Kynam Capital Management, LP
CIK 1907884
13F filing for Q2 2026・No. 1,755
- Holdings
- US$1.81B
- Quarter change
- +US$188.28M
- Entries
- 32
- Net bought (estimate)
- +US$13.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 9
- Cut 6
- Added 12
- Corporate actions 0
- Unchanged 9
Largest holdings
32 stocks worth US$1.81B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CELLDEX THERAPEUTICS INC NEWCOM NEW | Cut | 5,322,908 | US$198.07M | 10.95% |
| SYNDAX PHARMACEUTICALS INCCOM | Unchanged | 8,050,959 | US$175.99M | 9.73% |
| PCVXVAXCYTE INCCOM | Unchanged | 2,922,335 | US$169.88M | 9.39% |
| COGTCOGENT BIOSCIENCES INCCOM | Cut | 3,667,097 | US$141.92M | 7.84% |
| VERA THERAPEUTICS INCCL A | Cut | 2,890,059 | US$124.01M | 6.85% |
| VIRIDIAN THERAPEUTICS INCCOM | Added | 6,453,877 | US$118.56M | 6.55% |
| TRAVERE THERAPEUTICS INCCOM | Added | 2,000,000 | US$113.62M | 6.28% |
| BEAMBEAM THERAPEUTICS INCCOM | Cut | 2,840,792 | US$97.5M | 5.39% |
| URGNUROGEN PHARMA LTDCOM | Added | 2,434,207 | US$89.58M | 4.95% |
| LEGNLEGEND BIOTECH CORPSPONSORED ADS | Added | 3,001,205 | US$86.67M | 4.79% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.