Kynam Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COGENT BIOSCIENCES INC(COGT) | 8,492,557 | 7,886,172 | -606,385 | 60,976,559 | 113,245,430 | 8.43% | +52,268,871 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 8,520,000 | 8,520,000 | 0 | 79,789,800 | 131,080,200 | 9.76% | +51,290,400 |
| VERA THERAPEUTICS INC(VERA) | 3,426,887 | 4,027,800 | +600,913 | 80,737,458 | 117,047,868 | 8.71% | +36,310,410 |
| MBX BIOSCIENCES INC(MBX) | 0 | 2,000,000 | +2,000,000 | 0 | 35,000,000 | 2.61% | +35,000,000 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 6,100,729 | 6,100,729 | 0 | 124,149,835 | 157,825,859 | 11.75% | +33,676,024 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 4,427,927 | 4,427,927 | 0 | 61,902,419 | 95,554,665 | 7.11% | +33,652,246 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 67,588 | +67,588 | 0 | 20,009,793 | 1.49% | +20,009,793 |
| BEAM THERAPEUTICS INC(BEAM) | 2,417,647 | 2,517,647 | +100,000 | 41,124,175 | 61,103,293 | 4.55% | +19,979,118 |
| APELLIS PHARMACEUTICALS INC | 0 | 808,607 | +808,607 | 0 | 18,298,776 | 1.36% | +18,298,776 |
| CG ONCOLOGY INC(CGON) | 2,457,667 | 2,005,205 | -452,462 | 63,899,342 | 80,769,657 | 6.01% | +16,870,315 |
| PHARVARIS N V | 0 | 675,000 | +675,000 | 0 | 16,841,250 | 1.25% | +16,841,250 |
| ENGENE HOLDINGS INC | 4,994,090 | 4,994,090 | 0 | 18,178,488 | 34,109,635 | 2.54% | +15,931,147 |
| VAXCYTE INC(PCVX) | 3,071,588 | 3,071,588 | 0 | 99,857,326 | 110,638,600 | 8.24% | +10,781,274 |
| TYRA BIOSCIENCES INC(TYRA) | 2,329,998 | 2,329,998 | 0 | 22,298,081 | 32,596,672 | 2.43% | +10,298,591 |
| KALVISTA PHARMACEUTICALS INC | 0 | 606,171 | +606,171 | 0 | 7,383,163 | 0.55% | +7,383,163 |
| CYTOMX THERAPEUTICS INC | 2,154,413 | 3,646,503 | +1,492,090 | 4,890,518 | 11,632,345 | 0.87% | +6,741,827 |
| NURIX THERAPEUTICS INC(NRIX) | 1,173,605 | 2,168,605 | +995,000 | 13,367,361 | 20,037,910 | 1.49% | +6,670,549 |
| IMMUNOCORE HLDGS PLC(IMCR) | 976,267 | 1,009,267 | +33,000 | 30,635,258 | 36,666,670 | 2.73% | +6,031,412 |
| BURNING ROCK BIOTECH LTD | 994,883 | 994,883 | 0 | 3,143,830 | 8,605,738 | 0.64% | +5,461,908 |
| RELAY THERAPEUTICS INC(RLAY) | 2,887,014 | 2,887,014 | 0 | 9,989,068 | 15,070,213 | 1.12% | +5,081,145 |
| DESIGN THERAPEUTICS INC | 1,029,579 | 1,029,579 | 0 | 3,469,681 | 7,752,730 | 0.58% | +4,283,049 |
| WAVE LIFE SCIENCES LTD(WVE) | 4,560,053 | 4,560,053 | 0 | 29,640,345 | 33,379,588 | 2.49% | +3,739,243 |
| CARIBOU BIOSCIENCES INC | 3,067,774 | 3,067,774 | 0 | 3,865,395 | 7,147,913 | 0.53% | +3,282,518 |
| IRONWOOD PHARMACEUTICALS INC | 5,466,825 | 5,466,825 | 0 | 3,920,807 | 7,161,541 | 0.53% | +3,240,734 |
| CLIMB BIO INC | 1,028,341 | 1,028,341 | 0 | 1,275,143 | 2,066,965 | 0.15% | +791,822 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 253,979 | 253,979 | 0 | 3,329,665 | 4,119,539 | 0.31% | +789,874 |
| SUTRO BIOPHARMA INC | 5,088,099 | 5,088,099 | 0 | 3,632,394 | 4,418,505 | 0.33% | +786,111 |
| PROQR THRAPEUTICS N V | 1,649,462 | 1,649,462 | 0 | 3,364,902 | 3,513,354 | 0.26% | +148,452 |
| AMARIN CORP PLC | 576,111 | 576,111 | 0 | 9,344,520 | 9,436,698 | 0.70% | +92,178 |
| DYNAVAX TECHNOLOGIES CORP | 2,145,319 | 2,145,319 | 0 | 21,281,564 | 21,303,018 | 1.59% | +21,454 |
| TRAVERE THERAPEUTICS INC(TVTX) | 1,540,691 | 949,727 | -590,964 | 22,802,227 | 22,698,475 | 1.69% | -103,752 |
| GERON CORP(GERN) | 3,456,318 | 3,456,318 | 0 | 4,873,408 | 4,735,156 | 0.35% | -138,252 |
| UROGEN PHARMA LTD(URGN) | 656,573 | 282,412 | -374,161 | 8,995,050 | 6,935,707 | 0.52% | -2,059,343 |
| CULLINAN THERAPEUTICS INC(CGEM) | 2,095,998 | 2,302,172 | +206,174 | 15,758,091 | 13,651,880 | 1.02% | -2,106,211 |
| LIQUIDIA CORPORATION(LQDA) | 200,047 | 0 | -200,047 | 2,492,586 | 0 | — | -2,492,586 |
| BIOCRYST PHARMACEUTICALS INC(BCRX) | 8,463,742 | 9,390,270 | +926,528 | 75,835,128 | 71,272,149 | 5.31% | -4,562,979 |