Kynam Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UROGEN PHARMA LTD(URGN) | 0 | 2,247,393 | +2,247,393 | 0 | 40,408,126 | 2.56% | +40,408,126 |
| VAXCYTE INC(PCVX) | 2,922,335 | 2,922,335 | 0 | 134,836,537 | 169,816,887 | 10.78% | +34,980,350 |
| CYTOMX THERAPEUTICS INC. | 8,966,077 | 15,013,093 | +6,047,016 | 38,195,488 | 70,561,537 | 4.48% | +32,366,049 |
| LEGEND BIOTECH CORP(LEGN) | 0 | 1,576,295 | +1,576,295 | 0 | 28,515,177 | 1.81% | +28,515,177 |
| TRAVERE THERAPEUTICS INC(TVTX) | 517,884 | 1,569,018 | +1,051,134 | 19,788,348 | 46,615,525 | 2.96% | +26,827,177 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 5,943,180 | 5,840,567 | -102,613 | 161,416,769 | 185,262,785 | 11.76% | +23,846,016 |
| TRAVERE THERAPEUTICS INC(TVTX)(Call) | 0 | 800,000 | +800,000 | 0 | 23,768,000 | — | +23,768,000 |
| REVOLUTION MEDICINES INC(RVMD)(Put) | 0 | 207,500 | +207,500 | 0 | 20,179,375 | — | +20,179,375 |
| BEAM THERAPEUTICS INC(BEAM) | 2,440,214 | 3,682,185 | +1,241,971 | 67,642,732 | 87,746,469 | 5.57% | +20,103,737 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 8,050,959 | 8,050,959 | 0 | 169,150,649 | 188,070,402 | 11.94% | +18,919,753 |
| SOLENO THERAPEUTICS INC | 0 | 560,000 | +560,000 | 0 | 18,748,800 | 1.19% | +18,748,800 |
| SUTRO BIOPHARMA INC | 479,590 | 872,558 | +392,968 | 5,548,856 | 21,735,420 | 1.38% | +16,186,564 |
| CULLINAN THERAPEUTICS INC | 3,114,132 | 3,114,132 | 0 | 32,231,266 | 44,251,816 | 2.81% | +12,020,550 |
| EVOMMUNE INC | 185,482 | 625,496 | +440,014 | 3,175,452 | 14,380,153 | 0.91% | +11,204,701 |
| APELLIS PHARMACEUTICALS INC | 908,607 | 825,000 | -83,607 | 22,824,208 | 33,189,750 | 2.11% | +10,365,542 |
| KALVISTA PHARMACEUTICALS INC(KALV) | 1,810,954 | 1,820,954 | +10,000 | 29,246,907 | 36,655,804 | 2.33% | +7,408,897 |
| GERON CORP | 3,456,318 | 6,836,318 | +3,380,000 | 4,562,340 | 10,186,114 | 0.65% | +5,623,774 |
| PRELUDE THERAPEUTICS INC | 788,867 | 1,592,551 | +803,684 | 2,287,714 | 5,446,524 | 0.35% | +3,158,810 |
| CLIMB BIO INC | 1,028,341 | 1,003,341 | -25,000 | 4,113,364 | 6,872,886 | 0.44% | +2,759,522 |
| RELAY THERAPEUTICS INC(RLAY) | 1,424,259 | 1,424,259 | 0 | 12,049,231 | 14,171,377 | 0.90% | +2,122,146 |
| TRAVERE THERAPEUTICS INC(TVTX)(Put) | 0 | 54,900 | +54,900 | 0 | 1,631,079 | — | +1,631,079 |
| AMARIN CORP PLC | 389,273 | 472,382 | +83,109 | 5,432,305 | 6,830,644 | 0.43% | +1,398,339 |
| ALECTOR INC | 2,000,000 | 2,000,000 | 0 | 3,120,000 | 4,300,000 | 0.27% | +1,180,000 |
| DESIGN THERAPEUTICS INC | 784,606 | 784,606 | 0 | 7,359,604 | 8,348,208 | 0.53% | +988,604 |
| CANDEL THERAPEUTICS INC | 0 | 200,000 | +200,000 | 0 | 980,000 | 0.06% | +980,000 |
| CARIBOU BIOSCIENCES INC | 2,503,302 | 2,503,302 | 0 | 3,980,250 | 4,756,274 | 0.30% | +776,024 |
| PHARVARIS N V | 640,395 | 640,395 | 0 | 17,770,961 | 18,091,159 | 1.15% | +320,198 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 1,470,541 | 2,341,652 | +871,111 | 45,763,236 | 45,802,713 | 2.91% | +39,477 |
| BURNING ROCK BIOTECH LTD | 994,883 | 1,227,555 | +232,672 | 20,046,892 | 19,790,507 | 1.26% | -256,385 |
| PROQR THRAPEUTICS N V | 1,566,317 | 1,566,317 | 0 | 3,163,960 | 2,537,434 | 0.16% | -626,526 |
| MBX BIOSCIENCES INC(MBX) | 934,799 | 934,799 | 0 | 29,483,560 | 27,903,750 | 1.77% | -1,579,810 |
| BIOHAVEN LTD(BHVN) | 702,884 | 702,884 | 0 | 7,935,560 | 5,946,399 | 0.38% | -1,989,161 |
| IMMUNOCORE HLDGS PLC(IMCR) | 856,462 | 884,937 | +28,475 | 29,727,796 | 26,680,851 | 1.69% | -3,046,945 |
| OMEROS CORP(Put) | 200,000 | 0 | -200,000 | 3,436,000 | 0 | — | -3,436,000 |
| ENGENE HOLDINGS INC | 1,492,898 | 1,356,843 | -136,055 | 13,480,869 | 9,240,101 | 0.59% | -4,240,768 |
| NURIX THERAPEUTICS INC(NRIX) | 1,970,357 | 1,194,757 | -775,600 | 37,377,672 | 18,518,734 | 1.18% | -18,858,938 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 9,366,526 | 5,680,795 | -3,685,731 | 73,058,903 | 54,081,168 | 3.43% | -18,977,735 |
| DYNAVAX TECHNOLOGIES CORP | 1,375,632 | 0 | -1,375,632 | 21,157,220 | 0 | — | -21,157,220 |
| BEAM THERAPEUTICS INC(BEAM)(Call) | 937,000 | 0 | -937,000 | 25,973,640 | 0 | — | -25,973,640 |
| WAVE LIFE SCIENCES LTD(WVE) | 2,169,105 | 965,193 | -1,203,912 | 36,874,785 | 6,997,649 | 0.44% | -29,877,136 |
| VERA THERAPEUTICS INC(VERA) | 3,433,051 | 3,398,224 | -34,827 | 173,849,703 | 136,710,552 | 8.68% | -37,139,151 |
| CG ONCOLOGY INC(CGON) | 945,830 | 0 | -945,830 | 39,270,862 | 0 | — | -39,270,862 |
| TYRA BIOSCIENCES INC(TYRA) | 1,564,492 | 0 | -1,564,492 | 41,130,495 | 0 | — | -41,130,495 |
| COGENT BIOSCIENCES INC(COGT) | 6,165,223 | 4,037,331 | -2,127,892 | 218,988,721 | 155,396,870 | 9.86% | -63,591,851 |