Kynam Capital Management, LP Portfolio Holdings

Kynam Capital Management, LP

  • $837 Million
  • Q2 2025

Kynam Capital Management, LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $837 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Celldex Therapeutics, Inc. with a value of $124M, Vaxcyte, Inc. with a value of $99.9M, Vera Therapeutics, Inc. with a value of $80.7M, Syndax Pharmaceuticals Inc with a value of $79.8M, and Biocryst Pharmaceuticals Inc with a value of $75.8M.

Examining the 13F form we can see an decrease of $349M in the current position value, from $1.19B to 837M.

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 $837 Million
Healthcare: $837 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11B
$124 Million 14.83% of portfolio
6,100,729
Q2 2025 Reduced 6.14%
$1.78B
$99.9 Million 11.93% of portfolio
3,071,588
Q2 2025 Reduced 4.01%
$572M
$80.7 Million 9.64% of portfolio
3,426,887
Q2 2025 Added 42.79%
$734M
$79.8 Million 9.53% of portfolio
8,520,000
Q4 2024 Added 45.82%
$1.55B
$75.8 Million 9.06% of portfolio
8,463,742
Q2 2025 Reduced 5.21%
$717M
$61.9 Million 7.39% of portfolio
4,427,927
Q2 2025 Reduced 5.79%
$760M
$61 Million 7.28% of portfolio
8,492,557
Q2 2025 Reduced 6.73%
$1.19B
$41.1 Million 4.91% of portfolio
2,417,647
Q2 2025 Reduced 3.99%
$1.4B
$30.6 Million 3.66% of portfolio
976,267
Q2 2025 Reduced 42.42%
$734M
$29.6 Million 3.54% of portfolio
4,560,053
Q2 2025 Reduced 6.93%
$1.12B
$22.8 Million 2.72% of portfolio
1,540,691
Q2 2025 Reduced 14.54%
$445M
$22.3 Million 2.66% of portfolio
2,329,998
Q2 2025 Reduced 3.16%
$1.34B
$21.3 Million 2.54% of portfolio
2,145,319
Q2 2025 Reduced 18.14%
$332M
$15.8 Million 1.88% of portfolio
2,095,998
Q2 2025 Reduced 10.37%
$472M
$13.4 Million 1.6% of portfolio
1,173,605
Q2 2025 Added 46.7%
$403M
$9.99 Million 1.19% of portfolio
2,887,014
Q2 2025 Reduced 5.75%
$510M
$4.87 Million 0.58% of portfolio
3,456,318
Q2 2025 Reduced 5.55%
$123M
$4.89 Million 0.58% of portfolio
2,154,413
Q2 2025 New
$109M
$4.23 Million 0.5% of portfolio
1,028,341
Q2 2025 Reduced 1.78%
$150M
$3.94 Million 0.47% of portfolio
5,466,825
Q2 2025 Reduced 6.12%
$109M
$3.87 Million 0.46% of portfolio
3,067,774
Q2 2025 Reduced 6.16%
$40.7M
$3.61 Million 0.43% of portfolio
5,088,099
Q2 2025 Reduced 6.49%
$278M
$3.47 Million 0.41% of portfolio
1,029,579
Q2 2025 Added 13.89%
$846M
$3.33 Million 0.4% of portfolio
253,979
Q2 2025 New
$136M
$3.36 Million 0.4% of portfolio
1,649,462
Q2 2025 Reduced 5.75%
$1.55B
$2.49 Million 0.3% of portfolio
200,047
Q2 2025 Reduced 68.44%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $837 Million
  • Prior Value $1.19 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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