THERAPEUTICS INC | 2.00M | $114M | 6.3% | −17% |
| 8 | BEAM | BEAM THERAPEUTICS INC | 2.84M | $97M | 5.4% | −23% |
| 9 | URGN | UROGEN PHARMA LTD | 2.43M | $90M | 5.0% | +8% |
| 10 | LEGN | LEGEND BIOTECH CORP | 3.00M | $87M | 4.8% | +90% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KYNAM SIGNAL
AC read
Kynam Capital Management, LP is a Other fund managing $1.8 billion in assets. The fund runs a portfolio of 32 positions.
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