Kynam Capital Management, LP Portfolio Holdings

Kynam Capital Management, LP

  • $1.58 Billion
  • Q4 2024

Kynam Capital Management, LP has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.58 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Natera, Inc. with a value of $320M, Vaxcyte, Inc. with a value of $191M, Celldex Therapeutics, Inc. with a value of $128M, Syndax Pharmaceuticals Inc with a value of $113M, and Dynavax Technologies Corp with a value of $83.8M.

Examining the 13F form we can see an increase of $359M in the current position value, from $1.22B to 1.58B.

Kynam Capital Management, LP is based out at Princeton, NJ

Below you can find more details about Kynam Capital Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.58 Billion
Healthcare: $1.4 Billion
ETFs: $176 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.3B
$320 Million 20.28% of portfolio
2,022,098
Q4 2024 Reduced 1.0%
$4.89B
$191 Million 12.12% of portfolio
2,336,796
Q4 2024 Added 124.85%
$1.06B
$128 Million 8.11% of portfolio
5,064,207
Q4 2024 Added 46.42%
$904M
$113 Million 7.14% of portfolio
8,520,000
Q4 2024 Added 45.82%
$1.69B
$83.8 Million 5.31% of portfolio
6,560,835
Q4 2024 Reduced 21.26%
$531M
$71 Million 4.5% of portfolio
9,105,000
Q4 2024 Reduced 1.46%
$1.75B
$68.3 Million 4.33% of portfolio
9,085,368
Q3 2024 Added 2.93%
$626M
$63.8 Million 4.04% of portfolio
3,326,262
Q4 2024 Added 32.45%
$798M
$61.7 Million 3.91% of portfolio
1,457,910
Q4 2024 Reduced 7.53%
$944M
$60.6 Million 3.84% of portfolio
4,899,497
Q3 2024 Added 23.24%
$2.33B
$43.6 Million 2.76% of portfolio
1,756,158
Q4 2024 Added 34.87%
$1.31B
$36.2 Million 2.29% of portfolio
1,225,576
Q4 2024 New
$1.51B
$31.4 Million 1.99% of portfolio
1,802,750
Q4 2024 Added 31.44%
$1.06B
$26.7 Million 1.69% of portfolio
2,266,328
Q3 2024 Added 147.26%
$291M
$20.8 Million 1.32% of portfolio
4,685,563
Q4 2024 Added 27.13%
$97.3M
$17.5 Million 1.11% of portfolio
5,953,825
Q3 2023 Added 21.74%
$1.89B
$15.1 Million 0.96% of portfolio
390,792
Q4 2024 Reduced 14.37%
$537M
$7.37 Million 0.47% of portfolio
530,478
Q4 2024 Added 13.36%
$97.5M
$6.7 Million 0.42% of portfolio
3,641,447
Q4 2024 Added 76.22%
$238M
$5.96 Million 0.38% of portfolio
12,414,628
Q3 2024 Added 2.13%
$189M
$4.78 Million 0.3% of portfolio
1,750,000
Q4 2024 New
$492M
$4.12 Million 0.26% of portfolio
1,000,000
Q4 2024 New
$87M
$3.83 Million 0.24% of portfolio
2,406,147
Q4 2024 Added 2.12%
$109M
$2.25 Million 0.14% of portfolio
547,000
Q4 2024 New
Cg Oncology Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 42.29%
Acelyrin Inc
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.93%
Engene Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 187.64%
Burning Rock Biotech LTD
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.57%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $1.58 Billion
  • Prior Value $1.22 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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