Kynam Capital Management, LP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.3T
Holdings
25
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 2,042,471 | $259.3B | 19.88% | |
| 2 | PCVXVAXCYTE INC | 1,039,288 | $118.8B | 9.10% | |
| 3 | TCE2CELLDEX THERAPEUTICS INC NEW | 3,458,609 | $117.6B | 9.01% | |
| 4 | SNDXSYNDAX PHARMACEUTICALS INC | 5,842,925 | $112.5B | 8.62% | |
| 5 | COGTCOGENT BIOSCIENCES INC | 9,239,731 | $99.8B | 7.65% | |
| 6 | DVAXDYNAVAX TECHNOLOGIES CORP | 8,332,687 | $92.8B | 7.12% | |
| 7 | VERAVERA THERAPEUTICS INC | 1,576,549 | $69.7B | 5.34% | |
| 8 | BCRXBIOCRYST PHARMACEUTICALS INC | 9,085,368 | $69.0B | 5.29% | |
| 9 | CGONCG ONCOLOGY INC | 1,770,805 | $66.8B | 5.12% | |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC | 2,511,295 | $57.1B | 4.38% | |
| 11 | WVEWAVE LIFE SCIENCES LTD | 4,899,497 | $40.2B | 3.08% | |
| 12 | BEAMBEAM THERAPEUTICS INC | 1,302,085 | $31.9B | 2.45% | |
| 13 | TSVT*2SEVENTY BIO INC | 5,953,825 | $28.1B | 2.15% | |
| 14 | LQDALIQUIDIA CORPORATION | 2,266,328 | $22.7B | 1.74% | |
| 15 | PTGXPROTAGONIST THERAPEUTICS INC | 456,369 | $20.5B | 1.57% | |
| 16 | TVTXTRAVERE THERAPEUTICS INC | 1,371,511 | $19.2B | 1.47% | |
| 17 | IRWDIRONWOOD PHARMACEUTICALS INC | 3,685,563 | $15.2B | 1.16% | |
| 18 | VRTXVERTEX PHARMACEUTICALS INC | 30,000 | $14.0B | 1.07% | Put |
| 19 | ENGNENGENE HOLDINGS INC | 1,736,227 | $11.5B | 0.88% | |
| 20 | TYRATYRA BIOSCIENCES INC | 467,947 | $11.0B | 0.84% | |
| 21 | AMRNAMARIN CORP PLC | 12,414,628 | $7.8B | 0.60% | |
| 22 | STROSUTRO BIOPHARMA INC | 2,066,447 | $7.1B | 0.55% | |
| 23 | CRBUCARIBOU BIOSCIENCES INC | 2,356,147 | $4.6B | 0.35% | |
| 24 | SLRNACELYRIN INC | 847,366 | $4.2B | 0.32% | |
| 25 | BNRBURNING ROCK BIOTECH LTD | 989,217 | $3.2B | 0.25% |