Skip to content
Disclosery

Kynam Capital Management, LP

Follow

13F filer, CIK 1907884, PRINCETON, NJ

Kynam Capital Management, LP reported $1,809,410,222 across 32 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907884-26-000012

Period
2026-06-30
Reported value
$1.81B
Holdings
32
Top 10 weight
72.72%
New
5
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRDNadded+4,112,225$75.5M
LEGNadded+1,424,910$41.2M
RLAYadded+1,875,741$35.1M
CTMXadded+6,690,000$25.1M
TVTXadded+430,982$24.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KALVexited-1,820,954-$36.7M
APLSexited-825,000-$33.2M
BCRXreduced-3,158,135-$31.6M
BEAMreduced-841,393-$28.9M
VERAreduced-508,165-$21.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001907884-26-000012, largest first. % of portfolio is the value over $1,809,410,222, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,458,609 shares; 2024Q4: 5,064,207 shares; 2025Q1: 6,500,000 shares; 2025Q2: 6,100,729 shares; 2025Q3: 6,100,729 shares; 2025Q4: 5,943,180 shares; 2026Q1: 5,840,567 shares; 2026Q2: 5,322,908 shares 5,322,908$198M10.95%-517,659Timeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,842,925 shares; 2024Q4: 8,520,000 shares; 2025Q1: 8,520,000 shares; 2025Q2: 8,520,000 shares; 2025Q3: 8,520,000 shares; 2025Q4: 8,050,959 shares; 2026Q1: 8,050,959 shares; 2026Q2: 8,050,959 shares 8,050,959$176M9.73%0Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039,288 shares; 2024Q4: 2,336,796 shares; 2025Q1: 3,200,000 shares; 2025Q2: 3,071,588 shares; 2025Q3: 3,071,588 shares; 2025Q4: 2,922,335 shares; 2026Q1: 2,922,335 shares; 2026Q2: 2,922,335 shares 2,922,335$170M9.39%0Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239,731 shares; 2024Q4: 9,105,000 shares; 2025Q1: 9,105,000 shares; 2025Q2: 8,492,557 shares; 2025Q3: 7,886,172 shares; 2025Q4: 6,165,223 shares; 2026Q1: 4,037,331 shares; 2026Q2: 3,667,097 shares 3,667,097$142M7.84%-370,234Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576,549 shares; 2024Q4: 1,457,910 shares; 2025Q1: 2,400,000 shares; 2025Q2: 3,426,887 shares; 2025Q3: 4,027,800 shares; 2025Q4: 3,433,051 shares; 2026Q1: 3,398,224 shares; 2026Q2: 2,890,059 shares 2,890,059$124M6.85%-508,165Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,511,295 shares; 2024Q4: 3,326,262 shares; 2025Q1: 4,700,000 shares; 2025Q2: 4,427,927 shares; 2025Q3: 4,427,927 shares; 2025Q4: 1,470,541 shares; 2026Q1: 2,341,652 shares; 2026Q2: 6,453,877 shares 6,453,877$119M6.55%+4,112,225Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371,511 shares; 2024Q4: 1,802,750 shares; 2025Q1: 1,802,750 shares; 2025Q2: 1,540,691 shares; 2025Q3: 949,727 shares; 2025Q4: 517,884 shares; 2026Q1: 1,569,018 shares; 2026Q2: 2,000,000 shares 2,000,000$114M6.28%+430,982Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302,085 shares; 2024Q4: 1,756,158 shares; 2025Q1: 2,518,170 shares; 2025Q2: 2,417,647 shares; 2025Q3: 2,517,647 shares; 2025Q4: 2,440,214 shares; 2026Q1: 3,682,185 shares; 2026Q2: 2,840,792 shares 2,840,792$97.5M5.39%-841,393Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,000 shares; 2025Q2: 656,573 shares; 2025Q3: 282,412 shares; 2025Q4: not reported; 2026Q1: 2,247,393 shares; 2026Q2: 2,434,207 shares 2,434,207$89.6M4.95%+186,814Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 610,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,576,295 shares; 2026Q2: 3,001,205 shares 3,001,205$86.7M4.79%+1,424,910Timeline
CTMXCYTOMX THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,154,413 shares; 2025Q3: 3,646,503 shares; 2025Q4: 8,966,077 shares; 2026Q1: 15,013,093 shares; 2026Q2: 21,703,093 shares 21,703,093$81.4M4.5%+6,690,000Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000,000 shares; 2025Q1: 3,063,292 shares; 2025Q2: 2,887,014 shares; 2025Q3: 2,887,014 shares; 2025Q4: 1,424,259 shares; 2026Q1: 1,424,259 shares; 2026Q2: 3,300,000 shares 3,300,000$61.7M3.41%+1,875,741Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,252,738 shares; 2025Q1: 2,338,629 shares; 2025Q2: 2,095,998 shares; 2025Q3: 2,302,172 shares; 2025Q4: 3,114,132 shares; 2026Q1: 3,114,132 shares; 2026Q2: 3,114,132 shares 3,114,132$56.7M3.13%0Timeline
MBXMBX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000,000 shares; 2025Q4: 934,799 shares; 2026Q1: 934,799 shares; 2026Q2: 934,799 shares 934,799$51.6M2.85%0Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,225,576 shares; 2025Q1: 1,695,576 shares; 2025Q2: 976,267 shares; 2025Q3: 1,009,267 shares; 2025Q4: 856,462 shares; 2026Q1: 884,937 shares; 2026Q2: 1,375,000 shares 1,375,000$43.7M2.41%+490,063Timeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800,000 shares; 2025Q2: 1,173,605 shares; 2025Q3: 2,168,605 shares; 2025Q4: 1,970,357 shares; 2026Q1: 1,194,757 shares; 2026Q2: 1,194,757 shares 1,194,757$29M1.6%0Timeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479,590 shares; 2026Q1: 872,558 shares; 2026Q2: 872,558 shares 872,558$29M1.6%0Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,085,368 shares; 2024Q4: 9,085,368 shares; 2025Q1: 8,928,523 shares; 2025Q2: 8,463,742 shares; 2025Q3: 9,390,270 shares; 2025Q4: 9,366,526 shares; 2026Q1: 5,680,795 shares; 2026Q2: 2,522,660 shares 2,522,660$25.2M1.39%-3,158,135Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675,000 shares; 2025Q4: 640,395 shares; 2026Q1: 640,395 shares; 2026Q2: 661,795 shares 661,795$22.9M1.26%+21,400Timeline
SMMTSUMMIT THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200,000 shares 1,200,000$17.5M0.97%newTimeline
PRLDPRELUDE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788,867 shares; 2026Q1: 1,592,551 shares; 2026Q2: 2,415,087 shares 2,415,087$12.9M0.71%+822,536Timeline
INSMINSMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000$10.7M0.59%newTimeline
BNRBURNING ROCK BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989,217 shares; 2024Q4: 994,883 shares; 2025Q1: 994,883 shares; 2025Q2: 994,883 shares; 2025Q3: 994,883 shares; 2025Q4: 994,883 shares; 2026Q1: 1,227,555 shares; 2026Q2: 1,238,563 shares 1,238,563$10.5M0.58%+11,008Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,659,526 shares; 2025Q2: 3,456,318 shares; 2025Q3: 3,456,318 shares; 2025Q4: 3,456,318 shares; 2026Q1: 6,836,318 shares; 2026Q2: 6,836,318 shares 6,836,318$8.75M0.48%0Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576,111 shares; 2025Q3: 576,111 shares; 2025Q4: 389,273 shares; 2026Q1: 472,382 shares; 2026Q2: 532,982 shares 532,982$8.5M0.47%+60,600Timeline
ALECALECTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000,000 shares; 2026Q1: 2,000,000 shares; 2026Q2: 3,808,494 shares 3,808,494$7.66M0.42%+1,808,494Timeline
PBLSPARABILIS MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250,000 shares 250,000$6.84M0.38%newTimeline
CRBUCARIBOU BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356,147 shares; 2024Q4: 2,406,147 shares; 2025Q1: 3,269,147 shares; 2025Q2: 3,067,774 shares; 2025Q3: 3,067,774 shares; 2025Q4: 2,503,302 shares; 2026Q1: 2,503,302 shares; 2026Q2: 2,503,302 shares 2,503,302$4.41M0.24%0Timeline
PRQRPROQR THRAPEUTICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,750,000 shares; 2025Q1: 1,750,000 shares; 2025Q2: 1,649,462 shares; 2025Q3: 1,649,462 shares; 2025Q4: 1,566,317 shares; 2026Q1: 1,566,317 shares; 2026Q2: 1,566,317 shares 1,566,317$2.91M0.16%0Timeline
CADLCANDEL THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 96,741 shares 96,741$996K0.06%-103,259Timeline
ENGNENGENE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 457,855 shares 457,855$792K0.04%newTimeline
TRAWTRAWS PHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 84,400 shares 84,400$71.2K<0.01%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KALVKALVISTA PHARMACEUTICALS INC1,820,954$36.7Mshares
APLSAPELLIS PHARMACEUTICALS INC825,000$33.2Mshares
TVTXTRAVERE THERAPEUTICS INC800,000$23.8Mcall
RVMDREVOLUTION MEDICINES INC207,500$20.2Mput
SLNOSOLENO THERAPEUTICS INC560,000$18.7Mshares
EVMNEVOMMUNE INC625,496$14.4Mshares
ENGNENGENE HOLDINGS INC1,356,843$9.24Mshares
DSGNDESIGN THERAPEUTICS INC784,606$8.35Mshares
WVEWAVE LIFE SCIENCES LTD965,193$7Mshares
CLYMCLIMB BIO INC1,003,341$6.87Mshares
BHVNBIOHAVEN LTD702,884$5.95Mshares
TVTXTRAVERE THERAPEUTICS INC54,900$1.63Mput

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001907884-26-000012 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001907884-26-000012 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001907884-26-000007 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001907884-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001907884-25-000002 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001085146-25-005132 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001085146-25-003252 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001085146-25-001501 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001085146-24-005812 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001085146-24-003915 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001085146-24-002547 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001085146-24-001322 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001085146-23-004352 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001085146-23-003327 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001085146-23-002375 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001085146-23-001182 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001085146-22-004005 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001085146-22-003079 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001085146-22-002058 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001085146-22-000941 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set