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Disclosery

Kynam Capital Management, LP: VERA position timeline

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

Kynam Capital Management, LP held 2,890,059 VERA 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 2,890,059 shares
    Change vs previous 13F -508,165 shares

    6.85% of the 13F portfolio, value $124,012,432.

    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 3,398,224 shares
    Change vs previous 13F -34,827 shares

    8.68% of the 13F portfolio, value $136,710,552.

    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 3,433,051 shares
    Change vs previous 13F -594,749 shares

    11.32% of the 13F portfolio, value $173,849,703.

    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 4,027,800 shares
    Change vs previous 13F +600,913 shares

    8.71% of the 13F portfolio, value $117,047,868.

    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 3,426,887 shares
    Change vs previous 13F +1,026,887 shares

    8.69% of the 13F portfolio, value $80,737,458.

    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 2,400,000 shares
    Change vs previous 13F +942,090 shares

    4.93% of the 13F portfolio, value $57,648,000.

    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 1,457,910 shares
    Change vs previous 13F -118,639 shares

    4.07% of the 13F portfolio, value $61,655,014.

    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 1,576,549 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $69,683,466.

    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).