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Kynam Capital Management, LP

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13F filer, CIK 1907884, PRINCETON, NJ

Kynam Capital Management, LP reported $1,621,127,019 across 39 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 72.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001907884-26-000007

Period
2026-03-31
Reported value
$1.62B
Holdings
39
Top 10 weight
72.36%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
URGNnew+2,247,393$40.4M
TVTXadded+1,051,134$31.2M
BEAMadded+1,241,971$29.6M
LEGNnew+1,576,295$28.5M
CTMXadded+6,047,016$28.4M

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
COGTreduced-2,127,892-$81.9M
TYRAexited-1,564,492-$41.1M
CGONexited-945,830-$39.3M
BCRXreduced-3,685,731-$35.1M
DVAXexited-1,375,632-$21.2M

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, Q1 2026

Share positions as resolved from 13F-HR 0001907884-26-000007, largest first. % of portfolio is the value over $1,575,548,565, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNDXSYNDAX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,050,959$188M11.94%0Timeline
CLDXCELLDEX THERAPEUTICS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,840,567$185M11.76%-102,613Timeline
PCVXVAXCYTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,922,335$170M10.78%0Timeline
COGTCOGENT BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,037,331$155M9.86%-2,127,892Timeline
VERAVERA THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,398,224$137M8.68%-34,827Timeline
BEAMBEAM THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,682,185$87.7M5.57%+1,241,971Timeline
CTMXCYTOMX THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,013,093$70.6M4.48%+6,047,016Timeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,680,795$54.1M3.43%-3,685,731Timeline
TVTXTRAVERE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,569,018$46.6M2.96%+1,051,134Timeline
VRDNVIRIDIAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,341,652$45.8M2.91%+871,111Timeline
CGEMCULLINAN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,114,132$44.3M2.81%0Timeline
URGNUROGEN PHARMA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,247,393$40.4M2.56%newTimeline
KALVKALVISTA PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 606,171 shares; 2025Q4: 1,810,954 shares; 2026Q1: 1,820,954 shares 1,820,954$36.7M2.33%+10,000Timeline
APLSAPELLIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808,607 shares; 2025Q4: 908,607 shares; 2026Q1: 825,000 shares 825,000$33.2M2.11%-83,607Timeline
LEGNLEGEND BIOTECH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 610,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,576,295 shares 1,576,295$28.5M1.81%newTimeline
MBXMBX BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 934,799$27.9M1.77%0Timeline
IMCRIMMUNOCORE HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 884,937$26.7M1.69%+28,475Timeline
STROSUTRO BIOPHARMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 479,590 shares; 2026Q1: 872,558 shares 872,558$21.7M1.38%+392,968Timeline
BNRBURNING ROCK BIOTECH LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,227,555$19.8M1.26%+232,672Timeline
SLNOSOLENO THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 560,000 shares 560,000$18.7M1.19%newTimeline
NRIXNURIX THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,194,757$18.5M1.18%-775,600Timeline
PHVSPHARVARIS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675,000 shares; 2025Q4: 640,395 shares; 2026Q1: 640,395 shares 640,395$18.1M1.15%0Timeline
EVMNEVOMMUNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,482 shares; 2026Q1: 625,496 shares 625,496$14.4M0.91%+440,014Timeline
RLAYRELAY THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,424,259$14.2M0.9%0Timeline
GERNGERON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,836,318$10.2M0.65%+3,380,000Timeline
ENGNENGENE HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736,227 shares; 2024Q4: 4,994,090 shares; 2025Q1: 4,994,090 shares; 2025Q2: 4,994,090 shares; 2025Q3: 4,994,090 shares; 2025Q4: 1,492,898 shares; 2026Q1: 1,356,843 shares 1,356,843$9.24M0.59%-136,055Timeline
DSGNDESIGN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 904,017 shares; 2025Q2: 1,029,579 shares; 2025Q3: 1,029,579 shares; 2025Q4: 784,606 shares; 2026Q1: 784,606 shares 784,606$8.35M0.53%0Timeline
WVEWAVE LIFE SCIENCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899,497 shares; 2024Q4: 4,899,497 shares; 2025Q1: 4,899,497 shares; 2025Q2: 4,560,053 shares; 2025Q3: 4,560,053 shares; 2025Q4: 2,169,105 shares; 2026Q1: 965,193 shares 965,193$7M0.44%-1,203,912Timeline
CLYMCLIMB BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 547,000 shares; 2025Q1: 1,047,000 shares; 2025Q2: 1,028,341 shares; 2025Q3: 1,028,341 shares; 2025Q4: 1,028,341 shares; 2026Q1: 1,003,341 shares 1,003,341$6.87M0.44%-25,000Timeline
AMRNAMARIN CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 472,382$6.83M0.43%+83,109Timeline
BHVNBIOHAVEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702,884 shares; 2026Q1: 702,884 shares 702,884$5.95M0.38%0Timeline
PRLDPRELUDE THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788,867 shares; 2026Q1: 1,592,551 shares 1,592,551$5.45M0.35%+803,684Timeline
CRBUCARIBOU BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,503,302$4.76M0.3%0Timeline
ALECALECTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,000,000$4.3M0.27%0Timeline
PRQRPROQR THRAPEUTICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,566,317$2.54M0.16%0Timeline
CADLCANDEL THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000$980K0.06%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TVTXTRAVERE THERAPEUTICS INC COMcall800,000$23.8Mnew
RVMDREVOLUTION MEDICINES INC Stockput207,500$20.2Mnew
TVTXTRAVERE THERAPEUTICS INC COMput54,900$1.63Mnew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
TYRATYRA BIOSCIENCES INC1,564,492$41.1Mshares
CGONCG ONCOLOGY INC945,830$39.3Mshares
BEAMBEAM THERAPEUTICS INC937,000$26Mcall
DVAXDYNAVAX TECHNOLOGIES CORP1,375,632$21.2Mshares
OMEROMEROS CORP200,000$3.44Mput

How Q1 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 0001907884-26-000007 base2026-05-15acceptance time not in the bulk data set