Filed: 8/14/2025ACC: 0001085146-25-005132
📋 What this filing means
KYNAM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $928.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$928.82M
Total AUM (reported)
95.70M
Total Shares
Allocation by class
COM$620.11M66.8%
COM NEW$147.92M15.9%
CL A$80.74M8.7%
ADS$30.64M3.3%
SHS$29.64M3.2%
SPONSORED ADR$9.34M1.0%
COM CL A$3.92M0.4%
Portfolio Concentration
Top 3$304.74M32.8%
4–10$414.16M44.6%
11–25$192.84M20.8%
Rest$17.08M1.8%
Top 3 weight
32.8%
Top 10 weight
77.4%
Voting Authority Distribution
Total shares with voting rights: 95.70M
Sole
Full voting authority
95.70M
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)
Sole31
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings31
Rows:
CELLDEX THERAPEUTICS INC NEW
SOLEShares6.10M
TypeSH
Market value$124.15M
13.37%
Sole
6.10M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares3.07M
TypeSH
Market value$99.86M
10.75%
Sole
3.07M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares3.43M
TypeSH
Market value$80.74M
8.69%
Sole
3.43M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares8.52M
TypeSH
Market value$79.79M
8.59%
Sole
8.52M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares8.46M
TypeSH
Market value$75.84M
8.16%
Sole
8.46M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares2.46M
TypeSH
Market value$63.90M
6.88%
Sole
2.46M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares4.43M
TypeSH
Market value$61.90M
6.66%
Sole
4.43M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares8.49M
TypeSH
Market value$60.98M
6.56%
Sole
8.49M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares2.42M
TypeSH
Market value$41.12M
4.43%
Sole
2.42M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares976.27K
TypeSH
Market value$30.64M
3.30%
Sole
976.27K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares4.56M
TypeSH
Market value$29.64M
3.19%
Sole
4.56M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.54M
TypeSH
Market value$22.80M
2.45%
Sole
1.54M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares2.33M
TypeSH
Market value$22.30M
2.40%
Sole
2.33M
Shared
0.00
None
0.00
DYNAVAX TECHNOLOGIES CORP
SOLEShares2.15M
TypeSH
Market value$21.28M
2.29%
Sole
2.15M
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares4.99M
TypeSH
Market value$18.18M
1.96%
Sole
4.99M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares2.10M
TypeSH
Market value$15.76M
1.70%
Sole
2.10M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares1.17M
TypeSH
Market value$13.37M
1.44%
Sole
1.17M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares2.89M
TypeSH
Market value$9.99M
1.08%
Sole
2.89M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares576.11K
TypeSH
Market value$9.34M
1.01%
Sole
576.11K
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares656.57K
TypeSH
Market value$9.00M
0.97%
Sole
656.57K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares2.15M
TypeSH
Market value$4.89M
0.53%
Sole
2.15M
Shared
0.00
None
0.00
GERON CORP
SOLEShares3.46M
TypeSH
Market value$4.87M
0.52%
Sole
3.46M
Shared
0.00
None
0.00
IRONWOOD PHARMACEUTICALS INC
SOLEShares5.47M
TypeSH
Market value$3.92M
0.42%
Sole
5.47M
Shared
0.00
None
0.00
CARIBOU BIOSCIENCES INC
SOLEShares3.07M
TypeSH
Market value$3.87M
0.42%
Sole
3.07M
Shared
0.00
None
0.00
SUTRO BIOPHARMA INC
SOLEShares5.09M
TypeSH
Market value$3.63M
0.39%
Sole
5.09M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 6.10M | SH | $124.15M 13.37% | 6.10M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 3.07M | SH | $99.86M 10.75% | 3.07M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 3.43M | SH | $80.74M 8.69% | 3.43M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.52M | SH | $79.79M 8.59% | 8.52M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 8.46M | SH | $75.84M 8.16% | 8.46M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 2.46M | SH | $63.90M 6.88% | 2.46M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 4.43M | SH | $61.90M 6.66% | 4.43M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 8.49M | SH | $60.98M 6.56% | 8.49M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 2.42M | SH | $41.12M 4.43% | 2.42M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 976.27K | SH | $30.64M 3.30% | 976.27K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 4.56M | SH | $29.64M 3.19% | 4.56M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.54M | SH | $22.80M 2.45% | 1.54M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 2.33M | SH | $22.30M 2.40% | 2.33M | 0.00 | 0.00 |
DYNAVAX TECHNOLOGIES CORPSOLE | COM NEW | 2.15M | SH | $21.28M 2.29% | 2.15M | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 4.99M | SH | $18.18M 1.96% | 4.99M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 2.10M | SH | $15.76M 1.70% | 2.10M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 1.17M | SH | $13.37M 1.44% | 1.17M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 2.89M | SH | $9.99M 1.08% | 2.89M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 576.11K | SH | $9.34M 1.01% | 576.11K | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 656.57K | SH | $9.00M 0.97% | 656.57K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 2.15M | SH | $4.89M 0.53% | 2.15M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 3.46M | SH | $4.87M 0.52% | 3.46M | 0.00 | 0.00 |
IRONWOOD PHARMACEUTICALS INCSOLE | COM CL A | 5.47M | SH | $3.92M 0.42% | 5.47M | 0.00 | 0.00 |
CARIBOU BIOSCIENCES INCSOLE | COM | 3.07M | SH | $3.87M 0.42% | 3.07M | 0.00 | 0.00 |
SUTRO BIOPHARMA INCSOLE | COM | 5.09M | SH | $3.63M 0.39% | 5.09M | 0.00 | 0.00 |
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