Filed: 8/14/2026ACC: 0001907884-26-000012
📋 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 $1.81B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$1.81B
Total AUM (reported)
96.35M
Total Shares
Allocation by class
COM$1.30B71.6%
COM NEW$198.14M11.0%
CL A$124.01M6.9%
SPONSORED ADS$97.19M5.4%
ADS$43.66M2.4%
COM SHS$28.97M1.6%
COM PAR $.01$10.66M0.6%
Portfolio Concentration
Top 3$543.93M30.1%
4–10$771.86M42.7%
11–25$469.94M26.0%
Rest$23.68M1.3%
Top 3 weight
30.1%
Top 10 weight
72.7%
Voting Authority Distribution
Total shares with voting rights: 96.35M
Sole
Full voting authority
96.35M
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:
CELLDEX THERAPEUTICS INC NEW
SOLEShares5.32M
TypeSH
Market value$198.07M
10.95%
Sole
5.32M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares8.05M
TypeSH
Market value$175.99M
9.73%
Sole
8.05M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares2.92M
TypeSH
Market value$169.88M
9.39%
Sole
2.92M
Shared
0.00
None
0.00
COGENT BIOSCIENCES INC
SOLEShares3.67M
TypeSH
Market value$141.92M
7.84%
Sole
3.67M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.89M
TypeSH
Market value$124.01M
6.85%
Sole
2.89M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares6.45M
TypeSH
Market value$118.56M
6.55%
Sole
6.45M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares2M
TypeSH
Market value$113.62M
6.28%
Sole
2M
Shared
0.00
None
0.00
BEAM THERAPEUTICS INC
SOLEShares2.84M
TypeSH
Market value$97.50M
5.39%
Sole
2.84M
Shared
0.00
None
0.00
UROGEN PHARMA LTD
SOLEShares2.43M
TypeSH
Market value$89.58M
4.95%
Sole
2.43M
Shared
0.00
None
0.00
LEGEND BIOTECH CORP
SOLEShares3M
TypeSH
Market value$86.67M
4.79%
Sole
3M
Shared
0.00
None
0.00
CYTOMX THERAPEUTICS INC.
SOLEShares21.70M
TypeSH
Market value$81.39M
4.50%
Sole
21.70M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
SOLEShares3.30M
TypeSH
Market value$61.74M
3.41%
Sole
3.30M
Shared
0.00
None
0.00
CULLINAN THERAPEUTICS INC
SOLEShares3.11M
TypeSH
Market value$56.71M
3.13%
Sole
3.11M
Shared
0.00
None
0.00
MBX BIOSCIENCES INC
SOLEShares934.80K
TypeSH
Market value$51.60M
2.85%
Sole
934.80K
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
SOLEShares1.38M
TypeSH
Market value$43.66M
2.41%
Sole
1.38M
Shared
0.00
None
0.00
NURIX THERAPEUTICS INC
SOLEShares1.19M
TypeSH
Market value$28.98M
1.60%
Sole
1.19M
Shared
0.00
None
0.00
SUTRO BIOPHARMA INC
SOLEShares872.56K
TypeSH
Market value$28.97M
1.60%
Sole
872.56K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares2.52M
TypeSH
Market value$25.23M
1.39%
Sole
2.52M
Shared
0.00
None
0.00
PHARVARIS N V
SOLEShares661.79K
TypeSH
Market value$22.88M
1.26%
Sole
661.79K
Shared
0.00
None
0.00
SUMMIT THERAPEUTICS INC
SOLEShares1.20M
TypeSH
Market value$17.48M
0.97%
Sole
1.20M
Shared
0.00
None
0.00
PRELUDE THERAPEUTICS INC
SOLEShares2.42M
TypeSH
Market value$12.87M
0.71%
Sole
2.42M
Shared
0.00
None
0.00
INSMED INC
SOLEShares100K
TypeSH
Market value$10.66M
0.59%
Sole
100K
Shared
0.00
None
0.00
BURNING ROCK BIOTECH LTD
SOLEShares1.24M
TypeSH
Market value$10.52M
0.58%
Sole
1.24M
Shared
0.00
None
0.00
GERON CORP
SOLEShares6.84M
TypeSH
Market value$8.75M
0.48%
Sole
6.84M
Shared
0.00
None
0.00
AMARIN CORP PLC
SOLEShares532.98K
TypeSH
Market value$8.50M
0.47%
Sole
532.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 5.32M | SH | $198.07M 10.95% | 5.32M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 8.05M | SH | $175.99M 9.73% | 8.05M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 2.92M | SH | $169.88M 9.39% | 2.92M | 0.00 | 0.00 |
COGENT BIOSCIENCES INCSOLE | COM | 3.67M | SH | $141.92M 7.84% | 3.67M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.89M | SH | $124.01M 6.85% | 2.89M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 6.45M | SH | $118.56M 6.55% | 6.45M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 2M | SH | $113.62M 6.28% | 2M | 0.00 | 0.00 |
BEAM THERAPEUTICS INCSOLE | COM | 2.84M | SH | $97.50M 5.39% | 2.84M | 0.00 | 0.00 |
UROGEN PHARMA LTDSOLE | COM | 2.43M | SH | $89.58M 4.95% | 2.43M | 0.00 | 0.00 |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 3M | SH | $86.67M 4.79% | 3M | 0.00 | 0.00 |
CYTOMX THERAPEUTICS INC.SOLE | COM | 21.70M | SH | $81.39M 4.50% | 21.70M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCSOLE | COM | 3.30M | SH | $61.74M 3.41% | 3.30M | 0.00 | 0.00 |
CULLINAN THERAPEUTICS INCSOLE | COM | 3.11M | SH | $56.71M 3.13% | 3.11M | 0.00 | 0.00 |
MBX BIOSCIENCES INCSOLE | COM | 934.80K | SH | $51.60M 2.85% | 934.80K | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCSOLE | ADS | 1.38M | SH | $43.66M 2.41% | 1.38M | 0.00 | 0.00 |
NURIX THERAPEUTICS INCSOLE | COM | 1.19M | SH | $28.98M 1.60% | 1.19M | 0.00 | 0.00 |
SUTRO BIOPHARMA INCSOLE | COM SHS | 872.56K | SH | $28.97M 1.60% | 872.56K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 2.52M | SH | $25.23M 1.39% | 2.52M | 0.00 | 0.00 |
PHARVARIS N VSOLE | COM | 661.79K | SH | $22.88M 1.26% | 661.79K | 0.00 | 0.00 |
SUMMIT THERAPEUTICS INCSOLE | COM | 1.20M | SH | $17.48M 0.97% | 1.20M | 0.00 | 0.00 |
PRELUDE THERAPEUTICS INCSOLE | COM | 2.42M | SH | $12.87M 0.71% | 2.42M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 100K | SH | $10.66M 0.59% | 100K | 0.00 | 0.00 |
BURNING ROCK BIOTECH LTDSOLE | SPONSORED ADS | 1.24M | SH | $10.52M 0.58% | 1.24M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 6.84M | SH | $8.75M 0.48% | 6.84M | 0.00 | 0.00 |
AMARIN CORP PLCSOLE | SPONSORED ADR | 532.98K | SH | $8.50M 0.47% | 532.98K | 0.00 | 0.00 |
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