13F-HR filed by Kynam Capital Management, LP
Kynam Capital Management, LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 32 holding rows worth $1,809,410,222.
- Accession
- 0001907884-26-000012
- Filer
- CIK 1907884
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 32 entries on the cover page, a total value of $1,809,410,222 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,809,410,222 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 |
|---|---|---|---|---|---|---|
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 5,322,908 | $198,065,407 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 8,050,959 | $175,993,964 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 2,922,335 | $169,875,334 | dollars as filed | |
| COGENT BIOSCIENCES INC | 19240Q201 | COM | 3,667,097 | $141,916,654 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 2,890,059 | $124,012,432 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 6,453,877 | $118,557,720 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 2,000,000 | $113,620,000 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 2,840,792 | $97,495,981 | dollars as filed | |
| UROGEN PHARMA LTD | M96088105 | COMMON STOCK | 2,434,207 | $89,578,818 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 3,001,205 | $86,674,800 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 21,703,093 | $81,386,599 | dollars as filed | |
| RELAY THERAPEUTICS INC COM | 75943R102 | Stock | 3,300,000 | $61,743,000 | dollars as filed | |
| CULLINAN THERAPEUTICS INC | 230031106 | COM | 3,114,132 | $56,708,344 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 934,799 | $51,600,905 | dollars as filed | |
| IMMUNOCORE HLDGS PLC ADS | 45258D105 | ADR | 1,375,000 | $43,656,250 | dollars as filed | |
| NURIX THERAPEUTICS INC | 67080M103 | COMMON STOCK | 1,194,757 | $28,984,805 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367201 | COMMON STOCK | 872,558 | $28,968,926 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 2,522,660 | $25,226,600 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 661,795 | $22,884,871 | dollars as filed | |
| SUMMIT THERAPEUTICS INC | 86627T108 | COM | 1,200,000 | $17,484,000 | dollars as filed | |
| PRELUDE THERAPEUTICS INC | 74065P101 | CMN | 2,415,087 | $12,872,414 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 100,000 | $10,662,000 | dollars as filed | |
| BURNING ROCK BIOTECH LTD-ADR | 12233L206 | SPONSORED ADS | 1,238,563 | $10,517,747 | dollars as filed | |
| GERON CORP | 374163103 | COM | 6,836,318 | $8,750,487 | dollars as filed | |
| AMARIN CORP PLC | 023111404 | SPONSORED ADR | 532,982 | $8,495,733 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 3,808,494 | $7,655,073 | dollars as filed | |
| PARABILIS MEDICINES INC COM | 698955101 | Stock | 250,000 | $6,842,500 | dollars as filed | |
| CARIBOU BIOSCIENCES INC COM | 142038108 | Stock | 2,503,302 | $4,405,812 | dollars as filed | |
| PROQR THERAPEUTICS NV | N71542109 | SHS EURO | 1,566,317 | $2,913,350 | dollars as filed | |
| CANDEL THERAPEUTICS INC | 137404109 | COMMON STOCK | 96,741 | $996,432 | dollars as filed | |
| ENGENE THERAPEUTICS INC | 29286X101 | COM | 457,855 | $792,089 | dollars as filed | |
| TRAWS PHARMA INC | 68232V884 | COM NEW | 84,400 | $71,175 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907884-26-000012 | this filing | 2026-08-14 | acceptance time not in the bulk data set |