Kynam Capital Management, Lp Top Holdings and 13F Report (2025) About Kynam Capital Management, LpInvestment ActivityKynam Capital Management, Lp has $1.19 billion in total holdings as of March 31, 2025.Kynam Capital Management, Lp owns shares of 32 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 19.12% of the portfolio was purchased this quarter.About 34.30% of the portfolio was sold this quarter.This quarter, Kynam Capital Management, Lp has purchased 30 new stocks and bought additional shares in 14 stocks.Kynam Capital Management, Lp sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Natera $165,106,074Vaxcyte $120,832,000Celldex Therapeutics $117,975,000Syndax Pharmaceuticals $104,668,200BioCryst Pharmaceuticals $66,963,923 Largest New Holdings this Quarter 834203309 - Soleno Therapeutics $21,613,625 Holding52490G102 - Legend Biotech $20,697,300 Holding67080M103 - Nurix Therapeutics $9,504,000 Holding374163103 - Geron $5,818,646 Holding25056L103 - Design Therapeutics $3,489,506 Holding Largest Purchases this Quarter Vaxcyte 863,204 shares (about $32.59M)Celldex Therapeutics 1,435,793 shares (about $26.06M)Vera Therapeutics 942,090 shares (about $22.63M)Soleno Therapeutics 302,500 shares (about $21.61M)Legend Biotech 610,000 shares (about $20.70M) Largest Sales this Quarter Natera 854,528 shares (about $120.84M)Dynavax Technologies 3,940,038 shares (about $51.10M)Liquidia 1,632,526 shares (about $24.08M)BioCryst Pharmaceuticals 156,845 shares (about $1.18M) 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$165,106,074$120,838,805 ▼-42.3%1,167,57013.9%MedicalPCVXVaxcyte$120,832,000$32,594,583 ▲36.9%3,200,00010.2%MedicalCLDXCelldex Therapeutics$117,975,000$26,059,643 ▲28.4%6,500,0009.9%MedicalSNDXSyndax Pharmaceuticals$104,668,2000.0%8,520,0008.8%MedicalBCRXBioCryst Pharmaceuticals$66,963,923$1,176,338 ▼-1.7%8,928,5235.6%MedicalCG ONCOLOGY INC$63,959,602$2,252,027 ▲3.6%2,611,6625.4%COMVRDNViridian Therapeutics$63,356,000$18,517,988 ▲41.3%4,700,0005.3%MedicalVERAVera Therapeutics$57,648,000$22,629,002 ▲64.6%2,400,0004.8%MedicalCOGTCogent Biosciences$54,538,9500.0%9,105,0004.6%MedicalIMCRImmunocore$50,307,740$13,944,900 ▲38.3%1,695,5764.2%MedicalBEAMBeam Therapeutics$49,179,860$14,882,094 ▲43.4%2,518,1704.1%MedicalWVEWave Life Sciences$39,587,9360.0%4,899,4973.3%MedicalDVAXDynavax Technologies$33,991,737$51,102,293 ▼-60.1%2,620,7972.9%MedicalTVTXTravere Therapeutics$32,305,2800.0%1,802,7502.7%MedicalTYRATyra Biosciences$22,376,423$17,442,978 ▲353.6%2,406,0671.9%MedicalENGENE HOLDINGS INC$22,373,5230.0%4,994,0901.9%COMSLNOSoleno Therapeutics$21,613,625$21,613,625 ▲New Holding302,5001.8%MedicalLEGNLegend Biotech$20,697,300$20,697,300 ▲New Holding610,0001.7%MedicalCGEMCullinan Therapeutics$17,703,422$8,220,195 ▲86.7%2,338,6291.5%MedicalNRIXNurix Therapeutics$9,504,000$9,504,000 ▲New Holding800,0000.8%MedicalLQDALiquidia$9,348,580$24,079,760 ▼-72.0%633,8020.8%MedicalIRWDIronwood Pharmaceuticals$8,559,719$1,671,941 ▲24.3%5,822,9380.7%MedicalRLAYRelay Therapeutics$8,025,825$5,405,825 ▲206.3%3,063,2920.7%MedicalGERNGeron$5,818,646$5,818,646 ▲New Holding3,659,5260.5%MedicalAMRNAmarin$5,562,9950.0%12,414,6280.5%MedicalBURNING ROCK BIOTECH LTD$4,379,6880.0%994,8830.4%SPONSORED ADSSTROSutro Biopharma$3,540,205$1,171,080 ▲49.4%5,441,4470.3%MedicalDSGNDesign Therapeutics$3,489,506$3,489,506 ▲New Holding904,0170.3%MedicalCRBUCaribou Biosciences$2,985,058$788,005 ▲35.9%3,269,1470.3%MedicalPRQRProQR Therapeutics$2,327,5000.0%1,750,0000.2%MedicalELYMEliem Therapeutics$1,277,340$610,000 ▲91.4%1,047,0000.1%MedicalURGNUroGen Pharma$276,500$276,500 ▲New Holding25,0000.0%MedicalSPYSPDR S&P 500 ETF Trust$0$175,824,000 ▼-100.0%00.0%FinanceTSVT2seventy bio$0$17,504,246 ▼-100.0%00.0%MedicalPTGXProtagonist Therapeutics$0$15,084,571 ▼-100.0%00.0%MedicalSLRNAcelyrin$0$2,660,729 ▼-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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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