Kynam Capital Management, Lp Top Holdings and 13F Report (2025) About Kynam Capital Management, LpInvestment ActivityKynam Capital Management, Lp has $1.69 billion in total holdings as of December 31, 2024.Kynam Capital Management, Lp owns shares of 30 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 29.85% of the portfolio was purchased this quarter.About 2.86% of the portfolio was sold this quarter.This quarter, Kynam Capital Management, Lp has purchased 25 new stocks and bought additional shares in 13 stocks.Kynam Capital Management, Lp sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Natera $320,098,113Vaxcyte $191,290,121SPDR S&P 500 ETF Trust $175,824,000Celldex Therapeutics $127,972,511Syndax Pharmaceuticals $112,634,400 Largest New Holdings this Quarter SPDR S&P 500 ETF Trust $175,824,000 HoldingImmunocore $36,154,492 HoldingCullinan Therapeutics $15,258,349 HoldingProQR Therapeutics $4,637,500 HoldingRelay Therapeutics $4,120,000 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 300,000 shares (about $175.82M)Vaxcyte 1,297,508 shares (about $106.21M)Celldex Therapeutics 1,605,598 shares (about $40.57M)Immunocore 1,225,576 shares (about $36.15M)Syndax Pharmaceuticals 2,677,075 shares (about $35.39M) Largest Sales this Quarter Dynavax Technologies 1,771,852 shares (about $22.63M)Vera Therapeutics 118,639 shares (about $5.02M)Natera 20,373 shares (about $3.23M)Protagonist Therapeutics 65,577 shares (about $2.53M)Cogent Biosciences 134,731 shares (about $1.05M) 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$320,098,113$3,225,046 ▼-1.0%2,022,09818.9%MedicalPCVXVaxcyte$191,290,121$106,214,005 ▲124.8%2,336,79611.3%MedicalSPYSPDR S&P 500 ETF Trust$175,824,000$175,824,000 ▲New Holding300,00010.4%FinanceCLDXCelldex Therapeutics$127,972,511$40,573,461 ▲46.4%5,064,2077.6%MedicalSNDXSyndax Pharmaceuticals$112,634,400$35,390,932 ▲45.8%8,520,0006.7%MedicalDVAXDynavax Technologies$83,781,863$22,626,550 ▼-21.3%6,560,8355.0%MedicalCG ONCOLOGY INC$72,265,139$21,478,452 ▲42.3%2,519,7054.3%COMCOGTCogent Biosciences$71,019,000$1,050,902 ▼-1.5%9,105,0004.2%MedicalBCRXBioCryst Pharmaceuticals$68,321,9670.0%9,085,3684.0%MedicalVRDNViridian Therapeutics$63,764,443$15,622,918 ▲32.5%3,326,2623.8%MedicalVERAVera Therapeutics$61,655,014$5,017,243 ▼-7.5%1,457,9103.6%MedicalWVEWave Life Sciences$60,606,7780.0%4,899,4973.6%MedicalBEAMBeam Therapeutics$43,552,718$11,261,010 ▲34.9%1,756,1582.6%MedicalIMCRImmunocore$36,154,492$36,154,492 ▲New Holding1,225,5762.1%MedicalENGENE HOLDINGS INC$33,210,699$21,664,789 ▲187.6%4,994,0902.0%COMTVTXTravere Therapeutics$31,403,905$7,512,183 ▲31.4%1,802,7501.9%MedicalLQDALiquidia$26,652,0170.0%2,266,3281.6%MedicalIRWDIronwood Pharmaceuticals$20,757,044$4,430,000 ▲27.1%4,685,5631.2%MedicalTSVT2seventy bio$17,504,2460.0%5,953,8251.0%MedicalCGEMCullinan Therapeutics$15,258,349$15,258,349 ▲New Holding1,252,7380.9%MedicalPTGXProtagonist Therapeutics$15,084,571$2,531,272 ▼-14.4%390,7920.9%MedicalTYRATyra Biosciences$7,373,644$869,181 ▲13.4%530,4780.4%MedicalBURNING ROCK BIOTECH LTD$6,715,460$38,245 ▲0.6%994,8830.4%SPONSORED ADSSTROSutro Biopharma$6,700,262$2,898,000 ▲76.2%3,641,4470.4%MedicalAMRNAmarin$6,021,0950.0%12,414,6280.4%MedicalPRQRProQR Therapeutics$4,637,500$4,637,500 ▲New Holding1,750,0000.3%MedicalRLAYRelay Therapeutics$4,120,000$4,120,000 ▲New Holding1,000,0000.2%MedicalCRBUCaribou Biosciences$3,825,774$79,500 ▲2.1%2,406,1470.2%MedicalSLRNAcelyrin$2,660,7290.0%847,3660.2%MedicalELYMEliem Therapeutics$984,600$984,600 ▲New Holding547,0000.1%MedicalVRTXVertex Pharmaceuticals$0$13,952,400 ▼-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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