Kynam Capital Management, Lp Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Kynam Capital Management, LpInvestment ActivityKynam Capital Management, Lp has $955.48 million in total holdings as of March 31, 2024.Kynam Capital Management, Lp owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.65% of the portfolio was purchased this quarter.About 29.63% of the portfolio was sold this quarter.This quarter, Kynam Capital Management, Lp has purchased 24 new stocks and bought additional shares in 5 stocks.Kynam Capital Management, Lp sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Natera $182,920,000Syndax Pharmaceuticals $134,708,000Celldex Therapeutics $121,713,000Vera Therapeutics $65,835,055Cogent Biosciences $57,120,000 Largest New Holdings this Quarter Vertex Pharmaceuticals $41,801,000 HoldingIronwood Pharmaceuticals $14,153,750 Holding Largest Purchases this Quarter Vertex Pharmaceuticals 100,000 shares (about $41.80M)Dynavax Technologies 2,725,397 shares (about $33.82M)Cogent Biosciences 2,645,234 shares (about $17.78M)Ironwood Pharmaceuticals 1,625,000 shares (about $14.15M)BioCryst Pharmaceuticals 1,927,491 shares (about $9.79M) Largest Sales this Quarter Vera Therapeutics 2,123,552 shares (about $91.57M)Natera 400,000 shares (about $36.58M)Protagonist Therapeutics 860,633 shares (about $24.90M)Vaxcyte 257,407 shares (about $17.58M)Viridian Therapeutics 474,038 shares (about $8.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKynam Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTRANatera$182,920,000$36,584,000 ▼-16.7%2,000,00019.1%MedicalSNDXSyndax Pharmaceuticals$134,708,0000.0%5,660,00014.1%MedicalCLDXCelldex Therapeutics$121,713,000$4,444,791 ▼-3.5%2,900,00012.7%MedicalVERAVera Therapeutics$65,835,055$91,567,562 ▼-58.2%1,526,7876.9%MedicalCOGTCogent Biosciences$57,120,000$17,775,972 ▲45.2%8,500,0006.0%MedicalDVAXDynavax Technologies$52,615,670$33,822,177 ▲180.0%4,239,7805.5%MedicalPCVXVaxcyte$50,890,950$17,583,472 ▼-25.7%745,0005.3%MedicalVRTXVertex Pharmaceuticals$41,801,000$41,801,000 ▲New Holding100,0004.4%MedicalLQDALiquidia$33,162,779$6,637,500 ▼-16.7%2,248,3243.5%MedicalBCRXBioCryst Pharmaceuticals$33,159,654$9,791,654 ▲41.9%6,527,4913.5%MedicalPTGXProtagonist Therapeutics$33,102,921$24,898,113 ▼-42.9%1,144,2423.5%MedicalTSVT2seventy bio$31,852,9640.0%5,953,8253.3%MedicalWVEWave Life Sciences$24,260,9460.0%3,932,0822.5%MedicalTVTXTravere Therapeutics$15,420,0000.0%2,000,0001.6%MedicalCORTCorcept Therapeutics$14,758,8210.0%585,9001.5%MedicalIRWDIronwood Pharmaceuticals$14,153,750$14,153,750 ▲New Holding1,625,0001.5%MedicalSTROSutro Biopharma$11,309,7580.0%2,001,7271.2%MedicalAMRNAmarin$10,710,0500.0%12,022,9571.1%MedicalTYRATyra Biosciences$8,449,116$2,870,000 ▲51.4%515,1900.9%MedicalBNRBurning Rock Biotech$7,019,549$689,138 ▲10.9%9,640,9140.7%Business ServicesCRBUCaribou Biosciences$5,492,2290.0%1,068,5270.6%MedicalSLRNAcelyrin$2,675,558$5,424,441 ▼-67.0%396,3790.3%MedicalVRDNViridian Therapeutics$2,344,186$8,300,404 ▼-78.0%133,8770.2%MedicalIMGNImmunoGen$0$42,177,214 ▼-100.0%00.0%MedicalMORMorphoSys$0$41,923,382 ▼-100.0%00.0%MedicalCNTACentessa Pharmaceuticals$0$3,523,924 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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