Kynam Capital Management, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$1.7T
Holdings
30
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NTRANATERA INC | 2,022,098 | $320.1B | 18.92% | |
| 2 | PCVXVAXCYTE INC | 2,336,796 | $191.3B | 11.31% | |
| 3 | SPYSPDR S&P 500 ETF TR | 300,000 | $175.8B | 10.39% | Put |
| 4 | TCE2CELLDEX THERAPEUTICS INC NEW | 5,064,207 | $128.0B | 7.56% | |
| 5 | SNDXSYNDAX PHARMACEUTICALS INC | 8,520,000 | $112.6B | 6.66% | |
| 6 | DVAXDYNAVAX TECHNOLOGIES CORP | 6,560,835 | $83.8B | 4.95% | |
| 7 | CGONCG ONCOLOGY INC | 2,519,705 | $72.3B | 4.27% | |
| 8 | COGTCOGENT BIOSCIENCES INC | 9,105,000 | $71.0B | 4.20% | |
| 9 | BCRXBIOCRYST PHARMACEUTICALS INC | 9,085,368 | $68.3B | 4.04% | |
| 10 | VRDNVIRIDIAN THERAPEUTICS INC | 3,326,262 | $63.8B | 3.77% | |
| 11 | VERAVERA THERAPEUTICS INC | 1,457,910 | $61.7B | 3.64% | |
| 12 | WVEWAVE LIFE SCIENCES LTD | 4,899,497 | $60.6B | 3.58% | |
| 13 | BEAMBEAM THERAPEUTICS INC | 1,756,158 | $43.6B | 2.57% | |
| 14 | IMCRIMMUNOCORE HLDGS PLC | 1,225,576 | $36.2B | 2.14% | |
| 15 | ENGNENGENE HOLDINGS INC | 4,994,090 | $33.2B | 1.96% | |
| 16 | TVTXTRAVERE THERAPEUTICS INC | 1,802,750 | $31.4B | 1.86% | |
| 17 | LQDALIQUIDIA CORPORATION | 2,266,328 | $26.7B | 1.58% | |
| 18 | IRWDIRONWOOD PHARMACEUTICALS INC | 4,685,563 | $20.8B | 1.23% | |
| 19 | TSVT*2SEVENTY BIO INC | 5,953,825 | $17.5B | 1.03% | |
| 20 | CGEMCULLINAN THERAPEUTICS INC | 1,252,738 | $15.3B | 0.90% | |
| 21 | PTGXPROTAGONIST THERAPEUTICS INC | 390,792 | $15.1B | 0.89% | |
| 22 | TYRATYRA BIOSCIENCES INC | 530,478 | $7.4B | 0.44% | |
| 23 | BNRBURNING ROCK BIOTECH LTD | 994,883 | $6.7B | 0.40% | |
| 24 | STROSUTRO BIOPHARMA INC | 3,641,447 | $6.7B | 0.40% | |
| 25 | AMRNAMARIN CORP PLC | 12,414,628 | $6.0B | 0.36% | |
| 26 | PRQRPROQR THRAPEUTICS N V | 1,750,000 | $4.6B | 0.27% | |
| 27 | RLAYRELAY THERAPEUTICS INC | 1,000,000 | $4.1B | 0.24% | |
| 28 | CRBUCARIBOU BIOSCIENCES INC | 2,406,147 | $3.8B | 0.23% | |
| 29 | SLRNACELYRIN INC | 847,366 | $2.7B | 0.16% | |
| 30 | CLYMCLIMB BIO INC | 547,000 | $984.6M | 0.06% |