Kynam Capital Management, LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$727.1T
Holdings
26
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 2,900,000 | $141.1M | 0.00% | |
| 2 | TCE2CELLDEX THERAPEUTICS INC NEW | 2,600,000 | $88.2M | 0.00% | |
| 3 | ARGXARGENX SE | 184,300 | $71.8M | 0.00% | Put |
| 4 | SNDXSYNDAX PHARMACEUTICALS INC | 3,262,004 | $68.3M | 0.00% | |
| 5 | PCVXVAXCYTE INC | 1,300,000 | $64.9M | 0.00% | |
| 6 | TSVT*2SEVENTY BIO INC | 4,890,706 | $49.5M | 0.00% | |
| 7 | VERAVERA THERAPEUTICS INC | 3,000,000 | $48.1M | 0.00% | |
| 8 | PTGXPROTAGONIST THERAPEUTICS INC | 975,298 | $26.9M | 0.00% | |
| 9 | TVTXTRAVERE THERAPEUTICS INC | 1,454,730 | $22.3M | 0.00% | |
| 10 | BCRXBIOCRYST PHARMACEUTICALS INC | 2,848,197 | $20.1M | 0.00% | |
| 11 | COGTCOGENT BIOSCIENCES INC | 1,617,391 | $19.1M | 0.00% | |
| 12 | BNRBURNING ROCK BIOTECH LTD | 8,500,000 | $18.3M | 0.00% | |
| 13 | VRDNVIRIDIAN THERAPEUTICS INC | 709,498 | $16.9M | 0.00% | |
| 14 | WVEWAVE LIFE SCIENCES LTD | 3,924,602 | $14.3M | 0.00% | |
| 15 | AMRNAMARIN CORP PLC | 12,000,000 | $14.3M | 0.00% | |
| 16 | LQDALIQUIDIA CORPORATION | 1,642,244 | $12.9M | 0.00% | |
| 17 | OLMAOLEMA PHARMACEUTICALS INC | 1,304,332 | $11.8M | 0.00% | |
| 18 | STROSUTRO BIOPHARMA INC | 1,500,000 | $7.0M | 0.00% | |
| 19 | CNTACENTESSA PHARMACEUTICALS PLC | 729,077 | $4.5M | 0.00% | |
| 20 | PBYIPUMA BIOTECHNOLOGY INC | 473,070 | $1.7M | 0.00% | |
| 21 | FGENEURFIBROGEN INC | 586,500 | $1.6M | 0.00% | Call |
| 22 | RYTMRHYTHM PHARMACEUTICALS INC | 92,602 | $1.5M | 0.00% | |
| 23 | PTCTPTC THERAPEUTICS INC | 28,500 | $1.2M | 0.00% | Call |
| 24 | CNTBCONNECT BIOPHARMA HLDGS LTD | 535,005 | $602K | 0.00% | |
| 25 | —NEOLEUKIN THERAPEUTICS INC | 119,966 | $99K | 0.00% | |
| 26 | GYRECATALYST BIOSCIENCES INC | 89,886 | $31K | 0.00% |