13F-HR filed by Kynam Capital Management, LP
Kynam Capital Management, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 37 holding rows worth $1,565,452,855.
- Accession
- 0001907884-26-000001
- Filer
- CIK 1907884
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 37 entries on the cover page, a total value of $1,565,452,855 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,565,452,855 with VALUE read as dollars as filed, 13F file number 028-21939. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 6,165,223 | $218,988,721 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 3,433,051 | $173,849,703 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 8,050,959 | $169,150,649 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 5,943,180 | $161,416,769 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 2,922,335 | $134,836,537 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 9,366,526 | $73,058,903 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 2,440,214 | $67,642,732 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 1,470,541 | $45,763,236 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 1,564,492 | $41,130,495 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 945,830 | $39,270,862 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 8,966,077 | $38,195,488 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 1,970,357 | $37,377,672 | dollars as filed | |
| WAVE LIFE SCIENCES LTD SHS | Y95308105 | Stock | 2,169,105 | $36,874,785 | dollars as filed | |
| CULLINAN THERAPEUTICS INC | 230031106 | COM | 3,114,132 | $32,231,266 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 856,462 | $29,727,796 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 934,799 | $29,483,560 | dollars as filed | |
| KALVISTA PHARMACEUTICALS INC | 483497103 | COM | 1,810,954 | $29,246,907 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 937,000 | $25,973,640 | dollars as filed | call |
| APELLIS PHARMACEUTICALS INC | 03753U106 | COM | 908,607 | $22,824,208 | dollars as filed | |
| DYNAVAX TECHNOLOGIES CORP | 268158201 | COM NEW | 1,375,632 | $21,157,220 | dollars as filed | |
| BURNING ROCK BIOTECH LTD-ADR | 12233L206 | SPONSORED ADS | 994,883 | $20,046,892 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 517,884 | $19,788,348 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 640,395 | $17,770,961 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 1,492,898 | $13,480,869 | dollars as filed | |
| RELAY THERAPEUTICS INC COM | 75943R102 | Stock | 1,424,259 | $12,049,231 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 702,884 | $7,935,560 | dollars as filed | |
| DESIGN THERAPEUTICS INC | 25056L103 | COM | 784,606 | $7,359,604 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367201 | COMMON STOCK | 479,590 | $5,548,856 | dollars as filed | |
| AMARIN CORP PLC | 023111404 | SPONSORED ADR | 389,273 | $5,432,305 | dollars as filed | |
| GERON CORP | 374163103 | COM | 3,456,318 | $4,562,340 | dollars as filed | |
| CLIMB BIO INC | 28658R106 | COMMON STOCK | 1,028,341 | $4,113,364 | dollars as filed | |
| CARIBOU BIOSCIENCES INC COM | 142038108 | Stock | 2,503,302 | $3,980,250 | dollars as filed | |
| OMEROS CORP | 682143102 | COM | 200,000 | $3,436,000 | dollars as filed | put |
| EVOMMUNE INC | 30054Y107 | COMMON STOCK | 185,482 | $3,175,452 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 1,566,317 | $3,163,960 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 2,000,000 | $3,120,000 | dollars as filed | |
| PRELUDE THERAPEUTICS INC | 74065P101 | CMN | 788,867 | $2,287,714 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907884-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |