KYNAM CAPITAL MANAGEMENT, LP 13F Portfolio
KYNAM CAPITAL MANAGEMENT, LP runs KYNAM CAPITAL MANAGEMENT, LP and currently holds 32 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.81B. Their top holdings are CLDX, SNDX, PCVX, COGT, VERA. The top five represent 44.8% of reported portfolio weight. KYNAM CAPITAL MANAGEMENT, LP ranks #150 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KYNAM CAPITAL MANAGEMENT, LP initiated 3 new positions. They added to 7 existing positions. They trimmed 5 positions. Their current best-performing preview position is TVTX with returns of +91.22%.
Portfolio Value
$1.81B
Alpha Score
105.2
#150 of 1000
Holdings
32
KYNAM CAPITAL MANAGEMENT, LP Current 13F Holdings
Reported holdings from KYNAM CAPITAL MANAGEMENT, LP's latest SEC 13F filing, ranked by portfolio weight.
32 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CLDX CELLDEX THERAPEUTICS INC NEW | 10.95% | $27.64 | $29.89 | +8.14% | Trimmed -8.86% |
 SNDX SYNDAX PHARMACEUTICALS INC | 9.73% | $18.19 | $16.99 | -6.60% | Held |
 PCVX VAXCYTE INC | 9.39% | $60.98 | $71.38 | +17.05% | Held |
 COGT COGENT BIOSCIENCES INC | 7.84% | $7.59 | $31.00 | +308.43% | Trimmed -9.17% |
 VERA VERA THERAPEUTICS INC | 6.85% | $20.81 | $29.88 | +43.58% | Trimmed -14.95% |
 VRDN VIRIDIAN THERAPEUTICS INC | 6.55% | $18.01 | $18.66 | +3.61% | Added +175.61% |
 TVTX TRAVERE THERAPEUTICS INC | 6.28% | $32.05 | $52.13 | +62.64% | Added +27.47% |
 BEAM BEAM THERAPEUTICS INC | 5.39% | $23.35 | $25.70 | +10.06% | Trimmed -22.85% |
 LEGN LEGEND BIOTECH CORP | 4.79% | $23.21 | $18.62 | -19.78% | Added +90.40% |
 RLAY RELAY THERAPEUTICS INC | 3.41% | $11.98 | $17.88 | +49.25% | Added +131.70% |
Showing 1-10 of 32