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Kynam Capital Management, LP

CIK 1907884 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Kynam Capital Management, LP reported 32 US-listed holdings worth $1.81 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Celldex Therapeutics Inc. (10.9%), Syndax Pharmaceuticals Inc. (9.7%) and Vaxcyte Inc. (9.4%). Against the quarter before, it opened 5 positions, added to 12, trimmed 6 and sold out of 9.

Reported holdings$1.81B+14.8% on Q1 2026
Positions32-4 on Q1 2026
The largest ten72.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toHeldTrimmed
CLDX10.9%SNDX9.7%PCVX9.4%COGT7.8%VERA6.9%VRDN6.6%TVTX6.3%BEAM5.4%URGN5.0%LEGN4.8%CTMX4.5%RLAY3.4%CGEM3.1%MBX2.9%18 more13.4%

The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.29 billion in 24 positions$1.29BQ3 24Q4 2024: $1.52 billion in 29 positions$1.52BQ4 24Q1 2025: $1.17 billion in 31 positions$1.17BQ1 25Q2 2025: $928.8 million in 31 positions$929MQ2 25Q3 2025: $1.34 billion in 35 positions$1.34BQ3 25Q4 2025: $1.54 billion in 35 positions$1.54BQ4 25Q1 2026: $1.58 billion in 36 positions$1.58BQ1 26Q2 2026: $1.81 billion in 32 positions$1.81BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 12Held 9Trimmed 6Sold out 9
Opened: 5Added: 12Held: 9Trimmed: 6Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Summit Therapeutics Inc. SMMT$17.5 million
  2. Insmed Inc. INSM$10.7 million
  3. Parabilis Medicines Inc. Com PBLS$6.8 million
  4. Engene Therapeut ENGN$792,089
  5. Traws Pharma Inc. TRAW$71,175

Added to 12

  1. Viridian Therapeutics Inc. VRDN+4.1 million shares · +176%
  2. Legend Biotech Corp. LEGN+1.4 million shares · +90%
  3. Relay Therapeutics Inc. RLAY+1.9 million shares · +132%
  4. Cytomx Therapeutics Inc. CTMX+6.7 million shares · +45%
  5. Travere Therapeutics Inc. TVTX+430,982 shares · +27%
  6. Immunocore Hldgs PLC IMCR+490,063 shares · +55%
  7. Urogen Pharma Ltd URGN+186,814 shares · +8%
  8. Prelude Therapeutics Inc. PRLD+822,536 shares · +52%

and 4 more in the table below

Trimmed 6

  1. Biocryst Pharmaceuticals Inc. BCRX-3.2 million shares · -56%
  2. Beam Therapeutics Inc. BEAM-841,393 shares · -23%
  3. Vera Therapeutics Inc. VERA-508,165 shares · -15%
  4. Celldex Therapeutics Inc. CLDX-517,659 shares · -9%
  5. Cogent Biosciences Inc. COGT-370,234 shares · -9%
  6. Candel Therapeutics Inc. CADL-103,259 shares · -52%

Sold out of 9

  1. Kalvista Pharmaceuticals Inc. KALV$36.7 million last quarter
  2. Apellis Pharmaceuticals Inc. APLS$33.2 million last quarter
  3. Soleno Therapeutics Inc. SLNO$18.7 million last quarter
  4. Evommune Inc. EVMN$14.4 million last quarter
  5. Engene Holdings Inc. ENGN$9.2 million last quarter
  6. Design Therapeutics Inc. DSGN$8.3 million last quarter
  7. Wave Life Sciences Ltd WVE$7.0 million last quarter
  8. Eliem Therapeutics Inc. CLYM$6.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Celldex Therapeutics Inc. CLDX5,322,908$198.1 million10.95%-517,659
Syndax Pharmaceuticals Inc. SNDX8,050,959$176.0 million9.73%no change
Vaxcyte Inc. PCVX2,922,335$169.9 million9.39%no change
Cogent Biosciences Inc. COGT3,667,097$141.9 million7.84%-370,234
Vera Therapeutics Inc. VERA2,890,059$124.0 million6.85%-508,165
Viridian Therapeutics Inc. VRDN6,453,877$118.6 million6.55%+4,112,225
Travere Therapeutics Inc. TVTX2,000,000$113.6 million6.28%+430,982
Beam Therapeutics Inc. BEAM2,840,792$97.5 million5.39%-841,393
Urogen Pharma Ltd URGN2,434,207$89.6 million4.95%+186,814
Legend Biotech Corp. LEGN3,001,205$86.7 million4.79%+1,424,910
Cytomx Therapeutics Inc. CTMX21,703,093$81.4 million4.50%+6,690,000
Relay Therapeutics Inc. RLAY3,300,000$61.7 million3.41%+1,875,741
Cullinan Therapeutics Inc. CGEM3,114,132$56.7 million3.13%no change
MBX Biosciences Inc. MBX934,799$51.6 million2.85%no change
Immunocore Hldgs PLC IMCR1,375,000$43.7 million2.41%+490,063
Nurix Therapeutics Inc. NRIX1,194,757$29.0 million1.60%no change
Sutro Biopharma Inc. STRO872,558$29.0 million1.60%no change
Biocryst Pharmaceuticals Inc. BCRX2,522,660$25.2 million1.39%-3,158,135
Pharvaris N V PHVS661,795$22.9 million1.26%+21,400
Summit Therapeutics Inc. SMMT1,200,000$17.5 million0.97%new
Prelude Therapeutics Inc. PRLD2,415,087$12.9 million0.71%+822,536
Insmed Inc. INSM100,000$10.7 million0.59%new
Burning Rock Biotech Ltd-Adr BNR1,238,563$10.5 million0.58%+11,008
Geron Corp. GERN6,836,318$8.8 million0.48%no change
Amarin Corp. PLC ADR AMRN532,982$8.5 million0.47%+60,600
Alector Inc. ALEC3,808,494$7.7 million0.42%+1,808,494
Parabilis Medicines Inc. Com PBLS250,000$6.8 million0.38%new
Caribou Biosciences Inc. CRBU2,503,302$4.4 million0.24%no change
Proqr Thrapeutics N V PRQR1,566,317$2.9 million0.16%no change
Candel Therapeutics Inc. CADL96,741$996,4320.06%-103,259
Engene Therapeut ENGN457,855$792,0890.04%new
Traws Pharma Inc. TRAW84,400$71,1750.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.