KC
| |
Kynam Capital Management, LP13F | |
| Kynam Capital Management, LP | |
| Last update 2025-05-15 | 32 Stocks (5 new) |
| Value $1.19 Bil | Turnover 17 % |
Kynam Capital Management, LP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NTRA | Natera Inc | 1,167,570 | 165,106.1 | -42.26% | 13.870 | -8.00% | 0.860 | -7.23% | -12.94% | 18,818.8 | Medical Diagnostics & Research | |
PCVX | Vaxcyte Inc | 3,200,000 | 120,832.0 | +36.94% | 10.150 | +2.74% | 2.480 | +9.95% | -55.46% | 4,703.5 | Biotechnology | |
CLDX | Celldex Therapeutics Inc | 6,500,000 | 117,975.0 | +28.35% | 9.910 | +2.19% | 9.790 | +22.85% | -5.54% | 1,584.8 | Biotechnology | |
SNDX | Syndax Pharmaceuticals Inc | 8,520,000 | 104,668.2 | 0% | 8.790 | 0% | 9.900 | -21.38% | -22.69% | 879.4 | Biotechnology | |
BCRX | BioCryst Pharmaceuticals Inc | 8,928,523 | 66,963.9 | -1.73% | 5.630 | -0.07% | 4.270 | +8.17% | +14.49% | 1,801.6 | Drug Manufacturers | |
CGON | CG Oncology Inc | 2,611,662 | 63,959.6 | +3.65% | 5.370 | +0.19% | 3.430 | +26.97% | -8.23% | 2,006.3 | Biotechnology | |
VRDN | Viridian Therapeutics Inc | 4,700,000 | 63,356.0 | +41.30% | 5.320 | +1.55% | 5.760 | +32.86% | -6.36% | 1,464.6 | Biotechnology | |
VERA | Vera Therapeutics Inc | 2,400,000 | 57,648.0 | +64.62% | 4.840 | +1.90% | 3.760 | +1.30% | -46.49% | 1,443.2 | Biotechnology | |
COGT | Cogent Biosciences Inc | 9,105,000 | 54,538.9 | 0% | 4.580 | 0% | 8.000 | +176.73% | +58.59% | 1,724.5 | Biotechnology | |
IMCR | Immunocore Holdings PLC | 1,695,576 | 50,307.7 | +38.35% | 4.230 | +1.17% | 3.380 | +20.97% | +22.20% | 1,810.9 | Biotechnology |
Kynam Capital Management, LP's Historical Top Holdings Breakdowns
Kynam Capital Management, LP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NTRA | Natera Inc | 2025-03-31 | Reduce Reduce | -8.00% | 132.63 ($160.74) 177 | $137.82 | -14.26% | Reduce -42.26% | 1,167,570 | -854,528 | |
DVAX | Dynavax Technologies Corp | 2025-03-31 | Reduce Reduce | -2.97% | 12.39 ($13.23) 14.4 | $11.35 | -14.21% | Reduce -60.05% | 2,620,797 | -3,940,038 | |
PCVX | Vaxcyte Inc | 2025-03-31 | Add Add | +2.74% | 37.76 ($79.95) 92.13 | $36.46 | -54.40% | Add 36.94% | 3,200,000 | 863,204 | |
CLDX | Celldex Therapeutics Inc | 2025-03-31 | Add Add | +2.19% | 18.15 ($22.34) 27.6 | $23.87 | 6.85% | Add 28.35% | 6,500,000 | 1,435,793 | |
VERA | Vera Therapeutics Inc | 2025-03-31 | Add Add | +1.90% | 24.02 ($32.13) 43.22 | $22.63 | -29.57% | Add 64.62% | 2,400,000 | 942,090 | |
LEGN | Legend Biotech Corp | 2025-03-31 | New Buy New Buy | +1.74% | 31.43 ($35.86) 39.7 | $44.32 | 23.59% | New holding | 610,000 | 610,000 | |
VRDN | Viridian Therapeutics Inc | 2025-03-31 | Add Add | +1.55% | 13.48 ($17.03) 20.91 | $17.95 | 5.40% | Add 41.3% | 4,700,000 | 1,373,738 | |
TYRA | Tyra Biosciences Inc | 2025-03-31 | Add Add | +1.47% | 9.3 ($12.94) 16.73 | $10.81 | -16.46% | Add 353.57% | 2,406,067 | 1,875,589 | |
BEAM | Beam Therapeutics Inc | 2025-03-31 | Add Add | +1.25% | 19.53 ($26.2) 34.09 | $22.16 | -15.42% | Add 43.39% | 2,518,170 | 762,012 | |
IMCR | Immunocore Holdings PLC | 2025-03-31 | Add Add | +1.17% | 28.21 ($30) 33 | $36.05 | 20.17% | Add 38.35% | 1,695,576 | 470,000 |
Kynam Capital Management, LP Total Holding History ($B)
Kynam Capital Management, LP's Asset Allocation
Kynam Capital Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kynam Capital Management, LP's Hypothetical Growth since 2025-03-31
Kynam Capital Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Kynam Capital Management, LP's Holdings Heat Map
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Kynam Capital Management, LP's Holdings Bubble Chart
Kynam Capital Management, LP News
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