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Disclosery

Kynam Capital Management, LP: COGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kynam Capital Management, LP on COGT, newest first. How the timeline and the estimate are built.

Kynam Capital Management, LP held 3,667,097 COGT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,667,097 shares
    Change vs previous 13F -370,234 shares

    7.84% of the 13F portfolio, value $141,916,654.

    13F-HR 0001907884-26-000012 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,037,331 shares
    Change vs previous 13F -2,127,892 shares

    9.86% of the 13F portfolio, value $155,396,870.

    13F-HR 0001907884-26-000007 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,165,223 shares
    Change vs previous 13F -1,720,949 shares

    14.26% of the 13F portfolio, value $218,988,721.

    13F-HR 0001907884-26-000001 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,886,172 shares
    Change vs previous 13F -606,385 shares

    8.43% of the 13F portfolio, value $113,245,430.

    13F-HR 0001907884-25-000002 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,492,557 shares
    Change vs previous 13F -612,443 shares

    6.56% of the 13F portfolio, value $60,976,559.

    13F-HR 0001085146-25-005132 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,105,000 shares
    Change vs previous 13F 0 shares

    4.67% of the 13F portfolio, value $54,538,950.

    13F-HR 0001085146-25-003252 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,105,000 shares
    Change vs previous 13F -134,731 shares

    4.68% of the 13F portfolio, value $71,019,000.

    13F-HR 0001085146-25-001501 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,239,731 shares
    Change vs previous 13F not available

    7.73% of the 13F portfolio, value $99,789,095.

    13F-HR 0001085146-24-005812 filed by Kynam Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).