Kynam Capital Management, LP

PRINCETON, NJ · CIK 1907884 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2022 · limited partnership

Assets managed$2.4bn
Staff3 · 2 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $2.4bn gross assets
Form ADV · 2026-04-10SEC adviser record

Legal entityKYNAM CAPITAL MANAGEMENT, LP (US)

$1.8bn reported value +14.8% vs Q1 2026

32positions

72.7%in top 10

5 new 12 added 6 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	5,322,908	$198.1m10.95%	10.95%	Reduced -517.7k	-517,659 -8.9%
2	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	8,050,959	$176.0m9.73%	9.73%	Unchanged
3	VAXCYTE INC COM PCVX	PCVX	2,922,335	$169.9m9.39%	9.39%	Unchanged
4	COGENT BIOSCIENCES INC COM COGT	COGT	3,667,097	$141.9m7.84%	7.84%	Reduced -370.2k	-370,234 -9.2%
5	VERA THERAPEUTICS INC CL A VERA	VERA	2,890,059	$124.0m6.85%	6.85%	Reduced -508.2k	-508,165 -14.9%
6	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	6,453,877	$118.6m6.55%	6.55%	Added +4.1m	+4,112,225 175.6%
7	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	2,000,000	$113.6m6.28%	6.28%	Added +431.0k	+430,982 27.5%
8	BEAM THERAPEUTICS INC COM BEAM	BEAM	2,840,792	$97.5m5.39%	5.39%	Reduced -841.4k	-841,393 -22.9%
9	UROGEN PHARMA LTD COM URGN	URGN	2,434,207	$89.6m4.95%	4.95%	Added +186.8k	+186,814 8.3%
10	LEGEND BIOTECH CORP SPONSORED ADS LEGN	LEGN	3,001,205	$86.7m4.79%	4.79%	Added +1.4m	+1,424,910 90.4%
11	CYTOMX THERAPEUTICS INC COM CTMX	CTMX	21,703,093	$81.4m4.50%	4.50%	Added +6.7m	+6,690,000 44.6%
12	RELAY THERAPEUTICS INC COM RLAY	RLAY	3,300,000	$61.7m3.41%	3.41%	Added +1.9m	+1,875,741 131.7%
13	CULLINAN THERAPEUTICS INC COM CGEM	CGEM	3,114,132	$56.7m3.13%	3.13%	Unchanged
14	MBX BIOSCIENCES INC COM MBX	MBX	934,799	$51.6m2.85%	2.85%	Unchanged
15	IMMUNOCORE HLDGS PLC ADS IMCR	IMCR	1,375,000	$43.7m2.41%	2.41%	Added +490.1k	+490,063 55.4%
16	NURIX THERAPEUTICS INC COM NRIX	NRIX	1,194,757	$29.0m1.60%	1.60%	Unchanged
17	SUTRO BIOPHARMA INC COM SHS STRO	STRO	872,558	$29.0m1.60%	1.60%	Unchanged
18	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	2,522,660	$25.2m1.39%	1.39%	Reduced -3.2m	-3,158,135 -55.6%
19	PHARVARIS N V COM PHVS	PHVS	661,795	$22.9m1.26%	1.26%	Added +21.4k	+21,400 3.3%
20	SUMMIT THERAPEUTICS INC COM SMMT	SMMT	1,200,000	$17.5m0.97%	0.97%	New
21	PRELUDE THERAPEUTICS INC COM PRLD	PRLD	2,415,087	$12.9m0.71%	0.71%	Added +822.5k	+822,536 51.6%
22	INSMED INC COM PAR $.01 INSM	INSM	100,000	$10.7m0.59%	0.59%	New
23	BURNING ROCK BIOTECH LTD SPONSORED ADS BNR	BNR	1,238,563	$10.5m0.58%	0.58%	Added +11.0k	+11,008 0.9%
24	GERON CORP COM GERN	GERN	6,836,318	$8.8m0.48%	0.48%	Unchanged
25	AMARIN CORP PLC SPONSORED ADR AMRN	AMRN	532,982	$8.5m0.47%	0.47%	Added +60.6k	+60,600 12.8%
26	ALECTOR INC COM ALEC	ALEC	3,808,494	$7.7m0.42%	0.42%	Added +1.8m	+1,808,494 90.4%
27	PARABILIS MEDICINES INC COM PBLS	PBLS	250,000	$6.8m0.38%	0.38%	New
28	CARIBOU BIOSCIENCES INC COM CRBU	CRBU	2,503,302	$4.4m0.24%	0.24%	Unchanged
29	PROQR THRAPEUTICS N V SHS EURO PRQR	PRQR	1,566,317	$2.9m0.16%	0.16%	Unchanged
30	CANDEL THERAPEUTICS INC COM CADL	CADL	96,741	$996.4k0.06%	0.06%	Reduced -103.3k	-103,259 -51.6%
31	ENGENE THERAPEUTICS INC COM ENGN	ENGN	457,855	$792.1k0.04%	0.04%	New
32	TRAWS PHARMA INC COM NEW TRAW	TRAW	84,400	$71.2k0.00%	0.00%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
KALVISTA PHARMACEUTICALS INC KALV	KALV	1,820,954	$36.7m1.8m shares
APELLIS PHARMACEUTICALS INC APLS	APLS	825,000	$33.2m825.0k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	560,000	$18.7m560.0k shares
EVOMMUNE INC EVMN	EVMN	625,496	$14.4m625.5k shares
ENGENE HOLDINGS INC		1,356,843	$9.2m1.4m shares
DESIGN THERAPEUTICS INC DSGN	DSGN	784,606	$8.3m784.6k shares
WAVE LIFE SCIENCES LTD 96663EUR	96663EUR	965,193	$7.0m965.2k shares
CLIMB BIO INC CLYM	CLYM	1,003,341	$6.9m1.0m shares
BIOHAVEN LTD BHVN	BHVN	702,884	$5.9m702.9k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
BURNING ROCK BIOTECH LTD 13G · filed 2026-05-15		14.0%	+3.0 pts	13G	2026-05-15
SYNDAX PHARMACEUTICALS INC SNDX · 13G · filed 2025-02-14	SNDX	10.0%≈ $186.2m		13G	2025-02-14
CYTOMX THERAPEUTICS INC CTMX · 13G · filed 2026-08-14	CTMX	10.0%	+3.1 pts	13G	2026-08-14
CELLDEX THERAPEUTICS INC NEW CLDX · 13G · filed 2026-08-14	CLDX	6.8%	-2.0 pts	13G	2026-08-14
VIRIDIAN THERAPEUTICS INC VRDN · 13G · filed 2026-08-14	VRDN	5.7%	+4.2 pts	13G	2026-08-14
SUTRO BIOPHARMA INC 13G · filed 2026-05-15		5.3%	-1.2 pts	13G	2026-05-15
CULLINAN THERAPEUTICS INC CGEM · 13G · filed 2026-03-04	CGEM	5.3%≈ $56.7m	new	13G	2026-03-04