Kynam Capital Management, Lp Top Holdings and 13F Report (2025) About Kynam Capital Management, LpInvestment ActivityKynam Capital Management, Lp has $928.82 million in total holdings as of June 30, 2025.Kynam Capital Management, Lp owns shares of 31 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.93% of the portfolio was purchased this quarter.About 30.85% of the portfolio was sold this quarter.This quarter, Kynam Capital Management, Lp has purchased 32 new stocks and bought additional shares in 4 stocks.Kynam Capital Management, Lp sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Celldex Therapeutics $124,149,835Vaxcyte $99,857,326Vera Therapeutics $80,737,458Syndax Pharmaceuticals $79,789,800BioCryst Pharmaceuticals $75,835,128 Largest New Holdings this Quarter 023111404 - AMARIN CORP PLC $9,344,520 Holding23284F105 - CytomX Therapeutics $4,890,518 Holding28036F105 - Edgewise Therapeutics $3,329,665 Holding Largest Purchases this Quarter Vera Therapeutics 1,026,887 shares (about $24.19M)AMARIN CORP PLC 576,111 shares (about $9.34M)Urogen Pharma 631,573 shares (about $8.65M)CytomX Therapeutics 2,154,413 shares (about $4.89M)Nurix Therapeutics 373,605 shares (about $4.26M) Largest Sales this Quarter Immunocore 719,309 shares (about $22.57M)Celldex Therapeutics 399,271 shares (about $8.13M)Liquidia Technologies 433,755 shares (about $5.40M)Dynavax Technologies 475,478 shares (about $4.72M)Cogent Biosciences 612,443 shares (about $4.40M) 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 PortfolioSectorCLDXCelldex Therapeutics$124,149,835$8,125,165 ▼-6.1%6,100,72913.4%MedicalPCVXVaxcyte$99,857,326$4,174,674 ▼-4.0%3,071,58810.8%MedicalVERAVera Therapeutics$80,737,458$24,193,458 ▲42.8%3,426,8878.7%MedicalSNDXSyndax Pharmaceuticals$79,789,8000.0%8,520,0008.6%MedicalBCRXBioCryst Pharmaceuticals$75,835,128$4,164,438 ▼-5.2%8,463,7428.2%MedicalCG ONCOLOGY INC$63,899,342$4,003,870 ▼-5.9%2,457,6676.9%COMVRDNViridian Therapeutics$61,902,419$3,803,581 ▼-5.8%4,427,9276.7%MedicalCOGTCogent Biosciences$60,976,559$4,397,341 ▼-6.7%8,492,5576.6%MedicalBEAMBeam Therapeutics$41,124,175$1,709,896 ▼-4.0%2,417,6474.4%MedicalIMCRImmunocore$30,635,258$22,571,916 ▼-42.4%976,2673.3%MedicalWVEWAVE Life Sciences$29,640,345$2,206,386 ▼-6.9%4,560,0533.2%MedicalTVTXTravere Therapeutics$22,802,227$3,878,473 ▼-14.5%1,540,6912.5%MedicalTYRATyra Biosciences$22,298,081$727,980 ▼-3.2%2,329,9982.4%MedicalDVAXDynavax Technologies$21,281,564$4,716,742 ▼-18.1%2,145,3192.3%MedicalENGENE HOLDINGS INC$18,178,4880.0%4,994,0902.0%COMCGEMCullinan Therapeutics$15,758,091$1,824,144 ▼-10.4%2,095,9981.7%MedicalNRIXNurix Therapeutics$13,367,361$4,255,361 ▲46.7%1,173,6051.4%MedicalRLAYRelay Therapeutics$9,989,068$609,922 ▼-5.8%2,887,0141.1%MedicalAMARIN CORP PLC$9,344,520$9,344,520 ▲New Holding576,1111.0%SPONSORED ADRURGNUrogen Pharma$8,995,050$8,652,550 ▲2,526.3%656,5731.0%MedicalCTMXCytomX Therapeutics$4,890,518$4,890,518 ▲New Holding2,154,4130.5%MedicalGERNGeron$4,873,408$286,523 ▼-5.6%3,456,3180.5%MedicalIRWDIronwood Pharmaceuticals$3,920,807$255,404 ▼-6.1%5,466,8250.4%MedicalCRBUCaribou Biosciences$3,865,395$253,730 ▼-6.2%3,067,7740.4%MedicalSTROSutro Biopharma$3,632,394$252,255 ▼-6.5%5,088,0990.4%MedicalDSGNDesign Therapeutics$3,469,681$423,144 ▲13.9%1,029,5790.4%MedicalPRQRProQR Therapeutics$3,364,902$205,097 ▼-5.7%1,649,4620.4%MedicalEWTXEdgewise Therapeutics$3,329,665$3,329,665 ▲New Holding253,9790.4%MedicalBURNING ROCK BIOTECH LTD$3,143,8300.0%994,8830.3%SPONSORED ADSLQDALiquidia Technologies$2,492,586$5,404,588 ▼-68.4%200,0470.3%MedicalELYMEliem Therapeutics$1,275,143$23,137 ▼-1.8%1,028,3410.1%MedicalNTRANatera$0$165,106,074 ▼-100.0%00.0%MedicalSLNOSoleno Therapeutics$0$21,613,625 ▼-100.0%00.0%MedicalLEGNLegend Biotech$0$20,697,300 ▼-100.0%00.0%MedicalAMRNAmarin$0$5,562,995 ▼-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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