Filed: 2/17/2026ACC: 0001907884-26-000001
📋 What this filing means
KYNAM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $1.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$1.57B
Total AUM (reported)
84.50M
Total Shares
Allocation by class
COM$1.11B70.6%
COM NEW$182.57M11.7%
CL A$173.85M11.1%
SHS$36.87M2.4%
ADS$29.73M1.9%
SPONSORED ADS$20.05M1.3%
COM SHS$8.72M0.6%
Portfolio Concentration
Top 3$561.99M35.9%
4–10$589.09M37.6%
11–25$368.19M23.5%
Rest$46.18M2.9%
Top 3 weight
35.9%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 84.50M
Sole
Full voting authority
84.50M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
COGENT BIOSCIENCES INC
SOLEShares6.17M
TypeSH
Market value$218.99M
13.99%
Sole
6.17M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares3.43M
TypeSH
Market value$173.85M
11.11%
Sole
3.43M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares8.05M
TypeSH
Market value$169.15M
10.81%
Sole
8.05M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares5.94M
TypeSH
Market value$161.42M
10.31%
Sole
5.94M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares2.92M
TypeSH
Market value$134.84M
8.61%
Sole
2.92M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares3.38M
TypeSH
Market value$93.62M
5.98%
Sole
3.38M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares9.37M
TypeSH
Market value$73.06M
4.67%
Sole
9.37M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.47M
TypeSH
Market value$45.76M
2.92%
Sole
1.47M
Shared
0.00
None
0.00
TYRA BIOSCIENCES INC
SOLEShares1.56M
TypeSH
Market value$41.13M
2.63%
Sole
1.56M
Shared
0.00
None
0.00
CG ONCOLOGY INC
SOLEShares945.83K
TypeSH
Market value$39.27M
2.51%
Sole
945.83K
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC
SOLEShares8.97M
TypeSH
Market value$38.20M
2.44%
Sole
8.97M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares1.97M
TypeSH
Market value$37.38M
2.39%
Sole
1.97M
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares2.17M
TypeSH
Market value$36.87M
2.36%
Sole
2.17M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares3.11M
TypeSH
Market value$32.23M
2.06%
Sole
3.11M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares856.46K
TypeSH
Market value$29.73M
1.90%
Sole
856.46K
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares934.80K
TypeSH
Market value$29.48M
1.88%
Sole
934.80K
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares1.81M
TypeSH
Market value$29.25M
1.87%
Sole
1.81M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares908.61K
TypeSH
Market value$22.82M
1.46%
Sole
908.61K
Shared
0.00
None
0.00
DYNAVAX TECHNOLOGIES CORP
SOLEShares1.38M
TypeSH
Market value$21.16M
1.35%
Sole
1.38M
Shared
0.00
None
0.00
BURNING ROCK BIOTECH LTD
SOLEShares994.88K
TypeSH
Market value$20.05M
1.28%
Sole
994.88K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares517.88K
TypeSH
Market value$19.79M
1.26%
Sole
517.88K
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares640.39K
TypeSH
Market value$17.77M
1.14%
Sole
640.39K
Shared
0.00
None
0.00
ENGENE HOLDINGS INC
SOLEShares1.49M
TypeSH
Market value$13.48M
0.86%
Sole
1.49M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares1.42M
TypeSH
Market value$12.05M
0.77%
Sole
1.42M
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares702.88K
TypeSH
Market value$7.94M
0.51%
Sole
702.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COGENT BIOSCIENCES INCSOLE | COM | 6.17M | SH | $218.99M 13.99% | 6.17M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 3.43M | SH | $173.85M 11.11% | 3.43M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.05M | SH | $169.15M 10.81% | 8.05M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 5.94M | SH | $161.42M 10.31% | 5.94M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 2.92M | SH | $134.84M 8.61% | 2.92M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 3.38M | SH | $93.62M 5.98% | 3.38M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 9.37M | SH | $73.06M 4.67% | 9.37M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.47M | SH | $45.76M 2.92% | 1.47M | 0.00 | 0.00 |
TYRA BIOSCIENCES INCSOLE | COM | 1.56M | SH | $41.13M 2.63% | 1.56M | 0.00 | 0.00 |
CG ONCOLOGY INCSOLE | COM | 945.83K | SH | $39.27M 2.51% | 945.83K | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INCSOLE | COM | 8.97M | SH | $38.20M 2.44% | 8.97M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 1.97M | SH | $37.38M 2.39% | 1.97M | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 2.17M | SH | $36.87M 2.36% | 2.17M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 3.11M | SH | $32.23M 2.06% | 3.11M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 856.46K | SH | $29.73M 1.90% | 856.46K | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 934.80K | SH | $29.48M 1.88% | 934.80K | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.81M | SH | $29.25M 1.87% | 1.81M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 908.61K | SH | $22.82M 1.46% | 908.61K | 0.00 | 0.00 |
DYNAVAX TECHNOLOGIES CORPSOLE | COM NEW | 1.38M | SH | $21.16M 1.35% | 1.38M | 0.00 | 0.00 |
BURNING ROCK BIOTECH LTDSOLE | SPONSORED ADS | 994.88K | SH | $20.05M 1.28% | 994.88K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 517.88K | SH | $19.79M 1.26% | 517.88K | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 640.39K | SH | $17.77M 1.14% | 640.39K | 0.00 | 0.00 |
ENGENE HOLDINGS INCSOLE | COM | 1.49M | SH | $13.48M 0.86% | 1.49M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 1.42M | SH | $12.05M 0.77% | 1.42M | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 702.88K | SH | $7.94M 0.51% | 702.88K | 0.00 | 0.00 |
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