Kynam Capital Management
$1.6B 13F equity value
39 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SNDX | SYNDAX PHARMACEUTICALS INC | 8,050,959 | $188M | 11.9% |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 5,840,567 | $185M | 11.8% |
| PCVX | VAXCYTE INC | 2,922,335 | $170M | 10.8% |
| COGT | COGENT BIOSCIENCES INC | 4,037,331 | $155M | 9.9% |
| VERA | VERA THERAPEUTICS INC | 3,398,224 | $137M | 8.7% |
| BEAM | BEAM THERAPEUTICS INC | 3,682,185 | $88M | 5.6% |
| CTMX | CYTOMX THERAPEUTICS INC. | 15,013,093 | $71M | 4.5% |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 5,680,795 | $54M | 3.4% |
| TVTX | TRAVERE THERAPEUTICS INC | 1,569,018 | $47M | 3.0% |
| VRDN | VIRIDIAN THERAPEUTICS INC | 2,341,652 | $46M | 2.9% |
Track Kynam Capital Management's 13F portfolio: $1.6B in reported holdings, 39 positions. Top holdings and quarterly changes on SentiSense.