Kynam Capital Management, LP reported 31 positions worth $1.81B for the quarter ended Jun 30, 2026, up 21.7% on the prior quarter. It opened 3 new positions, added to 12, trimmed 7 and exited 5. Its largest holding is Celldex Therapeutics, Inc. at 10.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRDN Viridian Therapeutics, Inc.\DE | +4.11M | +175.6% | $75.54M | 6.55% |
| LEGN Legend Biotech Corp | +1.42M | +90.4% | $41.15M | 4.79% |
| RLAY Relay Therapeutics, Inc. | +1.88M | +131.7% | $35.10M | 3.41% |
| CTMX CytomX Therapeutics, Inc. | +6.69M | +44.6% | $25.09M | 4.5% |
| TVTX Travere Therapeutics, Inc. | +431.0K | +27.5% | $24.48M | 6.28% |
| SMMT Summit Therapeutics Inc. | +1.20M | – | $17.48M | 0.966% |
| IMCR Immunocore Holdings plc | +490.1K | +55.4% | $15.56M | 2.41% |
| INSM INSMED Inc | +100.0K | – | $10.66M | 0.589% |
| URGN UroGen Pharma Ltd. | +186.8K | +8.3% | $6.87M | 4.95% |
| PBLS Parabilis Medicines, Inc. | +250.0K | – | $6.84M | 0.378% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BCRX Biocryst Pharmaceuticals Inc | -3.16M | -55.6% | $31.58M | 1.39% |
| BEAM Beam Therapeutics Inc. | -841.4K | -22.9% | $28.88M | 5.39% |
| VERA Vera Therapeutics, Inc. | -508.2K | -15.0% | $21.81M | 6.85% |
| CLDX Celldex Therapeutics, Inc. | -517.7K | -8.9% | $19.26M | 10.95% |
| EVMN Evommune, Inc. | -625.5K | -100.0% | $14.38M | Exited |
| COGT Cogent Biosciences, Inc. | -370.2K | -9.2% | $14.33M | 7.84% |
| DSGN Design Therapeutics, Inc. | -784.6K | -100.0% | $8.35M | Exited |
| WVE Wave Life Sciences, Inc. | -965.2K | -100.0% | $7.00M | Exited |
| CLYM Climb Bio, Inc. | -1.00M | -100.0% | $6.87M | Exited |
| BHVN Biohaven Ltd. | -702.9K | -100.0% | $5.95M | Exited |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CLDX Celldex Therapeutics, Inc. | Healthcare | 5.32M | $198.07M | 10.95% | -517.7K | -8.9% | Reduced | 6.78% |
| 2 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 8.05M | $175.99M | 9.73% | 0 | 0.0% | Unchanged | 9.03% |
| 3 | PCVX Vaxcyte, Inc. | Healthcare | 2.92M | $169.88M | 9.39% | 0 | 0.0% | Unchanged | 2.02% |
| 4 | COGT Cogent Biosciences, Inc. | Healthcare | 3.67M | $141.92M | 7.84% | -370.2K | -9.2% | Reduced | 2.14% |
| 5 | VERA Vera Therapeutics, Inc. | Healthcare | 2.89M | $124.01M | 6.85% | -508.2K | -15.0% | Reduced | 4.02% |
| 6 | VRDN Viridian Therapeutics, Inc.\DE | Healthcare | 6.45M | $118.56M | 6.55% | +4.11M | +175.6% | Added | 5.7% |
| 7 | TVTX Travere Therapeutics, Inc. | Healthcare | 2.00M | $113.62M | 6.28% | +431.0K | +27.5% | Added | 2.12% |
| 8 | BEAM Beam Therapeutics Inc. | Healthcare | 2.84M | $97.50M | 5.39% | -841.4K | -22.9% | Reduced | 2.72% |
| 9 | URGN UroGen Pharma Ltd. | Healthcare | 2.43M | $89.58M | 4.95% | +186.8K | +8.3% | Added | 4.83% |
| 10 | LEGN Legend Biotech Corp | Healthcare | 3.00M | $86.67M | 4.79% | +1.42M | +90.4% | Added | 1.63% |
| 11 | CTMX CytomX Therapeutics, Inc. | Healthcare | 21.70M | $81.39M | 4.5% | +6.69M | +44.6% | Added | 9.91% |
| 12 | RLAY Relay Therapeutics, Inc. | Healthcare | 3.30M | $61.74M | 3.41% | +1.88M | +131.7% | Added | 1.51% |
| 13 | CGEM Cullinan Therapeutics, Inc. | Healthcare | 3.11M | $56.71M | 3.13% | 0 | 0.0% | Unchanged | 4.84% |
| 14 | MBX MBX Biosciences, Inc. | Healthcare | 934.8K | $51.60M | 2.85% | 0 | 0.0% | Unchanged | 1.95% |
| 15 | IMCR Immunocore Holdings plc | Healthcare | 1.38M | $43.66M | 2.41% | +490.1K | +55.4% | Added | 2.67% |
Tip. Select a row to see that position’s full history at Kynam Capital Management.
As of its Q2 2026 13F filing, Kynam Capital Management, LP’s five largest positions were Celldex Therapeutics, Inc. (CLDX) at 10.9%, Syndax Pharmaceuticals Inc (SNDX) at 9.7%, Vaxcyte, Inc. (PCVX) at 9.4%, Cogent Biosciences, Inc. (COGT) at 7.8%, Vera Therapeutics, Inc. (VERA) at 6.9% of the reported portfolio.
Kynam Capital Management, LP reported a 13F portfolio worth $1.81B across 31 positions for Q2 2026. That is up 21.7% from the previous quarter.
Its largest purchases by value were Viridian Therapeutics, Inc.\DE ($75.54M), Legend Biotech Corp ($41.15M), Relay Therapeutics, Inc. ($35.10M). It opened 3 new positions.
Its largest sales by value were Biocryst Pharmaceuticals Inc ($31.58M), Beam Therapeutics Inc. ($28.88M), Vera Therapeutics, Inc. ($21.81M). It exited 5 positions entirely.
From the Form 13F-HR reports Kynam Capital Management, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.