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Kynam Capital Management, LP: VRDN position timeline

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

Kynam Capital Management, LP held 6,453,877 VRDN 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 6,453,877 shares
    Change vs previous 13F +4,112,225 shares

    6.55% of the 13F portfolio, value $118,557,720.

    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 2,341,652 shares
    Change vs previous 13F +871,111 shares

    2.91% of the 13F portfolio, value $45,802,713.

    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 1,470,541 shares
    Change vs previous 13F -2,957,386 shares

    2.98% of the 13F portfolio, value $45,763,236.

    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 4,427,927 shares
    Change vs previous 13F 0 shares

    7.11% of the 13F portfolio, value $95,554,665.

    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 4,427,927 shares
    Change vs previous 13F -272,073 shares

    6.66% of the 13F portfolio, value $61,902,419.

    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 4,700,000 shares
    Change vs previous 13F +1,373,738 shares

    5.42% of the 13F portfolio, value $63,356,000.

    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 3,326,262 shares
    Change vs previous 13F +814,967 shares

    4.21% of the 13F portfolio, value $63,764,443.

    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 2,511,295 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $57,131,961.

    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).