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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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