Kynam Capital Management, LP Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$308.3B
Holdings
33
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 1,339,322 | $46.4B | 15.05% | |
| 2 | NTRANATERA INC | 966,400 | $39.3B | 12.75% | |
| 3 | SNDXSYNDAX PHARMACEUTICALS INC | 1,932,800 | $33.6B | 10.90% | |
| 4 | TCE2CELLDEX THERAPEUTICS INC NEW | 753,034 | $25.6B | 8.32% | |
| 5 | TVTXTRAVERE THERAPEUTICS INC | 870,918 | $22.4B | 7.28% | |
| 6 | GOSSGOSSAMER BIO INC | 1,832,704 | $15.9B | 5.16% | |
| 7 | XENEXENON PHARMACEUTICALS INC | 483,270 | $14.8B | 4.79% | |
| 8 | PCVXVAXCYTE INC | 579,640 | $14.0B | 4.54% | |
| 9 | VERAVERA THERAPEUTICS INC | 502,328 | $11.8B | 3.83% | |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC | 589,826 | $10.9B | 3.54% | |
| 11 | LQDALIQUIDIA CORPORATION | 1,159,674 | $8.3B | 2.70% | |
| 12 | BIIBBIOGEN INC | 38,236 | $8.1B | 2.61% | |
| 13 | AMRNAMARIN CORP PLC | 2,294,082 | $7.5B | 2.45% | |
| 14 | BNRBURNING ROCK BIOTECH LTD | 773,114 | $7.2B | 2.33% | |
| 15 | —SIERRA ONCOLOGY INC | 193,280 | $6.2B | 2.01% | |
| 16 | CNTACENTESSA PHARMACEUTICALS PLC | 669,100 | $6.0B | 1.95% | |
| 17 | AM6AMICUS THERAPEUTICS INC | 573,516 | $5.4B | 1.76% | |
| 18 | WVEWAVE LIFE SCIENCES LTD | 1,911,728 | $3.8B | 1.24% | |
| 19 | FATEFATE THERAPEUTICS INC | 91,337 | $3.5B | 1.15% | |
| 20 | MRUSMERUS N V | 116,764 | $3.1B | 1.00% | |
| 21 | MCRB1EURSERES THERAPEUTICS INC | 291,443 | $2.1B | 0.67% | |
| 22 | PBYIPUMA BIOTECHNOLOGY INC | 653,445 | $1.9B | 0.61% | |
| 23 | —AKOUOS INC | 387,892 | $1.8B | 0.60% | |
| 24 | —RADIUS HEALTH INC | 185,514 | $1.6B | 0.53% | |
| 25 | —AFFIMED N V | 347,965 | $1.5B | 0.49% | |
| 26 | CABACABALETTA BIO INC | 616,125 | $1.3B | 0.41% | |
| 27 | KRYSKRYSTAL BIOTECH INC | 18,393 | $1.2B | 0.40% | |
| 28 | OLMAOLEMA PHARMACEUTICALS INC | 280,827 | $1.2B | 0.39% | |
| 29 | CNTBCONNECT BIOPHARMA HLDGS LTD | 227,759 | $688.0M | 0.22% | |
| 30 | TGTXTG THERAPEUTICS INC | 258,600 | $401.0M | 0.13% | Put |
| 31 | —NEOLEUKIN THERAPEUTICS INC | 140,508 | $264.0M | 0.09% | |
| 32 | NKTREURNEKTAR THERAPEUTICS | 200,000 | $260.0M | 0.08% | Put |
| 33 | GYRECATALYST BIOSCIENCES INC | 106,089 | $70.0M | 0.02% |