Kynam Capital Management, LP Portfolio Holdings

Kynam Capital Management, LP

  • $953 Million
  • Q1 2024

Kynam Capital Management, LP has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $953 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Natera, Inc. with a value of $183M, Syndax Pharmaceuticals Inc with a value of $135M, Celldex Therapeutics, Inc. with a value of $122M, Vera Therapeutics, Inc. with a value of $65.8M, and Cogent Biosciences, Inc. with a value of $57.1M.

Examining the 13F form we can see an increase of $59.1M in the current position value, from $894M to 953M.

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 $953 Million
Healthcare: $953 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$183 Million 19.2% of portfolio
2,000,000
Q1 2024 Reduced 16.67%
$1.09B
$135 Million 14.14% of portfolio
5,660,000
Q4 2023 Added 57.22%
$1.56B
$122 Million 12.77% of portfolio
2,900,000
Q1 2024 Reduced 3.52%
$1.03B
$65.8 Million 6.91% of portfolio
1,526,787
Q1 2024 Reduced 58.17%
$527M
$57.1 Million 5.99% of portfolio
8,500,000
Q1 2024 Added 45.18%
$1.52B
$52.6 Million 5.52% of portfolio
4,239,780
Q1 2024 Added 179.97%
$4.17B
$50.9 Million 5.34% of portfolio
745,000
Q1 2024 Reduced 25.68%
$828M
$33.2 Million 3.48% of portfolio
2,248,324
Q1 2024 Reduced 16.68%
$1.2B
$33.2 Million 3.48% of portfolio
6,527,491
Q1 2024 Added 41.9%
$1.38B
$33.1 Million 3.47% of portfolio
1,144,242
Q1 2024 Reduced 42.93%
$160M
$31.9 Million 3.34% of portfolio
5,953,825
Q3 2023 Added 21.74%
$537M
$24.3 Million 2.55% of portfolio
3,932,082
Q3 2023 Added 0.19%
$476M
$15.4 Million 1.62% of portfolio
2,000,000
Q4 2023 Added 108.88%
$965M
$14.2 Million 1.49% of portfolio
1,625,000
Q1 2024 New
$220M
$11.3 Million 1.19% of portfolio
2,001,727
Q4 2023 Added 28.92%
$351M
$10.7 Million 1.12% of portfolio
12,022,957
Q3 2023 Added 0.19%
$752M
$7.04 Million 0.74% of portfolio
9,640,914
Q1 2024 Added 10.89%
$175M
$5.49 Million 0.58% of portfolio
1,068,527
Q3 2023 New
$477M
$2.34 Million 0.25% of portfolio
133,877
Q1 2024 Reduced 77.98%
Acelyrin Inc
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 66.97%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $953 Million
  • Prior Value $894 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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