Investor
Kynam Capital Management, LP
CIK 0001907884 · filed 2026-05-15 · SEC filing
13F book
$1.62B
Positions
36
4 new · 3 sold
Largest name
11.6%
Syndax Pharmaceuticals Inc · SNDX
Est. mark
$59.9M
Price effect on 32 names still held. Flow −$20.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Syndax Pharmaceuticals Inc | SNDX | 8.05M | $188.1M | 11.6% | $18.9M | Held |
| Celldex Therapeutics Inc New | — | 5.84M | $185.3M | 11.4% | $26.6M | Cut$23.8M |
| Vaxcyte, Inc. | PCVX | 2.92M | $169.8M | 10.5% | $35M | Held |
| Cogent Biosciences, Inc. | COGT | 4.04M | $155.4M | 9.6% | $12M | Cut−$63.6M |
| Vera Therapeutics, Inc. | VERA | 3.4M | $136.7M | 8.4% | −$35.4M | Cut−$37.1M |
| Beam Therapeutics Inc. | BEAM | 3.68M | $87.7M | 5.4% | −$9.49M | Added$20.1M |
| CytomX Therapeutics, Inc. | CTMX | 15M | $70.6M | 4.4% | $3.95M | Added$32.4M |
| Biocryst Pharmaceuticals Inc | BCRX | 5.68M | $54.1M | 3.3% | $9.77M | Cut−$19M |
| Travere Therapeutics, Inc. | TVTX | 1.57M | $46.6M | 2.9% | −$4.4M | Added$26.8M |
| Viridian Therapeutics Inc | — | 2.34M | $45.8M | 2.8% | −$17M | Added$39.5K |
| Cullinan Therapeutics, Inc. | CGEM | 3.11M | $44.3M | 2.7% | $12M | Held |
| UroGen Pharma Ltd. | URGN | 2.25M | $40.4M | 2.5% | — | New |
| Kalvista Pharmaceuticals Inc | — | 1.82M | $36.7M | 2.3% | $7.21M | Added$7.41M |
| Apellis Pharmaceuticals Inc | — | 825K | $33.2M | 2.0% | $12.5M | Cut$10.4M |
| Legend Biotech Corp | LEGN | 1.58M | $28.5M | 1.8% | — | New |
| MBX Biosciences, Inc. | MBX | 934.8K | $27.9M | 1.7% | −$1.58M | Held |
| Immunocore Hldgs Plc | — | 884.9K | $26.7M | 1.6% | −$3.91M | Added−$3.05M |
| Sutro Biopharma, Inc. | STRO | 872.6K | $21.7M | 1.3% | $6.4M | Added$16.2M |
| Burning Rock Biotech Ltd | BNR | 1.23M | $19.8M | 1.2% | −$4.01M | Added−$256.4K |
| Soleno Therapeutics Inc | — | 560K | $18.7M | 1.2% | — | New |
| Nurix Therapeutics, Inc. | NRIX | 1.19M | $18.5M | 1.1% | −$4.15M | Cut−$18.9M |
| Pharvaris N.V. | PHVS | 640.4K | $18.1M | 1.1% | $320.2K | Held |
| Evommune, Inc. | EVMN | 625.5K | $14.4M | 0.9% | $1.09M | Added$11.2M |
| Relay Therapeutics, Inc. | RLAY | 1.42M | $14.2M | 0.9% | $2.12M | Held |
| Geron Corp | GERN | 6.84M | $10.2M | 0.6% | $587.6K | Added$5.62M |
| Engene Holdings Inc | — | 1.36M | $9.24M | 0.6% | −$3.01M | Cut−$4.24M |
| Design Therapeutics, Inc. | DSGN | 784.6K | $8.35M | 0.5% | $988.6K | Held |
| Wave Life Sciences Ltd. | WVE | 965.2K | $7M | 0.4% | −$9.41M | Cut−$29.9M |
| Climb Bio, Inc. | CLYM | 1M | $6.87M | 0.4% | $2.86M | Cut$2.76M |
| Amarin Corp Plc | — | 472.4K | $6.83M | 0.4% | $196.6K | Added$1.4M |
| Biohaven Ltd. | BHVN | 702.9K | $5.95M | 0.4% | −$1.99M | Held |
| Prelude Therapeutics Inc | PRLD | 1.59M | $5.45M | 0.3% | $410.2K | Added$3.16M |
| Caribou Biosciences, Inc. | CRBU | 2.5M | $4.76M | 0.3% | $776K | Held |
| Alector, Inc. | ALEC | 2M | $4.3M | 0.3% | $1.18M | Held |
| Proqr Thrapeutics N V | — | 1.57M | $2.54M | 0.2% | −$626.5K | Held |
| Candel Therapeutics, Inc. | CADL | 200K | $980K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.