Kynam Capital Management, Lp Top Holdings and 13F Report (2024) About Kynam Capital Management, LpInvestment ActivityKynam Capital Management, Lp has $1.30 billion in total holdings as of September 30, 2024.Kynam Capital Management, Lp owns shares of 25 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 16.49% of the portfolio was purchased this quarter.About 27.07% of the portfolio was sold this quarter.This quarter, Kynam Capital Management, Lp has purchased 26 new stocks and bought additional shares in 17 stocks.Kynam Capital Management, Lp sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Natera $259,291,693Vaxcyte $118,759,440Celldex Therapeutics $117,558,120Syndax Pharmaceuticals $112,476,306Cogent Biosciences $99,789,095 Largest New Holdings this Quarter Beam Therapeutics $31,901,083 HoldingENGENE HOLDINGS INC $11,459,098 Holding Largest Purchases this Quarter CG ONCOLOGY INC 1,716,894 shares (about $64.78M)Vaxcyte 286,048 shares (about $32.69M)Beam Therapeutics 1,302,085 shares (about $31.90M)Viridian Therapeutics 761,295 shares (about $17.32M)Dynavax Technologies 1,250,125 shares (about $13.93M) Largest Sales this Quarter Vertex Pharmaceuticals 300,000 shares (about $139.52M)Protagonist Therapeutics 343,631 shares (about $15.46M)Travere Therapeutics 650,148 shares (about $9.10M)Tyra Biosciences 98,768 shares (about $2.32M)Cogent Biosciences 20,654 shares (about $223.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKynam Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTRANatera$259,291,693$3,562,598 ▲1.4%2,042,47119.9%MedicalPCVXVaxcyte$118,759,440$32,686,705 ▲38.0%1,039,2889.1%MedicalCLDXCelldex Therapeutics$117,558,120$2,367,132 ▲2.1%3,458,6099.0%MedicalSNDXSyndax Pharmaceuticals$112,476,306$2,326,709 ▲2.1%5,842,9258.6%MedicalCOGTCogent Biosciences$99,789,095$223,063 ▼-0.2%9,239,7317.6%MedicalDVAXDynavax Technologies$92,826,133$13,926,392 ▲17.7%8,332,6877.1%MedicalVERAVera Therapeutics$69,683,466$1,453,296 ▲2.1%1,576,5495.3%MedicalBCRXBioCryst Pharmaceuticals$69,048,797$1,965,801 ▲2.9%9,085,3685.3%MedicalCG ONCOLOGY INC$66,812,473$64,778,411 ▲3,184.7%1,770,8055.1%COMVRDNViridian Therapeutics$57,131,961$17,319,461 ▲43.5%2,511,2954.4%MedicalWVEWave Life Sciences$40,175,875$7,576,603 ▲23.2%4,899,4973.1%MedicalBEAMBeam Therapeutics$31,901,083$31,901,083 ▲New Holding1,302,0852.4%MedicalTSVT2seventy bio$28,102,0540.0%5,953,8252.2%MedicalLQDALiquidia$22,663,280$13,497,540 ▲147.3%2,266,3281.7%MedicalPTGXProtagonist Therapeutics$20,536,605$15,463,395 ▼-43.0%456,3691.6%MedicalTVTXTravere Therapeutics$19,187,439$9,095,571 ▼-32.2%1,371,5111.5%MedicalIRWDIronwood Pharmaceuticals$15,184,520$8,419,929 ▲124.5%3,685,5631.2%MedicalVRTXVertex Pharmaceuticals$13,952,400$139,524,000 ▼-90.9%30,0001.1%MedicalENGENE HOLDINGS INC$11,459,098$11,459,098 ▲New Holding1,736,2270.9%COMTYRATyra Biosciences$11,001,434$2,322,036 ▼-17.4%467,9470.8%MedicalAMRNAmarin$7,782,730$162,240 ▲2.1%12,414,6280.6%MedicalSTROSutro Biopharma$7,149,907$147,963 ▲2.1%2,066,4470.5%MedicalCRBUCaribou Biosciences$4,618,048$1,390,512 ▲43.1%2,356,1470.4%MedicalSLRNAcelyrin$4,177,514$79,156 ▲1.9%847,3660.3%MedicalBURNING ROCK BIOTECH LTD$3,229,794$47,502 ▲1.5%989,2170.2%SPONSORED ADSSPYSPDR S&P 500 ETF Trust$0$109,100,000 ▼-100.0%00.0%FinanceINSMInsmed$0$67,000,000 ▼-100.0%00.0%MedicalALNYAlnylam Pharmaceuticals$0$10,449,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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