Kynam Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$928.8B
Holdings
31
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TCE2CELLDEX THERAPEUTICS INC NEW | 6,100,729 | $124.1B | 13.37% | |
| 2 | PCVXVAXCYTE INC | 3,071,588 | $99.9B | 10.75% | |
| 3 | VERAVERA THERAPEUTICS INC | 3,426,887 | $80.7B | 8.69% | |
| 4 | SNDXSYNDAX PHARMACEUTICALS INC | 8,520,000 | $79.8B | 8.59% | |
| 5 | BCRXBIOCRYST PHARMACEUTICALS INC | 8,463,742 | $75.8B | 8.16% | |
| 6 | CGONCG ONCOLOGY INC | 2,457,667 | $63.9B | 6.88% | |
| 7 | VRDNVIRIDIAN THERAPEUTICS INC | 4,427,927 | $61.9B | 6.66% | |
| 8 | COGTCOGENT BIOSCIENCES INC | 8,492,557 | $61.0B | 6.56% | |
| 9 | BEAMBEAM THERAPEUTICS INC | 2,417,647 | $41.1B | 4.43% | |
| 10 | IMCRIMMUNOCORE HLDGS PLC | 976,267 | $30.6B | 3.30% | |
| 11 | WVEWAVE LIFE SCIENCES LTD | 4,560,053 | $29.6B | 3.19% | |
| 12 | TVTXTRAVERE THERAPEUTICS INC | 1,540,691 | $22.8B | 2.45% | |
| 13 | TYRATYRA BIOSCIENCES INC | 2,329,998 | $22.3B | 2.40% | |
| 14 | DVAXDYNAVAX TECHNOLOGIES CORP | 2,145,319 | $21.3B | 2.29% | |
| 15 | ENGNENGENE HOLDINGS INC | 4,994,090 | $18.2B | 1.96% | |
| 16 | CGEMCULLINAN THERAPEUTICS INC | 2,095,998 | $15.8B | 1.70% | |
| 17 | NRIXNURIX THERAPEUTICS INC | 1,173,605 | $13.4B | 1.44% | |
| 18 | RLAYRELAY THERAPEUTICS INC | 2,887,014 | $10.0B | 1.08% | |
| 19 | EH3AMARIN CORP PLC | 576,111 | $9.3B | 1.01% | |
| 20 | URGNUROGEN PHARMA LTD | 656,573 | $9.0B | 0.97% | |
| 21 | CTMXCYTOMX THERAPEUTICS INC | 2,154,413 | $4.9B | 0.53% | |
| 22 | GONGERON CORP | 3,456,318 | $4.9B | 0.52% | |
| 23 | IRWDIRONWOOD PHARMACEUTICALS INC | 5,466,825 | $3.9B | 0.42% | |
| 24 | CRBUCARIBOU BIOSCIENCES INC | 3,067,774 | $3.9B | 0.42% | |
| 25 | STROSUTRO BIOPHARMA INC | 5,088,099 | $3.6B | 0.39% | |
| 26 | DSGNDESIGN THERAPEUTICS INC | 1,029,579 | $3.5B | 0.37% | |
| 27 | PRQRPROQR THRAPEUTICS N V | 1,649,462 | $3.4B | 0.36% | |
| 28 | EWTXEDGEWISE THERAPEUTICS INC | 253,979 | $3.3B | 0.36% | |
| 29 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $3.1B | 0.34% | |
| 30 | LQDALIQUIDIA CORPORATION | 200,047 | $2.5B | 0.27% | |
| 31 | CLYMCLIMB BIO INC | 1,028,341 | $1.3B | 0.14% |