Kynam Capital Management, LP
CIK: 0001907884Latest portfolio: $1.6B · Q4 2025
Holdings
36
Total Value
$1.6B
New Positions
5
Closed Positions
4
Top Holdings
View All 36 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | COGTCOGENT BIOSCIENCES INC | 6,165,223 | $219.0M | 13.99% | -1,720,949 | |
| 2 | VERAVERA THERAPEUTICS INC | 3,433,051 | $173.8M | 11.11% | -594,749 | |
| 3 | SNDXSYNDAX PHARMACEUTICALS INC | 8,050,959 | $169.2M | 10.81% | -469,041 | |
| 4 | TCE2CELLDEX THERAPEUTICS INC NEW | 5,943,180 | $161.4M | 10.31% | -157,549 | |
| 5 | PCVXVAXCYTE INC | 2,922,335 | $134.8M | 8.61% | -149,253 | |
| 6 | BEAMBEAM THERAPEUTICS INC | 3,377,214 | $93.6M | 5.98% | NEW | Call |
| 7 | BCRXBIOCRYST PHARMACEUTICALS INC | 9,366,526 | $73.1M | 4.67% | -23,744 | |
| 8 | VRDNVIRIDIAN THERAPEUTICS INC | 1,470,541 | $45.8M | 2.92% | -2,957,386 | |
| 9 | TYRATYRA BIOSCIENCES INC | 1,564,492 | $41.1M | 2.63% | -765,506 | |
| 10 | CGONCG ONCOLOGY INC | 945,830 | $39.3M | 2.51% | -1,059,375 | |
| 11 | CTMXCYTOMX THERAPEUTICS INC | 8,966,077 | $38.2M | 2.44% | +5.3M | |
| 12 | NRIXNURIX THERAPEUTICS INC | 1,970,357 | $37.4M | 2.39% | -198,248 | |
| 13 | WVEWAVE LIFE SCIENCES LTD | 2,169,105 | $36.9M | 2.36% | -2,390,948 | |
| 14 | CGEMCULLINAN THERAPEUTICS INC | 3,114,132 | $32.2M | 2.06% | +812K | |
| 15 | IMCRIMMUNOCORE HLDGS PLC | 856,462 | $29.7M | 1.90% | -152,805 | |
| 16 | MBXMBX BIOSCIENCES INC | 934,799 | $29.5M | 1.88% | -1,065,201 | |
| 17 | KALVKALVISTA PHARMACEUTICALS INC | 1,810,954 | $29.2M | 1.87% | +1.2M | |
| 18 | APLSAPELLIS PHARMACEUTICALS INC | 908,607 | $22.8M | 1.46% | +100K | |
| 19 | DVAXDYNAVAX TECHNOLOGIES CORP | 1,375,632 | $21.2M | 1.35% | -769,687 | |
| 20 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $20.0M | 1.28% | — | |
| 21 | TVTXTRAVERE THERAPEUTICS INC | 517,884 | $19.8M | 1.26% | -431,843 | |
| 22 | PHVSPHARVARIS N V | 640,395 | $17.8M | 1.14% | -34,605 | |
| 23 | ENGNENGENE HOLDINGS INC | 1,492,898 | $13.5M | 0.86% | -3,501,192 | |
| 24 | RLAYRELAY THERAPEUTICS INC | 1,424,259 | $12.0M | 0.77% | -1,462,755 | |
| 25 | BHVNBIOHAVEN LTD | 702,884 | $7.9M | 0.51% | NEW |
Quarterly Changes
Increased Positions
Sector Breakdown
Healthcare0.0% ($2.1898817384916913e+149T)
Unknown0.0% ($16141.7T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $1.6B | 37 |
| Q3 2025 | Nov 14, 2025 | $1.3T | 35 |
| Q2 2025 | Aug 14, 2025 | $928.8B | 31 |
| Q1 2025 | May 15, 2025 | $1.2T | 32 |
| Q4 2024 | Feb 14, 2025 | $1.7T | 30 |
| Q3 2024 | Nov 14, 2024 | $1304.5T | 25 |
| Q2 2024 | Aug 14, 2024 | $1296.4T | 26 |
| Q1 2024 | May 15, 2024 | $955.5T | 23 |
| Q4 2023 | Feb 14, 2024 | $902.6T | 24 |
| Q3 2023 | Nov 14, 2023 | $611.4T | 30 |
| Q2 2023 | Aug 14, 2023 | $727.1T | 26 |
| Q1 2023 | May 15, 2023 | $774.6T | 35 |
| Q4 2022 | Feb 14, 2023 | $651.9T | 31 |
| Q3 2022 | Nov 14, 2022 | $474.6B | 37 |
| Q2 2022 | Aug 15, 2022 | $391.6B | 34 |
| Q1 2022 | May 13, 2022 | $308.3B | 33 |
| Q4 2021 | Feb 14, 2022 | $187.1B | 32 |
Fund Information
Kynam Capital Management, LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.6B across 36 holdings. The largest position is COGENT BIOSCIENCES INC (COGT), representing 14.0% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 6 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.