Kynam Capital Management, LP
Net buyer this quarter
$1.81B
32
+$12.8M
72.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CLDX | $198M | 10.95% | 6.78% | -8.9% | Q4 2021 |
 SNDX | $176M | 9.73% | 9.03% | Not reported | Q4 2021 |
 PCVX | $170M | 9.39% | 2.02% | Not reported | Q4 2021 |
 COGT | $142M | 7.84% | 2.14% | -9.2% | Q4 2021 |
 VERA | $124M | 6.85% | 4.03% | -15.0% | Q4 2021 |
 VRDN | $119M | 6.55% | 5.70% | +175.6% | Q4 2021 |
 TVTX | $114M | 6.28% | 2.12% | +27.5% | Q4 2021 |
 BEAM | $97.5M | 5.39% | 2.75% | -22.9% | Q3 2024 |
 URGN | $89.6M | 4.95% | 4.98% | +8.3% | Q1 2025 |
 LEGN | $86.7M | 4.79% | 0.81% | +90.4% | Q1 2025 |
 CTMX | $81.4M | 4.50% | 9.97% | +44.6% | Q2 2025 |
 RLAY | $61.7M | 3.41% | 1.51% | +131.7% | Q4 2024 |
 CGEM | $56.7M | 3.13% | 4.84% | Not reported | Q4 2024 |
 MBX | $51.6M | 2.85% | 1.95% | Not reported | Q3 2025 |
 IMCR | $43.7M | 2.41% | 2.67% | +55.4% | Q4 2024 |
 NRIX | $29M | 1.60% | 1.15% | Not reported | Q1 2025 |
 STRO | $29M | 1.60% | 5.26% | Not reported | Q4 2022 |
 BCRX | $25.2M | 1.39% | 0.99% | -55.6% | Q2 2022 |
 PHVS | $22.9M | 1.26% | 1.01% | +3.3% | Q3 2025 |
 SMMT | $17.5M | 0.97% | 0.15% | New | Q2 2026 |
 PRLD | $12.9M | 0.71% | 3.03% | +51.7% | Q4 2025 |
 INSM | $10.7M | 0.59% | 0.05% | New | Q2 2026 |
 BNR | $10.5M | 0.58% | 49.48% | +0.9% | Q4 2021 |
 GERN | $8.75M | 0.48% | 1.07% | Not reported | Q1 2025 |
 AMRN | $8.5M | 0.47% | 0.13% | +12.8% | Q4 2021 |
 ALEC | $7.66M | 0.42% | 3.41% | +90.4% | Q4 2025 |
 PBLS | $6.84M | 0.38% | 0.21% | New | Q2 2026 |
 CRBU | $4.41M | 0.24% | 2.36% | Not reported | Q3 2023 |
 PRQR | $2.91M | 0.16% | 1.49% | Not reported | Q4 2024 |
 CADL | $996K | 0.06% | 0.13% | -51.6% | Q1 2026 |
 ENGN | $792K | 0.04% | 0.68% | -66.3% | Q3 2024 |
 TRAW | $71.2K | 0.00% | 0.55% | New | Q2 2026 |
| Q1 2026 | |||||
| SNDX | $188M | 11.60% | 9.09% | Not reported | Q4 2021 |
| CLDX | $185M | 11.43% | 8.77% | -1.7% | Q4 2021 |
| PCVX | $170M | 10.48% | 2.03% | Not reported | Q4 2021 |
| COGT | $155M | 9.59% | 2.36% | -34.5% | Q4 2021 |
| VERA | $137M | 8.43% | 5.32% | -1.0% | Q4 2021 |
| BEAM | $87.7M | 5.41% | 3.58% | +50.9% | Q3 2024 |
| CTMX | $70.6M | 4.35% | 8.82% | +67.4% | Q2 2025 |
| BCRX | $54.1M | 3.34% | 2.24% | -39.4% | Q2 2022 |
| TVTX | $46.6M | 2.88% | 1.70% | +203.0% | Q4 2021 |
| VRDN | $45.8M | 2.83% | 2.29% | +59.2% | Q4 2021 |
| CGEM | $44.3M | 2.73% | 5.07% | Not reported | Q4 2024 |
| URGN | $40.4M | 2.49% | 4.61% | Not reported | Q1 2025 |
| KALV | $36.7M | 2.26% | 3.55% | +0.6% | Q3 2025 |
| APLS | $33.2M | 2.05% | 0.64% | -9.2% | Q4 2022 |
| LEGN | $28.5M | 1.76% | 0.43% | Not reported | Q1 2025 |
| MBX | $27.9M | 1.72% | 1.97% | Not reported | Q3 2025 |
| IMCR | $26.7M | 1.65% | 1.74% | +3.3% | Q4 2024 |
| STRO | $21.7M | 1.34% | 5.27% | +81.9% | Q4 2022 |
| BNR | $19.8M | 1.22% | 49.04% | +23.4% | Q4 2021 |
| SLNO | $18.7M | 1.16% | 1.08% | New | Q1 2026 |
| NRIX | $18.5M | 1.14% | 1.16% | -39.4% | Q1 2025 |
| PHVS | $18.1M | 1.12% | 0.98% | Not reported | Q3 2025 |
 EVMN | $14.4M | 0.89% | 1.74% | +237.2% | Q4 2025 |
| RLAY | $14.2M | 0.87% | 0.75% | Not reported | Q4 2024 |
| GERN | $10.2M | 0.63% | 1.07% | +97.8% | Q1 2025 |
| ENGN | $9.24M | 0.57% | 2.03% | -9.1% | Q3 2024 |
 DSGN | $8.35M | 0.51% | 1.26% | Not reported | Q1 2025 |
 WVE | $7M | 0.43% | 0.50% | -55.5% | Q4 2021 |
 CLYM | $6.87M | 0.42% | 2.10% | -2.4% | Q4 2024 |
| AMRN | $6.83M | 0.42% | 0.11% | +21.4% | Q4 2021 |
 BHVN | $5.95M | 0.37% | 0.47% | Not reported | Q4 2025 |
| PRLD | $5.45M | 0.34% | 2.53% | +101.9% | Q4 2025 |
| CRBU | $4.76M | 0.29% | 2.58% | Not reported | Q3 2023 |
| ALEC | $4.3M | 0.27% | 1.80% | Not reported | Q4 2025 |
| PRQR | $2.54M | 0.16% | 1.49% | Not reported | Q4 2024 |
| CADL | $980K | 0.06% | 0.27% | New | Q1 2026 |
| Q4 2025 | |||||
| COGT | $219M | 13.99% | 3.83% | -21.8% | Q4 2021 |
| VERA | $174M | 11.11% | 5.37% | -14.8% | Q4 2021 |
| SNDX | $169M | 10.81% | 9.21% | -5.5% | Q4 2021 |
| CLDX | $161M | 10.31% | 8.93% | -2.6% | Q4 2021 |
| PCVX | $135M | 8.61% | 2.23% | -4.9% | Q4 2021 |
| BCRX | $73.1M | 4.67% | 4.40% | -0.3% | Q2 2022 |
| BEAM | $67.6M | 4.32% | 2.40% | -3.1% | Q3 2024 |
| VRDN | $45.8M | 2.92% | 1.44% | -66.8% | Q4 2021 |
 TYRA | $41.1M | 2.63% | 2.91% | -32.9% | Q4 2023 |
 CGON | $39.3M | 2.51% | 1.17% | -52.8% | Q2 2024 |
| CTMX | $38.2M | 2.44% | 5.27% | +145.9% | Q2 2025 |
| NRIX | $37.4M | 2.39% | 1.94% | -9.1% | Q1 2025 |
| WVE | $36.9M | 2.36% | 1.16% | -52.4% | Q4 2021 |
| CGEM | $32.2M | 2.06% | 5.17% | +35.3% | Q4 2024 |
| IMCR | $29.7M | 1.90% | 1.69% | -15.1% | Q4 2024 |
| MBX | $29.5M | 1.88% | 2.08% | -53.3% | Q3 2025 |
| KALV | $29.2M | 1.87% | 3.56% | +198.8% | Q3 2025 |
| APLS | $22.8M | 1.46% | 0.72% | +12.4% | Q4 2022 |
| DVAX | $21.2M | 1.35% | 1.17% | -35.9% | Q3 2023 |
| BNR | $20M | 1.28% | 39.75% | Not reported | Q4 2021 |
| TVTX | $19.8M | 1.26% | 0.57% | -45.5% | Q4 2021 |
| PHVS | $17.8M | 1.14% | 0.98% | -5.1% | Q3 2025 |
| ENGN | $13.5M | 0.86% | 2.23% | -70.1% | Q3 2024 |
| RLAY | $12M | 0.77% | 0.82% | -50.7% | Q4 2024 |
| BHVN | $7.94M | 0.51% | 0.53% | New | Q4 2025 |
| DSGN | $7.36M | 0.47% | 1.30% | -23.8% | Q1 2025 |
| STRO | $5.55M | 0.35% | 5.59% | -5.7% | Q4 2022 |
| AMRN | $5.43M | 0.35% | 0.09% | -32.4% | Q4 2021 |
| GERN | $4.56M | 0.29% | 0.54% | Not reported | Q1 2025 |
| CLYM | $4.11M | 0.26% | 2.15% | Not reported | Q4 2024 |
| CRBU | $3.98M | 0.25% | 2.63% | -18.4% | Q3 2023 |
| EVMN | $3.18M | 0.20% | 0.59% | New | Q4 2025 |
| PRQR | $3.16M | 0.20% | 1.49% | -5.0% | Q4 2024 |
| ALEC | $3.12M | 0.20% | 1.81% | New | Q4 2025 |
| PRLD | $2.29M | 0.15% | 1.25% | New | Q4 2025 |
| Q3 2025 | |||||
| CLDX | $158M | 11.75% | 9.18% | Not reported | Q4 2021 |
| SNDX | $131M | 9.76% | 9.80% | Not reported | Q4 2021 |
| VERA | $117M | 8.71% | 6.31% | +17.5% | Q4 2021 |
| COGT | $113M | 8.43% | 5.64% | -7.1% | Q4 2021 |
| PCVX | $111M | 8.24% | 2.36% | Not reported | Q4 2021 |
| VRDN | $95.6M | 7.11% | 5.38% | Not reported | Q4 2021 |
| CGON | $80.8M | 6.01% | 2.56% | -18.4% | Q2 2024 |
| BCRX | $71.3M | 5.31% | 4.46% | +11.0% | Q2 2022 |
| BEAM | $61.1M | 4.55% | 2.48% | +4.1% | Q3 2024 |
| IMCR | $36.7M | 2.73% | 2.00% | +3.4% | Q4 2024 |
| MBX | $35M | 2.61% | 4.47% | New | Q3 2025 |
| ENGN | $34.1M | 2.54% | 9.76% | Not reported | Q3 2024 |
| WVE | $33.4M | 2.49% | 2.84% | Not reported | Q4 2021 |
| TYRA | $32.6M | 2.43% | 4.37% | Not reported | Q4 2023 |
| TVTX | $22.7M | 1.69% | 1.06% | -38.4% | Q4 2021 |
| DVAX | $21.3M | 1.59% | 1.83% | Not reported | Q3 2023 |
| NRIX | $20M | 1.49% | 2.82% | +84.8% | Q1 2025 |
 UTHR | $20M | 1.49% | 0.16% | Not reported | Q3 2022 |
| APLS | $18.3M | 1.36% | 0.64% | Not reported | Q4 2022 |
| PHVS | $16.8M | 1.25% | 1.24% | New | Q3 2025 |
| RLAY | $15.1M | 1.12% | 1.67% | Not reported | Q4 2024 |
| CGEM | $13.7M | 1.02% | 3.90% | +9.8% | Q4 2024 |
| CTMX | $11.6M | 0.87% | 2.21% | +69.3% | Q2 2025 |
| AMRN | $9.44M | 0.70% | 0.14% | Not reported | Q4 2021 |
| BNR | $8.61M | 0.64% | 39.75% | Not reported | Q4 2021 |
| DSGN | $7.75M | 0.58% | 1.81% | Not reported | Q1 2025 |
| KALV | $7.38M | 0.55% | 1.20% | New | Q3 2025 |
 IRWD | $7.16M | 0.53% | 3.36% | Not reported | Q1 2024 |
| CRBU | $7.15M | 0.53% | 3.28% | Not reported | Q3 2023 |
| URGN | $6.94M | 0.52% | 0.60% | -57.0% | Q1 2025 |
| GERN | $4.74M | 0.35% | 0.54% | Not reported | Q1 2025 |
| STRO | $4.42M | 0.33% | 5.98% | Not reported | Q4 2022 |
 EWTX | $4.12M | 0.31% | 0.24% | Not reported | Q2 2025 |
| PRQR | $3.51M | 0.26% | 1.57% | Not reported | Q4 2024 |
| CLYM | $2.07M | 0.15% | 1.51% | Not reported | Q4 2024 |