Kynam Capital Management, LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$474.6B
Holdings
35
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 2,018,360 | $88.4B | 18.64% | |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 2,272,915 | $54.6B | 11.51% | |
| 3 | TCE2CELLDEX THERAPEUTICS INC NEW | 1,600,127 | $45.0B | 9.48% | |
| 4 | VERAVERA THERAPEUTICS INC | 1,536,181 | $32.7B | 6.90% | |
| 5 | UTHUNITED THERAPEUTICS CORP DEL | 151,009 | $31.6B | 6.66% | |
| 6 | SNYSANOFI | 600,000 | $22.8B | 4.81% | |
| 7 | VRDNVIRIDIAN THERAPEUTICS INC | 1,000,000 | $20.5B | 4.32% | |
| 8 | BIIBBIOGEN INC | 75,000 | $20.0B | 4.22% | |
| 9 | PCVXVAXCYTE INC | 698,638 | $16.8B | 3.53% | |
| 10 | BNRBURNING ROCK BIOTECH LTD | 6,703,863 | $16.0B | 3.38% | |
| 11 | GSKGSK PLC | 500,000 | $14.7B | 3.10% | |
| 12 | COGTCOGENT BIOSCIENCES INC | 985,155 | $14.7B | 3.10% | |
| 13 | CNCEEURCONCERT PHARMACEUTICALS INC | 1,673,041 | $11.2B | 2.36% | |
| 14 | TVTXTRAVERE THERAPEUTICS INC | 416,729 | $10.3B | 2.16% | |
| 15 | LQDALIQUIDIA CORPORATION | 2,200,102 | $9.2B | 1.94% | Call |
| 16 | GBTUSDGLOBAL BLOOD THERAPEUTICS IN | 131,220 | $8.9B | 1.88% | |
| 17 | AMRNAMARIN CORP PLC | 6,720,148 | $7.3B | 1.54% | |
| 18 | AM6AMICUS THERAPEUTICS INC | 676,849 | $7.1B | 1.49% | |
| 19 | BCRXBIOCRYST PHARMACEUTICALS INC | 435,117 | $5.5B | 1.16% | |
| 20 | WVEWAVE LIFE SCIENCES LTD | 1,397,479 | $5.0B | 1.06% | |
| 21 | MCRB1EURSERES THERAPEUTICS INC | 772,820 | $5.0B | 1.05% | |
| 22 | —AKOUOS INC | 718,394 | $4.9B | 1.02% | |
| 23 | GOSSGOSSAMER BIO INC | 386,349 | $4.6B | 0.98% | |
| 24 | PTGXPROTAGONIST THERAPEUTICS INC | 519,212 | $4.4B | 0.92% | |
| 25 | OLMAOLEMA PHARMACEUTICALS INC | 1,399,633 | $3.9B | 0.81% | |
| 26 | CNTACENTESSA PHARMACEUTICALS PLC | 731,521 | $2.9B | 0.62% | |
| 27 | —AFFIMED N V | 676,675 | $1.4B | 0.29% | |
| 28 | PBYIPUMA BIOTECHNOLOGY INC | 559,769 | $1.3B | 0.28% | |
| 29 | XENEXENON PHARMACEUTICALS INC | 28,792 | $1.0B | 0.22% | |
| 30 | CNTBCONNECT BIOPHARMA HLDGS LTD | 739,649 | $954.0M | 0.20% | |
| 31 | RLMDRELMADA THERAPEUTICS INC | 300,000 | $803.0M | 0.17% | Put |
| 32 | 1T7TRICIDA INC | 357,600 | $460.0M | 0.10% | Put |
| 33 | CABACABALETTA BIO INC | 527,805 | $343.0M | 0.07% | |
| 34 | —NEOLEUKIN THERAPEUTICS INC | 120,368 | $77.0M | 0.02% | |
| 35 | GYRECATALYST BIOSCIENCES INC | 90,188 | $45.0M | 0.01% |