☆Kynam Capital Management, LP
Quality Q
0.698
AUM ($M)
1,809
Positions
32
Turnover
0.20
Top-10 wt
73%
Herfindahl
0.064
History (qtrs)
6
Excess Return
—
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Holdings · 41 positions · portfolio value $1,809M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆CLDX funds › | CELLDEX THERAPEUTICS INC NEW | TRIM | — | 10.9% | -0.8% | 198.1 | 5,322,908 | -517,659 | 5 | — |
| ☆SNDX funds › | SYNDAX PHARMACEUTICALS INC | HOLD | — | 9.7% | -2.2% | 176.0 | 8,050,959 | +0 | 5 | — |
| ☆PCVX funds › | VAXCYTE INC | HOLD | — | 9.4% | -1.4% | 169.9 | 2,922,335 | +0 | 5 | — |
| ☆COGT funds › | COGENT BIOSCIENCES INC | TRIM | — | 7.8% | -2.0% | 141.9 | 3,667,097 | -370,234 | 5 | — |
| ☆VERA funds › | VERA THERAPEUTICS INC | TRIM | — | 6.9% | -1.8% | 124.0 | 2,890,059 | -508,165 | 5 | — |
| ☆VRDN funds › | VIRIDIAN THERAPEUTICS INC | ADD | — | 6.6% | +3.6% | 118.6 | 6,453,877 | +4,112,225 | 5 | — |
| ☆TVTX funds › | TRAVERE THERAPEUTICS INC | ADD | — | 6.3% | +3.3% | 113.6 | 2,000,000 | +430,982 | 5 | — |
| ☆BEAM funds › | BEAM THERAPEUTICS INC | TRIM | — | 5.4% | -0.2% | 97.5 | 2,840,792 | -841,393 | 5 | — |
| ☆URGN funds › | UROGEN PHARMA LTD | ADD | — | 5.0% | +2.4% | 89.6 | 2,434,207 | +186,814 | 2 | — |
| ☆LEGN funds › | LEGEND BIOTECH CORP | ADD | — | 4.8% | +3.0% | 86.7 | 3,001,205 | +1,424,910 | 2 | — |
| ☆CTMX funds › | CYTOMX THERAPEUTICS INC. | ADD | — | 4.5% | +0.0% | 81.4 | 21,703,093 | +6,690,000 | 5 | — |
| ☆RLAY funds › | RELAY THERAPEUTICS INC | ADD | — | 3.4% | +2.5% | 61.7 | 3,300,000 | +1,875,741 | 5 | — |
| ☆CGEM funds › | CULLINAN THERAPEUTICS INC | HOLD | — | 3.1% | +0.3% | 56.7 | 3,114,132 | +0 | 5 | — |
| ☆MBX funds › | MBX BIOSCIENCES INC | HOLD | — | 2.9% | +1.1% | 51.6 | 934,799 | +0 | 4 | — |
| ☆IMCR funds › | IMMUNOCORE HLDGS PLC | ADD | — | 2.4% | +0.7% | 43.7 | 1,375,000 | +490,063 | 5 | — |
| ☆NRIX funds › | NURIX THERAPEUTICS INC | HOLD | — | 1.6% | +0.4% | 29.0 | 1,194,757 | +0 | 5 | — |
| ☆STRO funds › | SUTRO BIOPHARMA INC | HOLD | — | 1.6% | +0.2% | 29.0 | 872,558 | +0 | 3 | — |
| ☆BCRX funds › | BIOCRYST PHARMACEUTICALS INC | TRIM | — | 1.4% | -2.0% | 25.2 | 2,522,660 | -3,158,135 | 5 | — |
| ☆PHVS funds › | PHARVARIS N V | ADD | — | 1.3% | +0.1% | 22.9 | 661,795 | +21,400 | 4 | — |
| ☆SMMT funds › | SUMMIT THERAPEUTICS INC | NEW | — | 1.0% | +1.0% | 17.5 | 1,200,000 | +1,200,000 | 1 | — |
| ☆PRLD funds › | PRELUDE THERAPEUTICS INC | ADD | — | 0.7% | +0.4% | 12.9 | 2,415,087 | +822,536 | 3 | — |
| ☆INSM funds › | INSMED INC | NEW | — | 0.6% | +0.6% | 10.7 | 100,000 | +100,000 | 1 | — |
| ☆BNR funds › | BURNING ROCK BIOTECH LTD | ADD | — | 0.6% | -0.7% | 10.5 | 1,238,563 | +11,008 | 5 | — |
| ☆GERN funds › | GERON CORP | HOLD | — | 0.5% | -0.2% | 8.8 | 6,836,318 | +0 | 5 | — |
| ☆AMRN funds › | AMARIN CORP PLC | ADD | — | 0.5% | +0.0% | 8.5 | 532,982 | +60,600 | 5 | — |
| ☆ALEC funds › | ALECTOR INC | ADD | — | 0.4% | +0.2% | 7.7 | 3,808,494 | +1,808,494 | 3 | — |
| ☆PBLS funds › | PARABILIS MEDICINES INC | NEW | — | 0.4% | +0.4% | 6.8 | 250,000 | +250,000 | 1 | — |
| ☆CRBU funds › | CARIBOU BIOSCIENCES INC | HOLD | — | 0.2% | -0.1% | 4.4 | 2,503,302 | +0 | 5 | — |
| ☆PRQR funds › | PROQR THRAPEUTICS N V | HOLD | — | 0.2% | -0.0% | 2.9 | 1,566,317 | +0 | 5 | — |
| ☆CADL funds › | CANDEL THERAPEUTICS INC | TRIM | — | 0.1% | -0.0% | 1.0 | 96,741 | -103,259 | 2 | — |
| ☆ENGN funds › | ENGENE THERAPEUTICS INC | NEW | — | 0.0% | +0.0% | 0.8 | 457,855 | +457,855 | 1 | — |
| ☆TRAW funds › | TRAWS PHARMA INC | NEW | — | 0.0% | +0.0% | 0.1 | 84,400 | +84,400 | 1 | — |
| ☆CUSIP:03753U106 funds › | APELLIS PHARMACEUTICALS INC | EXIT | — | 0.0% | -2.1% | 0.0 | 0 | -825,000 | 0 | — |
| ☆BHVN funds › | BIOHAVEN LTD | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -702,884 | 0 | — |
| ☆CLYM funds › | CLIMB BIO INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -1,003,341 | 0 | — |
| ☆CUSIP:29286M105 funds › | ENGENE HOLDINGS INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -1,356,843 | 0 | — |
| ☆CUSIP:483497103 funds › | KALVISTA PHARMACEUTICALS INC | EXIT | — | 0.0% | -2.3% | 0.0 | 0 | -1,820,954 | 0 | — |
| ☆CUSIP:834203309 funds › | SOLENO THERAPEUTICS INC | EXIT | — | 0.0% | -1.2% | 0.0 | 0 | -560,000 | 0 | — |
| ☆DSGN funds › | DESIGN THERAPEUTICS INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -784,606 | 0 | — |
| ☆WVE funds › | WAVE LIFE SCIENCES LTD | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -965,193 | 0 | — |
| ☆EVMN funds › | EVOMMUNE INC | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -625,496 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,809 | 32 | 0.20 | 73% | 0.064 | 0.696 | — | in |
| 2026Q1 | 1,576 | 36 | 0.19 | 72% | 0.069 | 0.711 | — | in |
| 2025Q4 | 1,536 | 35 | 0.18 | 73% | 0.075 | 0.691 | — | in |
| 2025Q3 | 1,343 | 35 | 0.13 | 73% | 0.064 | 0.760 | — | in |
| 2025Q2 | 929 | 31 | 0.20 | 77% | 0.072 | 0.667 | — | entered |
| 2025Q1 | 1,169 | 31 | 0.00 | 74% | 0.071 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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