Filed: 5/15/2025ACC: 0001085146-25-003252
📋 What this filing means
KYNAM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$1.19B
Total AUM (reported)
111.15M
Total Shares
Allocation by class
COM$839.89M70.6%
COM NEW$161.32M13.6%
CL A$57.65M4.8%
ADS$50.31M4.2%
SHS$39.59M3.3%
SPONSORED ADS$25.08M2.1%
COM CL A$8.56M0.7%
Portfolio Concentration
Top 3$403.91M33.9%
4–10$461.44M38.8%
11–25$306.65M25.8%
Rest$18.28M1.5%
Top 3 weight
33.9%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 111.15M
Sole
Full voting authority
111.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings32
Rows:
NATERA INC
SOLEShares1.17M
TypeSH
Market value$165.11M
13.87%
Sole
1.17M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares3.20M
TypeSH
Market value$120.83M
10.15%
Sole
3.20M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares6.50M
TypeSH
Market value$117.97M
9.91%
Sole
6.50M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares8.52M
TypeSH
Market value$104.67M
8.79%
Sole
8.52M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares8.93M
TypeSH
Market value$66.96M
5.63%
Sole
8.93M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares2.61M
TypeSH
Market value$63.96M
5.37%
Sole
2.61M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares4.70M
TypeSH
Market value$63.36M
5.32%
Sole
4.70M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.40M
TypeSH
Market value$57.65M
4.84%
Sole
2.40M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares9.11M
TypeSH
Market value$54.54M
4.58%
Sole
9.11M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares1.70M
TypeSH
Market value$50.31M
4.23%
Sole
1.70M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares2.52M
TypeSH
Market value$49.18M
4.13%
Sole
2.52M
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares4.90M
TypeSH
Market value$39.59M
3.33%
Sole
4.90M
Shared
0.00
None
0.00
DYNAVAX TECHNOLOGIES CORP
SOLEShares2.62M
TypeSH
Market value$33.99M
2.86%
Sole
2.62M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.80M
TypeSH
Market value$32.31M
2.71%
Sole
1.80M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares2.41M
TypeSH
Market value$22.38M
1.88%
Sole
2.41M
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares4.99M
TypeSH
Market value$22.37M
1.88%
Sole
4.99M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares302.50K
TypeSH
Market value$21.61M
1.82%
Sole
302.50K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares610K
TypeSH
Market value$20.70M
1.74%
Sole
610K
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares2.34M
TypeSH
Market value$17.70M
1.49%
Sole
2.34M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares800K
TypeSH
Market value$9.50M
0.80%
Sole
800K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares633.80K
TypeSH
Market value$9.35M
0.79%
Sole
633.80K
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares5.82M
TypeSH
Market value$8.56M
0.72%
Sole
5.82M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares3.06M
TypeSH
Market value$8.03M
0.67%
Sole
3.06M
Shared
0.00
None
0.00
GERON CORP
SOLEShares3.66M
TypeSH
Market value$5.82M
0.49%
Sole
3.66M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares12.41M
TypeSH
Market value$5.56M
0.47%
Sole
12.41M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATERA INCSOLE | COM | 1.17M | SH | $165.11M 13.87% | 1.17M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 3.20M | SH | $120.83M 10.15% | 3.20M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 6.50M | SH | $117.97M 9.91% | 6.50M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.52M | SH | $104.67M 8.79% | 8.52M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 8.93M | SH | $66.96M 5.63% | 8.93M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 2.61M | SH | $63.96M 5.37% | 2.61M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 4.70M | SH | $63.36M 5.32% | 4.70M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.40M | SH | $57.65M 4.84% | 2.40M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 9.11M | SH | $54.54M 4.58% | 9.11M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 1.70M | SH | $50.31M 4.23% | 1.70M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 2.52M | SH | $49.18M 4.13% | 2.52M | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 4.90M | SH | $39.59M 3.33% | 4.90M | 0.00 | 0.00 |
DYNAVAX TECHNOLOGIES CORPSOLE | COM NEW | 2.62M | SH | $33.99M 2.86% | 2.62M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.80M | SH | $32.31M 2.71% | 1.80M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 2.41M | SH | $22.38M 1.88% | 2.41M | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 4.99M | SH | $22.37M 1.88% | 4.99M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 302.50K | SH | $21.61M 1.82% | 302.50K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 610K | SH | $20.70M 1.74% | 610K | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 2.34M | SH | $17.70M 1.49% | 2.34M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 800K | SH | $9.50M 0.80% | 800K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 633.80K | SH | $9.35M 0.79% | 633.80K | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 5.82M | SH | $8.56M 0.72% | 5.82M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 3.06M | SH | $8.03M 0.67% | 3.06M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 3.66M | SH | $5.82M 0.49% | 3.66M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONS ADR NEW | 12.41M | SH | $5.56M 0.47% | 12.41M | 0.00 | 0.00 |
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