Filed: 5/15/2026ACC: 0001907884-26-000007
📋 What this filing means
KYNAM CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $1.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$1.62B
Total AUM (reported)
91.53M
Total Shares
Allocation by class
COM$1.17B72.3%
COM NEW$185.26M11.4%
CL A$136.71M8.4%
SPONSORED ADS$48.31M3.0%
COM SHS$36.12M2.2%
ADS$26.68M1.6%
SHS$7.00M0.4%
Portfolio Concentration
Top 3$543.15M33.5%
4–10$622.31M38.4%
11–25$383.22M23.6%
Rest$72.44M4.5%
Top 3 weight
33.5%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 91.53M
Sole
Full voting authority
91.53M
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)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
SYNDAX PHARMACEUTICALS INC
SOLEShares8.05M
TypeSH
Market value$188.07M
11.60%
Sole
8.05M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares5.84M
TypeSH
Market value$185.26M
11.43%
Sole
5.84M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares2.92M
TypeSH
Market value$169.82M
10.48%
Sole
2.92M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares4.04M
TypeSH
Market value$155.40M
9.59%
Sole
4.04M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares3.40M
TypeSH
Market value$136.71M
8.43%
Sole
3.40M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares3.68M
TypeSH
Market value$87.75M
5.41%
Sole
3.68M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares2.42M
TypeSH
Market value$72.01M
4.44%
Sole
2.42M
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares15.01M
TypeSH
Market value$70.56M
4.35%
Sole
15.01M
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares5.68M
TypeSH
Market value$54.08M
3.34%
Sole
5.68M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares2.34M
TypeSH
Market value$45.80M
2.83%
Sole
2.34M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares3.11M
TypeSH
Market value$44.25M
2.73%
Sole
3.11M
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares2.25M
TypeSH
Market value$40.41M
2.49%
Sole
2.25M
Shared
0.00
None
0.00
KALVISTA PHARMACEUTICALS INC
SOLEShares1.82M
TypeSH
Market value$36.66M
2.26%
Sole
1.82M
Shared
0.00
None
0.00
APELLIS PHARMACEUTICALS INC
SOLEShares825K
TypeSH
Market value$33.19M
2.05%
Sole
825K
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares1.58M
TypeSH
Market value$28.52M
1.76%
Sole
1.58M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares934.80K
TypeSH
Market value$27.90M
1.72%
Sole
934.80K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares884.94K
TypeSH
Market value$26.68M
1.65%
Sole
884.94K
Shared
0.00
None
0.00
SUTRO BIOPHARMA INC
SOLEShares872.56K
TypeSH
Market value$21.74M
1.34%
Sole
872.56K
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
SOLEShares207.50K
TypeSH
Market value$20.18M
1.24%
Sole
207.50K
Shared
0.00
None
0.00
BURNING ROCK BIOTECH LTD
SOLEShares1.23M
TypeSH
Market value$19.79M
1.22%
Sole
1.23M
Shared
0.00
None
0.00
SOLENO THERAPEUTICS INC
SOLEShares560K
TypeSH
Market value$18.75M
1.16%
Sole
560K
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares1.19M
TypeSH
Market value$18.52M
1.14%
Sole
1.19M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares640.39K
TypeSH
Market value$18.09M
1.12%
Sole
640.39K
Shared
0.00
None
0.00
EVOMMUNE INC
SOLEShares625.50K
TypeSH
Market value$14.38M
0.89%
Sole
625.50K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares1.42M
TypeSH
Market value$14.17M
0.87%
Sole
1.42M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.05M | SH | $188.07M 11.60% | 8.05M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 5.84M | SH | $185.26M 11.43% | 5.84M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 2.92M | SH | $169.82M 10.48% | 2.92M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 4.04M | SH | $155.40M 9.59% | 4.04M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 3.40M | SH | $136.71M 8.43% | 3.40M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 3.68M | SH | $87.75M 5.41% | 3.68M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 2.42M | SH | $72.01M 4.44% | 2.42M | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 15.01M | SH | $70.56M 4.35% | 15.01M | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 5.68M | SH | $54.08M 3.34% | 5.68M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 2.34M | SH | $45.80M 2.83% | 2.34M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 3.11M | SH | $44.25M 2.73% | 3.11M | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 2.25M | SH | $40.41M 2.49% | 2.25M | 0.00 | 0.00 |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 1.82M | SH | $36.66M 2.26% | 1.82M | 0.00 | 0.00 |
APELLIS PHARMACEUTICALS INCSOLE | COM | 825K | SH | $33.19M 2.05% | 825K | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 1.58M | SH | $28.52M 1.76% | 1.58M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 934.80K | SH | $27.90M 1.72% | 934.80K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 884.94K | SH | $26.68M 1.65% | 884.94K | 0.00 | 0.00 |
SUTRO BIOPHARMA INCSOLE | COM SHS | 872.56K | SH | $21.74M 1.34% | 872.56K | 0.00 | 0.00 |
REVOLUTION MEDICINES INCSOLE | COM | 207.50K | SH | $20.18M 1.24% | 207.50K | 0.00 | 0.00 |
BURNING ROCK BIOTECH LTDSOLE | SPONSORED ADS | 1.23M | SH | $19.79M 1.22% | 1.23M | 0.00 | 0.00 |
SOLENO THERAPEUTICS INCSOLE | COM | 560K | SH | $18.75M 1.16% | 560K | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 1.19M | SH | $18.52M 1.14% | 1.19M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 640.39K | SH | $18.09M 1.12% | 640.39K | 0.00 | 0.00 |
EVOMMUNE INCSOLE | COM SHS | 625.50K | SH | $14.38M 0.89% | 625.50K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 1.42M | SH | $14.17M 0.87% | 1.42M | 0.00 | 0.00 |
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