KYNAM CAPITAL MANAGEMENT, LP

PrivateCIK: 1907884
Location

PRINCETON, NJ

37
Positions
$1.62B
Total AUM (reported)
91.53M
Total Shares

Allocation by class

TOTAL AUM$1.62B37 positions
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 333.5%4–1038.4%11–2523.6%Rest4.5%TOP 1071.9%0%100%
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

SOLE
COM
Shares8.05M
TypeSH
Market value$188.07M
11.60%
Sole
8.05M
Shared
0.00
None
0.00

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares5.84M
TypeSH
Market value$185.26M
11.43%
Sole
5.84M
Shared
0.00
None
0.00

VAXCYTE INC

SOLE
COM
Shares2.92M
TypeSH
Market value$169.82M
10.48%
Sole
2.92M
Shared
0.00
None
0.00

COGENT BIOSCIENCES INC

SOLE
COM
Shares4.04M
TypeSH
Market value$155.40M
9.59%
Sole
4.04M
Shared
0.00
None
0.00

VERA THERAPEUTICS INC

SOLE
CL A
Shares3.40M
TypeSH
Market value$136.71M
8.43%
Sole
3.40M
Shared
0.00
None
0.00

BEAM THERAPEUTICS INC

SOLE
COM
Shares3.68M
TypeSH
Market value$87.75M
5.41%
Sole
3.68M
Shared
0.00
None
0.00

TRAVERE THERAPEUTICS INC

SOLE
COM
Shares2.42M
TypeSH
Market value$72.01M
4.44%
Sole
2.42M
Shared
0.00
None
0.00

CYTOMX THERAPEUTICS INC.

SOLE
COM
Shares15.01M
TypeSH
Market value$70.56M
4.35%
Sole
15.01M
Shared
0.00
None
0.00

BIOCRYST PHARMACEUTICALS INC

SOLE
COM
Shares5.68M
TypeSH
Market value$54.08M
3.34%
Sole
5.68M
Shared
0.00
None
0.00

VIRIDIAN THERAPEUTICS INC

SOLE
COM
Shares2.34M
TypeSH
Market value$45.80M
2.83%
Sole
2.34M
Shared
0.00
None
0.00

CULLINAN THERAPEUTICS INC

SOLE
COM
Shares3.11M
TypeSH
Market value$44.25M
2.73%
Sole
3.11M
Shared
0.00
None
0.00

UROGEN PHARMA LTD

SOLE
COM
Shares2.25M
TypeSH
Market value$40.41M
2.49%
Sole
2.25M
Shared
0.00
None
0.00

KALVISTA PHARMACEUTICALS INC

SOLE
COM
Shares1.82M
TypeSH
Market value$36.66M
2.26%
Sole
1.82M
Shared
0.00
None
0.00

APELLIS PHARMACEUTICALS INC

SOLE
COM
Shares825K
TypeSH
Market value$33.19M
2.05%
Sole
825K
Shared
0.00
None
0.00

LEGEND BIOTECH CORP

SOLE
SPONSORED ADS
Shares1.58M
TypeSH
Market value$28.52M
1.76%
Sole
1.58M
Shared
0.00
None
0.00

MBX BIOSCIENCES INC

SOLE
COM
Shares934.80K
TypeSH
Market value$27.90M
1.72%
Sole
934.80K
Shared
0.00
None
0.00

IMMUNOCORE HLDGS PLC

SOLE
ADS
Shares884.94K
TypeSH
Market value$26.68M
1.65%
Sole
884.94K
Shared
0.00
None
0.00

SUTRO BIOPHARMA INC

SOLE
COM SHS
Shares872.56K
TypeSH
Market value$21.74M
1.34%
Sole
872.56K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

SOLE
COM
Shares207.50K
TypeSH
Market value$20.18M
1.24%
Sole
207.50K
Shared
0.00
None
0.00

BURNING ROCK BIOTECH LTD

SOLE
SPONSORED ADS
Shares1.23M
TypeSH
Market value$19.79M
1.22%
Sole
1.23M
Shared
0.00
None
0.00

SOLENO THERAPEUTICS INC

SOLE
COM
Shares560K
TypeSH
Market value$18.75M
1.16%
Sole
560K
Shared
0.00
None
0.00

NURIX THERAPEUTICS INC

SOLE
COM
Shares1.19M
TypeSH
Market value$18.52M
1.14%
Sole
1.19M
Shared
0.00
None
0.00

PHARVARIS N V

SOLE
COM
Shares640.39K
TypeSH
Market value$18.09M
1.12%
Sole
640.39K
Shared
0.00
None
0.00

EVOMMUNE INC

SOLE
COM SHS
Shares625.50K
TypeSH
Market value$14.38M
0.89%
Sole
625.50K
Shared
0.00
None
0.00

RELAY THERAPEUTICS INC

SOLE
COM
Shares1.42M
TypeSH
Market value$14.17M
0.87%
Sole
1.42M
Shared
0.00
None
0.00
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