Kynam Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.3T
Holdings
35
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TCE2CELLDEX THERAPEUTICS INC NEW | 6,100,729 | $157.8B | 11.75% | |
| 2 | SNDXSYNDAX PHARMACEUTICALS INC | 8,520,000 | $131.1B | 9.76% | |
| 3 | VERAVERA THERAPEUTICS INC | 4,027,800 | $117.0B | 8.71% | |
| 4 | COGTCOGENT BIOSCIENCES INC | 7,886,172 | $113.2B | 8.43% | |
| 5 | PCVXVAXCYTE INC | 3,071,588 | $110.6B | 8.24% | |
| 6 | VRDNVIRIDIAN THERAPEUTICS INC | 4,427,927 | $95.6B | 7.11% | |
| 7 | CGONCG ONCOLOGY INC | 2,005,205 | $80.8B | 6.01% | |
| 8 | BCRXBIOCRYST PHARMACEUTICALS INC | 9,390,270 | $71.3B | 5.31% | |
| 9 | BEAMBEAM THERAPEUTICS INC | 2,517,647 | $61.1B | 4.55% | |
| 10 | IMCRIMMUNOCORE HLDGS PLC | 1,009,267 | $36.7B | 2.73% | |
| 11 | MBXMBX BIOSCIENCES INC | 2,000,000 | $35.0B | 2.61% | |
| 12 | ENGNENGENE HOLDINGS INC | 4,994,090 | $34.1B | 2.54% | |
| 13 | WVEWAVE LIFE SCIENCES LTD | 4,560,053 | $33.4B | 2.49% | |
| 14 | TYRATYRA BIOSCIENCES INC | 2,329,998 | $32.6B | 2.43% | |
| 15 | TVTXTRAVERE THERAPEUTICS INC | 949,727 | $22.7B | 1.69% | |
| 16 | DVAXDYNAVAX TECHNOLOGIES CORP | 2,145,319 | $21.3B | 1.59% | |
| 17 | NRIXNURIX THERAPEUTICS INC | 2,168,605 | $20.0B | 1.49% | |
| 18 | UTHUNITED THERAPEUTICS CORP DEL | 67,588 | $20.0B | 1.49% | |
| 19 | APLSAPELLIS PHARMACEUTICALS INC | 808,607 | $18.3B | 1.36% | |
| 20 | PHVSPHARVARIS N V | 675,000 | $16.8B | 1.25% | |
| 21 | RLAYRELAY THERAPEUTICS INC | 2,887,014 | $15.1B | 1.12% | |
| 22 | CGEMCULLINAN THERAPEUTICS INC | 2,302,172 | $13.7B | 1.02% | |
| 23 | CTMXCYTOMX THERAPEUTICS INC | 3,646,503 | $11.6B | 0.87% | |
| 24 | EH3AMARIN CORP PLC | 576,111 | $9.4B | 0.70% | |
| 25 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $8.6B | 0.64% | |
| 26 | DSGNDESIGN THERAPEUTICS INC | 1,029,579 | $7.8B | 0.58% | |
| 27 | KALVKALVISTA PHARMACEUTICALS INC | 606,171 | $7.4B | 0.55% | |
| 28 | IRWDIRONWOOD PHARMACEUTICALS INC | 5,466,825 | $7.2B | 0.53% | |
| 29 | CRBUCARIBOU BIOSCIENCES INC | 3,067,774 | $7.1B | 0.53% | |
| 30 | URGNUROGEN PHARMA LTD | 282,412 | $6.9B | 0.52% | |
| 31 | GONGERON CORP | 3,456,318 | $4.7B | 0.35% | |
| 32 | STROSUTRO BIOPHARMA INC | 5,088,099 | $4.4B | 0.33% | |
| 33 | EWTXEDGEWISE THERAPEUTICS INC | 253,979 | $4.1B | 0.31% | |
| 34 | PRQRPROQR THRAPEUTICS N V | 1,649,462 | $3.5B | 0.26% | |
| 35 | CLYMCLIMB BIO INC | 1,028,341 | $2.1B | 0.15% |