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Disclosery

Kynam Capital Management, LP: TVTX position timeline

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

Kynam Capital Management, LP held 2,000,000 TVTX 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 2,000,000 shares
    Change vs previous 13F +430,982 shares

    6.28% of the 13F portfolio, value $113,620,000.

    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 1,569,018 shares
    Change vs previous 13F +1,051,134 shares

    2.96% of the 13F portfolio, value $46,615,525.

    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 517,884 shares
    Change vs previous 13F -431,843 shares

    1.29% of the 13F portfolio, value $19,788,348.

    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 949,727 shares
    Change vs previous 13F -590,964 shares

    1.69% of the 13F portfolio, value $22,698,475.

    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 1,540,691 shares
    Change vs previous 13F -262,059 shares

    2.45% of the 13F portfolio, value $22,802,227.

    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 1,802,750 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $32,305,280.

    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 1,802,750 shares
    Change vs previous 13F +431,239 shares

    2.07% of the 13F portfolio, value $31,403,905.

    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 1,371,511 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $19,187,439.

    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).