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KYNAM CAPITAL MANAGEMENT, LP
KYNAM CAPITAL MANAGEMENT, LP
Latest filing: 2026-06-30
KYNAM CAPITAL MANAGEMENT, LP runs KYNAM CAPITAL MANAGEMENT, LP and currently holds 32 stock positions, which is fewer than the average of 230 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 #148 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%.
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32 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CLDX CELLDEX THERAPEUTICS INC NEW | 10.95% | $27.64 | $40.38 | +46.09% | Trimmed -8.86% |
 SNDX SYNDAX PHARMACEUTICALS INC | 9.73% | $18.19 | $19.65 | +8.03% | Held |
 PCVX VAXCYTE INC | 9.39% | $60.98 | $62.62 | +2.69% | Held |
 COGT COGENT BIOSCIENCES INC | 7.84% | $7.59 | $36.73 | +383.93% | Trimmed -9.17% |
 VERA VERA THERAPEUTICS INC | 6.85% | $20.81 | $32.28 | +55.09% | Trimmed -14.95% |
 VRDN VIRIDIAN THERAPEUTICS INC | 6.55% | $18.01 | $24.29 | +34.87% | Added +175.61% |
 TVTX TRAVERE THERAPEUTICS INC | 6.28% | $32.05 | $65.71 | +105.02% | Added +27.47% |
 BEAM BEAM THERAPEUTICS INC | 5.39% | $23.35 | $29.76 | +27.45% | Trimmed -22.85% |
 LEGN LEGEND BIOTECH CORP | 4.79% | $23.21 | $21.82 | -5.99% | Added +90.40% |
 RLAY RELAY THERAPEUTICS INC | 3.41% | $11.98 | $19.44 | +62.27% | Added +131.70% |
Showing 1-10 of 32