Filed: 11/14/2025ACC: 0001907884-25-000002
📋 What this filing means
KYNAM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$1.34B
Total AUM (reported)
101.99M
Total Shares
Allocation by class
COM$948.17M70.6%
COM NEW$179.13M13.3%
CL A$117.05M8.7%
ADS$36.67M2.7%
SHS$33.38M2.5%
SPONSORED ADR$9.44M0.7%
SPONSORED ADS$8.61M0.6%
Portfolio Concentration
Top 3$405.95M30.2%
4–10$569.25M42.4%
11–25$312.67M23.3%
Rest$55.23M4.1%
Top 3 weight
30.2%
Top 10 weight
72.6%
Voting Authority Distribution
Total shares with voting rights: 101.99M
Sole
Full voting authority
101.99M
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)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
CELLDEX THERAPEUTICS INC NEW
SOLEShares6.10M
TypeSH
Market value$157.83M
11.75%
Sole
6.10M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares8.52M
TypeSH
Market value$131.08M
9.76%
Sole
8.52M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares4.03M
TypeSH
Market value$117.05M
8.71%
Sole
4.03M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares7.89M
TypeSH
Market value$113.25M
8.43%
Sole
7.89M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares3.07M
TypeSH
Market value$110.64M
8.24%
Sole
3.07M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares4.43M
TypeSH
Market value$95.55M
7.11%
Sole
4.43M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares2.01M
TypeSH
Market value$80.77M
6.01%
Sole
2.01M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares9.39M
TypeSH
Market value$71.27M
5.31%
Sole
9.39M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares2.52M
TypeSH
Market value$61.10M
4.55%
Sole
2.52M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares1.01M
TypeSH
Market value$36.67M
2.73%
Sole
1.01M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares2M
TypeSH
Market value$35.00M
2.61%
Sole
2M
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares4.99M
TypeSH
Market value$34.11M
2.54%
Sole
4.99M
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares4.56M
TypeSH
Market value$33.38M
2.49%
Sole
4.56M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares2.33M
TypeSH
Market value$32.60M
2.43%
Sole
2.33M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares949.73K
TypeSH
Market value$22.70M
1.69%
Sole
949.73K
Shared
0.00
None
0.00
DYNAVAX TECHNOLOGIES CORP
SOLEShares2.15M
TypeSH
Market value$21.30M
1.59%
Sole
2.15M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares2.17M
TypeSH
Market value$20.04M
1.49%
Sole
2.17M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares67.59K
TypeSH
Market value$20.01M
1.49%
Sole
67.59K
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares808.61K
TypeSH
Market value$18.30M
1.36%
Sole
808.61K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares675K
TypeSH
Market value$16.84M
1.25%
Sole
675K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares2.89M
TypeSH
Market value$15.07M
1.12%
Sole
2.89M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares2.30M
TypeSH
Market value$13.65M
1.02%
Sole
2.30M
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares3.65M
TypeSH
Market value$11.63M
0.87%
Sole
3.65M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares576.11K
TypeSH
Market value$9.44M
0.70%
Sole
576.11K
Shared
0.00
None
0.00
BURNING ROCK BIOTECH LTD
SOLEShares994.88K
TypeSH
Market value$8.61M
0.64%
Sole
994.88K
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 | $157.83M 11.75% | 6.10M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.52M | SH | $131.08M 9.76% | 8.52M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 4.03M | SH | $117.05M 8.71% | 4.03M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 7.89M | SH | $113.25M 8.43% | 7.89M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 3.07M | SH | $110.64M 8.24% | 3.07M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 4.43M | SH | $95.55M 7.11% | 4.43M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 2.01M | SH | $80.77M 6.01% | 2.01M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 9.39M | SH | $71.27M 5.31% | 9.39M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 2.52M | SH | $61.10M 4.55% | 2.52M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 1.01M | SH | $36.67M 2.73% | 1.01M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 2M | SH | $35.00M 2.61% | 2M | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 4.99M | SH | $34.11M 2.54% | 4.99M | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 4.56M | SH | $33.38M 2.49% | 4.56M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 2.33M | SH | $32.60M 2.43% | 2.33M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 949.73K | SH | $22.70M 1.69% | 949.73K | 0.00 | 0.00 |
DYNAVAX TECHNOLOGIES CORPSOLE | COM NEW | 2.15M | SH | $21.30M 1.59% | 2.15M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 2.17M | SH | $20.04M 1.49% | 2.17M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 67.59K | SH | $20.01M 1.49% | 67.59K | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 808.61K | SH | $18.30M 1.36% | 808.61K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 675K | SH | $16.84M 1.25% | 675K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 2.89M | SH | $15.07M 1.12% | 2.89M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 2.30M | SH | $13.65M 1.02% | 2.30M | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 3.65M | SH | $11.63M 0.87% | 3.65M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 576.11K | SH | $9.44M 0.70% | 576.11K | 0.00 | 0.00 |
BURNING ROCK BIOTECH LTDSOLE | SPONSORED ADS | 994.88K | SH | $8.61M 0.64% | 994.88K | 0.00 | 0.00 |
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